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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
4,784
shares
|
$753,049
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,781
shares
|
$752,577
0.08% of portfolio
|
Q3 2023
Added 57.89%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
4,761
shares
|
$749,429
0.5% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
4,731
shares
|
$744,706
0.1% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
4,722
shares
|
$743,290
0.06% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,721
shares
|
$743,132
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,672
shares
|
$735,419
0.06% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,665
shares
|
$734,317
0.58% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,664
shares
|
$734,160
0.07% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
4,649
shares
|
$731,799
0.2% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
4,648
shares
|
$731,641
0.22% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
4,645
shares
|
$731,169
0.04% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,638
shares
|
$730,067
0.06% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,631
shares
|
$728,965
0.12% of portfolio
|
Q2 2025
Added 144.12%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,621
shares
|
$727,391
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,620
shares
|
$727,234
0.07% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,596
shares
|
$723,456
0.31% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,593
shares
|
$722,984
0.14% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,586
shares
|
$721,882
0.08% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,581
shares
|
$721,095
0.02% of portfolio
|
Q2 2023
Added 3.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,567
shares
|
$718,891
0.03% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
4,556
shares
|
$717,159
0.02% of portfolio
|
Q2 2025
Added 128.26%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
4,550
shares
|
$716,215
0.15% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,535
shares
|
$713,854
0.3% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,528
shares
|
$712,752
0.23% of portfolio
|
Q2 2025
Added 0.51%
|