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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,986
shares
|
$627,436
0.14% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,945
shares
|
$620,982
0.06% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
3,944
shares
|
$620,825
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
3,944
shares
|
$620,825
0.18% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,937
shares
|
$619,723
0.07% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
3,932
shares
|
$618,936
0.06% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,915
shares
|
$616,260
0.5% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
3,906
shares
|
$614,843
0.05% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,906
shares
|
$614,843
0.01% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,875
shares
|
$609,963
0.05% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$607,917
0.05% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,856
shares
|
$606,972
0.09% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,855
shares
|
$606,815
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
3,838
shares
|
$604,139
0.05% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
3,830
shares
|
$602,880
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,826
shares
|
$602,250
0.09% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,824
shares
|
$601,935
0.02% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,819
shares
|
$601,148
0.04% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,815
shares
|
$600,519
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,812
shares
|
$600,046
0.17% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
3,804
shares
|
$598,787
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,801
shares
|
$598,315
0.07% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,800
shares
|
$598,158
0.05% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,797
shares
|
$597,685
0.12% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
3,792
shares
|
$596,898
0.02% of portfolio
|
Q1 2024
Reduced 78.01%
|