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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,011
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
8,005
shares
|
$1.26 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
8,000
shares
|
$1.26 Million
0.71% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
8,000
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
7,998
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,985
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
7,970
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
7,942
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,896
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,856
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,855
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Added 36.16%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,835
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
7,814
shares
|
$1.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,812
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
7,810
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
7,776
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,762
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
7,760
shares
|
$1.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,753
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
7,723
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,713
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,710
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,673
shares
|
$1.21 Million
0.46% of portfolio
|
Q1 2023
Reduced 4.59%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
7,633
shares
|
$1.2 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
7,632
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2025
Added 10.1%
|