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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
4,784
shares
|
$632,349
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,781
shares
|
$631,952
0.08% of portfolio
|
Q3 2023
Added 57.89%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
4,777
shares
|
$631,423
0.22% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,753
shares
|
$628,251
0.03% of portfolio
|
Q1 2025
Added 156.78%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,750
shares
|
$627,855
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,736
shares
|
$626,004
0.02% of portfolio
|
Q1 2025
Reduced 48.38%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,731
shares
|
$625,343
0.1% of portfolio
|
Q1 2025
Added 41.65%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
4,728
shares
|
$624,947
0.28% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
4,695
shares
|
$620,585
0.36% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,672
shares
|
$617,544
0.05% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
4,666
shares
|
$616,751
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
4,658
shares
|
$615,694
0.22% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
4,649
shares
|
$614,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,638
shares
|
$613,050
0.06% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,633
shares
|
$612,389
0.52% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,631
shares
|
$612,125
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
4,627
shares
|
$611,596
0.18% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,621
shares
|
$610,803
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
4,611
shares
|
$609,481
0.27% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
4,600
shares
|
$608,028
0.13% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,593
shares
|
$607,102
0.14% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
4,591
shares
|
$606,838
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,581
shares
|
$605,516
0.02% of portfolio
|
Q2 2023
Added 3.9%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,578
shares
|
$605,120
0.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
4,557
shares
|
$602,344
0.07% of portfolio
|
Q1 2025
Reduced 2.73%
|