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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
121,960
shares
|
$19.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
121,873
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
121,686
shares
|
$19.2 Million
0.05% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
120,050
shares
|
$18.9 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
119,639
shares
|
$18.8 Million
0.05% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
118,528
shares
|
$18.7 Million
0.06% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
118,116
shares
|
$18.6 Million
0.03% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
117,925
shares
|
$18.6 Million
0.06% of portfolio
|
Q2 2023
Reduced 61.05%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
117,308
shares
|
$18.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
116,999
shares
|
$18.4 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
116,744
shares
|
$18.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
116,466
shares
|
$18.3 Million
0.08% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
116,045
shares
|
$18.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
115,346
shares
|
$18.2 Million
0.11% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
114,857
shares
|
$18.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
113,400
shares
|
$17.9 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
113,283
shares
|
$17.8 Million
0.09% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
112,885
shares
|
$17.8 Million
0.33% of portfolio
|
Q2 2025
Added 56.27%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
112,295
shares
|
$17.7 Million
0.06% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
110,752
shares
|
$17.4 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
110,106
shares
|
$17.3 Million
0.87% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
109,749
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2025
Added 6819.86%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
109,031
shares
|
$17.2 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
108,280
shares
|
$17 Million
1.23% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
107,976
shares
|
$17 Million
0.0% of portfolio
|
Q2 2025
Added 36.93%
|