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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
7,607
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,600
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,577
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,575
shares
|
$1.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
7,565
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 18.31%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
7,539
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 74.01%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
7,536
shares
|
$1.19 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$1.19 Million
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
7,530
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,513
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
7,500
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
7,477
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,460
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
7,437
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,428
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
7,416
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Added 1498.28%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
7,369
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
7,366
shares
|
$1.16 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
7,352
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Added 322.53%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
7,336
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
7,308
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,287
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,279
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,253
shares
|
$1.14 Million
0.73% of portfolio
|
Q4 2023
Reduced 26.39%
|