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 |
|---|---|---|---|---|---|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,565
shares
|
$246,346
0.01% of portfolio
|
Q2 2025
Reduced 42.84%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,562
shares
|
$245,874
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
1,562
shares
|
$245,874
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,561
shares
|
$245,717
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
1,560
shares
|
$245,559
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,557
shares
|
$245,087
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,557
shares
|
$245,087
0.17% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,546
shares
|
$243,355
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,545
shares
|
$243,198
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$242,883
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,533
shares
|
$241,309
0.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,531
shares
|
$240,994
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,516
shares
|
$238,633
0.01% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
1,508
shares
|
$237,374
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,508
shares
|
$237,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,508
shares
|
$237,374
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,507
shares
|
$237,216
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,507
shares
|
$237,216
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,505
shares
|
$236,902
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$236,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$236,115
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$236,115
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$236,115
0.15% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,499
shares
|
$235,957
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,490
shares
|
$234,540
0.02% of portfolio
|
Q2 2025
New holding
|