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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
4,525
shares
|
$712,280
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,524
shares
|
$712,122
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,520
shares
|
$711,493
0.25% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
4,515
shares
|
$710,706
0.25% of portfolio
|
Q4 2024
Added 227.17%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$708,345
0.08% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,500
shares
|
$708,345
0.24% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,499
shares
|
$708,187
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,496
shares
|
$707,715
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,488
shares
|
$706,456
0.15% of portfolio
|
Q2 2025
Added 106.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,450
shares
|
$700,474
0.03% of portfolio
|
Q4 2022
Added 59.73%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
4,432
shares
|
$697,641
0.45% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,430
shares
|
$697,326
0.06% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
4,424
shares
|
$696,381
0.05% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,421
shares
|
$695,909
0.03% of portfolio
|
Q3 2022
Reduced 27.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,411
shares
|
$694,335
0.02% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$693,863
0.14% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,400
shares
|
$692,604
0.04% of portfolio
|
Q3 2023
Added 51.72%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,400
shares
|
$692,604
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,395
shares
|
$691,816
0.13% of portfolio
|
Q2 2025
Added 63.75%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,393
shares
|
$691,502
0.03% of portfolio
|
Q2 2025
Reduced 60.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,391
shares
|
$691,187
0.01% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,389
shares
|
$690,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
4,380
shares
|
$689,455
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
4,379
shares
|
$689,298
0.08% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,373
shares
|
$688,353
0.02% of portfolio
|
Q2 2025
Added 36.27%
|