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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
135,608
shares
|
$17.2 Million
1.36% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
134,444
shares
|
$17.1 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
132,217
shares
|
$16.8 Million
0.26% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
129,569
shares
|
$16.5 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
128,189
shares
|
$16.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
127,843
shares
|
$16.2 Million
0.04% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
127,524
shares
|
$16.2 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
126,661
shares
|
$16.1 Million
0.09% of portfolio
|
Q3 2022
Added 239.18%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
126,618
shares
|
$16.1 Million
0.08% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
126,458
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
124,652
shares
|
$15.8 Million
1.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
120,905
shares
|
$15.4 Million
0.05% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
120,750
shares
|
$15.3 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
119,798
shares
|
$15.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 68.63%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
118,972
shares
|
$15.1 Million
0.26% of portfolio
|
Q1 2025
Added 886.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
118,947
shares
|
$15.1 Million
0.04% of portfolio
|
Q4 2024
Added 426.31%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
118,321
shares
|
$15 Million
0.12% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
117,925
shares
|
$15 Million
0.06% of portfolio
|
Q2 2023
Reduced 61.05%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
117,686
shares
|
$15 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
117,300
shares
|
$14.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
115,681
shares
|
$14.7 Million
1.33% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
115,355
shares
|
$14.7 Million
0.58% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
114,820
shares
|
$14.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
113,370
shares
|
$14.4 Million
0.62% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
112,096
shares
|
$14.2 Million
0.45% of portfolio
|
Q4 2024
New holding
|