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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
630
shares
|
$89,176
0.0% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
613
shares
|
$86,770
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
613
shares
|
$86,770
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
602
shares
|
$85,213
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
602
shares
|
$85,213
0.0% of portfolio
|
Q3 2021
Added 0.76%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
601
shares
|
$85,071
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
585
shares
|
$82,806
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
583
shares
|
$82,523
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
576
shares
|
$81,532
0.02% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
575
shares
|
$81,391
0.06% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
574
shares
|
$81,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
568
shares
|
$80,400
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
564
shares
|
$79,834
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
564
shares
|
$79,834
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
560
shares
|
$79,268
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$79,126
0.01% of portfolio
|
Q3 2023
Added 16.46%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
548
shares
|
$77,569
0.06% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
544
shares
|
$77,003
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
540
shares
|
$76,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
534
shares
|
$75,587
0.01% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
532
shares
|
$75,304
0.01% of portfolio
|
Q1 2025
Added 84.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
511
shares
|
$72,332
0.0% of portfolio
|
Q2 2025
Added 101.18%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$70,775
0.03% of portfolio
|
Q2 2022
Reduced 38.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
500
shares
|
$70,775
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
489
shares
|
$69,217
0.01% of portfolio
|
Q1 2025
New holding
|