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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,364
shares
|
$313,253
0.02% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
2,364
shares
|
$313,253
0.06% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,359
shares
|
$312,591
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
2,354
shares
|
$311,928
0.09% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,340
shares
|
$310,073
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,335
shares
|
$309,410
0.23% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
2,335
shares
|
$309,410
0.12% of portfolio
|
Q1 2025
Added 36.15%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
2,328
shares
|
$308,483
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$308,350
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
2,320
shares
|
$307,423
0.02% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
2,318
shares
|
$307,158
0.23% of portfolio
|
Q1 2025
Reduced 84.66%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
2,311
shares
|
$306,230
0.1% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,308
shares
|
$305,833
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
2,300
shares
|
$304,773
0.13% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,299
shares
|
$304,640
0.12% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
2,295
shares
|
$304,110
0.03% of portfolio
|
Q1 2025
Reduced 44.35%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,294
shares
|
$303,977
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,290
shares
|
$303,447
0.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,289
shares
|
$303,315
0.11% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,288
shares
|
$303,182
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
2,284
shares
|
$302,652
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
2,274
shares
|
$301,327
0.23% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,267
shares
|
$300,400
0.05% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
2,266
shares
|
$300,267
0.1% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
2,260
shares
|
$299,472
0.01% of portfolio
|
Q1 2025
Added 14.37%
|