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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
61
shares
|
$8,984
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
60
shares
|
$8,837
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
59
shares
|
$8,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
58
shares
|
$8,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
56
shares
|
$8,248
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$8,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
53
shares
|
$7,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
51
shares
|
$7,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
51
shares
|
$7,511
0.0% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
49
shares
|
$7,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
47
shares
|
$6,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
47
shares
|
$6,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$6,775
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
46
shares
|
$6,775
0.0% of portfolio
|
Q2 2025
Reduced 73.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$6,480
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
44
shares
|
$6,480
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
43
shares
|
$6,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
37
shares
|
$5,449
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$5,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
35
shares
|
$5,155
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
35
shares
|
$5,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
34
shares
|
$5,007
0.0% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
33
shares
|
$4,860
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
32
shares
|
$4,713
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
31
shares
|
$4,565
0.0% of portfolio
|
Q2 2025
Added 93.75%
|