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 |
|---|---|---|---|---|---|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
32,434
shares
|
$4.59 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
32,404
shares
|
$4.59 Million
0.13% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
32,298
shares
|
$4.57 Million
0.07% of portfolio
|
Q1 2025
Added 4324.38%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
32,291
shares
|
$4.57 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
32,130
shares
|
$4.55 Million
0.06% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
32,094
shares
|
$4.54 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
31,800
shares
|
$4.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
31,736
shares
|
$4.49 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
31,719
shares
|
$4.49 Million
1.11% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
31,674
shares
|
$4.48 Million
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
31,349
shares
|
$4.44 Million
0.6% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
31,235
shares
|
$4.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
31,029
shares
|
$4.39 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
31,000
shares
|
$4.39 Million
0.89% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
30,851
shares
|
$4.37 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
30,743
shares
|
$4.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
30,740
shares
|
$4.35 Million
0.33% of portfolio
|
Q4 2024
Added 44.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
30,728
shares
|
$4.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
30,624
shares
|
$4.33 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
30,583
shares
|
$4.33 Million
0.08% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
30,554
shares
|
$4.32 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
30,469
shares
|
$4.31 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
30,330
shares
|
$4.29 Million
0.03% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
30,284
shares
|
$4.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
30,194
shares
|
$4.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|