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 |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
12,833
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 60.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,777
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
12,752
shares
|
$2.01 Million
0.43% of portfolio
|
Q2 2025
Added 2879.44%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
12,711
shares
|
$2 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,707
shares
|
$2 Million
0.1% of portfolio
|
Q4 2022
Added 59.86%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
12,699
shares
|
$2 Million
0.29% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
12,671
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
12,669
shares
|
$1.99 Million
0.33% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
12,600
shares
|
$1.98 Million
0.51% of portfolio
|
Q2 2020
Reduced 30.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,595
shares
|
$1.98 Million
0.12% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
12,592
shares
|
$1.98 Million
0.67% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
12,501
shares
|
$1.97 Million
0.53% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,460
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
12,400
shares
|
$1.95 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
12,285
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
12,252
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
12,240
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
12,180
shares
|
$1.92 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
12,164
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
12,119
shares
|
$1.91 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,097
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2022
Added 25.27%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,080
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
12,065
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
12,056
shares
|
$1.9 Million
0.8% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
12,012
shares
|
$1.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.94%
|