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 |
|---|---|---|---|---|---|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$25,412
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
199
shares
|
$25,284
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
192
shares
|
$24,395
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
190
shares
|
$24,141
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
190
shares
|
$24,141
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
190
shares
|
$24,141
0.01% of portfolio
|
Q1 2025
Added 69.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
189
shares
|
$24,014
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
183
shares
|
$23,251
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
183
shares
|
$23,251
0.0% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
179
shares
|
$22,743
0.01% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
178
shares
|
$22,616
0.01% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
176
shares
|
$22,362
0.0% of portfolio
|
Q2 2024
Reduced 69.66%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
176
shares
|
$22,362
0.01% of portfolio
|
Q1 2025
Added 76.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
175
shares
|
$22,235
0.01% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
174
shares
|
$22,108
0.01% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
172
shares
|
$21,854
0.02% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
159
shares
|
$20,202
0.01% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
156
shares
|
$19,821
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
155
shares
|
$19,694
0.01% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
154
shares
|
$19,567
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
151
shares
|
$19,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
150
shares
|
$19,059
0.0% of portfolio
|
Q2 2024
Reduced 52.08%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
149
shares
|
$18,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
146
shares
|
$18,550
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
143
shares
|
$18,169
0.02% of portfolio
|
Q4 2024
New holding
|