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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,956
shares
|
$307,893
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$307,264
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,950
shares
|
$306,949
0.04% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,943
shares
|
$305,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,940
shares
|
$305,375
0.02% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
1,934
shares
|
$304,430
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
1,926
shares
|
$303,171
0.02% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$302,856
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,922
shares
|
$302,542
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
1,920
shares
|
$302,227
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,914
shares
|
$301,282
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,914
shares
|
$301,282
0.07% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
1,912
shares
|
$300,967
0.19% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
1,911
shares
|
$300,810
0.14% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,904
shares
|
$299,708
0.22% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,900
shares
|
$299,079
0.1% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
1,900
shares
|
$299,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,898
shares
|
$298,764
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,897
shares
|
$298,606
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,895
shares
|
$298,291
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,889
shares
|
$297,347
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,889
shares
|
$297,347
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
1,878
shares
|
$295,615
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,875
shares
|
$295,143
0.01% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,874
shares
|
$294,986
0.03% of portfolio
|
Q1 2025
Added 8.83%
|