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 |
|---|---|---|---|---|---|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
11,321
shares
|
$1.78 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
11,313
shares
|
$1.78 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
11,300
shares
|
$1.78 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,291
shares
|
$1.78 Million
0.97% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
11,253
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.98%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
11,208
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
11,177
shares
|
$1.76 Million
0.45% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,151
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
11,081
shares
|
$1.74 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
11,052
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
11,001
shares
|
$1.73 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
10,915
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
10,900
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
10,780
shares
|
$1.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,755
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,743
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,742
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 55.9%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,739
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
10,732
shares
|
$1.69 Million
0.74% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,722
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,692
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
10,670
shares
|
$1.68 Million
1.14% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
10,553
shares
|
$1.66 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
10,529
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,519
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2023
Added 38.14%
|