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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,630
shares
|
$256,578
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
1,619
shares
|
$254,846
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,617
shares
|
$254,531
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,615
shares
|
$254,217
0.04% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,609
shares
|
$253,272
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
1,607
shares
|
$252,957
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,607
shares
|
$252,957
0.02% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,607
shares
|
$252,957
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,606
shares
|
$252,800
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
1,601
shares
|
$252,013
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$251,856
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$251,856
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,600
shares
|
$251,856
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$251,856
0.12% of portfolio
|
Q2 2025
Reduced 60.98%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,597
shares
|
$251,383
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
1,597
shares
|
$251,383
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,596
shares
|
$251,226
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,595
shares
|
$251,068
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
1,594
shares
|
$250,911
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,594
shares
|
$250,911
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
1,591
shares
|
$250,439
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,581
shares
|
$248,865
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
1,576
shares
|
$248,078
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,574
shares
|
$247,763
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,569
shares
|
$246,976
0.05% of portfolio
|
Q2 2025
New holding
|