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 |
|---|---|---|---|---|---|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
18,180
shares
|
$2.86 Million
1.54% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,109
shares
|
$2.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
18,075
shares
|
$2.85 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
18,048
shares
|
$2.84 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
18,000
shares
|
$2.83 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
17,975
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
17,945
shares
|
$2.82 Million
0.23% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
17,875
shares
|
$2.81 Million
0.51% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17,760
shares
|
$2.8 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
17,674
shares
|
$2.78 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,619
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2024
Added 115.92%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
17,578
shares
|
$2.77 Million
0.89% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
17,460
shares
|
$2.75 Million
1.29% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,452
shares
|
$2.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
17,444
shares
|
$2.75 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
17,405
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
17,379
shares
|
$2.74 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
17,326
shares
|
$2.73 Million
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
17,254
shares
|
$2.72 Million
0.17% of portfolio
|
Q2 2025
Added 252.77%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,200
shares
|
$2.71 Million
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
17,185
shares
|
$2.71 Million
0.38% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
17,152
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
17,105
shares
|
$2.69 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
17,062
shares
|
$2.69 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
17,061
shares
|
$2.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.5%
|