Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,383 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 $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurion Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
39,314
shares
|
$4.39 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
39,247
shares
|
$4.38 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
39,193
shares
|
$4.38 Million
0.32% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
39,021
shares
|
$4.36 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
38,993
shares
|
$4.36 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
38,380
shares
|
$4.29 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
38,238
shares
|
$4.27 Million
0.72% of portfolio
|
Q4 2024
Reduced 21.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,226
shares
|
$4.27 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
38,031
shares
|
$4.25 Million
0.35% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
37,991
shares
|
$4.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
37,728
shares
|
$4.21 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
37,554
shares
|
$4.19 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
37,414
shares
|
$4.18 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
37,404
shares
|
$4.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
37,154
shares
|
$4.15 Million
2.65% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$4.13 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
36,964
shares
|
$4.13 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
36,747
shares
|
$4.1 Million
0.31% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
36,714
shares
|
$4.1 Million
0.65% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
36,489
shares
|
$4.08 Million
0.75% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
36,271
shares
|
$4.05 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
36,221
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
36,174
shares
|
$4.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$4.02 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
35,973
shares
|
$4.02 Million
1.79% of portfolio
|
Q4 2024
Added 0.39%
|