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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
6,000
shares
|
$944,460
0.14% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,969
shares
|
$939,580
0.08% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,967
shares
|
$939,265
0.07% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
5,931
shares
|
$933,598
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
5,911
shares
|
$930,450
0.31% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
5,898
shares
|
$928,404
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
5,897
shares
|
$928,246
0.02% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,879
shares
|
$925,413
0.11% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,868
shares
|
$923,681
0.0% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
5,834
shares
|
$918,329
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
5,827
shares
|
$917,228
0.06% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,809
shares
|
$914,394
0.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,809
shares
|
$914,394
0.1% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,798
shares
|
$912,663
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
5,789
shares
|
$911,246
0.07% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,782
shares
|
$910,144
0.06% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
5,771
shares
|
$908,413
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
5,764
shares
|
$907,311
0.21% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,764
shares
|
$907,311
0.02% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,762
shares
|
$906,996
0.06% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,758
shares
|
$906,366
0.18% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,754
shares
|
$905,737
0.0% of portfolio
|
Q2 2025
Reduced 86.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,751
shares
|
$905,264
0.07% of portfolio
|
Q2 2025
Added 87.57%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
5,744
shares
|
$904,163
0.3% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
5,731
shares
|
$902,116
0.12% of portfolio
|
Q2 2025
Added 0.54%
|