Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,838
shares
|
$233,536
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$233,155
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,834
shares
|
$233,028
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$233,028
0.02% of portfolio
|
Q2 2023
Added 65.82%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$232,900
0.01% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,824
shares
|
$231,757
0.12% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
1,822
shares
|
$231,503
0.03% of portfolio
|
Q1 2025
Reduced 62.93%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,816
shares
|
$230,740
0.03% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,813
shares
|
$230,359
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
1,813
shares
|
$230,359
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
1,811
shares
|
$230,105
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,807
shares
|
$229,597
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,805
shares
|
$229,343
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,802
shares
|
$228,962
0.04% of portfolio
|
Q4 2024
Added 598.45%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,800
shares
|
$228,708
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
1,800
shares
|
$228,708
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$228,708
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
1,789
shares
|
$227,310
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
1,788
shares
|
$227,183
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,787
shares
|
$227,056
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,787
shares
|
$227,056
0.22% of portfolio
|
Q1 2025
Added 219.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,786
shares
|
$226,929
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,781
shares
|
$226,293
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,772
shares
|
$225,150
0.1% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,770
shares
|
$224,896
0.06% of portfolio
|
Q4 2024
New holding
|