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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,449
shares
|
$852,428
0.02% of portfolio
|
Q1 2025
Added 184.35%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
6,394
shares
|
$845,158
0.02% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
6,387
shares
|
$844,233
0.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,376
shares
|
$842,779
0.04% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
6,375
shares
|
$842,647
0.13% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,363
shares
|
$841,061
0.06% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,363
shares
|
$841,061
0.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
6,334
shares
|
$837,228
0.03% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
6,328
shares
|
$836,435
0.02% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,296
shares
|
$832,205
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
6,289
shares
|
$831,280
0.12% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,272
shares
|
$829,032
0.05% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,253
shares
|
$826,521
0.02% of portfolio
|
Q1 2025
Added 161.85%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
6,243
shares
|
$825,199
0.4% of portfolio
|
Q1 2021
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,217
shares
|
$821,763
0.03% of portfolio
|
Q1 2025
Reduced 49.26%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,211
shares
|
$820,969
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,202
shares
|
$819,780
0.06% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
6,200
shares
|
$819,516
0.18% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
6,197
shares
|
$819,119
0.3% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
6,149
shares
|
$812,774
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,125
shares
|
$809,602
0.02% of portfolio
|
Q1 2025
Added 145.0%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
6,115
shares
|
$808,280
0.31% of portfolio
|
Q1 2025
Added 48.6%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
6,115
shares
|
$808,280
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,109
shares
|
$807,487
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
6,104
shares
|
$806,826
0.06% of portfolio
|
Q1 2025
Added 4.41%
|