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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,547
shares
|
$400,923
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
2,545
shares
|
$400,608
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$399,821
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,538
shares
|
$399,506
0.1% of portfolio
|
Q2 2025
Reduced 18.68%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,529
shares
|
$398,089
0.04% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,527
shares
|
$397,775
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,526
shares
|
$397,617
0.04% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,525
shares
|
$397,460
0.16% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,523
shares
|
$397,145
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
2,519
shares
|
$396,515
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,517
shares
|
$396,200
0.13% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,510
shares
|
$395,099
0.02% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
2,505
shares
|
$394,312
0.02% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,503
shares
|
$393,997
0.06% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,480
shares
|
$390,376
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,474
shares
|
$389,432
0.14% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
2,469
shares
|
$388,645
0.01% of portfolio
|
Q2 2025
Reduced 62.35%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,451
shares
|
$385,811
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,449
shares
|
$385,497
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,448
shares
|
$385,339
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,435
shares
|
$383,293
0.31% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,434
shares
|
$383,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,433
shares
|
$382,978
0.02% of portfolio
|
Q2 2025
Added 304.15%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
2,427
shares
|
$382,034
0.13% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,421
shares
|
$381,089
0.01% of portfolio
|
Q2 2025
Added 21.41%
|