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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$52,046
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
377
shares
|
$50,182
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
365
shares
|
$48,585
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
363
shares
|
$48,318
0.01% of portfolio
|
Q3 2023
Reduced 97.39%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
363
shares
|
$48,318
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
360
shares
|
$47,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
357
shares
|
$47,520
0.02% of portfolio
|
Q3 2024
Added 115.06%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
344
shares
|
$45,789
0.01% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
340
shares
|
$45,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
338
shares
|
$44,991
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
330
shares
|
$43,926
0.0% of portfolio
|
Q4 2024
Added 1841.18%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$43,127
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
323
shares
|
$42,994
0.01% of portfolio
|
Q3 2024
Added 210.58%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$42,328
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
311
shares
|
$41,397
0.0% of portfolio
|
Q4 2022
Reduced 99.87%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
310
shares
|
$41,264
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
309
shares
|
$41,130
0.03% of portfolio
|
Q1 2023
Added 23.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
302
shares
|
$40,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$39,933
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$39,933
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$39,666
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
293
shares
|
$39,001
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
289
shares
|
$38,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
285
shares
|
$37,936
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
285
shares
|
$37,936
0.02% of portfolio
|
Q2 2023
Added 34.43%
|