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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,866
shares
|
$378,827
0.02% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
2,853
shares
|
$377,109
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
2,846
shares
|
$376,184
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,843
shares
|
$375,787
0.04% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
2,843
shares
|
$375,787
0.18% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,838
shares
|
$375,126
0.09% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,833
shares
|
$374,465
0.02% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,830
shares
|
$374,069
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
2,828
shares
|
$373,805
0.04% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
2,827
shares
|
$373,672
0.17% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$373,540
0.07% of portfolio
|
Q2 2023
Added 11.04%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2,826
shares
|
$373,540
0.02% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,823
shares
|
$373,144
0.04% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
2,812
shares
|
$371,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,795
shares
|
$369,443
0.05% of portfolio
|
Q1 2025
Reduced 57.13%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,789
shares
|
$368,650
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
2,787
shares
|
$368,385
0.17% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,778
shares
|
$367,196
0.01% of portfolio
|
Q3 2024
Reduced 85.19%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
2,772
shares
|
$366,402
0.12% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,762
shares
|
$365,081
0.01% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$364,816
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
2,741
shares
|
$362,305
0.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$362,173
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
2,738
shares
|
$361,908
0.02% of portfolio
|
Q1 2025
Reduced 60.47%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,733
shares
|
$361,247
0.05% of portfolio
|
Q1 2025
Reduced 5.33%
|