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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
2,420
shares
|
$290,037
0.19% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$287,640
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
2,397
shares
|
$287,280
0.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,396
shares
|
$287,160
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
2,391
shares
|
$286,561
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,388
shares
|
$286,201
0.01% of portfolio
|
Q4 2024
Reduced 27.31%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
2,377
shares
|
$284,883
0.09% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$284,883
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,375
shares
|
$284,643
0.02% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,373
shares
|
$284,404
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
2,359
shares
|
$282,726
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
2,347
shares
|
$281,287
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,344
shares
|
$280,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
2,343
shares
|
$280,808
0.05% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,340
shares
|
$280,449
0.06% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
2,328
shares
|
$279,010
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$278,890
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,324
shares
|
$278,531
0.17% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,321
shares
|
$278,171
0.03% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
2,317
shares
|
$277,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,305
shares
|
$276,254
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
2,300
shares
|
$275,655
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,300
shares
|
$275,655
0.14% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
2,297
shares
|
$275,295
0.01% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,295
shares
|
$275,055
0.0% of portfolio
|
Q4 2024
Added 1.68%
|