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 |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,167
shares
|
$287,149
0.02% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
2,166
shares
|
$287,016
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,165
shares
|
$286,884
0.02% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
2,159
shares
|
$286,089
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,159
shares
|
$286,089
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
2,157
shares
|
$285,824
0.08% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
2,148
shares
|
$284,631
0.02% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,147
shares
|
$284,498
0.02% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,145
shares
|
$284,233
0.23% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
2,139
shares
|
$283,438
0.06% of portfolio
|
Q1 2025
Reduced 89.56%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,136
shares
|
$283,041
0.24% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
2,134
shares
|
$282,776
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
2,126
shares
|
$281,716
0.01% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,116
shares
|
$280,391
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
2,112
shares
|
$279,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,099
shares
|
$278,138
0.02% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
2,097
shares
|
$277,873
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,093
shares
|
$277,343
0.09% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,089
shares
|
$276,813
0.04% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
2,084
shares
|
$276,150
0.02% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,083
shares
|
$276,018
0.02% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,080
shares
|
$275,620
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,069
shares
|
$274,163
0.01% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,067
shares
|
$273,898
0.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,062
shares
|
$273,235
0.09% of portfolio
|
Q1 2025
New holding
|