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 |
|---|---|---|---|---|---|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
10,754
shares
|
$1.42 Million
0.53% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,743
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
10,714
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
May 15, 2025 Q1 2025 |
10,670
shares
|
$1.41 Million
1.01% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
10,662
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
10,648
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,644
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
10,642
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,594
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
10,582
shares
|
$1.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
10,571
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
10,555
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,519
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2023
Added 38.14%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
10,315
shares
|
$1.36 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
10,310
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,289
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
10,211
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
10,200
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
10,105
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
10,061
shares
|
$1.33 Million
1.07% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Greenhaven Associates Inc
|
Apr 02, 2025 Q1 2025 |
10,000
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2021
Reduced 96.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
10,000
shares
|
$1.32 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,992
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,985
shares
|
$1.32 Million
0.37% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
9,938
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 217.61%
|