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 |
|---|---|---|---|---|---|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
49,884
shares
|
$6.01 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
49,674
shares
|
$5.99 Million
0.28% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
49,602
shares
|
$5.98 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
49,418
shares
|
$5.95 Million
0.2% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
49,149
shares
|
$5.92 Million
0.94% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
48,737
shares
|
$5.87 Million
0.3% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
48,487
shares
|
$5.84 Million
0.75% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48,471
shares
|
$5.84 Million
0.32% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
48,400
shares
|
$5.83 Million
0.04% of portfolio
|
Q3 2023
Reduced 42.45%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
48,326
shares
|
$5.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
48,150
shares
|
$5.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
47,885
shares
|
$5.77 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
47,795
shares
|
$5.76 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
47,391
shares
|
$5.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
47,376
shares
|
$5.71 Million
0.1% of portfolio
|
Q3 2024
Added 680.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
47,099
shares
|
$5.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 97.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
46,946
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46,631
shares
|
$5.62 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
46,399
shares
|
$5.59 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
46,068
shares
|
$5.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
45,928
shares
|
$5.53 Million
2.59% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
45,483
shares
|
$5.48 Million
0.26% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
45,253
shares
|
$5.45 Million
0.45% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
45,144
shares
|
$5.44 Million
0.1% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
44,973
shares
|
$5.42 Million
0.77% of portfolio
|
Q3 2022
New holding
|