Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
85,446
shares
|
$10.3 Million
0.11% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
84,986
shares
|
$10.2 Million
0.87% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
84,365
shares
|
$10.2 Million
1.6% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
82,822
shares
|
$9.98 Million
0.01% of portfolio
|
Q3 2024
Added 56.21%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
82,300
shares
|
$9.92 Million
0.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
81,966
shares
|
$9.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,820
shares
|
$9.86 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
81,801
shares
|
$9.86 Million
0.45% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
80,781
shares
|
$9.73 Million
0.2% of portfolio
|
Q3 2024
Added 290.96%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
80,587
shares
|
$9.71 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$9.69 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
80,172
shares
|
$9.66 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
78,680
shares
|
$9.48 Million
1.17% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
78,417
shares
|
$9.45 Million
1.07% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
78,405
shares
|
$9.45 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
78,145
shares
|
$9.42 Million
0.14% of portfolio
|
Q3 2024
Added 42.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
78,091
shares
|
$9.41 Million
0.39% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
77,420
shares
|
$9.33 Million
0.86% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
77,029
shares
|
$9.28 Million
3.34% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
76,989
shares
|
$9.28 Million
2.8% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
76,523
shares
|
$9.22 Million
0.9% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
75,372
shares
|
$9.08 Million
2.19% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
74,976
shares
|
$9.03 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
74,960
shares
|
$9.03 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
74,309
shares
|
$8.95 Million
0.32% of portfolio
|
Q3 2024
Added 16.28%
|