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 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
176,985
shares
|
$22.5 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
176,525
shares
|
$22.4 Million
0.95% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
170,995
shares
|
$21.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
169,627
shares
|
$21.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
168,968
shares
|
$21.5 Million
0.41% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
168,582
shares
|
$21.4 Million
5.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
167,768
shares
|
$21.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
167,350
shares
|
$21.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
166,706
shares
|
$21.2 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
165,832
shares
|
$21.1 Million
0.2% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
165,784
shares
|
$21.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
165,633
shares
|
$21 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
165,581
shares
|
$21 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,374
shares
|
$21 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
164,264
shares
|
$20.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
164,055
shares
|
$20.8 Million
0.06% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
162,380
shares
|
$20.6 Million
2.92% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
160,625
shares
|
$20.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
May 12, 2025 Q1 2025 |
159,723
shares
|
$20.3 Million
0.23% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
159,667
shares
|
$20.3 Million
0.77% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
159,097
shares
|
$20.2 Million
0.66% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
158,299
shares
|
$20.1 Million
0.06% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
157,099
shares
|
$20 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
157,088
shares
|
$20 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
156,579
shares
|
$19.9 Million
0.04% of portfolio
|
Q4 2024
Added 54.4%
|