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 |
|---|---|---|---|---|---|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
17,023
shares
|
$2.68 Million
0.94% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
17,005
shares
|
$2.68 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,002
shares
|
$2.68 Million
0.05% of portfolio
|
Q2 2025
Added 42.73%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
16,962
shares
|
$2.67 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
16,962
shares
|
$2.67 Million
0.83% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,958
shares
|
$2.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 60.24%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
16,927
shares
|
$2.66 Million
0.41% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
16,701
shares
|
$2.63 Million
0.41% of portfolio
|
Q2 2025
Added 356.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
16,670
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.77%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
16,661
shares
|
$2.62 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
16,644
shares
|
$2.62 Million
0.77% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,640
shares
|
$2.62 Million
0.09% of portfolio
|
Q2 2022
Added 8.4%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
16,516
shares
|
$2.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,500
shares
|
$2.6 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
16,416
shares
|
$2.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
16,342
shares
|
$2.57 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
16,299
shares
|
$2.57 Million
0.78% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
16,290
shares
|
$2.56 Million
0.35% of portfolio
|
Q2 2025
Added 176.57%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
16,253
shares
|
$2.56 Million
0.11% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
16,242
shares
|
$2.56 Million
0.36% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,242
shares
|
$2.56 Million
0.05% of portfolio
|
Q2 2025
Added 242.95%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
16,155
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
16,151
shares
|
$2.54 Million
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,151
shares
|
$2.54 Million
0.3% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,148
shares
|
$2.54 Million
0.09% of portfolio
|
Q2 2025
Added 90.87%
|