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 |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
8,023,833
shares
|
$1.26 Billion
0.27% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,402,618
shares
|
$1.01 Billion
0.45% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,016,114
shares
|
$947 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,843,655
shares
|
$920 Million
0.3% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,643,069
shares
|
$888 Million
0.12% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,493,015
shares
|
$865 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,478,758
shares
|
$862 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,469,124
shares
|
$861 Million
0.4% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,667,050
shares
|
$735 Million
0.62% of portfolio
|
Q2 2025
Reduced 33.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
4,584,245
shares
|
$722 Million
0.25% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Alphinity Investment Management Pty LTD
|
Aug 13, 2025 Q2 2025 |
4,171,730
shares
|
$657 Million
5.55% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,107,018
shares
|
$646 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
4,021,051
shares
|
$633 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,859,190
shares
|
$607 Million
0.65% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,853,351
shares
|
$607 Million
0.1% of portfolio
|
Q2 2025
Added 122.39%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,470,112
shares
|
$546 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,370,723
shares
|
$531 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
3,259,245
shares
|
$513 Million
3.88% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,072,419
shares
|
$484 Million
0.1% of portfolio
|
Q2 2025
Reduced 48.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,048,457
shares
|
$480 Million
0.13% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,023,296
shares
|
$476 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
2,839,512
shares
|
$447 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,737,798
shares
|
$431 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,661,035
shares
|
$419 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
2,592,686
shares
|
$408 Million
0.32% of portfolio
|
Q2 2025
Added 8.03%
|