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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$488,772
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,448
shares
|
$488,064
0.04% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
3,431
shares
|
$485,658
0.05% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
3,427
shares
|
$485,091
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
3,420
shares
|
$484,101
0.33% of portfolio
|
Q2 2024
Reduced 87.31%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,400
shares
|
$481,270
0.0% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,400
shares
|
$481,270
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,390
shares
|
$479,854
0.02% of portfolio
|
Q1 2025
Reduced 55.8%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
3,375
shares
|
$477,731
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,366
shares
|
$476,457
0.01% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,353
shares
|
$474,617
0.29% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,350
shares
|
$474,192
0.01% of portfolio
|
Q1 2023
Reduced 4.5%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,346
shares
|
$473,626
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,342
shares
|
$473,060
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
3,341
shares
|
$472,918
0.04% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
3,336
shares
|
$472,210
0.11% of portfolio
|
Q1 2025
Added 176.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,327
shares
|
$470,936
0.03% of portfolio
|
Q3 2023
Reduced 50.61%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,319
shares
|
$469,804
0.21% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,310
shares
|
$468,530
0.02% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,302
shares
|
$467,398
0.22% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
3,290
shares
|
$465,699
0.0% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,285
shares
|
$464,991
0.12% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
3,267
shares
|
$462,443
0.39% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
3,255
shares
|
$460,745
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
3,254
shares
|
$460,603
0.04% of portfolio
|
Q1 2025
Added 0.56%
|