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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
11,995
shares
|
$1.89 Million
0.42% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
11,947
shares
|
$1.88 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
11,927
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,868
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
11,849
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
11,831
shares
|
$1.86 Million
1.28% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,770
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
11,743
shares
|
$1.85 Million
0.24% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
11,736
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
11,698
shares
|
$1.84 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
11,664
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,616
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 90.24%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
11,550
shares
|
$1.82 Million
0.55% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
11,517
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,489
shares
|
$1.81 Million
0.26% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
11,484
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
11,437
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
11,418
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,415
shares
|
$1.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
11,411
shares
|
$1.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
11,400
shares
|
$1.79 Million
0.36% of portfolio
|
Q1 2020
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
11,393
shares
|
$1.79 Million
0.3% of portfolio
|
Q2 2025
Added 355.72%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
11,388
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
11,349
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Reduced 12.36%
|