Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,407 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,775
shares
|
$831,426
0.07% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,769
shares
|
$830,562
0.05% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,768
shares
|
$830,418
0.26% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,764
shares
|
$829,843
0.02% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
5,760
shares
|
$829,267
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,754
shares
|
$828,403
0.16% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
5,739
shares
|
$826,243
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,734
shares
|
$825,523
0.05% of portfolio
|
Q1 2025
Added 175.81%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
5,731
shares
|
$825,092
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,709
shares
|
$821,924
0.09% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
5,676
shares
|
$817,173
0.14% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
5,636
shares
|
$811,414
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,622
shares
|
$809,399
0.07% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,621
shares
|
$809,255
0.03% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
5,603
shares
|
$806,663
0.14% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,576
shares
|
$802,776
0.06% of portfolio
|
Q2 2025
Added 44.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
5,553
shares
|
$799,465
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,547
shares
|
$798,601
0.05% of portfolio
|
Q1 2025
Added 125.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,544
shares
|
$798,169
0.01% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
5,536
shares
|
$797,017
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
5,532
shares
|
$796,442
0.24% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,531
shares
|
$796,298
0.07% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,521
shares
|
$794,858
0.08% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,513
shares
|
$793,706
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,508
shares
|
$792,986
0.01% of portfolio
|
Q1 2025
Added 0.84%
|