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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
14,435
shares
|
$1.91 Million
0.28% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
14,433
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
14,400
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,373
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Added 373.57%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
14,311
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
14,284
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
14,037
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
13,985
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
13,955
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,936
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
13,906
shares
|
$1.84 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
13,890
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
13,879
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 97.33%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
13,863
shares
|
$1.83 Million
0.33% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
13,853
shares
|
$1.83 Million
0.56% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
13,747
shares
|
$1.82 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
13,630
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
13,624
shares
|
$1.8 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
13,615
shares
|
$1.8 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
13,558
shares
|
$1.79 Million
0.45% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
13,500
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2019
Reduced 6.59%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
13,412
shares
|
$1.77 Million
0.44% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$1.77 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,383
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
13,382
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Added 4.69%
|