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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
3,230
shares
|
$508,434
0.33% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,229
shares
|
$508,276
0.07% of portfolio
|
Q2 2025
Added 43.83%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,229
shares
|
$508,276
0.04% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,227
shares
|
$507,962
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,221
shares
|
$507,017
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,216
shares
|
$506,230
0.02% of portfolio
|
Q2 2025
Added 81.08%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,211
shares
|
$505,443
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,209
shares
|
$505,128
0.11% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
3,202
shares
|
$504,026
0.11% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,202
shares
|
$504,026
0.06% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,198
shares
|
$503,397
0.04% of portfolio
|
Q2 2025
Added 48.88%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,188
shares
|
$501,823
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,180
shares
|
$500,563
0.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
3,151
shares
|
$495,998
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
3,143
shares
|
$494,739
0.02% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,142
shares
|
$494,582
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,141
shares
|
$494,424
0.04% of portfolio
|
Q3 2022
Reduced 6.41%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
3,137
shares
|
$493,795
0.25% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,123
shares
|
$491,591
0.1% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,120
shares
|
$491,119
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,118
shares
|
$490,804
0.03% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,111
shares
|
$489,702
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$487,971
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,094
shares
|
$487,026
0.03% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
3,091
shares
|
$486,554
0.15% of portfolio
|
Q2 2025
Added 0.32%
|