Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
135,608
shares
|
$16.3 Million
1.36% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
133,414
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
131,500
shares
|
$15.8 Million
1.06% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
128,858
shares
|
$15.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
128,142
shares
|
$15.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
127,524
shares
|
$15.4 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
126,661
shares
|
$15.3 Million
0.09% of portfolio
|
Q3 2022
Added 239.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
126,295
shares
|
$15.2 Million
0.05% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
124,652
shares
|
$15 Million
1.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
124,540
shares
|
$15 Million
0.21% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
124,015
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
123,553
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
122,900
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
122,666
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2024
Added 168.5%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
120,908
shares
|
$14.6 Million
0.99% of portfolio
|
Q3 2024
Added 222.06%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
120,750
shares
|
$14.6 Million
1.09% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
119,526
shares
|
$14.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
117,925
shares
|
$14.2 Million
0.06% of portfolio
|
Q2 2023
Reduced 61.05%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
117,833
shares
|
$14.2 Million
0.32% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
117,024
shares
|
$14.1 Million
0.15% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
115,993
shares
|
$14 Million
0.05% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
115,841
shares
|
$14 Million
0.26% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
115,684
shares
|
$13.9 Million
1.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
115,146
shares
|
$13.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
114,451
shares
|
$13.8 Million
0.49% of portfolio
|
Q3 2024
Added 1.46%
|