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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
4,012
shares
|
$530,306
0.02% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
4,008
shares
|
$529,777
0.27% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$528,720
0.35% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,987
shares
|
$527,001
0.26% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,972
shares
|
$525,018
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,944
shares
|
$521,317
0.02% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,943
shares
|
$521,185
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,937
shares
|
$520,392
0.07% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,915
shares
|
$517,484
0.37% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,910
shares
|
$516,823
0.06% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
3,906
shares
|
$516,295
0.05% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,896
shares
|
$514,973
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
3,875
shares
|
$512,197
0.05% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,871
shares
|
$511,668
0.04% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
3,866
shares
|
$511,007
0.14% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$510,479
0.05% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,861
shares
|
$510,346
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
3,857
shares
|
$509,818
0.05% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,855
shares
|
$509,553
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,850
shares
|
$508,893
0.69% of portfolio
|
Q1 2025
Reduced 47.42%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
3,843
shares
|
$507,967
0.05% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
3,833
shares
|
$506,645
0.04% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,825
shares
|
$505,588
0.03% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,822
shares
|
$505,191
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
3,813
shares
|
$504,002
0.39% of portfolio
|
Q1 2025
Added 20.66%
|