Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
667
shares
|
$104,992
0.06% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
661
shares
|
$104,048
0.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
653
shares
|
$102,788
0.04% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
650
shares
|
$102,316
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
649
shares
|
$102,159
0.04% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
630
shares
|
$99,168
0.0% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
624
shares
|
$98,223
0.06% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
615
shares
|
$96,807
0.01% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
613
shares
|
$96,492
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
613
shares
|
$96,492
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
602
shares
|
$94,760
0.0% of portfolio
|
Q3 2021
Added 0.76%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
600
shares
|
$94,446
0.08% of portfolio
|
Q2 2025
Added 1438.46%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
583
shares
|
$91,770
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
575
shares
|
$90,510
0.07% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
568
shares
|
$89,408
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
564
shares
|
$88,779
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
560
shares
|
$88,149
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$87,992
0.01% of portfolio
|
Q3 2023
Added 16.46%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
544
shares
|
$85,631
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
538
shares
|
$84,686
0.0% of portfolio
|
Q2 2025
Added 154.98%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
531
shares
|
$83,584
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
527
shares
|
$82,955
0.03% of portfolio
|
Q2 2025
Added 26250.0%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
520
shares
|
$81,853
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
515
shares
|
$81,066
0.06% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
511
shares
|
$80,436
0.0% of portfolio
|
Q2 2025
Added 101.18%
|