Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,381 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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
1,316
shares
|
$157,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,314
shares
|
$157,482
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,300
shares
|
$155,805
0.07% of portfolio
|
Q4 2024
Reduced 57.38%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,295
shares
|
$155,205
0.05% of portfolio
|
Q4 2024
Added 300.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,295
shares
|
$155,205
0.06% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,257
shares
|
$150,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,238
shares
|
$148,374
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$145,617
0.02% of portfolio
|
Q4 2023
Added 1206.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,214
shares
|
$145,497
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,213
shares
|
$145,378
0.02% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,210
shares
|
$145,018
0.04% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
1,206
shares
|
$144,539
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$143,820
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,184
shares
|
$141,902
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,179
shares
|
$141,303
0.07% of portfolio
|
Q1 2024
Added 20.68%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,170
shares
|
$140,224
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,156
shares
|
$138,546
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,154
shares
|
$138,306
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,109
shares
|
$132,913
0.09% of portfolio
|
Q4 2024
Added 54.67%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,108
shares
|
$132,793
0.01% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,107
shares
|
$132,673
0.08% of portfolio
|
Q1 2024
Added 846.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,104
shares
|
$132,314
0.02% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,083
shares
|
$129,797
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,073
shares
|
$128,599
0.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,073
shares
|
$128,599
0.08% of portfolio
|
Q4 2024
New holding
|