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 |
---|---|---|---|---|---|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
78,334
shares
|
$9.36 Million
0.94% of portfolio
|
Q2 2024
Added 360.71%
|
|
Avitas Wealth Management LLC
|
Jul 24, 2024 Q2 2024 |
77,570
shares
|
$9.26 Million
1.12% of portfolio
|
Q2 2024
Added 0.41%
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Aug 08, 2024 Q2 2024 |
77,468
shares
|
$9.25 Million
1.01% of portfolio
|
Q2 2024
Added 2.01%
|
|
Hourglass Capital, LLC
|
Aug 05, 2024 Q2 2024 |
77,132
shares
|
$9.21 Million
2.23% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
76,933
shares
|
$9.19 Million
0.39% of portfolio
|
Q2 2024
Added 8.94%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
76,312
shares
|
$9.11 Million
2.69% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
75,659
shares
|
$9.04 Million
0.9% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
75,375
shares
|
$9 Million
0.13% of portfolio
|
Q2 2024
Added 35.73%
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
73,783
shares
|
$8.81 Million
1.46% of portfolio
|
Q3 2024
Added 0.21%
|
|
Baxter Bros Inc
|
Jul 15, 2024 Q2 2024 |
73,224
shares
|
$8.75 Million
0.94% of portfolio
|
Q2 2024
Added 6.55%
|
|
Cyrus J. Lawrence, LLC
|
Aug 13, 2024 Q2 2024 |
72,034
shares
|
$8.6 Million
1.42% of portfolio
|
Q2 2024
Added 0.07%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
71,997
shares
|
$8.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 27.39%
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
71,954
shares
|
$8.59 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
71,682
shares
|
$8.56 Million
0.8% of portfolio
|
Q2 2024
Added 1.9%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
71,103
shares
|
$8.49 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
Louisiana State Employees Retirement System
|
Jul 24, 2024 Q2 2024 |
70,800
shares
|
$8.46 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
70,500
shares
|
$8.42 Million
0.04% of portfolio
|
Q3 2018
Added 20.47%
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
69,500
shares
|
$8.3 Million
0.24% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Baugh & Associates, LLC
|
Jul 12, 2024 Q2 2024 |
69,156
shares
|
$8.26 Million
3.67% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
68,631
shares
|
$8.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 98.68%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
68,026
shares
|
$8.13 Million
0.34% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
Carlson Capital L P
Dallas, TX |
Aug 14, 2024 Q2 2024 |
67,600
shares
|
$8.07 Million
1.06% of portfolio
|
Q2 2024
Added 71.14%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
67,569
shares
|
$8.07 Million
0.09% of portfolio
|
Q2 2024
Added 7.45%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
66,851
shares
|
$7.98 Million
0.12% of portfolio
|
Q2 2024
Added 1.89%
|
|
Leuthold Group, LLC
|
Aug 12, 2024 Q2 2024 |
66,828
shares
|
$7.98 Million
0.77% of portfolio
|
Q2 2024
New holding
|