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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
2,875
shares
|
$452,553
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,853
shares
|
$449,090
0.05% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
2,843
shares
|
$447,516
0.21% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,839
shares
|
$446,886
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,838
shares
|
$446,729
0.09% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,831
shares
|
$445,627
0.06% of portfolio
|
Q2 2025
Reduced 28.2%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$444,840
0.07% of portfolio
|
Q2 2023
Added 11.04%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
2,824
shares
|
$444,525
0.05% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,823
shares
|
$444,368
0.04% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,815
shares
|
$443,109
0.03% of portfolio
|
Q2 2025
Added 29.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,814
shares
|
$442,951
0.05% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
2,812
shares
|
$442,636
0.08% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,812
shares
|
$442,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
2,807
shares
|
$441,849
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
2,804
shares
|
$441,377
0.29% of portfolio
|
Q2 2025
Added 30.72%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,802
shares
|
$441,062
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
2,800
shares
|
$440,748
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,799
shares
|
$440,590
0.27% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,781
shares
|
$437,757
0.04% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
2,779
shares
|
$437,442
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,778
shares
|
$437,284
0.01% of portfolio
|
Q3 2024
Reduced 85.19%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
2,774
shares
|
$436,655
0.1% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,772
shares
|
$436,340
0.04% of portfolio
|
Q2 2025
Added 128.9%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$434,451
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
2,757
shares
|
$433,979
0.01% of portfolio
|
Q2 2025
Reduced 10.98%
|