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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$249,552
0.03% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,755
shares
|
$248,420
0.05% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,755
shares
|
$248,420
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,755
shares
|
$248,420
0.03% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
1,752
shares
|
$247,995
0.14% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,750
shares
|
$247,712
0.02% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
1,748
shares
|
$247,429
0.05% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,747
shares
|
$247,287
0.05% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
1,744
shares
|
$246,863
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
1,743
shares
|
$246,721
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,742
shares
|
$246,580
0.1% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,740
shares
|
$246,297
0.07% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
1,740
shares
|
$246,297
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
1,740
shares
|
$246,297
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,739
shares
|
$246,155
0.08% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
1,739
shares
|
$246,155
0.16% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,736
shares
|
$245,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
1,736
shares
|
$245,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
1,735
shares
|
$245,589
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,734
shares
|
$245,447
0.11% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,729
shares
|
$244,739
0.06% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,722
shares
|
$243,749
0.04% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,721
shares
|
$243,607
0.02% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,718
shares
|
$243,182
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,709
shares
|
$241,908
0.04% of portfolio
|
Q2 2025
Reduced 24.61%
|