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 |
|---|---|---|---|---|---|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
2,741
shares
|
$431,460
0.09% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$431,303
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
2,735
shares
|
$430,516
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
2,719
shares
|
$427,997
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$425,321
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
2,699
shares
|
$424,849
0.23% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,698
shares
|
$424,692
0.12% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,693
shares
|
$423,905
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,687
shares
|
$422,960
0.02% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
2,685
shares
|
$422,645
0.2% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,685
shares
|
$422,645
0.2% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,683
shares
|
$422,331
0.02% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,680
shares
|
$421,858
0.17% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
2,680
shares
|
$421,858
0.2% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$421,386
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,671
shares
|
$420,442
0.06% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
2,670
shares
|
$420,284
0.05% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,669
shares
|
$420,127
0.06% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
2,668
shares
|
$419,969
0.19% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,665
shares
|
$419,497
0.04% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,657
shares
|
$418,238
0.15% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
2,647
shares
|
$416,664
0.19% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,646
shares
|
$416,506
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,638
shares
|
$415,247
0.2% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,632
shares
|
$414,303
0.15% of portfolio
|
Q2 2025
Reduced 0.53%
|