Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,406 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
141,335
shares
|
$20 Million
0.41% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
140,849
shares
|
$19.9 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
140,275
shares
|
$19.9 Million
0.25% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
139,985
shares
|
$19.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
139,305
shares
|
$19.7 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
|
$19.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
136,225
shares
|
$19.3 Million
0.07% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
135,608
shares
|
$19.2 Million
1.36% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
134,444
shares
|
$19 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
134,420
shares
|
$19 Million
0.47% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
132,661
shares
|
$18.8 Million
0.1% of portfolio
|
Q1 2025
Added 28614.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
131,115
shares
|
$18.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
130,800
shares
|
$18.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
130,244
shares
|
$18.4 Million
0.08% of portfolio
|
Q1 2025
Added 924.98%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
128,641
shares
|
$18.2 Million
1.22% of portfolio
|
Q1 2025
Added 112.17%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
128,189
shares
|
$18.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
127,843
shares
|
$18.1 Million
0.04% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
127,524
shares
|
$18.1 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
126,881
shares
|
$18 Million
2.13% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
126,809
shares
|
$17.9 Million
0.12% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
126,661
shares
|
$17.9 Million
0.09% of portfolio
|
Q3 2022
Added 239.18%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
126,618
shares
|
$17.9 Million
0.08% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
126,318
shares
|
$17.9 Million
0.03% of portfolio
|
Q1 2025
Added 5288.99%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
124,652
shares
|
$17.6 Million
1.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
121,954
shares
|
$17.3 Million
0.34% of portfolio
|
Q1 2025
Added 1583.52%
|