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 |
|---|---|---|---|---|---|
|
Renaissance Investment Group LLC
|
May 07, 2025 Q1 2025 |
4,550
shares
|
$601,419
0.14% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
4,543
shares
|
$600,493
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
4,540
shares
|
$600,097
0.35% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,535
shares
|
$599,436
0.26% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
4,524
shares
|
$597,982
0.14% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,524
shares
|
$597,982
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,515
shares
|
$596,792
0.2% of portfolio
|
Q4 2024
Added 227.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
4,515
shares
|
$596,792
0.0% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
4,511
shares
|
$596,263
0.27% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,508
shares
|
$595,867
0.25% of portfolio
|
Q1 2025
Reduced 56.35%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,505
shares
|
$595,470
0.21% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
4,500
shares
|
$594,810
0.07% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,489
shares
|
$593,356
0.26% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,488
shares
|
$593,223
0.04% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,480
shares
|
$592,166
0.03% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,450
shares
|
$588,201
0.03% of portfolio
|
Q4 2022
Added 59.73%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
4,429
shares
|
$585,425
0.17% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,421
shares
|
$584,367
0.03% of portfolio
|
Q3 2022
Reduced 27.77%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$582,649
0.14% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,408
shares
|
$582,649
0.16% of portfolio
|
Q1 2025
Added 85.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,406
shares
|
$582,385
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
4,403
shares
|
$581,988
0.19% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,400
shares
|
$581,592
0.04% of portfolio
|
Q3 2023
Added 51.72%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,400
shares
|
$581,592
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,398
shares
|
$581,327
0.04% of portfolio
|
Q1 2025
Added 64.66%
|