Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,400 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,981,382
shares
|
$1 Billion
0.81% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
6,578,439
shares
|
$946 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,150,965
shares
|
$884 Million
0.05% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
6,010,844
shares
|
$864 Million
0.2% of portfolio
|
Q1 2025
Added 138.73%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,619,396
shares
|
$808 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,586,572
shares
|
$803 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
|
$788 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Alphinity Investment Management Pty LTD
|
May 12, 2025 Q1 2025 |
5,348,473
shares
|
$769 Million
4.72% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
5,200,064
shares
|
$747 Million
0.22% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,039,574
shares
|
$724 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,409,339
shares
|
$634 Million
0.21% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,209,583
shares
|
$605 Million
0.28% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,130,284
shares
|
$594 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
4,069,267
shares
|
$585 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
3,855,298
shares
|
$554 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
3,792,336
shares
|
$545 Million
0.61% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
3,677,935
shares
|
$529 Million
0.27% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Axiom Investors LLC
Greenwich, CT |
May 16, 2025 Q1 2025 |
3,111,979
shares
|
$447 Million
3.56% of portfolio
|
Q1 2025
Added 99.87%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,023,296
shares
|
$435 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,990,922
shares
|
$430 Million
0.25% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,946,684
shares
|
$424 Million
0.12% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
2,750,845
shares
|
$395 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
|
$394 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
2,708,489
shares
|
$389 Million
0.23% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,686,631
shares
|
$386 Million
0.17% of portfolio
|
Q1 2025
Added 35.48%
|