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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,103
shares
|
$806,694
0.11% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,102
shares
|
$806,562
0.02% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,094
shares
|
$805,504
0.01% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,089
shares
|
$804,844
0.21% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
6,083
shares
|
$804,050
0.06% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
6,081
shares
|
$803,786
0.06% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
6,064
shares
|
$801,539
0.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
6,063
shares
|
$801,407
0.66% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
6,039
shares
|
$798,235
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,006
shares
|
$793,873
0.14% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,002
shares
|
$793,344
0.23% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,000
shares
|
$793,080
0.12% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,964
shares
|
$788,321
0.03% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,962
shares
|
$788,057
0.08% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,949
shares
|
$786,338
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,940
shares
|
$785,149
0.03% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
5,939
shares
|
$785,017
0.05% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
5,925
shares
|
$783,166
0.09% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
5,907
shares
|
$780,787
0.24% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
5,898
shares
|
$779,597
0.05% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
5,890
shares
|
$778,540
0.14% of portfolio
|
Q2 2024
Reduced 26.28%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,879
shares
|
$777,086
0.11% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
5,878
shares
|
$776,954
0.18% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,868
shares
|
$775,632
0.0% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,827
shares
|
$770,212
0.08% of portfolio
|
Q1 2025
Added 176.55%
|