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 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
6,578,439
shares
|
$836 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,080,379
shares
|
$773 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,619,396
shares
|
$714 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,586,572
shares
|
$710 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,478,758
shares
|
$696 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
5,474,243
shares
|
$696 Million
0.37% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Alphinity Investment Management Pty LTD
|
May 12, 2025 Q1 2025 |
5,348,473
shares
|
$680 Million
4.72% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,409,339
shares
|
$560 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,380,763
shares
|
$557 Million
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
4,274,351
shares
|
$543 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,250,392
shares
|
$540 Million
0.68% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
4,069,267
shares
|
$517 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
3,855,298
shares
|
$490 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,687,640
shares
|
$469 Million
0.24% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,460,508
shares
|
$440 Million
0.26% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,363,852
shares
|
$427 Million
0.08% of portfolio
|
Q4 2024
Added 2081.88%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,023,296
shares
|
$384 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,990,922
shares
|
$380 Million
0.25% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,946,684
shares
|
$374 Million
0.12% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,889,322
shares
|
$367 Million
0.13% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,750,845
shares
|
$350 Million
0.13% of portfolio
|
Q1 2025
Reduced 99.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,737,798
shares
|
$348 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,686,631
shares
|
$341 Million
0.17% of portfolio
|
Q1 2025
Added 35.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,578,093
shares
|
$328 Million
0.12% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,517,811
shares
|
$320 Million
0.09% of portfolio
|
Q4 2024
Reduced 58.58%
|