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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
21,137
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
21,076
shares
|
$3.32 Million
0.07% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
21,056
shares
|
$3.31 Million
0.17% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,990
shares
|
$3.3 Million
0.09% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
20,847
shares
|
$3.28 Million
0.15% of portfolio
|
Q2 2025
Added 1005.94%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
20,803
shares
|
$3.27 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
20,795
shares
|
$3.27 Million
0.4% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
20,794
shares
|
$3.27 Million
0.1% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
20,700
shares
|
$3.26 Million
1.1% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,672
shares
|
$3.25 Million
2.04% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
20,636
shares
|
$3.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
20,593
shares
|
$3.24 Million
0.09% of portfolio
|
Q2 2025
Added 115.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
20,553
shares
|
$3.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
20,452
shares
|
$3.22 Million
0.15% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
20,427
shares
|
$3.22 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,250
shares
|
$3.19 Million
0.44% of portfolio
|
Q2 2022
Reduced 2.15%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
20,150
shares
|
$3.17 Million
0.82% of portfolio
|
Q1 2022
Added 0.75%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
20,070
shares
|
$3.16 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$3.15 Million
3.39% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
20,000
shares
|
$3.15 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
19,957
shares
|
$3.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 59.03%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
19,888
shares
|
$3.13 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
19,867
shares
|
$3.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
19,736
shares
|
$3.11 Million
0.06% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
19,712
shares
|
$3.1 Million
0.2% of portfolio
|
Q2 2025
Added 15.63%
|