Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,389 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,730
shares
|
$361,752
0.24% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
May 13, 2025 Q1 2025 |
2,721
shares
|
$360,559
0.65% of portfolio
|
Q1 2025
Reduced 78.44%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
2,719
shares
|
$360,294
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,711
shares
|
$359,234
0.1% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
2,707
shares
|
$358,704
0.03% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$358,042
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
2,701
shares
|
$357,909
0.13% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,700
shares
|
$357,777
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
2,696
shares
|
$357,246
0.09% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
2,688
shares
|
$356,186
0.04% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,685
shares
|
$355,789
0.17% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
2,684
shares
|
$355,656
0.07% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,681
shares
|
$355,259
0.31% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,680
shares
|
$355,126
0.17% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,678
shares
|
$354,861
0.04% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$354,729
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,646
shares
|
$350,621
0.13% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
2,645
shares
|
$350,488
0.04% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,639
shares
|
$349,693
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
2,630
shares
|
$348,501
0.24% of portfolio
|
Q1 2025
Added 41.55%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
2,628
shares
|
$348,236
0.03% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,617
shares
|
$346,778
0.19% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
2,613
shares
|
$346,248
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
2,603
shares
|
$344,923
0.2% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$344,526
0.1% of portfolio
|
Q3 2023
Added 4.0%
|