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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,696
shares
|
$266,967
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
1,692
shares
|
$266,337
0.15% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,690
shares
|
$266,022
0.07% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
1,687
shares
|
$265,550
0.05% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,685
shares
|
$265,235
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,682
shares
|
$264,763
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,680
shares
|
$264,448
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$263,346
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,666
shares
|
$262,245
0.17% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,661
shares
|
$261,458
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
1,659
shares
|
$261,143
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,657
shares
|
$260,828
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
1,655
shares
|
$260,513
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
1,654
shares
|
$260,356
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,652
shares
|
$260,041
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,652
shares
|
$260,041
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,651
shares
|
$259,883
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,649
shares
|
$259,569
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,648
shares
|
$259,411
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
1,647
shares
|
$259,254
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,645
shares
|
$258,939
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,643
shares
|
$258,624
0.03% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,638
shares
|
$257,837
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,638
shares
|
$257,837
0.02% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
1,635
shares
|
$257,365
0.03% of portfolio
|
Q2 2025
New holding
|