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 |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
16,134
shares
|
$2.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
16,074
shares
|
$2.53 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,045
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,034
shares
|
$2.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
16,000
shares
|
$2.52 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Aug 14, 2025 Q2 2025 |
15,996
shares
|
$2.52 Million
0.99% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
15,889
shares
|
$2.5 Million
0.51% of portfolio
|
Q2 2025
Reduced 43.44%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
15,855
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
15,820
shares
|
$2.49 Million
0.73% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
15,746
shares
|
$2.48 Million
1.69% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
15,607
shares
|
$2.46 Million
0.56% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
15,531
shares
|
$2.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 88.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,530
shares
|
$2.44 Million
0.05% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,519
shares
|
$2.44 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
15,519
shares
|
$2.44 Million
0.42% of portfolio
|
Q2 2025
Added 99.65%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
15,500
shares
|
$2.44 Million
0.75% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
15,452
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,416
shares
|
$2.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
15,395
shares
|
$2.42 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
15,235
shares
|
$2.4 Million
0.11% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
15,206
shares
|
$2.39 Million
1.38% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
15,156
shares
|
$2.39 Million
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
15,153
shares
|
$2.39 Million
0.28% of portfolio
|
Q1 2024
Added 202.03%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,111
shares
|
$2.38 Million
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
15,110
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Added 0.91%
|