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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,767
shares
|
$894,462
0.24% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,745
shares
|
$891,554
0.03% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,738
shares
|
$890,628
0.65% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
6,735
shares
|
$890,232
0.24% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,730
shares
|
$889,571
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
6,729
shares
|
$889,439
0.24% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
6,725
shares
|
$888,910
0.16% of portfolio
|
Q1 2023
Reduced 11.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,725
shares
|
$888,910
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Robotti Robert
New York, NY |
May 13, 2025 Q1 2025 |
6,715
shares
|
$887,588
0.16% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
6,700
shares
|
$885,606
0.19% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,644
shares
|
$878,203
0.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,636
shares
|
$877,146
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
6,616
shares
|
$874,502
0.17% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
6,614
shares
|
$874,238
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
6,611
shares
|
$873,841
0.37% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
6,608
shares
|
$873,445
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
6,595
shares
|
$871,727
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
6,588
shares
|
$870,801
0.05% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
6,558
shares
|
$866,836
0.01% of portfolio
|
Q1 2025
Reduced 60.72%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,554
shares
|
$866,307
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,520
shares
|
$861,813
0.01% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
6,511
shares
|
$860,623
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,508
shares
|
$860,227
0.04% of portfolio
|
Q3 2023
Added 21.99%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,499
shares
|
$859,037
0.11% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
6,496
shares
|
$858,641
0.29% of portfolio
|
Q1 2025
Reduced 10.25%
|