Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
88,629
shares
|
$12.5 Million
0.2% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
88,500
shares
|
$12.5 Million
0.39% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
87,997
shares
|
$12.5 Million
0.27% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
87,592
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Added 924.23%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
86,682
shares
|
$12.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,418
shares
|
$12.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
F
|
May 14, 2025 Q1 2025 |
86,270
shares
|
$12.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
83,728
shares
|
$11.9 Million
0.19% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
83,419
shares
|
$11.8 Million
0.43% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
83,393
shares
|
$11.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
83,219
shares
|
$11.8 Million
1.09% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
81,858
shares
|
$11.6 Million
0.64% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
81,614
shares
|
$11.6 Million
1.27% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
81,557
shares
|
$11.5 Million
0.18% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
80,989
shares
|
$11.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
80,801
shares
|
$11.4 Million
0.31% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
80,464
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 66.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$11.4 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
80,120
shares
|
$11.3 Million
1.47% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
79,734
shares
|
$11.3 Million
0.14% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,588
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
79,237
shares
|
$11.2 Million
1.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
79,233
shares
|
$11.2 Million
1.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
79,111
shares
|
$11.2 Million
1.27% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
78,856
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.02%
|