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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,161
shares
|
$550,000
0.02% of portfolio
|
Q1 2025
Added 31.01%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
4,160
shares
|
$549,868
0.14% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,140
shares
|
$547,225
0.21% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,133
shares
|
$546,299
0.25% of portfolio
|
Q4 2022
Reduced 3.05%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
4,132
shares
|
$546,167
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,124
shares
|
$545,110
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
4,121
shares
|
$544,713
0.45% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
4,117
shares
|
$544,185
0.15% of portfolio
|
Q1 2025
Added 63.31%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,113
shares
|
$543,656
0.11% of portfolio
|
Q2 2024
Added 9.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,101
shares
|
$542,070
0.04% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
4,100
shares
|
$541,938
0.27% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
4,091
shares
|
$540,748
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
4,082
shares
|
$539,558
0.28% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,074
shares
|
$538,501
0.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
4,071
shares
|
$538,104
0.36% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
4,064
shares
|
$537,179
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
4,060
shares
|
$536,650
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
4,052
shares
|
$535,593
0.06% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,049
shares
|
$535,196
0.0% of portfolio
|
Q1 2025
Added 76.43%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,040
shares
|
$534,007
0.11% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,034
shares
|
$533,214
0.01% of portfolio
|
Q4 2023
Reduced 74.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
4,034
shares
|
$533,214
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,024
shares
|
$531,892
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
4,023
shares
|
$531,760
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
4,019
shares
|
$531,231
0.07% of portfolio
|
Q1 2025
Added 60.82%
|