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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,633
shares
|
$571,870
0.04% of portfolio
|
Q2 2025
Reduced 70.03%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,632
shares
|
$571,713
0.03% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
3,632
shares
|
$571,713
0.28% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
3,581
shares
|
$563,685
0.11% of portfolio
|
Q2 2025
Added 51.48%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,570
shares
|
$561,953
0.02% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
3,565
shares
|
$561,166
0.06% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,564
shares
|
$561,009
0.07% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,540
shares
|
$557,231
0.04% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,522
shares
|
$554,398
0.17% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
3,514
shares
|
$553,138
0.02% of portfolio
|
Q2 2025
Reduced 44.52%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,513
shares
|
$552,981
0.13% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,509
shares
|
$552,351
0.03% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,500
shares
|
$550,935
0.19% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,498
shares
|
$550,620
0.12% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
3,496
shares
|
$550,305
0.2% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
3,486
shares
|
$548,731
0.09% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,477
shares
|
$547,314
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
3,458
shares
|
$544,323
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$543,536
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
3,432
shares
|
$540,231
0.03% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
3,427
shares
|
$539,444
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
3,420
shares
|
$538,342
0.36% of portfolio
|
Q2 2024
Reduced 87.31%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3,417
shares
|
$537,869
0.1% of portfolio
|
Q2 2025
Added 627.02%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,404
shares
|
$535,823
0.22% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,400
shares
|
$535,194
0.0% of portfolio
|
Q1 2025
Added 13.14%
|