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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
8,527
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
8,521
shares
|
$1.34 Million
0.69% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
8,457
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
8,435
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
8,412
shares
|
$1.32 Million
0.56% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,389
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
8,380
shares
|
$1.32 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,379
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2022
Added 43.57%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
8,353
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
8,327
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,301
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
8,287
shares
|
$1.3 Million
0.7% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
8,219
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,211
shares
|
$1.29 Million
0.53% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
8,209
shares
|
$1.29 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,203
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 67.82%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
8,170
shares
|
$1.29 Million
0.2% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,101
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
8,100
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
8,097
shares
|
$1.27 Million
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
8,074
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 60.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
8,064
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,062
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 120.09%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,040
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
8,012
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.78%
|