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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
77,891
shares
|
$12.3 Million
0.48% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
77,628
shares
|
$12.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
77,205
shares
|
$12.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
76,750
shares
|
$12.1 Million
3.29% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
76,749
shares
|
$12.1 Million
0.28% of portfolio
|
Q2 2025
Added 57.12%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
76,510
shares
|
$12 Million
0.39% of portfolio
|
Q2 2025
Added 66.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
75,831
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
75,616
shares
|
$11.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
75,118
shares
|
$11.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
74,992
shares
|
$11.8 Million
1.89% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
74,604
shares
|
$11.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
74,588
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
74,555
shares
|
$11.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
74,419
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
74,400
shares
|
$11.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 75.19%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
74,318
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
74,154
shares
|
$11.7 Million
2.05% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
73,683
shares
|
$11.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
73,632
shares
|
$11.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
73,511
shares
|
$11.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
73,400
shares
|
$11.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
73,354
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,965
shares
|
$11.5 Million
4.4% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
72,883
shares
|
$11.5 Million
0.08% of portfolio
|
Q2 2025
Added 40.85%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
72,785
shares
|
$11.5 Million
2.62% of portfolio
|
Q2 2025
Reduced 1.62%
|