Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
57,159
shares
|
$6.89 Million
0.39% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
55,664
shares
|
$6.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
55,488
shares
|
$6.69 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,392
shares
|
$6.67 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
55,347
shares
|
$6.67 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
55,108
shares
|
$6.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
54,496
shares
|
$6.57 Million
0.01% of portfolio
|
Q3 2024
Added 62.07%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
54,433
shares
|
$6.56 Million
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
53,887
shares
|
$6.49 Million
0.01% of portfolio
|
Q4 2023
Reduced 74.23%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,503
shares
|
$6.45 Million
0.3% of portfolio
|
Q2 2022
Added 10.17%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
53,442
shares
|
$6.44 Million
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
53,276
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
53,265
shares
|
$6.42 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
52,465
shares
|
$6.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
52,333
shares
|
$6.31 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,314
shares
|
$6.3 Million
0.13% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
52,199
shares
|
$6.29 Million
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
51,695
shares
|
$6.23 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
51,600
shares
|
$6.22 Million
0.8% of portfolio
|
Q2 2021
Added 30.3%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
51,511
shares
|
$6.21 Million
0.13% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,317
shares
|
$6.18 Million
0.27% of portfolio
|
Q2 2022
Added 12.28%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
50,770
shares
|
$6.12 Million
0.06% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
50,755
shares
|
$6.12 Million
0.09% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
50,650
shares
|
$6.1 Million
0.22% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
50,254
shares
|
$6.06 Million
0.06% of portfolio
|
Q3 2024
Added 1.83%
|