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 |
|---|---|---|---|---|---|
|
Dupont Capital Management Corp
|
Jul 30, 2025 Q2 2025 |
94,101
shares
|
$14.8 Million
1.45% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
93,001
shares
|
$14.6 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
92,344
shares
|
$14.5 Million
0.54% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
92,000
shares
|
$14.5 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
91,887
shares
|
$14.5 Million
0.18% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
91,110
shares
|
$14.3 Million
0.12% of portfolio
|
Q2 2025
Added 28.45%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
88,439
shares
|
$13.9 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
88,410
shares
|
$13.9 Million
0.55% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
87,342
shares
|
$13.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,418
shares
|
$13.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
85,837
shares
|
$13.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
85,584
shares
|
$13.5 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
85,567
shares
|
$13.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
85,141
shares
|
$13.4 Million
0.76% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
84,126
shares
|
$13.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
82,494
shares
|
$13 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
82,358
shares
|
$13 Million
0.24% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
82,345
shares
|
$13 Million
0.11% of portfolio
|
Q2 2025
Added 69.14%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
81,216
shares
|
$12.8 Million
1.57% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
80,801
shares
|
$12.7 Million
0.31% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$12.7 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
79,588
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
79,237
shares
|
$12.5 Million
1.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
79,181
shares
|
$12.5 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
77,943
shares
|
$12.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.78%
|