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 |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
10,428
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
10,419
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 42.36%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,381
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
10,337
shares
|
$1.63 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
10,295
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,289
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,163
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
10,081
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
10,077
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Greenhaven Associates Inc
|
Jul 08, 2025 Q2 2025 |
10,000
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2021
Reduced 96.26%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
9,996
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,992
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
9,973
shares
|
$1.57 Million
0.31% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
9,969
shares
|
$1.57 Million
1.15% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
9,928
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,928
shares
|
$1.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
9,925
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,864
shares
|
$1.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
9,855
shares
|
$1.55 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
9,780
shares
|
$1.54 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,705
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,692
shares
|
$1.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
9,691
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
9,679
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.99%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,600
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Added 7.1%
|