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 |
|---|---|---|---|---|---|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
120,750
shares
|
$17.1 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
120,036
shares
|
$17 Million
0.07% of portfolio
|
Q1 2025
Added 620.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
118,081
shares
|
$16.7 Million
0.51% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
117,925
shares
|
$16.7 Million
0.06% of portfolio
|
Q2 2023
Reduced 61.05%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
117,686
shares
|
$16.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
117,300
shares
|
$16.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
114,820
shares
|
$16.3 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
114,172
shares
|
$16.2 Million
0.1% of portfolio
|
Q1 2025
Added 59.3%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
112,766
shares
|
$16 Million
0.14% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
112,295
shares
|
$15.9 Million
0.06% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
110,859
shares
|
$15.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
109,339
shares
|
$15.5 Million
1.17% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
108,185
shares
|
$15.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
108,132
shares
|
$15.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
106,791
shares
|
$15.1 Million
0.07% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
106,391
shares
|
$15.1 Million
0.55% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
106,335
shares
|
$15.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,820
shares
|
$15 Million
0.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
104,541
shares
|
$14.8 Million
0.09% of portfolio
|
Q1 2025
Added 40.33%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
103,371
shares
|
$14.6 Million
1.14% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
102,745
shares
|
$14.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
102,605
shares
|
$14.5 Million
0.17% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
102,392
shares
|
$14.5 Million
5.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Socorro Asset Management LP
Dallas, TX |
May 15, 2025 Q1 2025 |
100,910
shares
|
$14.3 Million
4.6% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
100,601
shares
|
$14.2 Million
0.32% of portfolio
|
Q1 2025
Added 1.2%
|