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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,622
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
7,607
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
7,587
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,583
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,575
shares
|
$1 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
7,561
shares
|
$999,412
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$996,108
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
7,530
shares
|
$995,315
0.2% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
7,520
shares
|
$993,993
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
7,500
shares
|
$991,350
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,496
shares
|
$990,821
0.14% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,470
shares
|
$987,384
0.06% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
7,454
shares
|
$985,269
0.13% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$984,741
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,423
shares
|
$981,172
0.06% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
7,418
shares
|
$980,511
0.12% of portfolio
|
Q1 2025
Added 16.16%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,386
shares
|
$976,281
0.12% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,370
shares
|
$974,166
0.07% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
7,369
shares
|
$974,034
0.11% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,325
shares
|
$968,218
0.08% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
7,323
shares
|
$967,954
0.27% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,319
shares
|
$967,425
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,316
shares
|
$967,028
0.9% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
7,284
shares
|
$962,799
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,253
shares
|
$958,701
0.73% of portfolio
|
Q4 2023
Reduced 26.39%
|