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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,709
shares
|
$898,653
0.09% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
5,706
shares
|
$898,181
0.15% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
5,699
shares
|
$897,079
0.11% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
5,676
shares
|
$893,459
0.17% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,655
shares
|
$890,153
0.03% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
5,650
shares
|
$889,366
0.29% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
5,645
shares
|
$888,579
0.62% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
5,625
shares
|
$885,431
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,596
shares
|
$880,866
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
5,584
shares
|
$878,977
0.19% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
5,583
shares
|
$878,820
0.34% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,576
shares
|
$877,718
0.06% of portfolio
|
Q2 2025
Added 44.05%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
5,570
shares
|
$876,773
0.2% of portfolio
|
Q2 2025
Added 60.15%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,528
shares
|
$870,162
0.05% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,521
shares
|
$869,060
0.08% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,513
shares
|
$867,801
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,508
shares
|
$867,014
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,496
shares
|
$865,125
0.4% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
5,471
shares
|
$861,190
0.11% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
5,454
shares
|
$858,514
0.29% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
5,445
shares
|
$857,097
0.05% of portfolio
|
Q2 2025
Added 179.95%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,431
shares
|
$854,893
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
5,428
shares
|
$854,421
0.39% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
5,407
shares
|
$851,115
0.14% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
5,398
shares
|
$849,699
0.24% of portfolio
|
Q2 2025
Reduced 2.42%
|