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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,999
shares
|
$472,072
0.04% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,992
shares
|
$470,970
0.04% of portfolio
|
Q2 2025
Reduced 46.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,989
shares
|
$470,498
0.11% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,986
shares
|
$470,026
0.11% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
2,984
shares
|
$469,711
0.2% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,983
shares
|
$469,554
0.01% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,982
shares
|
$469,396
0.38% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,978
shares
|
$468,766
0.13% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
2,965
shares
|
$466,720
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
2,965
shares
|
$466,720
0.01% of portfolio
|
Q2 2025
Reduced 81.66%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
2,962
shares
|
$466,248
0.37% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
2,953
shares
|
$464,831
0.03% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,945
shares
|
$463,572
0.1% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,945
shares
|
$463,572
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$463,100
0.36% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,932
shares
|
$461,526
0.08% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,930
shares
|
$461,211
0.01% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,922
shares
|
$459,952
0.19% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,921
shares
|
$459,794
0.12% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
2,917
shares
|
$459,164
0.05% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,917
shares
|
$459,164
0.05% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,902
shares
|
$456,803
0.41% of portfolio
|
Q3 2023
Added 2.11%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
2,901
shares
|
$456,646
0.29% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,900
shares
|
$456,489
0.05% of portfolio
|
Q3 2023
Added 7.41%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,893
shares
|
$455,387
0.01% of portfolio
|
Q2 2025
Added 36.08%
|