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 |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$259,461
0.01% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,824
shares
|
$258,187
0.12% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
1,822
shares
|
$257,904
0.03% of portfolio
|
Q1 2025
Reduced 62.93%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,816
shares
|
$257,054
0.03% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
1,813
shares
|
$256,630
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
1,811
shares
|
$256,347
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,807
shares
|
$255,780
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,805
shares
|
$255,497
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,800
shares
|
$254,790
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
1,800
shares
|
$254,790
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
1,800
shares
|
$254,790
0.07% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$254,790
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,799
shares
|
$254,648
0.09% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,792
shares
|
$253,657
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,789
shares
|
$253,232
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,787
shares
|
$252,949
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,787
shares
|
$252,949
0.22% of portfolio
|
Q1 2025
Added 219.11%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,781
shares
|
$252,100
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,776
shares
|
$251,392
0.01% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,772
shares
|
$250,826
0.1% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,770
shares
|
$250,543
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
1,769
shares
|
$250,401
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,768
shares
|
$250,260
0.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$250,118
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
1,766
shares
|
$249,977
0.07% of portfolio
|
Q4 2024
New holding
|