Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,373 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 $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
124
shares
|
$16,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
119
shares
|
$15,466
0.01% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
119
shares
|
$15,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
118
shares
|
$15,336
0.0% of portfolio
|
Q2 2024
Added 20.41%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$15,206
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
117
shares
|
$15,206
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
113
shares
|
$14,686
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
113
shares
|
$14,686
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
112
shares
|
$14,556
0.0% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
112
shares
|
$14,556
0.0% of portfolio
|
Q2 2024
Added 489.47%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
109
shares
|
$14,166
0.01% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
105
shares
|
$13,646
0.01% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
103
shares
|
$13,386
0.01% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
101
shares
|
$13,126
0.01% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$12,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$12,997
0.0% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
100
shares
|
$12,997
0.0% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
93
shares
|
$12,087
0.0% of portfolio
|
Q3 2024
Reduced 53.03%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
90
shares
|
$11,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
89
shares
|
$11,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
88
shares
|
$11,437
0.0% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
87
shares
|
$11,307
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
86
shares
|
$11,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
86
shares
|
$11,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
85
shares
|
$11,047
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|