Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,407 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
9,213
shares
|
$1.33 Million
0.14% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
9,193
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,193
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
9,155
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
9,153
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
9,089
shares
|
$1.31 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,082
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
9,063
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
9,024
shares
|
$1.3 Million
0.56% of portfolio
|
Q1 2025
Reduced 39.62%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,988
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,984
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
8,970
shares
|
$1.29 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
8,964
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
8,933
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,894
shares
|
$1.28 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
8,867
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
8,859
shares
|
$1.28 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,809
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
8,765
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
8,761
shares
|
$1.26 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,747
shares
|
$1.26 Million
0.47% of portfolio
|
Q1 2025
Added 50.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
8,743
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,712
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,710
shares
|
$1.25 Million
0.33% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
8,686
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|