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 |
---|---|---|---|---|---|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,317
shares
|
$6.13 Million
0.27% of portfolio
|
Q2 2022
Added 12.28%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
51,253
shares
|
$6.12 Million
0.14% of portfolio
|
Q2 2024
Added 17.14%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
51,143
shares
|
$6.11 Million
0.39% of portfolio
|
Q2 2024
Added 25.46%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
50,887
shares
|
$6.08 Million
0.09% of portfolio
|
Q2 2024
Added 27.19%
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
50,770
shares
|
$6.06 Million
0.06% of portfolio
|
Q3 2024
Added 7.54%
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
50,333
shares
|
$6.01 Million
0.03% of portfolio
|
Q2 2024
Added 56.25%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
49,625
shares
|
$5.93 Million
0.17% of portfolio
|
Q2 2024
Added 0.02%
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 12, 2024 Q2 2024 |
49,351
shares
|
$5.89 Million
0.06% of portfolio
|
Q2 2024
Reduced 33.8%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
49,215
shares
|
$5.88 Million
0.09% of portfolio
|
Q2 2024
Added 0.3%
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
49,149
shares
|
$5.87 Million
0.94% of portfolio
|
Q3 2024
Added 1.18%
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
48,986
shares
|
$5.85 Million
0.24% of portfolio
|
Q2 2024
Added 27.63%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48,471
shares
|
$5.79 Million
0.32% of portfolio
|
Q3 2024
Added 1.81%
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
48,400
shares
|
$5.78 Million
0.04% of portfolio
|
Q3 2023
Reduced 42.45%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
47,996
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
47,873
shares
|
$5.72 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
47,834
shares
|
$5.71 Million
0.25% of portfolio
|
Q2 2024
Added 0.41%
|
|
First Manhattan CO
New York, NY |
Aug 15, 2024 Q2 2024 |
47,576
shares
|
$5.68 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
46,784
shares
|
$5.59 Million
0.06% of portfolio
|
Q2 2024
Added 8.56%
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
46,646
shares
|
$5.57 Million
0.19% of portfolio
|
Q2 2024
Added 47.12%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46,631
shares
|
$5.57 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
46,468
shares
|
$5.55 Million
0.21% of portfolio
|
Q2 2024
Added 68.12%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
46,455
shares
|
$5.55 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
46,355
shares
|
$5.54 Million
1.75% of portfolio
|
Q1 2024
Reduced 22.68%
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
46,290
shares
|
$5.53 Million
0.31% of portfolio
|
Q2 2024
Added 78.08%
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2024 Q2 2024 |
46,207
shares
|
$5.52 Million
1.8% of portfolio
|
Q2 2024
Added 102.48%
|