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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17,760
shares
|
$2.35 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
17,730
shares
|
$2.34 Million
0.21% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
17,709
shares
|
$2.34 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
17,648
shares
|
$2.33 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,619
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2024
Added 115.92%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
17,568
shares
|
$2.32 Million
0.75% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
17,550
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
17,534
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 86.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
17,529
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
17,392
shares
|
$2.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
17,326
shares
|
$2.29 Million
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
17,258
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 39.93%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
17,247
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,200
shares
|
$2.27 Million
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
17,197
shares
|
$2.27 Million
0.51% of portfolio
|
Q1 2025
Added 96.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
17,147
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
17,134
shares
|
$2.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
17,129
shares
|
$2.26 Million
0.37% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
17,047
shares
|
$2.25 Million
0.18% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
17,005
shares
|
$2.25 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,892
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,861
shares
|
$2.23 Million
0.16% of portfolio
|
Q1 2025
Added 81.18%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
16,845
shares
|
$2.23 Million
0.25% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
16,844
shares
|
$2.23 Million
0.87% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
16,744
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 1.73%
|