Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,381 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 $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,585
shares
|
$308,571
0.04% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
2,584
shares
|
$308,452
0.13% of portfolio
|
Q4 2024
Added 761.33%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
2,581
shares
|
$308,093
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,579
shares
|
$307,855
0.09% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,577
shares
|
$307,616
0.24% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,577
shares
|
$307,616
0.01% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,570
shares
|
$306,780
0.21% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,561
shares
|
$305,706
0.02% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,560
shares
|
$305,587
0.03% of portfolio
|
Q4 2024
Added 80.41%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,557
shares
|
$305,229
0.01% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
2,554
shares
|
$304,870
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,553
shares
|
$304,751
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,552
shares
|
$304,632
0.23% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,543
shares
|
$303,557
0.02% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,540
shares
|
$303,199
0.13% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$303,199
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,535
shares
|
$302,602
0.18% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,533
shares
|
$302,364
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
2,531
shares
|
$302,125
0.19% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$302,006
0.2% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,528
shares
|
$301,767
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
2,526
shares
|
$301,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
2,526
shares
|
$301,528
0.12% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,524
shares
|
$301,289
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
2,523
shares
|
$301,170
0.24% of portfolio
|
Q2 2024
New holding
|