Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
19,616
shares
|
$2.78 Million
0.06% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
May 12, 2025 Q1 2025 |
19,584
shares
|
$2.77 Million
1.65% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
19,512
shares
|
$2.76 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
19,433
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
19,402
shares
|
$2.75 Million
0.13% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
19,382
shares
|
$2.74 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
19,345
shares
|
$2.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
19,108
shares
|
$2.7 Million
0.34% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
18,979
shares
|
$2.69 Million
1.56% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
18,958
shares
|
$2.68 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
18,951
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
18,825
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,735
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
18,649
shares
|
$2.64 Million
0.06% of portfolio
|
Q1 2025
Added 49.85%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
18,552
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
18,507
shares
|
$2.62 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
18,433
shares
|
$2.61 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
18,378
shares
|
$2.6 Million
0.76% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
18,234
shares
|
$2.58 Million
0.88% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
18,230
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
18,123
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
18,075
shares
|
$2.56 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
18,000
shares
|
$2.55 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
17,826
shares
|
$2.52 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17,760
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2022
New holding
|