Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,406 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
56
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
53
shares
|
$7,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
53
shares
|
$7,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
51
shares
|
$7,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
51
shares
|
$7,219
0.0% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
47
shares
|
$6,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
47
shares
|
$6,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$6,511
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
44
shares
|
$6,228
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
41
shares
|
$5,803
0.0% of portfolio
|
Q1 2025
Added 41.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
39
shares
|
$5,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
37
shares
|
$5,237
0.0% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
37
shares
|
$5,237
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
37
shares
|
$5,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
36
shares
|
$5,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
36
shares
|
$5,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
35
shares
|
$4,954
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
33
shares
|
$4,671
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
31
shares
|
$4,388
0.21% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
28
shares
|
$3,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$3,963
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
28
shares
|
$3,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
27
shares
|
$3,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26
shares
|
$3,680
0.0% of portfolio
|
Q1 2019
New holding
|