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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
15,429
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
15,416
shares
|
$2.04 Million
1.5% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
15,408
shares
|
$2.04 Million
0.24% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
15,273
shares
|
$2.02 Million
0.1% of portfolio
|
Q1 2025
Added 97.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,230
shares
|
$2.01 Million
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
15,155
shares
|
$2 Million
0.66% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
15,153
shares
|
$2 Million
0.28% of portfolio
|
Q1 2024
Added 202.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
15,145
shares
|
$2 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
15,144
shares
|
$2 Million
0.1% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
15,132
shares
|
$2 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
15,093
shares
|
$1.99 Million
0.18% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
14,974
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
14,945
shares
|
$1.98 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
14,900
shares
|
$1.97 Million
0.64% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,873
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,844
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
14,841
shares
|
$1.96 Million
0.48% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,717
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
14,701
shares
|
$1.94 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
14,688
shares
|
$1.94 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
14,666
shares
|
$1.94 Million
0.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
14,662
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
14,634
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
14,466
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
Added 106.66%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,443
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|