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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,037
shares
|
$401,430
0.01% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,029
shares
|
$400,373
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,022
shares
|
$399,447
0.07% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
3,015
shares
|
$398,522
0.37% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
3,009
shares
|
$397,729
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
3,002
shares
|
$396,804
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$396,540
0.07% of portfolio
|
Q2 2022
Reduced 60.26%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$396,540
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
2,995
shares
|
$395,879
0.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,978
shares
|
$393,632
0.12% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,965
shares
|
$391,913
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,963
shares
|
$391,649
0.11% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,958
shares
|
$390,988
0.35% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
2,953
shares
|
$390,327
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,950
shares
|
$389,931
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
2,948
shares
|
$389,666
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
2,945
shares
|
$389,270
0.23% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,936
shares
|
$388,080
0.09% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
2,934
shares
|
$387,816
0.1% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
2,928
shares
|
$387,023
0.07% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
2,904
shares
|
$383,850
0.36% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,902
shares
|
$383,586
0.41% of portfolio
|
Q3 2023
Added 2.11%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,900
shares
|
$383,322
0.05% of portfolio
|
Q3 2023
Added 7.41%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
2,877
shares
|
$380,281
0.37% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
2,868
shares
|
$379,092
0.01% of portfolio
|
Q1 2025
Added 53.7%
|