Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,124 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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
28,585
shares
|
$3.46 Million
0.03% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,509
shares
|
$3.45 Million
0.19% of portfolio
|
Q3 2023
Reduced 12.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
28,489
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
28,488
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2024
Added 196.87%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
28,461
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
28,262
shares
|
$3.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
27,890
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
27,798
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
27,747
shares
|
$3.36 Million
1.28% of portfolio
|
Q1 2021
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
27,543
shares
|
$3.33 Million
0.09% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
27,477
shares
|
$3.33 Million
0.08% of portfolio
|
Q3 2024
Added 55.01%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
27,305
shares
|
$3.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
27,139
shares
|
$3.28 Million
0.38% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
27,089
shares
|
$3.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
27,074
shares
|
$3.28 Million
0.11% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
27,065
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,914
shares
|
$3.26 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.09%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,814
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
26,722
shares
|
$3.23 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
26,719
shares
|
$3.23 Million
0.08% of portfolio
|
Q4 2022
Reduced 86.15%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
26,688
shares
|
$3.23 Million
0.24% of portfolio
|
Q3 2024
Added 30.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,685
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
26,579
shares
|
$3.22 Million
0.45% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,471
shares
|
$3.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
26,451
shares
|
$3.2 Million
0.61% of portfolio
|
Q3 2024
Added 0.38%
|