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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
504
shares
|
$79,334
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$78,705
0.03% of portfolio
|
Q2 2022
Reduced 38.04%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
500
shares
|
$78,705
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
500
shares
|
$78,705
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
493
shares
|
$77,603
0.04% of portfolio
|
Q2 2025
Added 92.58%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
492
shares
|
$77,445
0.02% of portfolio
|
Q2 2025
Reduced 38.88%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
483
shares
|
$76,029
0.01% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
475
shares
|
$74,769
0.01% of portfolio
|
Q1 2025
Added 533.33%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
470
shares
|
$73,982
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
470
shares
|
$73,982
0.05% of portfolio
|
Q1 2025
Reduced 91.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
457
shares
|
$71,936
0.01% of portfolio
|
Q2 2025
Added 391.4%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
451
shares
|
$70,991
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$70,362
0.01% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
443
shares
|
$69,732
0.01% of portfolio
|
Q4 2023
Added 1284.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
433
shares
|
$68,158
0.02% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
427
shares
|
$67,214
0.02% of portfolio
|
Q2 2025
Reduced 45.26%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
426
shares
|
$67,056
0.03% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
426
shares
|
$67,056
0.0% of portfolio
|
Q2 2025
Added 43.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$65,954
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
419
shares
|
$65,954
0.02% of portfolio
|
Q2 2025
Added 107.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
417
shares
|
$65,639
0.01% of portfolio
|
Q2 2025
Added 38.08%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$65,167
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$64,695
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
410
shares
|
$64,538
0.02% of portfolio
|
Q4 2024
Reduced 15.98%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
408
shares
|
$64,223
0.04% of portfolio
|
Q1 2025
Reduced 43.33%
|