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 |
---|---|---|---|---|---|
Banque Pictet & Cie Sa
|
Jul 25, 2024 Q2 2024 |
90,510
shares
|
$10.8 Million
0.08% of portfolio
|
Q2 2024
Added 5.68%
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
90,489
shares
|
$10.8 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
90,353
shares
|
$10.8 Million
0.04% of portfolio
|
Q2 2024
Reduced 62.99%
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
90,138
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 66.0%
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
89,062
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 4.55%
|
|
Groupama Asset Managment
Paris, I0 |
Aug 14, 2024 Q2 2024 |
88,667
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2024
Added 12.99%
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
86,307
shares
|
$10.3 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2024 Q2 2024 |
84,867
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
84,800
shares
|
$10.1 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
84,722
shares
|
$10.1 Million
0.16% of portfolio
|
Q2 2024
Added 1.12%
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
84,553
shares
|
$10.1 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
84,365
shares
|
$10.1 Million
1.6% of portfolio
|
Q3 2024
Added 1.88%
|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
84,301
shares
|
$10.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 80.75%
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
82,842
shares
|
$9.89 Million
0.84% of portfolio
|
Q2 2024
Added 4.85%
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
81,308
shares
|
$9.71 Million
0.43% of portfolio
|
Q2 2024
Reduced 40.39%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
80,925
shares
|
$9.67 Million
0.13% of portfolio
|
Q2 2024
Added 6.32%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$9.61 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
80,348
shares
|
$9.6 Million
0.16% of portfolio
|
Q2 2024
Added 38.38%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
80,311
shares
|
$9.59 Million
0.12% of portfolio
|
Q2 2024
Added 33.34%
|
|
Hartford Investment Management CO
|
Aug 01, 2024 Q2 2024 |
80,221
shares
|
$9.58 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
80,172
shares
|
$9.58 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
79,503
shares
|
$9.5 Million
0.77% of portfolio
|
Q1 2024
Added 20.07%
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
79,283
shares
|
$9.47 Million
1.59% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
78,989
shares
|
$9.43 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
78,948
shares
|
$9.43 Million
1.38% of portfolio
|
Q2 2024
Reduced 0.24%
|