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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
99,593
shares
|
$14.1 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
99,229
shares
|
$14 Million
0.17% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
99,159
shares
|
$14 Million
0.29% of portfolio
|
Q1 2025
Added 154.12%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
99,078
shares
|
$14 Million
0.29% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
98,661
shares
|
$14 Million
0.12% of portfolio
|
Q1 2025
Added 236.68%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
98,486
shares
|
$13.9 Million
1.03% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 09, 2025 Q2 2025 |
98,393
shares
|
$13.9 Million
0.02% of portfolio
|
Q2 2025
Added 93.52%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
97,864
shares
|
$13.9 Million
2.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
97,110
shares
|
$13.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
96,467
shares
|
$13.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 61.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
96,412
shares
|
$13.6 Million
3.55% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
95,878
shares
|
$13.6 Million
0.76% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
95,000
shares
|
$13.4 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
94,846
shares
|
$13.4 Million
0.1% of portfolio
|
Q1 2025
Added 32.9%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
94,467
shares
|
$13.4 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
93,965
shares
|
$13.3 Million
0.17% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
93,920
shares
|
$13.3 Million
0.37% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
93,001
shares
|
$13.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
92,000
shares
|
$13 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
89,995
shares
|
$12.7 Million
1.4% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
89,626
shares
|
$12.7 Million
0.7% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
89,514
shares
|
$12.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
89,241
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
88,800
shares
|
$12.6 Million
0.45% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
88,787
shares
|
$12.6 Million
0.11% of portfolio
|
Q1 2025
Added 8.35%
|