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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,245
shares
|
$297,484
0.05% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
2,234
shares
|
$296,027
0.14% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,232
shares
|
$295,762
0.0% of portfolio
|
Q1 2025
Added 255.98%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,226
shares
|
$294,967
0.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,224
shares
|
$294,702
0.1% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,220
shares
|
$294,172
0.04% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
2,215
shares
|
$293,509
0.26% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
2,212
shares
|
$293,112
0.11% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
2,209
shares
|
$292,714
0.14% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,207
shares
|
$292,449
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,207
shares
|
$292,449
0.14% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,203
shares
|
$291,919
0.06% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
2,200
shares
|
$291,522
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,196
shares
|
$290,991
0.15% of portfolio
|
Q2 2023
Reduced 6.55%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
2,194
shares
|
$290,726
0.07% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,194
shares
|
$290,726
0.21% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,194
shares
|
$290,726
0.11% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,187
shares
|
$289,799
0.01% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,187
shares
|
$289,799
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,183
shares
|
$289,269
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,181
shares
|
$289,004
0.0% of portfolio
|
Q1 2025
Added 601.29%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,181
shares
|
$289,004
0.02% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
2,174
shares
|
$288,076
0.02% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
2,172
shares
|
$287,811
0.04% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
2,172
shares
|
$287,811
0.1% of portfolio
|
Q1 2025
New holding
|