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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
30,583
shares
|
$4.05 Million
0.08% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
30,554
shares
|
$4.05 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
30,469
shares
|
$4.04 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
|
$4.02 Million
0.03% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
30,319
shares
|
$4.02 Million
0.13% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
30,194
shares
|
$4 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
30,182
shares
|
$4 Million
0.06% of portfolio
|
Q1 2025
Added 144.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
30,105
shares
|
$3.99 Million
0.13% of portfolio
|
Q1 2025
Added 112.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
30,104
shares
|
$3.99 Million
0.18% of portfolio
|
Q1 2025
Added 32.44%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
30,020
shares
|
$3.98 Million
0.19% of portfolio
|
Q1 2025
Added 365.79%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$3.98 Million
0.87% of portfolio
|
Q1 2018
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
29,948
shares
|
$3.97 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
29,911
shares
|
$3.96 Million
0.16% of portfolio
|
Q1 2025
Added 62.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
29,751
shares
|
$3.94 Million
0.11% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
29,636
shares
|
$3.93 Million
0.46% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$3.92 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,516
shares
|
$3.91 Million
0.04% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
29,463
shares
|
$3.9 Million
0.23% of portfolio
|
Q1 2025
Added 1779.02%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
29,423
shares
|
$3.9 Million
0.16% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
29,358
shares
|
$3.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
29,298
shares
|
$3.88 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
29,288
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,264
shares
|
$3.88 Million
0.24% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
29,081
shares
|
$3.85 Million
0.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
29,015
shares
|
$3.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|