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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
156,064
shares
|
$19.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
155,334
shares
|
$19.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
154,738
shares
|
$19.7 Million
1.4% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
154,533
shares
|
$19.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
153,713
shares
|
$19.5 Million
0.26% of portfolio
|
Q3 2024
Added 91.31%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
151,930
shares
|
$19.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
151,212
shares
|
$19.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
150,792
shares
|
$19.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
149,333
shares
|
$19 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
149,129
shares
|
$18.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
148,683
shares
|
$18.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
147,993
shares
|
$18.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
147,477
shares
|
$18.7 Million
0.05% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
146,187
shares
|
$18.6 Million
1.4% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
145,945
shares
|
$18.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
145,633
shares
|
$18.5 Million
0.25% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
144,999
shares
|
$18.4 Million
0.19% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
144,606
shares
|
$18.4 Million
0.29% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
144,046
shares
|
$18.3 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
141,701
shares
|
$18 Million
2.75% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
140,849
shares
|
$17.9 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
139,985
shares
|
$17.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
139,305
shares
|
$17.7 Million
0.68% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
139,078
shares
|
$17.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
136,225
shares
|
$17.3 Million
0.07% of portfolio
|
Q1 2025
Added 7.43%
|