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 |
|---|---|---|---|---|---|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,200
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2022
Added 35.85%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
7,188
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,179
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,177
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
7,145
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
7,124
shares
|
$1.03 Million
0.43% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,113
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
7,098
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,090
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
7,057
shares
|
$1.02 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,039
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2020
Added 102.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
7,013
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,004
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Independent Investors Inc
|
May 01, 2025 Q1 2025 |
6,983
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
6,932
shares
|
$998,000
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,878
shares
|
$990,225
0.13% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
6,874
shares
|
$989,649
0.15% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,834
shares
|
$983,890
0.07% of portfolio
|
Q1 2025
Added 26.27%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,827
shares
|
$982,883
0.08% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,811
shares
|
$980,579
0.02% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
6,787
shares
|
$977,124
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,767
shares
|
$974,244
0.24% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,757
shares
|
$972,805
0.11% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,745
shares
|
$971,077
0.03% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,738
shares
|
$970,069
0.65% of portfolio
|
Q1 2025
Reduced 0.35%
|