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 |
|---|---|---|---|---|---|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
176,985
shares
|
$25.1 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
175,651
shares
|
$24.9 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
174,497
shares
|
$24.7 Million
0.71% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
173,855
shares
|
$24.6 Million
0.05% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
171,219
shares
|
$24.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 28.73%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
169,627
shares
|
$24 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
168,968
shares
|
$23.9 Million
0.41% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
168,883
shares
|
$23.9 Million
0.05% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
167,768
shares
|
$23.7 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
|
$23.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
167,250
shares
|
$23.7 Million
0.08% of portfolio
|
Q1 2025
Added 121.65%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
166,706
shares
|
$23.6 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
165,832
shares
|
$23.5 Million
0.2% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
165,633
shares
|
$23.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,374
shares
|
$23.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
165,145
shares
|
$23.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 52.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
164,264
shares
|
$23.3 Million
0.05% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
164,055
shares
|
$23.2 Million
0.06% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
163,983
shares
|
$23.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
163,426
shares
|
$23.1 Million
2.57% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
162,380
shares
|
$23 Million
2.92% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
161,388
shares
|
$22.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
160,625
shares
|
$22.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
May 12, 2025 Q1 2025 |
159,723
shares
|
$22.6 Million
0.23% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
159,667
shares
|
$22.6 Million
0.77% of portfolio
|
Q4 2024
Added 1.06%
|