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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
6,363
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Added 92.24%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,363
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,363
shares
|
$1 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,296
shares
|
$991,053
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,278
shares
|
$988,219
0.68% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
6,252
shares
|
$984,127
0.0% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,243
shares
|
$982,710
0.42% of portfolio
|
Q1 2021
New holding
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,234
shares
|
$981,293
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
6,224
shares
|
$979,719
0.15% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
6,213
shares
|
$977,988
0.07% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
6,200
shares
|
$975,942
0.21% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,160
shares
|
$969,645
0.16% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,154
shares
|
$968,701
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,128
shares
|
$964,608
0.08% of portfolio
|
Q2 2025
Added 59.46%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,125
shares
|
$964,136
0.02% of portfolio
|
Q1 2025
Added 145.0%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
6,119
shares
|
$963,191
0.33% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
6,115
shares
|
$962,562
0.31% of portfolio
|
Q1 2025
Added 48.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,108
shares
|
$961,460
0.06% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
6,104
shares
|
$960,830
0.11% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,102
shares
|
$960,515
0.02% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,094
shares
|
$959,256
0.01% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,093
shares
|
$959,099
0.1% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
6,081
shares
|
$957,210
0.08% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
6,018
shares
|
$947,293
0.22% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
6,002
shares
|
$944,774
0.69% of portfolio
|
Q2 2025
Reduced 1.01%
|