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 |
|---|---|---|---|---|---|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
2,016
shares
|
$317,338
0.22% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
2,015
shares
|
$317,181
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,012
shares
|
$316,708
0.1% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
2,006
shares
|
$315,764
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
2,004
shares
|
$315,449
0.13% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
2,003
shares
|
$315,292
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,002
shares
|
$315,134
0.23% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$314,820
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$314,820
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,997
shares
|
$314,347
0.17% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,996
shares
|
$314,190
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,996
shares
|
$314,190
0.27% of portfolio
|
Q2 2025
Reduced 47.31%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
1,995
shares
|
$314,032
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,992
shares
|
$313,560
0.13% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
1,991
shares
|
$313,403
0.03% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
1,990
shares
|
$313,245
0.04% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,986
shares
|
$312,616
0.15% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,985
shares
|
$312,458
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,985
shares
|
$312,458
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
1,975
shares
|
$310,884
0.09% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,975
shares
|
$310,884
0.13% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,970
shares
|
$310,097
0.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,969
shares
|
$309,940
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$309,310
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
1,958
shares
|
$308,208
0.13% of portfolio
|
Q2 2025
Added 12.85%
|