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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,929
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
9,899
shares
|
$1.31 Million
0.88% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
9,852
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 11095.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
9,812
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
9,759
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
9,732
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
9,710
shares
|
$1.28 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,692
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
9,676
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
9,658
shares
|
$1.28 Million
0.68% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
9,607
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.52%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
9,583
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,576
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2023
Reduced 51.19%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,567
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 48.72%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
9,557
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
9,538
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
9,527
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
9,454
shares
|
$1.25 Million
0.62% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
9,450
shares
|
$1.25 Million
0.7% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
9,399
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
9,396
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,367
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
9,359
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
9,346
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
9,284
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 5.85%
|