Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,407 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
7,607
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
7,587
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,583
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,577
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,575
shares
|
$1.09 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
7,536
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$1.08 Million
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
7,530
shares
|
$1.08 Million
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
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
7,500
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,496
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
7,454
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
7,437
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,423
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,386
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,370
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
7,369
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,325
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,319
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,316
shares
|
$1.05 Million
0.9% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,253
shares
|
$1.04 Million
0.73% of portfolio
|
Q4 2023
Reduced 26.39%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
7,237
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
7,236
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
7,204
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|