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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
833
shares
|
$117,911
0.04% of portfolio
|
Q1 2025
Added 2676.67%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
811
shares
|
$114,797
0.01% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
805
shares
|
$113,947
0.03% of portfolio
|
Q1 2025
Added 63.95%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
802
shares
|
$113,523
0.07% of portfolio
|
Q4 2023
Added 12.48%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
801
shares
|
$113,381
0.08% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
800
shares
|
$113,240
0.04% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
800
shares
|
$113,240
0.08% of portfolio
|
Q4 2023
Reduced 87.5%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$113,240
0.01% of portfolio
|
Q3 2020
Added 135.29%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
792
shares
|
$112,107
0.03% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
791
shares
|
$111,966
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
780
shares
|
$110,409
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
779
shares
|
$110,267
0.02% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
773
shares
|
$109,418
0.09% of portfolio
|
Q4 2024
Reduced 45.1%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
761
shares
|
$107,719
0.03% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
755
shares
|
$106,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
753
shares
|
$106,587
0.01% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
720
shares
|
$101,916
0.04% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
718
shares
|
$101,632
0.07% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
717
shares
|
$101,491
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
711
shares
|
$100,642
0.03% of portfolio
|
Q1 2025
Added 73.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
684
shares
|
$96,820
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
677
shares
|
$95,829
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
661
shares
|
$93,564
0.05% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
649
shares
|
$91,865
0.04% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
641
shares
|
$90,733
0.01% of portfolio
|
Q1 2025
Added 106.77%
|