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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,695
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 32.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,544
shares
|
$3.08 Million
0.1% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
19,512
shares
|
$3.07 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
19,511
shares
|
$3.07 Million
0.06% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
19,356
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
19,329
shares
|
$3.04 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
19,146
shares
|
$3.01 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
18,999
shares
|
$2.99 Million
1.66% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
18,971
shares
|
$2.99 Million
0.4% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,890
shares
|
$2.97 Million
0.41% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
18,851
shares
|
$2.97 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
18,837
shares
|
$2.97 Million
0.5% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
18,588
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
18,564
shares
|
$2.92 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
18,560
shares
|
$2.92 Million
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,560
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
18,517
shares
|
$2.91 Million
0.06% of portfolio
|
Q2 2025
Added 68.41%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
18,384
shares
|
$2.89 Million
0.7% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
18,380
shares
|
$2.89 Million
0.09% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
18,305
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,287
shares
|
$2.88 Million
0.05% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,267
shares
|
$2.88 Million
0.3% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
18,249
shares
|
$2.87 Million
0.35% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,205
shares
|
$2.87 Million
0.17% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
18,186
shares
|
$2.86 Million
0.26% of portfolio
|
Q2 2025
Reduced 79.52%
|