Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,391 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $176 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
21,479
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
21,464
shares
|
$2.84 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,442
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
21,395
shares
|
$2.83 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
21,155
shares
|
$2.8 Million
0.51% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
21,135
shares
|
$2.79 Million
0.41% of portfolio
|
Q1 2025
Added 68.08%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
21,103
shares
|
$2.79 Million
0.04% of portfolio
|
Q1 2025
Added 172.16%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
21,033
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
20,969
shares
|
$2.77 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Apr 14, 2025 Q1 2025 |
20,770
shares
|
$2.75 Million
1.54% of portfolio
|
Q1 2024
Added 5.49%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
20,672
shares
|
$2.73 Million
1.83% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
20,639
shares
|
$2.73 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,571
shares
|
$2.72 Million
0.36% of portfolio
|
Q1 2025
Added 402.47%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
20,427
shares
|
$2.7 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
20,385
shares
|
$2.69 Million
1.18% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,250
shares
|
$2.68 Million
0.44% of portfolio
|
Q2 2022
Reduced 2.15%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
20,200
shares
|
$2.67 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
20,150
shares
|
$2.66 Million
0.82% of portfolio
|
Q1 2022
Added 0.75%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
20,073
shares
|
$2.65 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
20,054
shares
|
$2.65 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$2.64 Million
3.39% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
19,937
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
19,878
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.49%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
19,786
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
19,701
shares
|
$2.6 Million
1.62% of portfolio
|
Q1 2025
Added 0.04%
|