Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,381 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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
671
shares
|
$80,419
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
670
shares
|
$80,299
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
661
shares
|
$79,220
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
649
shares
|
$77,782
0.04% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
630
shares
|
$75,505
0.0% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
627
shares
|
$75,145
0.0% of portfolio
|
Q4 2024
Reduced 55.85%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
625
shares
|
$74,906
0.01% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
613
shares
|
$73,468
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
602
shares
|
$72,149
0.0% of portfolio
|
Q3 2021
Added 0.76%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
601
shares
|
$72,029
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
591
shares
|
$70,831
0.02% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
589
shares
|
$70,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
587
shares
|
$70,351
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
585
shares
|
$70,112
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
583
shares
|
$69,872
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
582
shares
|
$69,752
0.05% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
575
shares
|
$68,913
0.06% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
568
shares
|
$68,074
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
560
shares
|
$67,116
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
560
shares
|
$67,116
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$66,996
0.01% of portfolio
|
Q3 2023
Added 16.46%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
556
shares
|
$66,636
0.02% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
548
shares
|
$65,677
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
547
shares
|
$65,557
0.02% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
519
shares
|
$62,202
0.02% of portfolio
|
Q3 2020
Reduced 23.45%
|