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 |
|---|---|---|---|---|---|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
90
shares
|
$11,435
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
89
shares
|
$11,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
88
shares
|
$11,181
0.0% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
87
shares
|
$11,054
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
86
shares
|
$10,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
86
shares
|
$10,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
85
shares
|
$10,800
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
84
shares
|
$10,673
0.0% of portfolio
|
Q4 2020
Added 223.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$10,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
73
shares
|
$9,275
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
73
shares
|
$9,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
72
shares
|
$9,148
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
70
shares
|
$8,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$8,894
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
67
shares
|
$8,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
67
shares
|
$8,513
0.01% of portfolio
|
Q1 2025
Added 103.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
62
shares
|
$7,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
62
shares
|
$7,877
0.0% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
62
shares
|
$7,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
60
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
60
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
60
shares
|
$7,623
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
59
shares
|
$7,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
58
shares
|
$7,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
56
shares
|
$7,115
0.0% of portfolio
|
Q3 2021
New holding
|