Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,534 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 $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
200,761
shares
|
$29.6 Million
0.14% of portfolio
|
Q2 2025
Added 58.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
198,741
shares
|
$29.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.44%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
198,396
shares
|
$29.2 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
197,871
shares
|
$29.1 Million
0.39% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
197,574
shares
|
$29.1 Million
4.64% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
195,849
shares
|
$28.8 Million
0.46% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
195,366
shares
|
$28.8 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
194,961
shares
|
$28.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
192,800
shares
|
$28.4 Million
1.51% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Hosking Partners LLP
|
Aug 07, 2025 Q2 2025 |
191,936
shares
|
$28.3 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
191,926
shares
|
$28.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.29%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
191,333
shares
|
$28.2 Million
0.25% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
190,700
shares
|
$28.1 Million
2.22% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
190,581
shares
|
$28.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
189,258
shares
|
$27.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
188,705
shares
|
$27.8 Million
2.4% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
187,020
shares
|
$27.5 Million
0.1% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
184,747
shares
|
$27.2 Million
0.26% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
184,436
shares
|
$27.2 Million
0.3% of portfolio
|
Q2 2025
Added 31.48%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
184,382
shares
|
$27.2 Million
0.48% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
183,748
shares
|
$27.1 Million
1.22% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
182,570
shares
|
$26.9 Million
0.73% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
182,319
shares
|
$26.9 Million
0.92% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
181,692
shares
|
$26.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
181,422
shares
|
$26.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.3%
|