Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
13,344
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
13,289
shares
|
$1.88 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
13,269
shares
|
$1.88 Million
0.17% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,243
shares
|
$1.87 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,140
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
13,114
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
13,110
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,093
shares
|
$1.85 Million
0.15% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
13,057
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
13,016
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
12,949
shares
|
$1.83 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
12,908
shares
|
$1.83 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
12,837
shares
|
$1.82 Million
0.19% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,835
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
12,772
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.76%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
12,758
shares
|
$1.81 Million
0.53% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
12,711
shares
|
$1.8 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,707
shares
|
$1.8 Million
0.1% of portfolio
|
Q4 2022
Added 59.86%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
12,699
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,668
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
12,644
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
12,639
shares
|
$1.79 Million
0.16% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
12,600
shares
|
$1.78 Million
0.47% of portfolio
|
Q2 2020
Reduced 30.0%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
12,575
shares
|
$1.78 Million
0.42% of portfolio
|
Q1 2025
Added 0.14%
|