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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
4,134
shares
|
$650,732
0.09% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,133
shares
|
$650,575
0.28% of portfolio
|
Q4 2022
Reduced 3.05%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
4,131
shares
|
$650,260
0.24% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
4,123
shares
|
$649,001
0.05% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,122
shares
|
$648,844
0.17% of portfolio
|
Q2 2025
Added 384.94%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,113
shares
|
$647,427
0.11% of portfolio
|
Q2 2024
Added 9.29%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$645,381
0.03% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,094
shares
|
$644,436
0.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,087
shares
|
$643,334
0.04% of portfolio
|
Q2 2025
Added 33.47%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,075
shares
|
$641,445
0.07% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,074
shares
|
$641,288
0.06% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,071
shares
|
$640,816
0.42% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
4,065
shares
|
$639,871
0.21% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,054
shares
|
$638,140
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,045
shares
|
$636,723
0.28% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4,034
shares
|
$634,991
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
4,030
shares
|
$634,362
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
4,028
shares
|
$634,047
0.12% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,025
shares
|
$633,575
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
4,008
shares
|
$630,899
0.31% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,006
shares
|
$630,584
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$629,640
0.35% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,997
shares
|
$629,167
0.05% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,996
shares
|
$629,010
0.07% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,987
shares
|
$627,593
0.26% of portfolio
|
Q1 2025
Added 2.76%
|