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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,031
shares
|
$791,929
0.02% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,022
shares
|
$790,513
0.22% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,022
shares
|
$790,513
0.05% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$787,050
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$787,050
0.1% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$787,050
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
4,978
shares
|
$783,586
0.26% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
4,968
shares
|
$782,012
0.05% of portfolio
|
Q3 2023
Reduced 50.02%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
4,949
shares
|
$779,022
0.47% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
4,945
shares
|
$778,392
0.43% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,932
shares
|
$776,346
0.3% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,930
shares
|
$776,031
0.13% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
4,920
shares
|
$774,457
0.01% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,902
shares
|
$771,623
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,893
shares
|
$770,207
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,893
shares
|
$770,207
0.03% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
4,884
shares
|
$768,790
0.37% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
4,864
shares
|
$765,642
0.0% of portfolio
|
Q4 2023
Added 26.7%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
4,861
shares
|
$765,170
0.1% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,840
shares
|
$761,864
0.1% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$758,558
0.02% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,812
shares
|
$757,456
0.09% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
4,793
shares
|
$754,466
0.62% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
4,789
shares
|
$753,836
0.25% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,786
shares
|
$753,364
0.03% of portfolio
|
Q2 2025
Reduced 13.55%
|