Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$368,030
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,598
shares
|
$367,746
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,593
shares
|
$367,039
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,593
shares
|
$367,039
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,582
shares
|
$365,482
0.05% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
2,575
shares
|
$364,491
0.11% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
2,572
shares
|
$364,066
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
2,568
shares
|
$363,500
0.14% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,567
shares
|
$363,358
0.11% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
2,560
shares
|
$362,368
0.32% of portfolio
|
Q1 2025
Reduced 38.87%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
2,548
shares
|
$360,669
0.39% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
2,545
shares
|
$360,244
0.16% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$359,537
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,535
shares
|
$358,829
0.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,529
shares
|
$357,979
0.03% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,527
shares
|
$357,696
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
2,525
shares
|
$357,413
0.14% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,523
shares
|
$357,130
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,520
shares
|
$356,706
0.12% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,517
shares
|
$356,281
0.13% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,511
shares
|
$355,432
0.07% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,505
shares
|
$354,582
0.01% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,503
shares
|
$354,299
0.06% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
2,500
shares
|
$353,875
0.05% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,494
shares
|
$353,025
0.05% of portfolio
|
Q1 2025
Added 3.92%
|