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 |
|---|---|---|---|---|---|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
58,541
shares
|
$8.29 Million
4.35% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
58,096
shares
|
$8.22 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
58,030
shares
|
$8.21 Million
1.61% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
58,010
shares
|
$8.21 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
57,428
shares
|
$8.13 Million
1.8% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
57,013
shares
|
$8.07 Million
0.13% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
56,783
shares
|
$8.04 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
56,657
shares
|
$8.02 Million
0.1% of portfolio
|
Q1 2025
Added 139.09%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
56,078
shares
|
$7.94 Million
0.08% of portfolio
|
Q1 2025
Added 91.39%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
55,503
shares
|
$7.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Worm Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
55,424
shares
|
$7.85 Million
4.2% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,392
shares
|
$7.84 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,388
shares
|
$7.84 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
55,347
shares
|
$7.83 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
54,685
shares
|
$7.74 Million
0.16% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
54,253
shares
|
$7.68 Million
0.11% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
53,887
shares
|
$7.63 Million
0.01% of portfolio
|
Q4 2023
Reduced 74.23%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
53,774
shares
|
$7.61 Million
1.69% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
53,714
shares
|
$7.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,503
shares
|
$7.57 Million
0.3% of portfolio
|
Q2 2022
Added 10.17%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
53,263
shares
|
$7.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
53,207
shares
|
$7.53 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
52,418
shares
|
$7.42 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
51,746
shares
|
$7.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,317
shares
|
$7.26 Million
0.27% of portfolio
|
Q2 2022
Added 12.28%
|