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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
367
shares
|
$46,631
0.01% of portfolio
|
Q1 2025
Added 1123.33%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
365
shares
|
$46,376
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
363
shares
|
$46,122
0.01% of portfolio
|
Q3 2023
Reduced 97.39%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
360
shares
|
$45,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
357
shares
|
$45,360
0.02% of portfolio
|
Q3 2024
Added 115.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
356
shares
|
$45,233
0.05% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
353
shares
|
$44,852
0.03% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
338
shares
|
$42,946
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
330
shares
|
$41,929
0.0% of portfolio
|
Q4 2024
Added 1841.18%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
329
shares
|
$41,802
0.01% of portfolio
|
Q1 2025
Reduced 74.59%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$41,167
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
323
shares
|
$41,040
0.01% of portfolio
|
Q3 2024
Added 210.58%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$40,405
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
302
shares
|
$38,372
0.01% of portfolio
|
Q1 2025
Added 73.56%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
302
shares
|
$38,372
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
300
shares
|
$38,118
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$38,118
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$37,863
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
297
shares
|
$37,736
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
291
shares
|
$36,974
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
289
shares
|
$36,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
285
shares
|
$36,212
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
285
shares
|
$36,212
0.02% of portfolio
|
Q2 2023
Added 34.43%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
284
shares
|
$36,085
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
275
shares
|
$34,941
0.01% of portfolio
|
Q4 2024
New holding
|