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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$685,048
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$681,585
1.91% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
4,325
shares
|
$680,798
0.04% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
4,319
shares
|
$679,853
0.29% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
4,291
shares
|
$675,446
0.46% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,289
shares
|
$675,131
0.13% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
4,284
shares
|
$674,344
0.22% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,281
shares
|
$673,872
0.03% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
4,273
shares
|
$672,612
0.02% of portfolio
|
Q2 2025
Reduced 55.84%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$671,983
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,269
shares
|
$671,983
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$671,983
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,265
shares
|
$671,353
0.05% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$670,881
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
4,259
shares
|
$670,409
0.46% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
4,258
shares
|
$670,251
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
4,231
shares
|
$666,001
0.18% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,219
shares
|
$664,112
0.08% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
4,206
shares
|
$662,066
0.03% of portfolio
|
Q2 2025
Added 36.74%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
4,198
shares
|
$660,807
0.23% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
4,180
shares
|
$657,973
0.05% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,165
shares
|
$655,612
0.09% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
4,146
shares
|
$652,621
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
4,145
shares
|
$652,464
0.17% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
4,134
shares
|
$650,732
0.02% of portfolio
|
Q2 2025
Added 1.05%
|