Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,389 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graphene Investments Sas
Paris, I0 |
Apr 24, 2025 Q1 2025 |
23,000
shares
|
$3.05 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,982
shares
|
$3.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,959
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
22,815
shares
|
$3.02 Million
0.16% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Stance Capital LLC
Boston, MA |
May 16, 2025 Q1 2025 |
22,802
shares
|
$3.02 Million
1.97% of portfolio
|
Q1 2025
Added 379933.34%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
22,728
shares
|
$3.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,720
shares
|
$3.01 Million
0.23% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
22,607
shares
|
$3 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
22,529
shares
|
$2.99 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
22,508
shares
|
$2.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
22,488
shares
|
$2.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
22,466
shares
|
$2.98 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
22,459
shares
|
$2.98 Million
0.15% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
22,323
shares
|
$2.96 Million
0.12% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
22,158
shares
|
$2.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
22,097
shares
|
$2.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
22,000
shares
|
$2.92 Million
0.88% of portfolio
|
Q3 2017
New holding
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
21,932
shares
|
$2.91 Million
0.65% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
21,862
shares
|
$2.9 Million
0.09% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,824
shares
|
$2.89 Million
0.91% of portfolio
|
Q1 2024
Added 9.61%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
21,800
shares
|
$2.89 Million
0.09% of portfolio
|
Q2 2022
Reduced 30.57%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
21,752
shares
|
$2.88 Million
1.55% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
21,676
shares
|
$2.87 Million
0.17% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21,579
shares
|
$2.86 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,578
shares
|
$2.86 Million
0.11% of portfolio
|
Q3 2022
Added 16.68%
|