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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
73,872
shares
|
$8.9 Million
0.09% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
73,783
shares
|
$8.89 Million
1.46% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
73,553
shares
|
$8.86 Million
0.13% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
73,405
shares
|
$8.85 Million
0.05% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
73,035
shares
|
$8.8 Million
0.74% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
71,895
shares
|
$8.66 Million
0.03% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Nov 14, 2024 Q3 2024 |
71,672
shares
|
$8.64 Million
0.05% of portfolio
|
Q3 2024
Added 261.98%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
71,109
shares
|
$8.57 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
71,103
shares
|
$8.57 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
70,638
shares
|
$8.51 Million
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
70,500
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
70,449
shares
|
$8.49 Million
1.48% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
70,100
shares
|
$8.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
69,785
shares
|
$8.41 Million
3.65% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
69,500
shares
|
$8.37 Million
0.24% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
69,249
shares
|
$8.34 Million
0.04% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
68,900
shares
|
$8.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
68,096
shares
|
$8.21 Million
0.34% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
68,062
shares
|
$8.2 Million
0.27% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
67,174
shares
|
$8.09 Million
0.88% of portfolio
|
Q3 2024
Added 107.68%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
67,034
shares
|
$8.08 Million
1.66% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
66,951
shares
|
$8.07 Million
0.15% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
66,871
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,697
shares
|
$8.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.17%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
66,467
shares
|
$8.01 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.1%
|