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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
145,155
shares
|
$22.8 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
144,626
shares
|
$22.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
143,577
shares
|
$22.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 56.88%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
143,372
shares
|
$22.6 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
142,299
shares
|
$22.4 Million
0.24% of portfolio
|
Q2 2025
Added 78.47%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
141,701
shares
|
$22.3 Million
3.09% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
140,849
shares
|
$22.2 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
139,704
shares
|
$22 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
139,305
shares
|
$21.9 Million
0.76% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
139,078
shares
|
$21.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
138,824
shares
|
$21.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
138,729
shares
|
$21.8 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
137,482
shares
|
$21.6 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
135,608
shares
|
$21.3 Million
1.36% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
133,620
shares
|
$21 Million
0.11% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
131,010
shares
|
$20.6 Million
2.39% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
130,757
shares
|
$20.6 Million
0.53% of portfolio
|
Q2 2025
Added 594.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
130,752
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
130,510
shares
|
$20.5 Million
1.75% of portfolio
|
Q2 2025
Added 7577.06%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
128,189
shares
|
$20.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
128,156
shares
|
$20.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
127,524
shares
|
$20.1 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
126,661
shares
|
$19.9 Million
0.09% of portfolio
|
Q3 2022
Added 239.18%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
124,652
shares
|
$19.6 Million
1.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
123,803
shares
|
$19.5 Million
0.58% of portfolio
|
Q2 2025
Added 4.85%
|