Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
288,064
shares
|
$45.3 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
283,479
shares
|
$44.6 Million
0.08% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
282,288
shares
|
$44.4 Million
0.66% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
280,127
shares
|
$44.1 Million
0.34% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
275,471
shares
|
$43.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
274,667
shares
|
$43.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
273,157
shares
|
$43 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
269,515
shares
|
$42.4 Million
4.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
268,859
shares
|
$42.3 Million
3.27% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
267,502
shares
|
$42.1 Million
1.39% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
264,872
shares
|
$41.7 Million
0.64% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
263,575
shares
|
$41.5 Million
0.04% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
259,463
shares
|
$40.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
258,225
shares
|
$40.6 Million
0.07% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
254,800
shares
|
$40.1 Million
0.42% of portfolio
|
Q2 2025
Added 55.38%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
254,256
shares
|
$40 Million
0.16% of portfolio
|
Q2 2025
Reduced 40.98%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
252,876
shares
|
$39.8 Million
2.17% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
252,610
shares
|
$39.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
249,540
shares
|
$39.3 Million
0.25% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
247,209
shares
|
$38.9 Million
0.29% of portfolio
|
Q2 2025
Added 49.69%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
246,115
shares
|
$38.7 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
245,883
shares
|
$38.7 Million
0.79% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
244,984
shares
|
$38.6 Million
0.28% of portfolio
|
Q2 2025
Added 61.19%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
241,886
shares
|
$38.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
237,435
shares
|
$37.4 Million
0.32% of portfolio
|
Q2 2025
Added 4.9%
|