Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
67,652
shares
|
$9.58 Million
0.32% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
66,500
shares
|
$9.41 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
66,144
shares
|
$9.36 Million
4.53% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
65,932
shares
|
$9.33 Million
0.56% of portfolio
|
Q1 2025
Added 567.53%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
65,889
shares
|
$9.33 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
65,857
shares
|
$9.32 Million
4.06% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
65,546
shares
|
$9.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
64,826
shares
|
$9.18 Million
0.14% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
64,683
shares
|
$9.16 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
64,550
shares
|
$9.14 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
|
$9.08 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
62,492
shares
|
$8.85 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
62,469
shares
|
$8.84 Million
0.95% of portfolio
|
Q1 2025
Added 74.95%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
61,924
shares
|
$8.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
61,246
shares
|
$8.67 Million
2.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
61,148
shares
|
$8.66 Million
0.89% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
61,117
shares
|
$8.65 Million
0.3% of portfolio
|
Q1 2025
Added 186.33%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
61,036
shares
|
$8.64 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
60,900
shares
|
$8.62 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
60,767
shares
|
$8.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60,420
shares
|
$8.55 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
60,400
shares
|
$8.55 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
60,273
shares
|
$8.53 Million
0.09% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
60,088
shares
|
$8.51 Million
0.2% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
58,679
shares
|
$8.31 Million
0.07% of portfolio
|
Q1 2025
Added 507.32%
|