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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
5,256
shares
|
$694,738
0.09% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,246
shares
|
$693,416
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
5,245
shares
|
$693,284
0.21% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,236
shares
|
$692,094
0.5% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
5,231
shares
|
$691,433
0.17% of portfolio
|
Q3 2023
Added 4.22%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,218
shares
|
$689,715
0.12% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
5,205
shares
|
$687,996
0.12% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
5,196
shares
|
$686,807
0.33% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,186
shares
|
$685,485
0.06% of portfolio
|
Q4 2024
Reduced 23.28%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,184
shares
|
$685,221
0.06% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
5,175
shares
|
$684,031
0.28% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,160
shares
|
$682,048
0.1% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,159
shares
|
$681,916
0.3% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
5,146
shares
|
$680,198
0.14% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
5,135
shares
|
$678,744
0.06% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
5,133
shares
|
$678,479
0.03% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
5,124
shares
|
$677,290
0.18% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
5,124
shares
|
$677,290
0.24% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,108
shares
|
$675,175
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,106
shares
|
$674,911
0.01% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
5,105
shares
|
$674,778
0.05% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
5,100
shares
|
$674,118
0.47% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,085
shares
|
$672,135
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,085
shares
|
$672,135
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
5,082
shares
|
$671,738
0.04% of portfolio
|
Q4 2022
Reduced 3.29%
|