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 |
|---|---|---|---|---|---|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
2,200
shares
|
$346,302
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,200
shares
|
$346,302
0.05% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,196
shares
|
$345,672
0.15% of portfolio
|
Q2 2023
Reduced 6.55%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$344,255
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
2,187
shares
|
$344,255
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,184
shares
|
$343,783
0.38% of portfolio
|
Q2 2025
Reduced 66.68%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
2,184
shares
|
$343,783
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,183
shares
|
$343,626
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
2,168
shares
|
$341,264
0.1% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,167
shares
|
$341,107
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,167
shares
|
$341,107
0.23% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,161
shares
|
$340,163
0.08% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,158
shares
|
$339,690
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,153
shares
|
$338,903
0.04% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,146
shares
|
$337,801
0.06% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,146
shares
|
$337,801
0.04% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
2,138
shares
|
$336,542
0.25% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
2,134
shares
|
$335,912
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
2,132
shares
|
$335,598
0.1% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,129
shares
|
$335,125
0.07% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,129
shares
|
$335,125
0.04% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,120
shares
|
$333,709
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,119
shares
|
$333,551
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,115
shares
|
$332,922
0.08% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
2,112
shares
|
$332,449
0.0% of portfolio
|
Q3 2024
New holding
|