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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
107,514
shares
|
$16.9 Million
0.61% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
106,835
shares
|
$16.8 Million
0.27% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
104,915
shares
|
$16.5 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
104,456
shares
|
$16.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 70.79%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
103,485
shares
|
$16.3 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
102,962
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
102,624
shares
|
$16.2 Million
0.14% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
102,569
shares
|
$16.1 Million
5.12% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
102,000
shares
|
$16.1 Million
2.08% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
100,837
shares
|
$15.9 Million
0.37% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
99,593
shares
|
$15.7 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
99,078
shares
|
$15.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
98,586
shares
|
$15.5 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
98,486
shares
|
$15.5 Million
1.03% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
97,775
shares
|
$15.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
97,192
shares
|
$15.3 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
96,412
shares
|
$15.2 Million
3.55% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
96,049
shares
|
$15.1 Million
0.84% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
95,664
shares
|
$15.1 Million
1.67% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
95,200
shares
|
$15 Million
0.47% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,008
shares
|
$15 Million
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
94,697
shares
|
$14.9 Million
5.16% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
94,655
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
94,587
shares
|
$14.9 Million
0.57% of portfolio
|
Q2 2025
Added 106.41%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
94,467
shares
|
$14.9 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.32%
|