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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,082
shares
|
$485,137
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
3,075
shares
|
$484,035
0.41% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
3,073
shares
|
$483,720
0.11% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
3,069
shares
|
$483,091
0.21% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
3,066
shares
|
$482,619
0.09% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,057
shares
|
$481,202
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
3,044
shares
|
$479,156
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
3,043
shares
|
$478,998
0.1% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,041
shares
|
$478,683
0.18% of portfolio
|
Q2 2025
Added 90.42%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,030
shares
|
$476,952
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,029
shares
|
$476,794
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,029
shares
|
$476,794
0.42% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,029
shares
|
$476,794
0.02% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,027
shares
|
$476,480
0.02% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,022
shares
|
$475,693
0.07% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,021
shares
|
$475,535
0.35% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,019
shares
|
$475,220
0.22% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,012
shares
|
$474,118
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
3,012
shares
|
$474,118
0.14% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
3,009
shares
|
$473,646
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,007
shares
|
$473,331
0.11% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
3,002
shares
|
$472,544
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$472,230
0.07% of portfolio
|
Q2 2022
Reduced 60.26%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$472,230
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$472,230
0.25% of portfolio
|
Q2 2025
Added 1.87%
|