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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,912
shares
|
$270,643
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
1,911
shares
|
$270,502
0.14% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
1,903
shares
|
$269,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,897
shares
|
$268,520
0.03% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,894
shares
|
$268,095
0.09% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,889
shares
|
$267,387
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,888
shares
|
$267,246
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,885
shares
|
$266,821
0.01% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,878
shares
|
$265,830
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,875
shares
|
$265,406
0.01% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,874
shares
|
$265,264
0.03% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,871
shares
|
$264,840
0.03% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,871
shares
|
$264,840
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,869
shares
|
$264,556
0.19% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,867
shares
|
$264,273
0.03% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,867
shares
|
$264,273
0.23% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,866
shares
|
$264,132
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,866
shares
|
$264,132
0.12% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
1,856
shares
|
$262,716
0.09% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
1,854
shares
|
$262,433
0.04% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,850
shares
|
$261,867
0.09% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,845
shares
|
$261,159
0.14% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$259,744
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,834
shares
|
$259,602
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$259,602
0.02% of portfolio
|
Q2 2023
Added 65.82%
|