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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$46,908
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
294
shares
|
$46,278
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
291
shares
|
$45,806
0.02% of portfolio
|
Q2 2025
Added 62.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
285
shares
|
$44,861
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
285
shares
|
$44,861
0.02% of portfolio
|
Q2 2023
Added 34.43%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
284
shares
|
$44,704
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
276
shares
|
$43,445
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
275
shares
|
$43,287
0.02% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
275
shares
|
$43,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
273
shares
|
$42,972
0.01% of portfolio
|
Q2 2025
Added 49.18%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
273
shares
|
$42,972
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
267
shares
|
$42,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
265
shares
|
$41,713
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
264
shares
|
$41,556
0.03% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
262
shares
|
$41,241
0.02% of portfolio
|
Q2 2025
Added 113.01%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
259
shares
|
$40,769
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
252
shares
|
$39,667
0.01% of portfolio
|
Q2 2025
Added 58.49%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
248
shares
|
$39,037
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
246
shares
|
$38,722
0.02% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$38,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
244
shares
|
$38,408
0.01% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
239
shares
|
$37,620
0.01% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
232
shares
|
$36,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
230
shares
|
$36,204
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
229
shares
|
$36,046
0.02% of portfolio
|
Q2 2025
New holding
|