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 |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
71,931
shares
|
$11.3 Million
0.26% of portfolio
|
Q2 2025
Added 93.9%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
71,760
shares
|
$11.3 Million
0.13% of portfolio
|
Q2 2025
Added 259.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
71,102
shares
|
$11.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
70,702
shares
|
$11.1 Million
0.12% of portfolio
|
Q2 2025
Added 169.93%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
69,948
shares
|
$11 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
69,088
shares
|
$10.9 Million
1.22% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
68,872
shares
|
$10.8 Million
0.16% of portfolio
|
Q2 2025
Added 58.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
68,546
shares
|
$10.8 Million
0.16% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
68,537
shares
|
$10.8 Million
0.15% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
68,049
shares
|
$10.7 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
67,894
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
67,646
shares
|
$10.6 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
67,364
shares
|
$10.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
67,012
shares
|
$10.5 Million
1.11% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
66,936
shares
|
$10.5 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
66,718
shares
|
$10.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
66,449
shares
|
$10.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
66,144
shares
|
$10.4 Million
4.53% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
65,889
shares
|
$10.4 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
65,200
shares
|
$10.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
65,170
shares
|
$10.3 Million
0.62% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
64,550
shares
|
$10.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
63,968
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
63,774
shares
|
$10 Million
0.08% of portfolio
|
Q2 2025
Added 13.72%
|