Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
281,171
shares
|
$35.7 Million
0.16% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
279,892
shares
|
$35.6 Million
0.11% of portfolio
|
Q2 2024
Added 42.46%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
279,108
shares
|
$35.5 Million
3.1% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
272,447
shares
|
$34.6 Million
0.9% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
271,692
shares
|
$34.5 Million
0.06% of portfolio
|
Q4 2024
Added 141.93%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
266,581
shares
|
$33.9 Million
0.1% of portfolio
|
Q4 2024
Added 68.7%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
265,879
shares
|
$33.8 Million
2.46% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
262,556
shares
|
$33.4 Million
0.32% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
260,351
shares
|
$33.1 Million
3.56% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
252,016
shares
|
$32 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
251,398
shares
|
$31.9 Million
0.65% of portfolio
|
Q4 2024
Added 211.96%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
251,279
shares
|
$31.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Ifm Investors Pty LTD
|
Apr 28, 2025 Q1 2025 |
248,431
shares
|
$31.6 Million
0.29% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
246,774
shares
|
$31.4 Million
1.95% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
246,435
shares
|
$31.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
246,325
shares
|
$31.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
245,767
shares
|
$31.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
244,045
shares
|
$31 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
241,357
shares
|
$30.7 Million
0.19% of portfolio
|
Q1 2025
Added 87.75%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
241,349
shares
|
$30.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
240,256
shares
|
$30.5 Million
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
239,375
shares
|
$30.4 Million
0.15% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
239,276
shares
|
$30.4 Million
0.05% of portfolio
|
Q4 2024
Added 188.9%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Feb 13, 2025 Q4 2024 |
238,484
shares
|
$30.3 Million
0.26% of portfolio
|
Q4 2024
Added 26.53%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
237,028
shares
|
$30.1 Million
0.24% of portfolio
|
Q1 2025
Added 1.15%
|