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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
16,692
shares
|
$2.36 Million
0.27% of portfolio
|
Q1 2025
Added 4224.35%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
16,665
shares
|
$2.36 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,640
shares
|
$2.36 Million
0.09% of portfolio
|
Q2 2022
Added 8.4%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,624
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
16,554
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
16,496
shares
|
$2.34 Million
1.16% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
16,423
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
16,407
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
16,299
shares
|
$2.31 Million
0.78% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
16,298
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
16,242
shares
|
$2.3 Million
0.36% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
16,205
shares
|
$2.29 Million
1.31% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
16,166
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 76.89%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,153
shares
|
$2.29 Million
0.05% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,034
shares
|
$2.27 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16,009
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
15,996
shares
|
$2.26 Million
0.98% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
15,970
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
15,952
shares
|
$2.26 Million
0.36% of portfolio
|
Q4 2024
Reduced 39.69%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
15,928
shares
|
$2.25 Million
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
15,827
shares
|
$2.24 Million
1.23% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,556
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,519
shares
|
$2.2 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
15,485
shares
|
$2.19 Million
0.64% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
15,473
shares
|
$2.19 Million
0.84% of portfolio
|
Q1 2025
New holding
|