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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
273
shares
|
$34,687
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
266
shares
|
$33,797
0.01% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
265
shares
|
$33,670
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
264
shares
|
$33,543
0.0% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
264
shares
|
$33,543
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
259
shares
|
$32,908
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
256
shares
|
$32,527
0.02% of portfolio
|
Q2 2022
Reduced 43.24%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
255
shares
|
$32,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
254
shares
|
$32,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
246
shares
|
$31,256
0.02% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$31,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
239
shares
|
$30,367
0.01% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
232
shares
|
$29,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
227
shares
|
$28,842
0.01% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
221
shares
|
$28,080
0.01% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
219
shares
|
$27,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
210
shares
|
$26,682
0.01% of portfolio
|
Q4 2023
Reduced 72.37%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$26,174
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
206
shares
|
$26,174
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
203
shares
|
$25,793
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
202
shares
|
$25,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$25,412
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
200
shares
|
$25,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
200
shares
|
$25,412
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
200
shares
|
$25,412
0.02% of portfolio
|
Q4 2024
New holding
|