Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46,631
shares
|
$5.92 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
46,579
shares
|
$5.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
46,392
shares
|
$5.89 Million
0.33% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
46,320
shares
|
$5.89 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
45,942
shares
|
$5.84 Million
0.22% of portfolio
|
Q1 2025
Added 85.88%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
45,928
shares
|
$5.84 Million
2.59% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,900
shares
|
$5.83 Million
0.21% of portfolio
|
Q4 2024
Reduced 43.9%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
45,598
shares
|
$5.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
45,387
shares
|
$5.77 Million
0.29% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
45,328
shares
|
$5.76 Million
4.02% of portfolio
|
Q4 2024
New holding
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
45,313
shares
|
$5.76 Million
0.83% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
45,281
shares
|
$5.75 Million
0.12% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
44,973
shares
|
$5.71 Million
0.77% of portfolio
|
Q3 2022
New holding
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
44,847
shares
|
$5.7 Million
0.32% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
44,755
shares
|
$5.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
44,741
shares
|
$5.68 Million
0.22% of portfolio
|
Q1 2025
Added 57.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
44,566
shares
|
$5.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,111
shares
|
$5.6 Million
0.02% of portfolio
|
Q1 2025
Added 507.09%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
43,372
shares
|
$5.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
43,247
shares
|
$5.49 Million
0.08% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
43,100
shares
|
$5.48 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
42,824
shares
|
$5.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
42,817
shares
|
$5.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 71.83%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
42,791
shares
|
$5.44 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
42,653
shares
|
$5.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.84%
|