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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,663
shares
|
$484,175
0.02% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
3,658
shares
|
$483,514
0.07% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,657
shares
|
$483,382
0.08% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Wright Investors Service Inc
|
Apr 09, 2025 Q1 2025 |
3,656
shares
|
$483,250
0.14% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
3,645
shares
|
$481,796
0.13% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
3,641
shares
|
$481,267
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,632
shares
|
$480,077
0.03% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
3,623
shares
|
$478,888
0.18% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,621
shares
|
$478,623
0.19% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,616
shares
|
$477,962
0.04% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,605
shares
|
$476,508
0.05% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
3,582
shares
|
$473,468
0.01% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
3,579
shares
|
$473,072
0.07% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,576
shares
|
$472,675
0.36% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
3,574
shares
|
$472,411
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
3,531
shares
|
$466,727
0.2% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,521
shares
|
$465,405
0.12% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,500
shares
|
$462,630
0.19% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,479
shares
|
$459,854
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
3,478
shares
|
$459,722
0.16% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
3,477
shares
|
$459,589
0.11% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
3,458
shares
|
$457,078
0.03% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,456
shares
|
$456,814
0.19% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$456,417
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,448
shares
|
$455,756
0.04% of portfolio
|
Q1 2025
Reduced 3.42%
|