Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,850
shares
|
$544,967
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
3,833
shares
|
$542,561
0.04% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,825
shares
|
$541,428
0.03% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,822
shares
|
$541,004
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
3,813
shares
|
$539,730
0.39% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,812
shares
|
$539,588
0.17% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
3,804
shares
|
$538,456
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,801
shares
|
$538,031
0.07% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
3,792
shares
|
$536,757
0.02% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
3,789
shares
|
$536,332
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,789
shares
|
$536,332
0.01% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,788
shares
|
$536,191
0.41% of portfolio
|
Q1 2025
Added 96.07%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,785
shares
|
$535,766
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,781
shares
|
$535,200
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,773
shares
|
$534,068
0.03% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,768
shares
|
$533,360
0.05% of portfolio
|
Q4 2022
Reduced 26.22%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,757
shares
|
$531,803
0.11% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,750
shares
|
$530,812
0.15% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,744
shares
|
$529,963
0.21% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,743
shares
|
$529,821
0.06% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,740
shares
|
$529,397
0.25% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,740
shares
|
$529,397
0.12% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,740
shares
|
$529,397
0.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$529,113
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
3,728
shares
|
$527,698
0.05% of portfolio
|
Q1 2025
Reduced 9.1%
|