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 |
---|---|---|---|---|---|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
100,000
shares
|
$11.9 Million
1.72% of portfolio
|
Q2 2024
Reduced 23.17%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
99,643
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 34.1%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
99,593
shares
|
$11.9 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
98,887
shares
|
$11.8 Million
0.28% of portfolio
|
Q3 2024
Added 185.59%
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2024 Q2 2024 |
98,806
shares
|
$11.8 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
Dupont Capital Management Corp
|
Jul 18, 2024 Q2 2024 |
98,741
shares
|
$11.8 Million
0.84% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 13, 2024 Q2 2024 |
97,267
shares
|
$11.6 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
96,661
shares
|
$11.5 Million
2.17% of portfolio
|
Q3 2024
Added 0.7%
|
|
Greystone Financial Group, LLC
|
Aug 06, 2024 Q2 2024 |
96,573
shares
|
$11.5 Million
1.87% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Mizuho Securities Usa LLC
|
Jul 31, 2024 Q2 2024 |
96,483
shares
|
$11.5 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
96,412
shares
|
$11.5 Million
3.55% of portfolio
|
Q3 2022
Added 0.43%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
95,946
shares
|
$11.5 Million
0.13% of portfolio
|
Q2 2024
Added 7.94%
|
|
Twin Tree Management, LP
Dallas, TX |
Aug 13, 2024 Q2 2024 |
94,502
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 83.03%
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
94,467
shares
|
$11.3 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Socorro Asset Management LP
Dallas, TX |
Aug 14, 2024 Q2 2024 |
94,385
shares
|
$11.3 Million
3.57% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
94,370
shares
|
$11.3 Million
0.84% of portfolio
|
Q2 2024
Added 1.61%
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 12, 2024 Q2 2024 |
94,299
shares
|
$11.3 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Illinois Municipal Retirement Fund
|
Aug 05, 2024 Q2 2024 |
94,287
shares
|
$11.3 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
94,165
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
93,288
shares
|
$11.1 Million
1.29% of portfolio
|
Q3 2024
Added 13.06%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
92,164
shares
|
$11 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
92,116
shares
|
$11 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
American Assets Investment Management, LLC
|
Jul 31, 2024 Q2 2024 |
92,000
shares
|
$11 Million
0.85% of portfolio
|
Q4 2020
Added 2.22%
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
91,524
shares
|
$10.9 Million
0.85% of portfolio
|
Q2 2024
Added 8.63%
|
|
F
|
Jul 29, 2024 Q2 2024 |
90,989
shares
|
$10.9 Million
0.32% of portfolio
|
Q2 2024
New holding
|