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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,253
shares
|
$460,462
0.1% of portfolio
|
Q2 2022
Reduced 9.01%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,253
shares
|
$460,462
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,250
shares
|
$460,037
0.16% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
3,240
shares
|
$458,622
0.04% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
3,239
shares
|
$458,480
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,237
shares
|
$458,197
0.09% of portfolio
|
Q1 2025
Added 71.45%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
3,230
shares
|
$457,206
0.02% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,227
shares
|
$456,781
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
3,222
shares
|
$456,074
0.16% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,209
shares
|
$454,233
0.01% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,209
shares
|
$454,233
0.11% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,202
shares
|
$453,243
0.1% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,202
shares
|
$453,243
0.06% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,201
shares
|
$453,101
0.01% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,200
shares
|
$452,960
0.03% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,180
shares
|
$450,129
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,180
shares
|
$450,129
0.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
3,160
shares
|
$447,298
0.03% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
3,151
shares
|
$446,024
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,142
shares
|
$444,750
0.24% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,141
shares
|
$444,608
0.04% of portfolio
|
Q3 2022
Reduced 6.41%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
3,131
shares
|
$443,193
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,129
shares
|
$442,909
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,121
shares
|
$441,777
0.1% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$441,211
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|