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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
1,805
shares
|
$284,125
0.1% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,803
shares
|
$283,810
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,803
shares
|
$283,810
0.03% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,801
shares
|
$283,495
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$283,338
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Reik & Co., LLC
|
Aug 07, 2025 Q2 2025 |
1,800
shares
|
$283,338
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
1,800
shares
|
$283,338
0.07% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$283,338
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,799
shares
|
$283,180
0.09% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
1,793
shares
|
$282,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,793
shares
|
$282,236
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,792
shares
|
$282,078
0.05% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,792
shares
|
$282,078
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,791
shares
|
$281,921
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
1,789
shares
|
$281,606
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,783
shares
|
$280,662
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$279,402
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,774
shares
|
$279,245
0.08% of portfolio
|
Q2 2025
Added 439.21%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,770
shares
|
$278,615
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$278,143
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,766
shares
|
$277,986
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$277,513
0.03% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,759
shares
|
$276,884
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,750
shares
|
$275,467
0.02% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
1,743
shares
|
$274,365
0.02% of portfolio
|
Q2 2025
Added 1.63%
|