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 |
|---|---|---|---|---|---|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
7,236
shares
|
$1.14 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,200
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 35.85%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
7,188
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
7,179
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,145
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.52%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
7,100
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,051
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
7,046
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,039
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2020
Added 102.89%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
7,024
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
7,013
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
7,009
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,004
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,994
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
6,983
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,962
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
6,961
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
6,944
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
6,918
shares
|
$1.09 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
6,906
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.84%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,903
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,874
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,873
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,867
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
6,813
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Added 1.88%
|