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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,027
shares
|
$130,490
0.03% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,020
shares
|
$129,601
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,014
shares
|
$128,838
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,006
shares
|
$127,822
0.57% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$127,060
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$127,060
0.02% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,000
shares
|
$127,060
0.03% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,000
shares
|
$127,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$127,060
0.06% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
975
shares
|
$123,883
0.05% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
966
shares
|
$122,739
0.02% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
948
shares
|
$120,452
0.02% of portfolio
|
Q1 2025
Added 60.41%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
925
shares
|
$117,530
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
925
shares
|
$117,530
0.05% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
922
shares
|
$117,149
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
915
shares
|
$116,259
0.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
910
shares
|
$115,624
0.02% of portfolio
|
Q4 2024
Added 38.93%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
905
shares
|
$114,989
0.07% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
903
shares
|
$114,735
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
891
shares
|
$113,210
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
887
shares
|
$112,702
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
865
shares
|
$109,906
0.02% of portfolio
|
Q3 2023
Added 581.1%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
855
shares
|
$108,636
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
850
shares
|
$108,001
0.04% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
849
shares
|
$107,873
0.02% of portfolio
|
Q1 2025
Reduced 0.93%
|