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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,058
shares
|
$272,705
0.16% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,057
shares
|
$272,573
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,053
shares
|
$272,043
0.01% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
2,050
shares
|
$271,645
0.09% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
2,050
shares
|
$271,645
0.04% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,047
shares
|
$271,247
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,045
shares
|
$270,982
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,040
shares
|
$270,320
0.1% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
2,037
shares
|
$269,922
0.1% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
2,036
shares
|
$269,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
2,029
shares
|
$268,862
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
2,027
shares
|
$268,597
0.14% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
2,018
shares
|
$267,405
0.01% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,014
shares
|
$266,875
0.04% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
2,014
shares
|
$266,875
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
2,006
shares
|
$265,815
0.02% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
2,004
shares
|
$265,550
0.12% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
2,000
shares
|
$265,020
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$265,020
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$265,020
0.18% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,997
shares
|
$264,622
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,996
shares
|
$264,489
0.01% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
1,994
shares
|
$264,224
0.01% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
1,994
shares
|
$264,224
0.11% of portfolio
|
Q1 2025
Reduced 38.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,990
shares
|
$263,694
0.01% of portfolio
|
Q4 2024
Reduced 7.96%
|