Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,959
shares
|
$3.61 Million
0.06% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,931
shares
|
$3.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
22,728
shares
|
$3.58 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
22,608
shares
|
$3.56 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
22,591
shares
|
$3.56 Million
0.05% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,371
shares
|
$3.52 Million
0.61% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
22,069
shares
|
$3.47 Million
0.76% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
22,000
shares
|
$3.46 Million
0.88% of portfolio
|
Q3 2017
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
21,943
shares
|
$3.45 Million
0.02% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,824
shares
|
$3.44 Million
0.91% of portfolio
|
Q1 2024
Added 9.61%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
21,812
shares
|
$3.43 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
21,800
shares
|
$3.43 Million
0.11% of portfolio
|
Q2 2022
Reduced 30.57%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
21,772
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.07%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
21,767
shares
|
$3.43 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
21,665
shares
|
$3.41 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
21,640
shares
|
$3.41 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
21,631
shares
|
$3.4 Million
0.07% of portfolio
|
Q2 2025
Added 717.19%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,578
shares
|
$3.4 Million
0.11% of portfolio
|
Q3 2022
Added 16.68%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,442
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
21,395
shares
|
$3.37 Million
0.54% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
21,395
shares
|
$3.37 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
21,370
shares
|
$3.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,328
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 75.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
21,235
shares
|
$3.34 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
21,161
shares
|
$3.33 Million
1.28% of portfolio
|
Q2 2025
Added 3.81%
|