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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,111
shares
|
$332,292
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,107
shares
|
$331,662
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$330,561
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$330,561
0.01% of portfolio
|
Q2 2025
Reduced 89.6%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
2,093
shares
|
$329,459
0.09% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,089
shares
|
$328,829
0.05% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,086
shares
|
$328,357
0.03% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
2,084
shares
|
$328,042
0.03% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,083
shares
|
$327,885
0.02% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
2,082
shares
|
$327,727
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,073
shares
|
$326,310
0.05% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
2,070
shares
|
$325,838
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,069
shares
|
$325,681
0.02% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,067
shares
|
$325,366
0.07% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
2,063
shares
|
$324,736
0.19% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,058
shares
|
$323,949
0.16% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,054
shares
|
$323,320
0.08% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,049
shares
|
$322,533
0.14% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
2,048
shares
|
$322,375
0.01% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
2,048
shares
|
$322,375
0.05% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,047
shares
|
$322,218
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
2,033
shares
|
$320,014
0.11% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,031
shares
|
$319,699
0.11% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
2,028
shares
|
$319,227
0.24% of portfolio
|
Q2 2025
Reduced 50.79%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,027
shares
|
$319,070
0.15% of portfolio
|
Q1 2025
Reduced 9.51%
|