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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,089
shares
|
$2.38 Million
0.19% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
15,042
shares
|
$2.37 Million
0.24% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,020
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
14,921
shares
|
$2.35 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
14,900
shares
|
$2.35 Million
0.32% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
14,825
shares
|
$2.33 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
14,802
shares
|
$2.33 Million
0.41% of portfolio
|
Q2 2025
Added 244.23%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
14,774
shares
|
$2.33 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
14,647
shares
|
$2.31 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
14,536
shares
|
$2.29 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
14,443
shares
|
$2.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,441
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
14,441
shares
|
$2.27 Million
0.62% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
14,440
shares
|
$2.27 Million
0.24% of portfolio
|
Q2 2025
Reduced 76.39%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
14,311
shares
|
$2.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
14,301
shares
|
$2.25 Million
0.1% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
14,259
shares
|
$2.24 Million
0.06% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
14,213
shares
|
$2.24 Million
0.54% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
14,120
shares
|
$2.22 Million
0.52% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
14,087
shares
|
$2.22 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
14,066
shares
|
$2.21 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
14,001
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
13,960
shares
|
$2.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
13,890
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
13,801
shares
|
$2.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 22.58%
|