Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,406 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
237,028
shares
|
$33.6 Million
0.24% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Apr 17, 2025 Q1 2025 |
233,500
shares
|
$33.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
231,371
shares
|
$32.8 Million
0.49% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
231,075
shares
|
$32.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
230,348
shares
|
$32.6 Million
0.53% of portfolio
|
Q1 2025
Added 220.17%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
230,309
shares
|
$32.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
228,372
shares
|
$32.3 Million
1.56% of portfolio
|
Q1 2025
Added 60.39%
|
|
|
Ifm Investors Pty LTD
|
May 20, 2025 Q1 2025 |
226,337
shares
|
$32 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
223,497
shares
|
$31.6 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
221,645
shares
|
$31.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
220,964
shares
|
$31.3 Million
0.29% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
220,262
shares
|
$31.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
219,340
shares
|
$31 Million
0.67% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
217,763
shares
|
$30.8 Million
2.53% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
214,325
shares
|
$30.3 Million
0.66% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
212,235
shares
|
$30 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
210,248
shares
|
$29.8 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
209,738
shares
|
$29.7 Million
0.06% of portfolio
|
Q2 2023
Reduced 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
207,224
shares
|
$29.3 Million
0.05% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
205,299
shares
|
$29.1 Million
0.2% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
203,196
shares
|
$28.8 Million
2.59% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
202,446
shares
|
$28.7 Million
1.84% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
202,080
shares
|
$28.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
201,333
shares
|
$28.5 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
198,321
shares
|
$28.1 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.19%
|