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 |
|---|---|---|---|---|---|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
163,426
shares
|
$25.7 Million
2.57% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
162,873
shares
|
$25.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
162,380
shares
|
$25.6 Million
2.92% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
161,388
shares
|
$25.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
161,094
shares
|
$25.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
159,347
shares
|
$25.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
158,510
shares
|
$25 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
158,507
shares
|
$25 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
158,208
shares
|
$24.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
158,196
shares
|
$24.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
155,609
shares
|
$24.5 Million
0.43% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
154,906
shares
|
$24.4 Million
1.54% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
154,381
shares
|
$24.3 Million
0.15% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
153,713
shares
|
$24.2 Million
0.26% of portfolio
|
Q3 2024
Added 91.31%
|
|
|
Bridger Management, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
153,693
shares
|
$24.2 Million
13.68% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
153,663
shares
|
$24.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
152,061
shares
|
$23.9 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
151,699
shares
|
$23.9 Million
0.06% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
151,082
shares
|
$23.8 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
149,984
shares
|
$23.6 Million
0.12% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
149,282
shares
|
$23.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
148,233
shares
|
$23.3 Million
0.15% of portfolio
|
Q2 2025
Added 6017.75%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
146,288
shares
|
$23 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
146,103
shares
|
$23 Million
0.31% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
145,794
shares
|
$22.9 Million
0.05% of portfolio
|
Q2 2025
Added 225.76%
|