Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
1,994
shares
|
$282,250
0.11% of portfolio
|
Q1 2025
Reduced 38.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,990
shares
|
$281,684
0.01% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
1,990
shares
|
$281,684
0.04% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,986
shares
|
$281,118
0.14% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,985
shares
|
$280,976
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,971
shares
|
$278,995
0.01% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,970
shares
|
$278,853
0.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,969
shares
|
$278,711
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$278,145
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,961
shares
|
$277,579
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
1,955
shares
|
$276,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$276,305
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,949
shares
|
$275,880
0.06% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
1,945
shares
|
$275,314
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,944
shares
|
$275,173
0.08% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
1,938
shares
|
$274,323
0.17% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
1,937
shares
|
$274,182
0.08% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,935
shares
|
$273,899
0.04% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
1,926
shares
|
$272,625
0.02% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,926
shares
|
$272,625
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,924
shares
|
$272,342
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$272,342
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,921
shares
|
$271,917
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,914
shares
|
$270,926
0.07% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,914
shares
|
$270,926
0.08% of portfolio
|
Q1 2025
Added 4.65%
|