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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
141
shares
|
$17,915
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
138
shares
|
$17,534
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
135
shares
|
$17,153
0.0% of portfolio
|
Q1 2025
Reduced 95.88%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
125
shares
|
$15,882
0.0% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
124
shares
|
$15,755
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
123
shares
|
$15,628
0.01% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
119
shares
|
$15,120
0.0% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
119
shares
|
$15,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$14,866
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
116
shares
|
$14,738
0.01% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
115
shares
|
$14,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
113
shares
|
$14,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
113
shares
|
$14,357
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
112
shares
|
$14,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
111
shares
|
$14,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
109
shares
|
$13,849
0.01% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
109
shares
|
$13,849
0.01% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
103
shares
|
$13,087
0.01% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
101
shares
|
$12,833
0.02% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$12,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$12,706
0.01% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
96
shares
|
$12,197
0.01% of portfolio
|
Q1 2025
Reduced 80.65%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
95
shares
|
$12,070
0.0% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
93
shares
|
$11,816
0.0% of portfolio
|
Q3 2024
Reduced 53.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
93
shares
|
$11,816
0.0% of portfolio
|
Q1 2025
New holding
|