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 |
|---|---|---|---|---|---|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
3,785
shares
|
$595,796
0.14% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
3,785
shares
|
$595,796
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,784
shares
|
$595,639
0.0% of portfolio
|
Q2 2025
Reduced 99.04%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
3,777
shares
|
$594,537
0.19% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,768
shares
|
$593,120
0.05% of portfolio
|
Q4 2022
Reduced 26.22%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,764
shares
|
$592,491
0.13% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,757
shares
|
$591,389
0.11% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
3,753
shares
|
$590,759
0.02% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,753
shares
|
$590,759
0.05% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,750
shares
|
$590,287
0.17% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,740
shares
|
$588,713
0.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,738
shares
|
$588,398
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,732
shares
|
$587,454
0.22% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,728
shares
|
$586,824
0.01% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,721
shares
|
$585,722
0.12% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,710
shares
|
$583,991
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,685
shares
|
$580,055
0.09% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,677
shares
|
$578,796
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
3,677
shares
|
$578,796
0.05% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,664
shares
|
$576,750
0.17% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,661
shares
|
$576,278
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
3,657
shares
|
$575,648
0.11% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
3,657
shares
|
$575,648
0.01% of portfolio
|
Q2 2025
Reduced 52.91%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
3,646
shares
|
$573,916
0.14% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,645
shares
|
$573,759
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|