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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
193
shares
|
$25,690
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
192
shares
|
$25,557
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
190
shares
|
$25,290
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
189
shares
|
$25,157
0.01% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
189
shares
|
$25,157
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
187
shares
|
$24,891
0.01% of portfolio
|
Q4 2024
Added 61.21%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
183
shares
|
$24,359
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
182
shares
|
$24,226
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
180
shares
|
$23,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
178
shares
|
$23,693
0.01% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
177
shares
|
$23,560
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
176
shares
|
$23,427
0.0% of portfolio
|
Q2 2024
Reduced 69.66%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
176
shares
|
$23,427
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
174
shares
|
$23,161
0.01% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
174
shares
|
$23,161
0.01% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
174
shares
|
$23,161
0.0% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
166
shares
|
$22,096
0.0% of portfolio
|
Q4 2024
Reduced 42.96%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
156
shares
|
$20,765
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
154
shares
|
$20,498
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
151
shares
|
$20,099
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
150
shares
|
$19,966
0.0% of portfolio
|
Q2 2024
Reduced 52.08%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
149
shares
|
$19,833
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
145
shares
|
$19,300
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
143
shares
|
$19,034
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
141
shares
|
$18,768
0.0% of portfolio
|
Q4 2024
Added 6.02%
|