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 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
65,546
shares
|
$8.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
64,826
shares
|
$8.24 Million
0.14% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
64,683
shares
|
$8.22 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
64,550
shares
|
$8.2 Million
1.63% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$8.15 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
64,049
shares
|
$8.14 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
63,084
shares
|
$8.02 Million
0.03% of portfolio
|
Q4 2024
Added 686.78%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
62,856
shares
|
$7.99 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
62,492
shares
|
$7.94 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
62,469
shares
|
$7.94 Million
0.95% of portfolio
|
Q1 2025
Added 74.95%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
61,924
shares
|
$7.87 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
61,726
shares
|
$7.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
61,246
shares
|
$7.78 Million
2.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
61,148
shares
|
$7.77 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
61,117
shares
|
$7.77 Million
0.3% of portfolio
|
Q1 2025
Added 186.33%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
61,053
shares
|
$7.76 Million
1.04% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
61,036
shares
|
$7.76 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
60,632
shares
|
$7.7 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60,420
shares
|
$7.68 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
60,400
shares
|
$7.67 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
60,273
shares
|
$7.66 Million
0.09% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
60,088
shares
|
$7.63 Million
0.2% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
59,434
shares
|
$7.55 Million
0.09% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
59,299
shares
|
$7.53 Million
0.01% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
58,679
shares
|
$7.46 Million
0.07% of portfolio
|
Q1 2025
Added 507.32%
|