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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,400
shares
|
$535,194
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
3,393
shares
|
$534,092
0.29% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,389
shares
|
$533,462
0.01% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
3,388
shares
|
$533,305
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,384
shares
|
$532,675
0.09% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
3,376
shares
|
$531,416
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,350
shares
|
$527,323
0.01% of portfolio
|
Q1 2023
Reduced 4.5%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
3,345
shares
|
$526,536
0.68% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,342
shares
|
$526,064
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
3,338
shares
|
$525,434
0.29% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,327
shares
|
$523,703
0.03% of portfolio
|
Q3 2023
Reduced 50.61%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,316
shares
|
$521,971
0.05% of portfolio
|
Q2 2025
Reduced 41.02%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,295
shares
|
$518,665
0.08% of portfolio
|
Q2 2025
Added 71.26%
|
|
|
Exane Asset Management
|
Jul 17, 2025 Q2 2025 |
3,291
shares
|
$518,036
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,286
shares
|
$517,249
0.02% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
3,269
shares
|
$514,573
0.15% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,253
shares
|
$512,054
0.1% of portfolio
|
Q2 2022
Reduced 9.01%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,250
shares
|
$511,582
0.16% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,248
shares
|
$511,267
0.02% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
3,245
shares
|
$510,795
0.28% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,243
shares
|
$510,480
0.08% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$510,165
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,240
shares
|
$510,008
0.05% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
3,239
shares
|
$509,850
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,237
shares
|
$509,536
0.23% of portfolio
|
Q2 2025
Reduced 2.47%
|