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 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
22
shares
|
$2,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
21
shares
|
$2,668
0.0% of portfolio
|
Q3 2024
Reduced 91.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
21
shares
|
$2,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
20
shares
|
$2,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
18
shares
|
$2,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
18
shares
|
$2,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
17
shares
|
$2,160
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
17
shares
|
$2,160
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
17
shares
|
$2,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
16
shares
|
$2,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
15
shares
|
$1,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
14
shares
|
$1,778
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14
shares
|
$1,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
12
shares
|
$1,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
11
shares
|
$1,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$1,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
9
shares
|
$1,143
0.0% of portfolio
|
Q4 2024
Reduced 97.49%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
9
shares
|
$1,143
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$889
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
7
shares
|
$889
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
6
shares
|
$762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
5
shares
|
$635
0.0% of portfolio
|
Q2 2024
Reduced 98.11%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$635
0.0% of portfolio
|
Q1 2025
New holding
|