Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,400
shares
|
$622,820
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,398
shares
|
$622,536
0.04% of portfolio
|
Q1 2025
Added 64.66%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,395
shares
|
$622,112
0.13% of portfolio
|
Q2 2025
Added 63.75%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
4,385
shares
|
$620,696
0.04% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$616,025
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
4,347
shares
|
$615,317
0.15% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
4,335
shares
|
$613,619
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$612,911
1.91% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,330
shares
|
$612,911
0.42% of portfolio
|
Q1 2025
Added 38.65%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,300
shares
|
$608,665
0.11% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,279
shares
|
$605,692
0.01% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$604,276
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$604,276
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$603,286
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
4,258
shares
|
$602,719
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
4,258
shares
|
$602,719
0.41% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
4,256
shares
|
$602,436
0.1% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
4,240
shares
|
$600,172
0.06% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
4,225
shares
|
$598,048
0.2% of portfolio
|
Q4 2023
Reduced 30.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
4,220
shares
|
$597,341
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,210
shares
|
$595,925
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
4,209
shares
|
$595,783
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
4,207
shares
|
$595,500
0.13% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,200
shares
|
$594,510
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
4,189
shares
|
$592,952
0.09% of portfolio
|
Q1 2025
Reduced 1.9%
|