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 |
|---|---|---|---|---|---|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,419
shares
|
$380,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,414
shares
|
$379,987
0.09% of portfolio
|
Q2 2025
Reduced 45.24%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,413
shares
|
$379,830
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,413
shares
|
$379,830
0.12% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,410
shares
|
$379,358
0.06% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,405
shares
|
$378,571
0.06% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,398
shares
|
$377,469
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,396
shares
|
$377,154
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,391
shares
|
$376,367
0.12% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,391
shares
|
$376,367
0.02% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
2,390
shares
|
$376,209
0.19% of portfolio
|
Q2 2025
Reduced 41.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
2,383
shares
|
$375,108
0.03% of portfolio
|
Q2 2024
Added 9.9%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
2,377
shares
|
$374,163
0.11% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$374,163
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
2,373
shares
|
$373,533
0.08% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
2,359
shares
|
$371,330
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,351
shares
|
$370,070
0.04% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,340
shares
|
$368,339
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
2,339
shares
|
$368,181
0.03% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,335
shares
|
$367,552
0.24% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
2,328
shares
|
$366,450
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$366,293
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
2,326
shares
|
$366,135
0.24% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,312
shares
|
$363,931
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,308
shares
|
$363,302
0.11% of portfolio
|
Q4 2024
New holding
|