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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
8,000
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
8,000
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
7,999
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
7,969
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
7,959
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
7,942
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,932
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 315.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,912
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 57.92%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,890
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
7,861
shares
|
$1.04 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
7,857
shares
|
$1.04 Million
0.63% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,850
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
7,832
shares
|
$1.04 Million
0.89% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
7,814
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,804
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 25.08%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
7,788
shares
|
$1.03 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,785
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
7,779
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
7,766
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,761
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
7,755
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
7,723
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,720
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,673
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2023
Reduced 4.59%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,637
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 78.35%
|