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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
1,769
shares
|
$224,769
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,768
shares
|
$224,642
0.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$224,515
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
1,766
shares
|
$224,387
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,764
shares
|
$224,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$224,006
0.03% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,755
shares
|
$222,990
0.05% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,755
shares
|
$222,990
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
1,752
shares
|
$222,609
0.14% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,750
shares
|
$222,355
0.02% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
1,748
shares
|
$222,100
0.05% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,747
shares
|
$221,973
0.05% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,744
shares
|
$221,592
0.11% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
1,744
shares
|
$221,592
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
1,740
shares
|
$221,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
1,740
shares
|
$221,084
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,739
shares
|
$220,957
0.08% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
1,739
shares
|
$220,957
0.16% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,736
shares
|
$220,576
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
1,736
shares
|
$220,576
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
1,735
shares
|
$220,449
0.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
1,735
shares
|
$220,449
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,734
shares
|
$220,322
0.11% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,733
shares
|
$220,194
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,729
shares
|
$219,686
0.06% of portfolio
|
Q1 2025
Reduced 6.69%
|