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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,632
shares
|
$414,303
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
2,622
shares
|
$412,729
0.03% of portfolio
|
Q2 2025
Reduced 91.75%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,613
shares
|
$411,312
0.14% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
2,611
shares
|
$410,997
0.01% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,609
shares
|
$410,682
0.05% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
2,606
shares
|
$410,210
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
2,604
shares
|
$409,895
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$409,266
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,598
shares
|
$408,951
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,593
shares
|
$408,164
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,589
shares
|
$407,534
0.0% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
2,582
shares
|
$406,432
0.06% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,574
shares
|
$405,173
0.04% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,574
shares
|
$405,173
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,570
shares
|
$404,543
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
2,568
shares
|
$404,228
0.16% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,567
shares
|
$404,071
0.11% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,566
shares
|
$403,914
0.09% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,565
shares
|
$403,756
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,562
shares
|
$403,284
0.18% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,553
shares
|
$401,867
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,553
shares
|
$401,867
0.08% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,552
shares
|
$401,710
0.04% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
2,549
shares
|
$401,238
0.13% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,548
shares
|
$401,080
0.28% of portfolio
|
Q1 2025
Reduced 0.2%
|