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 |
|---|---|---|---|---|---|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
12,527
shares
|
$1.77 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
12,501
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
12,500
shares
|
$1.77 Million
0.5% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
12,428
shares
|
$1.76 Million
0.19% of portfolio
|
Q1 2025
Reduced 57.8%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
12,317
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Added 73.48%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
12,277
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
12,180
shares
|
$1.72 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
12,172
shares
|
$1.72 Million
0.28% of portfolio
|
Q1 2025
Added 87.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
12,130
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,122
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Added 148.55%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
12,119
shares
|
$1.72 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
12,104
shares
|
$1.71 Million
0.1% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,097
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2022
Added 25.27%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,093
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
12,042
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
12,016
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
11,941
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,905
shares
|
$1.69 Million
0.86% of portfolio
|
Q1 2025
Added 55.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
11,811
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,764
shares
|
$1.67 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
11,734
shares
|
$1.66 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
11,696
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 35.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
11,640
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,616
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 90.24%
|