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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
398
shares
|
$62,649
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
396
shares
|
$62,334
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$61,547
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
385
shares
|
$60,602
0.01% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
377
shares
|
$59,343
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
372
shares
|
$58,556
0.04% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
370
shares
|
$58,241
0.05% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
365
shares
|
$57,454
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
363
shares
|
$57,139
0.01% of portfolio
|
Q3 2023
Reduced 97.39%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
360
shares
|
$56,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
357
shares
|
$56,195
0.02% of portfolio
|
Q3 2024
Added 115.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
356
shares
|
$56,037
0.06% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
354
shares
|
$55,723
0.03% of portfolio
|
Q2 2025
Added 129.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
346
shares
|
$54,463
0.0% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
341
shares
|
$53,676
0.01% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
338
shares
|
$53,204
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$51,000
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$50,056
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
308
shares
|
$48,482
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
305
shares
|
$48,010
0.01% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
305
shares
|
$48,010
0.01% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
303
shares
|
$47,695
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
300
shares
|
$47,223
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
300
shares
|
$47,223
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$47,223
0.01% of portfolio
|
Q2 2024
New holding
|