Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,389 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
39,166
shares
|
$5.19 Million
2.43% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
38,900
shares
|
$5.15 Million
0.95% of portfolio
|
Q1 2025
Added 39.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
38,775
shares
|
$5.14 Million
0.11% of portfolio
|
Q1 2025
Added 126.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
38,683
shares
|
$5.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 50.91%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
38,390
shares
|
$5.09 Million
0.66% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
38,380
shares
|
$5.09 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,238
shares
|
$5.07 Million
0.71% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
37,997
shares
|
$5.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
37,991
shares
|
$5.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
37,986
shares
|
$5.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
37,976
shares
|
$5.03 Million
0.65% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
37,845
shares
|
$5.01 Million
0.92% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
37,841
shares
|
$5.01 Million
0.33% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
37,728
shares
|
$5 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
37,097
shares
|
$4.92 Million
0.17% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
37,052
shares
|
$4.91 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$4.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
36,956
shares
|
$4.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
36,915
shares
|
$4.89 Million
0.16% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
36,741
shares
|
$4.87 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
36,347
shares
|
$4.82 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
36,279
shares
|
$4.81 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
36,257
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$4.77 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
35,990
shares
|
$4.77 Million
1.7% of portfolio
|
Q1 2025
Added 0.05%
|