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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,709
shares
|
$241,908
0.02% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
1,700
shares
|
$240,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,690
shares
|
$239,219
0.07% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$236,813
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,661
shares
|
$235,114
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,648
shares
|
$233,274
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,615
shares
|
$228,603
0.04% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,607
shares
|
$227,470
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
1,600
shares
|
$226,480
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,597
shares
|
$226,055
0.08% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,594
shares
|
$225,630
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
1,586
shares
|
$224,498
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,557
shares
|
$220,393
0.17% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,553
shares
|
$219,827
0.03% of portfolio
|
Q1 2025
Added 351.45%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,545
shares
|
$218,694
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,533
shares
|
$216,996
0.05% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,528
shares
|
$216,288
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,505
shares
|
$213,032
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$212,325
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$212,325
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,443
shares
|
$204,256
0.03% of portfolio
|
Q1 2025
Added 51.1%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,438
shares
|
$203,548
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
1,426
shares
|
$201,850
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
1,415
shares
|
$200,293
0.02% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,410
shares
|
$199,585
0.04% of portfolio
|
Q2 2023
Reduced 4.41%
|