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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,722
shares
|
$218,797
0.04% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
1,720
shares
|
$218,543
0.06% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,718
shares
|
$218,289
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
1,715
shares
|
$217,907
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,709
shares
|
$217,145
0.02% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
1,700
shares
|
$216,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,691
shares
|
$214,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$212,571
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,658
shares
|
$210,665
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
1,653
shares
|
$210,030
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,641
shares
|
$208,505
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$207,488
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$203,296
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,597
shares
|
$202,914
0.08% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,574
shares
|
$199,992
0.17% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,568
shares
|
$199,230
0.01% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,553
shares
|
$197,324
0.03% of portfolio
|
Q1 2025
Added 351.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,539
shares
|
$195,545
0.14% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,533
shares
|
$194,782
0.05% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$190,590
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,443
shares
|
$183,347
0.03% of portfolio
|
Q1 2025
Added 51.1%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,410
shares
|
$179,154
0.04% of portfolio
|
Q2 2023
Reduced 4.41%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,394
shares
|
$177,121
0.06% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,357
shares
|
$172,420
0.01% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,334
shares
|
$169,498
0.02% of portfolio
|
Q1 2025
Added 9.98%
|