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 |
|---|---|---|---|---|---|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
8,970
shares
|
$1.41 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
8,964
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2025
Added 69.04%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,938
shares
|
$1.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,938
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
8,918
shares
|
$1.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,894
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
8,879
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
8,842
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,788
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
8,787
shares
|
$1.38 Million
0.62% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
8,772
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
8,765
shares
|
$1.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
8,761
shares
|
$1.38 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,754
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,743
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,712
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,710
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
8,659
shares
|
$1.36 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
8,640
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,631
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,624
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
8,572
shares
|
$1.35 Million
0.26% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
8,571
shares
|
$1.35 Million
1.16% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Aug 14, 2025 Q2 2025 |
8,550
shares
|
$1.35 Million
1.43% of portfolio
|
Q1 2025
Reduced 69.05%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
8,532
shares
|
$1.34 Million
1.01% of portfolio
|
Q2 2025
New holding
|