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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,398
shares
|
$849,699
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,371
shares
|
$845,449
0.03% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,368
shares
|
$844,976
0.19% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
5,364
shares
|
$844,347
0.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,360
shares
|
$843,717
0.02% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,359
shares
|
$843,560
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,348
shares
|
$841,828
0.06% of portfolio
|
Q2 2025
Added 64.35%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
5,336
shares
|
$839,939
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,335
shares
|
$839,782
0.02% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
5,330
shares
|
$838,995
0.01% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
5,327
shares
|
$838,523
0.56% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,310
shares
|
$835,847
0.1% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,297
shares
|
$833,800
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,293
shares
|
$833,171
0.09% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,292
shares
|
$833,013
0.03% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,259
shares
|
$827,819
0.19% of portfolio
|
Q4 2022
Added 1812.36%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
5,257
shares
|
$827,504
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
5,231
shares
|
$823,411
0.19% of portfolio
|
Q3 2023
Added 4.22%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Aug 08, 2025 Q2 2025 |
5,230
shares
|
$823,254
0.72% of portfolio
|
Q2 2025
Added 92.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
5,224
shares
|
$822,309
0.27% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,221
shares
|
$821,837
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,217
shares
|
$821,207
0.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,216
shares
|
$821,050
0.26% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
5,204
shares
|
$819,161
0.35% of portfolio
|
Q2 2025
Added 104.48%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,160
shares
|
$812,235
0.03% of portfolio
|
Q2 2025
Reduced 49.47%
|