Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
500
shares
|
$63,530
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
500
shares
|
$63,530
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
491
shares
|
$62,386
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
489
shares
|
$62,132
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
475
shares
|
$60,353
0.01% of portfolio
|
Q1 2025
Added 533.33%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
470
shares
|
$59,718
0.01% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
470
shares
|
$59,718
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
466
shares
|
$59,209
0.02% of portfolio
|
Q1 2025
Reduced 33.24%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
462
shares
|
$58,701
0.0% of portfolio
|
Q4 2024
Reduced 88.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
449
shares
|
$57,049
0.02% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$56,795
0.01% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
437
shares
|
$55,525
0.0% of portfolio
|
Q1 2025
Added 871.11%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
433
shares
|
$55,016
0.02% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$53,238
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$52,602
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$52,221
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
410
shares
|
$52,094
0.02% of portfolio
|
Q4 2024
Reduced 15.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
396
shares
|
$50,315
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
396
shares
|
$50,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$49,680
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
388
shares
|
$49,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
377
shares
|
$47,901
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
377
shares
|
$47,901
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
368
shares
|
$46,758
0.01% of portfolio
|
Q1 2025
Added 185.27%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
368
shares
|
$46,758
0.05% of portfolio
|
Q1 2025
Added 0.82%
|