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 |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,300
shares
|
$362,043
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
2,300
shares
|
$362,043
0.14% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,295
shares
|
$361,255
0.05% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
2,295
shares
|
$361,255
0.04% of portfolio
|
Q1 2025
Reduced 44.35%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,290
shares
|
$360,468
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,288
shares
|
$360,154
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,280
shares
|
$358,894
0.01% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,280
shares
|
$358,894
0.09% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,277
shares
|
$358,422
0.12% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,274
shares
|
$357,950
0.1% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
2,274
shares
|
$357,950
0.22% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,268
shares
|
$357,005
0.03% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,267
shares
|
$356,848
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,250
shares
|
$354,172
0.11% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,246
shares
|
$353,542
0.03% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,229
shares
|
$350,866
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,226
shares
|
$350,394
0.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,226
shares
|
$350,394
0.28% of portfolio
|
Q2 2025
Reduced 71.58%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
2,224
shares
|
$350,079
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
2,215
shares
|
$348,663
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,210
shares
|
$347,876
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,207
shares
|
$347,403
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
2,206
shares
|
$347,246
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,203
shares
|
$346,774
0.07% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
2,201
shares
|
$346,459
0.3% of portfolio
|
Q2 2025
Reduced 0.63%
|