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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
31
shares
|
$4,565
0.0% of portfolio
|
Q2 2025
Added 181.82%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
29
shares
|
$4,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
29
shares
|
$4,271
0.0% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$4,124
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
27
shares
|
$3,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
27
shares
|
$3,976
0.0% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
27
shares
|
$3,976
0.19% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
27
shares
|
$3,976
0.0% of portfolio
|
Q2 2025
Added 68.75%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
26
shares
|
$3,829
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
26
shares
|
$3,829
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
25
shares
|
$3,682
0.0% of portfolio
|
Q2 2025
Reduced 90.35%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
22
shares
|
$3,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
19
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
19
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
17
shares
|
$2,503
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$2,209
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
14
shares
|
$2,062
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14
shares
|
$2,062
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
14
shares
|
$2,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
13
shares
|
$1,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
13
shares
|
$1,914
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,620
0.0% of portfolio
|
Q2 2025
Reduced 97.75%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
9
shares
|
$1,325
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|