Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,381 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
1,976
shares
|
$236,823
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
1,969
shares
|
$235,984
0.03% of portfolio
|
Q4 2024
Reduced 26.06%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,969
shares
|
$235,984
0.04% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$235,505
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
1,961
shares
|
$235,025
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,960
shares
|
$234,906
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,954
shares
|
$234,186
0.05% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
1,954
shares
|
$234,186
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,952
shares
|
$233,947
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$233,947
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,951
shares
|
$233,827
0.05% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$233,707
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
1,945
shares
|
$233,108
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,940
shares
|
$232,509
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
1,937
shares
|
$232,149
0.09% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
1,936
shares
|
$232,029
0.02% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
1,934
shares
|
$231,789
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,934
shares
|
$231,789
0.02% of portfolio
|
Q4 2024
Added 75.98%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,932
shares
|
$231,550
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$230,591
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,918
shares
|
$229,872
0.01% of portfolio
|
Q4 2024
Added 42.18%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
1,917
shares
|
$229,752
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
1,916
shares
|
$229,632
0.07% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
1,914
shares
|
$229,392
0.02% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
1,913
shares
|
$229,273
0.09% of portfolio
|
Q4 2024
New holding
|