Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,535 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 $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
92
shares
|
$13,550
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
90
shares
|
$13,256
0.0% of portfolio
|
Q2 2025
Added 130.77%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
90
shares
|
$13,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
89
shares
|
$13,108
0.0% of portfolio
|
Q2 2025
Added 32.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
88
shares
|
$12,961
0.01% of portfolio
|
Q2 2025
Added 66.04%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
88
shares
|
$12,961
0.0% of portfolio
|
Q2 2025
Reduced 99.54%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$12,814
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
86
shares
|
$12,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
85
shares
|
$12,519
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
84
shares
|
$12,372
0.0% of portfolio
|
Q4 2020
Added 223.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$12,225
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
79
shares
|
$11,635
0.01% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
78
shares
|
$11,488
0.0% of portfolio
|
Q2 2025
Reduced 58.95%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
77
shares
|
$11,341
0.0% of portfolio
|
Q2 2025
Added 63.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
75
shares
|
$11,046
0.01% of portfolio
|
Q1 2025
Added 257.14%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$10,752
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
72
shares
|
$10,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
72
shares
|
$10,604
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
71
shares
|
$10,457
0.0% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
71
shares
|
$10,457
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
70
shares
|
$10,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
70
shares
|
$10,310
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
69
shares
|
$10,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
68
shares
|
$10,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$9,131
0.0% of portfolio
|
Q2 2024
New holding
|