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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
180,026
shares
|
$28.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
179,023
shares
|
$28.2 Million
0.05% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
178,934
shares
|
$28.2 Million
0.22% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
176,323
shares
|
$27.8 Million
0.12% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
175,628
shares
|
$27.6 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
175,529
shares
|
$27.6 Million
0.23% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
175,112
shares
|
$27.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
174,626
shares
|
$27.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
173,054
shares
|
$27.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
172,437
shares
|
$27.1 Million
2.2% of portfolio
|
Q2 2025
Reduced 20.81%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
171,732
shares
|
$27 Million
0.22% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
171,344
shares
|
$27 Million
0.22% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
169,406
shares
|
$26.7 Million
0.06% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
168,452
shares
|
$26.5 Million
0.08% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
168,430
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
167,560
shares
|
$26.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
167,531
shares
|
$26.4 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
166,900
shares
|
$26.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
166,706
shares
|
$26.2 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
166,446
shares
|
$26.2 Million
0.26% of portfolio
|
Q2 2025
Added 288.97%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
166,148
shares
|
$26.2 Million
0.3% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,374
shares
|
$26 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
164,931
shares
|
$26 Million
0.03% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Aug 06, 2025 Q2 2025 |
164,869
shares
|
$26 Million
0.27% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
164,569
shares
|
$25.9 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.69%
|