Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,391 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 $176 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,121
shares
|
$412,533
0.1% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$412,005
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
3,117
shares
|
$412,005
0.02% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,115
shares
|
$411,740
0.07% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,113
shares
|
$411,476
0.02% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
3,100
shares
|
$409,758
0.26% of portfolio
|
Q1 2025
Added 106.67%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
3,100
shares
|
$409,758
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
3,097
shares
|
$409,361
0.01% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,094
shares
|
$408,964
0.03% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,088
shares
|
$408,171
0.02% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
3,085
shares
|
$407,775
0.06% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,082
shares
|
$407,378
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
3,081
shares
|
$407,246
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,076
shares
|
$406,585
0.02% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,071
shares
|
$405,924
0.07% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
3,066
shares
|
$405,263
0.08% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,066
shares
|
$405,263
0.03% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,062
shares
|
$404,735
0.03% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,057
shares
|
$404,074
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,051
shares
|
$403,281
0.19% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
3,050
shares
|
$403,149
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
3,049
shares
|
$403,016
0.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
3,049
shares
|
$403,016
0.06% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,043
shares
|
$402,223
0.09% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
3,039
shares
|
$401,695
0.02% of portfolio
|
Q1 2025
Added 0.13%
|