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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,872
shares
|
$294,671
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,871
shares
|
$294,514
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,871
shares
|
$294,514
0.03% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,871
shares
|
$294,514
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
1,866
shares
|
$293,727
0.12% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,862
shares
|
$293,097
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,862
shares
|
$293,097
0.1% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,859
shares
|
$292,625
0.05% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
1,859
shares
|
$292,625
0.11% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,859
shares
|
$292,625
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
1,856
shares
|
$292,152
0.1% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,855
shares
|
$291,995
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
1,853
shares
|
$291,680
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,849
shares
|
$291,051
0.07% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,845
shares
|
$290,421
0.14% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
1,841
shares
|
$289,791
0.12% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$288,847
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$288,689
0.02% of portfolio
|
Q2 2023
Added 65.82%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$288,532
0.01% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
1,827
shares
|
$287,588
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,824
shares
|
$287,115
0.13% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,821
shares
|
$286,643
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,820
shares
|
$286,486
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,817
shares
|
$286,013
0.03% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,813
shares
|
$285,384
0.04% of portfolio
|
Q2 2025
Added 3.3%
|