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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
9,596
shares
|
$1.51 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
9,583
shares
|
$1.51 Million
0.27% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,576
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2023
Reduced 51.19%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
9,557
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
9,540
shares
|
$1.5 Million
0.74% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,485
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
9,471
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2025
Reduced 38.79%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
9,464
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
9,459
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
9,455
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
9,455
shares
|
$1.49 Million
0.32% of portfolio
|
Q2 2025
Added 109.0%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
9,425
shares
|
$1.48 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
9,376
shares
|
$1.48 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
9,373
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
9,367
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
9,346
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
9,315
shares
|
$1.47 Million
0.43% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
9,281
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
9,263
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Reduced 25.68%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
9,193
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
9,129
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,124
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 59.43%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
9,105
shares
|
$1.43 Million
0.55% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,098
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Added 41.08%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
9,001
shares
|
$1.42 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.25%
|