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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
2,490
shares
|
$329,949
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
2,488
shares
|
$329,684
0.17% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
2,487
shares
|
$329,552
0.03% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
2,473
shares
|
$327,697
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,471
shares
|
$327,432
0.03% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,465
shares
|
$326,637
0.03% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
2,465
shares
|
$326,637
0.08% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,465
shares
|
$326,637
0.26% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
2,458
shares
|
$325,709
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
2,447
shares
|
$324,251
0.05% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,445
shares
|
$323,986
0.08% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
2,445
shares
|
$323,986
0.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
2,440
shares
|
$323,324
0.18% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
2,432
shares
|
$322,264
0.12% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,423
shares
|
$321,071
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,420
shares
|
$320,674
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
2,414
shares
|
$319,879
0.04% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,411
shares
|
$319,481
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
2,400
shares
|
$318,024
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
2,396
shares
|
$317,493
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,394
shares
|
$317,228
0.02% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
2,388
shares
|
$316,433
0.02% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
2,377
shares
|
$314,976
0.12% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$314,976
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,365
shares
|
$313,386
0.03% of portfolio
|
Q1 2025
Added 20.11%
|