Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,391 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 $176 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
11,640
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Apr 08, 2025 Q1 2025 |
11,631
shares
|
$1.54 Million
1.38% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
11,605
shares
|
$1.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
11,550
shares
|
$1.53 Million
0.55% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
11,467
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2025
Added 83.27%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
11,400
shares
|
$1.51 Million
0.3% of portfolio
|
Q1 2020
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,390
shares
|
$1.51 Million
0.81% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
11,344
shares
|
$1.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
11,342
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,328
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
11,300
shares
|
$1.49 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,299
shares
|
$1.49 Million
0.32% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,291
shares
|
$1.49 Million
0.97% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
11,271
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
11,102
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,026
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
11,001
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
11,000
shares
|
$1.45 Million
0.85% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
10,995
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
10,953
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2025
Added 36.37%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
10,905
shares
|
$1.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
10,898
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Added 45.66%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
10,872
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,782
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Added 22.31%
|