Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,406 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 |
|---|---|---|---|---|---|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,357
shares
|
$192,083
0.01% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,334
shares
|
$188,827
0.02% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,316
shares
|
$186,279
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,260
shares
|
$178,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
1,240
shares
|
$175,522
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,214
shares
|
$171,841
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
1,211
shares
|
$171,417
0.02% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,210
shares
|
$171,275
0.03% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,184
shares
|
$167,595
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,162
shares
|
$164,481
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,162
shares
|
$164,481
0.13% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,156
shares
|
$163,631
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,134
shares
|
$160,517
0.07% of portfolio
|
Q1 2025
Reduced 56.11%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,116
shares
|
$157,969
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,107
shares
|
$156,695
0.09% of portfolio
|
Q1 2024
Added 846.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,104
shares
|
$156,271
0.02% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,083
shares
|
$153,298
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,081
shares
|
$153,015
0.0% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,078
shares
|
$152,590
0.03% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,069
shares
|
$151,316
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,068
shares
|
$151,175
0.04% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,058
shares
|
$149,759
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,027
shares
|
$145,371
0.03% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,020
shares
|
$144,381
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,014
shares
|
$143,531
0.1% of portfolio
|
Q4 2024
New holding
|