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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,499
shares
|
$791,691
0.1% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
5,490
shares
|
$790,395
0.35% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
5,486
shares
|
$789,819
0.02% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
5,476
shares
|
$788,379
0.13% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
5,464
shares
|
$786,652
0.08% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,458
shares
|
$785,788
0.02% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,447
shares
|
$784,204
0.26% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,426
shares
|
$781,181
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
5,426
shares
|
$781,181
0.25% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
5,419
shares
|
$780,173
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
5,403
shares
|
$777,869
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
5,395
shares
|
$776,718
0.09% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
5,395
shares
|
$776,718
0.29% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,368
shares
|
$772,830
0.19% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,355
shares
|
$770,959
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,352
shares
|
$770,527
0.03% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,343
shares
|
$769,231
0.02% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,335
shares
|
$768,079
0.02% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
5,330
shares
|
$767,360
0.01% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
5,313
shares
|
$764,912
0.51% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
5,306
shares
|
$763,904
0.09% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
5,303
shares
|
$763,472
0.05% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
5,300
shares
|
$763,041
0.05% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,259
shares
|
$757,138
0.19% of portfolio
|
Q4 2022
Added 1812.36%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
5,256
shares
|
$756,706
0.09% of portfolio
|
Q1 2025
Added 2.22%
|