Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,383 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 $149 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
285
shares
|
$32,490
0.02% of portfolio
|
Q2 2023
Added 34.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
281
shares
|
$32,034
0.07% of portfolio
|
Q4 2024
Reduced 48.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
281
shares
|
$32,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
275
shares
|
$31,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
273
shares
|
$31,122
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
268
shares
|
$30,552
0.03% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
265
shares
|
$30,210
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
264
shares
|
$30,096
0.0% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
259
shares
|
$29,526
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
256
shares
|
$29,184
0.02% of portfolio
|
Q2 2022
Reduced 43.24%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
255
shares
|
$29,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
250
shares
|
$28,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$27,930
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
239
shares
|
$27,246
0.01% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
228
shares
|
$25,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
227
shares
|
$25,878
0.01% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
221
shares
|
$25,194
0.01% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
219
shares
|
$24,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
210
shares
|
$23,940
0.01% of portfolio
|
Q4 2023
Reduced 72.37%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$23,484
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$22,800
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$22,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
200
shares
|
$22,800
0.02% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
200
shares
|
$22,800
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
200
shares
|
$22,800
0.02% of portfolio
|
Q4 2024
New holding
|