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 |
|---|---|---|---|---|---|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
78,328
shares
|
$11.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
77,943
shares
|
$11 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
76,900
shares
|
$10.9 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
76,212
shares
|
$10.8 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
75,878
shares
|
$10.7 Million
0.07% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
75,771
shares
|
$10.7 Million
0.46% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
75,731
shares
|
$10.7 Million
0.31% of portfolio
|
Q1 2025
Added 511.03%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
75,716
shares
|
$10.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
75,550
shares
|
$10.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
74,581
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
74,559
shares
|
$10.6 Million
0.68% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
73,985
shares
|
$10.5 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
73,337
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
72,941
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
72,760
shares
|
$10.3 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
72,684
shares
|
$10.3 Million
0.2% of portfolio
|
Q1 2025
Added 111.73%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
72,238
shares
|
$10.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
71,430
shares
|
$10.1 Million
0.85% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
70,933
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Added 56.83%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
70,292
shares
|
$9.95 Million
0.07% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
69,313
shares
|
$9.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 27.2%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
68,662
shares
|
$9.72 Million
1.09% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
68,459
shares
|
$9.69 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
68,049
shares
|
$9.63 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
67,874
shares
|
$9.61 Million
0.4% of portfolio
|
Q1 2025
Added 0.48%
|