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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
237,331
shares
|
$37.4 Million
0.06% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
236,161
shares
|
$37.2 Million
2.28% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
235,470
shares
|
$37.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
234,951
shares
|
$37 Million
0.3% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
231,700
shares
|
$36.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
226,009
shares
|
$35.6 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
223,497
shares
|
$35.2 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
221,331
shares
|
$34.8 Million
0.06% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
220,262
shares
|
$34.7 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
219,440
shares
|
$34.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
219,437
shares
|
$34.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
218,280
shares
|
$34.4 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
217,039
shares
|
$34.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
215,430
shares
|
$33.9 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
213,830
shares
|
$33.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
212,113
shares
|
$33.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
210,453
shares
|
$33.1 Million
0.31% of portfolio
|
Q2 2025
Added 39.18%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
210,248
shares
|
$33.1 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Pacific Heights Asset Management LLC
|
Jul 30, 2025 Q2 2025 |
210,000
shares
|
$33.1 Million
1.65% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
209,738
shares
|
$33 Million
0.06% of portfolio
|
Q2 2023
Reduced 3.45%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
206,573
shares
|
$32.5 Million
0.09% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
204,014
shares
|
$32.1 Million
0.68% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
203,469
shares
|
$32 Million
0.19% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
203,261
shares
|
$32 Million
2.8% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
201,333
shares
|
$31.7 Million
0.22% of portfolio
|
Q2 2024
New holding
|