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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,757
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
6,735
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
6,725
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2023
Reduced 11.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,725
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Robotti Robert
New York, NY |
Aug 13, 2025 Q2 2025 |
6,715
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
6,715
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,682
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,679
shares
|
$1.05 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
6,661
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,644
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,617
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
6,616
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
6,608
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
6,555
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,543
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,520
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,508
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2023
Added 21.99%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
6,500
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
6,481
shares
|
$1.02 Million
0.39% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
6,456
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,442
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
6,419
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
6,385
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,376
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
6,375
shares
|
$1 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.86%
|