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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
88
shares
|
$11,713
0.0% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
87
shares
|
$11,580
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
86
shares
|
$11,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
86
shares
|
$11,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
85
shares
|
$11,314
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
84
shares
|
$11,181
0.0% of portfolio
|
Q4 2020
Added 223.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$11,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
82
shares
|
$10,915
0.0% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
80
shares
|
$10,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
79
shares
|
$10,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
77
shares
|
$10,249
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
75
shares
|
$9,983
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
73
shares
|
$9,717
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
73
shares
|
$9,717
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
72
shares
|
$9,583
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
71
shares
|
$9,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
70
shares
|
$9,317
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
70
shares
|
$9,317
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
65
shares
|
$8,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
62
shares
|
$8,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
62
shares
|
$8,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
60
shares
|
$7,986
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
59
shares
|
$7,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$7,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
56
shares
|
$7,454
0.0% of portfolio
|
Q3 2021
New holding
|