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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
63,585
shares
|
$10 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
63,373
shares
|
$9.98 Million
0.35% of portfolio
|
Q2 2025
Added 202.22%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
63,152
shares
|
$9.94 Million
1.13% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
63,040
shares
|
$9.92 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
62,976
shares
|
$9.91 Million
0.87% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
62,091
shares
|
$9.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
61,036
shares
|
$9.61 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
60,767
shares
|
$9.57 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60,420
shares
|
$9.51 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
59,795
shares
|
$9.41 Million
0.07% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
59,744
shares
|
$9.4 Million
0.05% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
58,701
shares
|
$9.24 Million
0.14% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
58,655
shares
|
$9.23 Million
0.2% of portfolio
|
Q2 2025
Added 102.6%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
58,541
shares
|
$9.21 Million
4.3% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
58,250
shares
|
$9.17 Million
0.12% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
58,010
shares
|
$9.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
57,696
shares
|
$9.08 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
57,657
shares
|
$9.08 Million
0.2% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
57,602
shares
|
$9.07 Million
0.54% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
57,089
shares
|
$8.99 Million
0.38% of portfolio
|
Q2 2025
Added 96.89%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
56,748
shares
|
$8.93 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
56,446
shares
|
$8.89 Million
0.32% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
56,224
shares
|
$8.85 Million
0.62% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
56,038
shares
|
$8.82 Million
1.97% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
55,978
shares
|
$8.81 Million
0.18% of portfolio
|
Q2 2025
Added 4.21%
|