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 |
|---|---|---|---|---|---|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
197,791
shares
|
$28 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
197,516
shares
|
$28 Million
0.03% of portfolio
|
Q1 2025
Reduced 82.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
196,521
shares
|
$27.8 Million
0.34% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
195,366
shares
|
$27.7 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Hosking Partners LLP
|
May 12, 2025 Q1 2025 |
193,238
shares
|
$27.4 Million
0.99% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
192,800
shares
|
$27.3 Million
1.51% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
189,954
shares
|
$26.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
189,872
shares
|
$26.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
189,000
shares
|
$26.8 Million
1.89% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
188,705
shares
|
$26.7 Million
2.4% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
187,793
shares
|
$26.6 Million
0.19% of portfolio
|
Q1 2025
Added 212.22%
|
|
|
Bridger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
187,714
shares
|
$26.6 Million
11.47% of portfolio
|
Q1 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
185,651
shares
|
$26.3 Million
0.07% of portfolio
|
Q1 2025
Added 277.77%
|
|
|
Pacific Heights Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
185,000
shares
|
$26.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
184,012
shares
|
$26 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
183,748
shares
|
$26 Million
1.22% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
182,762
shares
|
$25.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
182,388
shares
|
$25.8 Million
0.67% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
182,358
shares
|
$25.8 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
181,422
shares
|
$25.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
179,565
shares
|
$25.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
179,413
shares
|
$25.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
178,932
shares
|
$25.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
177,306
shares
|
$25.1 Million
0.09% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
177,199
shares
|
$25.1 Million
0.09% of portfolio
|
Q1 2025
Added 3.63%
|