Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,089 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 $158 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
114,002
shares
|
$13.6 Million
0.21% of portfolio
|
Q2 2024
Added 20.16%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
112,806
shares
|
$13.5 Million
0.48% of portfolio
|
Q2 2024
Added 3.47%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
111,885
shares
|
$13.4 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
111,229
shares
|
$13.3 Million
0.15% of portfolio
|
Q2 2024
Added 6.09%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
110,924
shares
|
$13.2 Million
0.06% of portfolio
|
Q2 2024
Added 15.15%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
110,599
shares
|
$13.2 Million
0.05% of portfolio
|
Q2 2024
Added 27.2%
|
|
Element Capital Management LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
110,048
shares
|
$13.1 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
Btc Capital Management, Inc.
|
Jul 19, 2024 Q2 2024 |
109,309
shares
|
$13.1 Million
0.99% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
108,362
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
108,235
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2024 Q2 2024 |
107,571
shares
|
$12.8 Million
0.25% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Oregon Public Employees Retirement Fund
|
Aug 01, 2024 Q2 2024 |
107,412
shares
|
$12.8 Million
0.22% of portfolio
|
Q2 2024
Added 0.3%
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 13, 2024 Q2 2024 |
106,459
shares
|
$12.7 Million
0.16% of portfolio
|
Q2 2024
Added 19.88%
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
105,890
shares
|
$12.6 Million
0.26% of portfolio
|
Q3 2024
Added 1147.38%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
105,543
shares
|
$12.6 Million
0.49% of portfolio
|
Q2 2024
Added 107.9%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
104,591
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2024
Added 39.78%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 26, 2024 Q2 2024 |
102,686
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2024
Added 34.24%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
102,605
shares
|
$12.3 Million
0.17% of portfolio
|
Q4 2022
Added 2.53%
|
|
Intact Investment Management Inc.
Montreal, A8 |
Jul 30, 2024 Q2 2024 |
102,400
shares
|
$12.2 Million
0.41% of portfolio
|
Q2 2024
Reduced 13.8%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
102,353
shares
|
$12.2 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
102,202
shares
|
$12.2 Million
4.99% of portfolio
|
Q2 2024
Added 0.1%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
101,929
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2024
Added 3.85%
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
101,771
shares
|
$12.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.18%
|
|
Ctc LLC
|
Aug 09, 2024 Q2 2024 |
100,445
shares
|
$12 Million
0.32% of portfolio
|
Q2 2024
Reduced 41.66%
|
|
Gulf International Bank (Uk) LTD
|
Jul 10, 2024 Q2 2024 |
100,439
shares
|
$12 Million
0.25% of portfolio
|
Q2 2024
Reduced 3.04%
|