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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,742
shares
|
$274,208
0.1% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,740
shares
|
$273,893
0.07% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
1,740
shares
|
$273,893
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
1,738
shares
|
$273,578
0.23% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,736
shares
|
$273,263
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
1,731
shares
|
$272,476
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
1,729
shares
|
$272,161
0.06% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
1,725
shares
|
$271,532
0.14% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,723
shares
|
$271,217
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,719
shares
|
$270,587
0.09% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
1,719
shares
|
$270,587
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,718
shares
|
$270,430
0.11% of portfolio
|
Q2 2025
Reduced 39.23%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
1,716
shares
|
$270,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,709
shares
|
$269,013
0.04% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
1,709
shares
|
$269,013
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,708
shares
|
$268,856
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,707
shares
|
$268,698
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
1,704
shares
|
$268,226
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,703
shares
|
$268,069
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
1,701
shares
|
$267,754
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
1,700
shares
|
$267,597
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$267,597
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,697
shares
|
$267,124
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
1,697
shares
|
$267,124
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,696
shares
|
$266,967
0.0% of portfolio
|
Q2 2025
New holding
|