Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
81,614
shares
|
$10.4 Million
1.27% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
80,521
shares
|
$10.2 Million
0.28% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$10.2 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
80,120
shares
|
$10.2 Million
1.47% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
79,464
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 128.22%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
79,237
shares
|
$10.1 Million
1.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
79,233
shares
|
$10.1 Million
1.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
79,111
shares
|
$10.1 Million
1.27% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
78,806
shares
|
$10 Million
0.2% of portfolio
|
Q4 2024
Added 86.26%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
78,328
shares
|
$9.95 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
77,441
shares
|
$9.84 Million
0.09% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
77,391
shares
|
$9.83 Million
0.23% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
77,156
shares
|
$9.8 Million
0.15% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
77,029
shares
|
$9.79 Million
4.26% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
76,903
shares
|
$9.77 Million
0.25% of portfolio
|
Q1 2025
Added 90.57%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
76,900
shares
|
$9.77 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
76,212
shares
|
$9.68 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
76,125
shares
|
$9.67 Million
0.18% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
75,878
shares
|
$9.64 Million
0.07% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
75,771
shares
|
$9.63 Million
0.46% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
75,731
shares
|
$9.62 Million
0.31% of portfolio
|
Q1 2025
Added 511.03%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
75,550
shares
|
$9.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
75,456
shares
|
$9.59 Million
0.04% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
74,581
shares
|
$9.48 Million
0.06% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
74,497
shares
|
$9.47 Million
0.07% of portfolio
|
Q4 2024
New holding
|