Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
28,531
shares
|
$4.49 Million
0.05% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,509
shares
|
$4.49 Million
0.19% of portfolio
|
Q3 2023
Reduced 12.52%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
28,480
shares
|
$4.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.54%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
28,400
shares
|
$4.47 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
28,321
shares
|
$4.46 Million
0.25% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
28,068
shares
|
$4.42 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
27,991
shares
|
$4.41 Million
0.19% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
27,389
shares
|
$4.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
27,363
shares
|
$4.31 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
27,338
shares
|
$4.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
27,332
shares
|
$4.3 Million
1.21% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
27,300
shares
|
$4.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 63.38%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
27,001
shares
|
$4.25 Million
0.2% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
26,977
shares
|
$4.25 Million
0.19% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
26,960
shares
|
$4.24 Million
0.07% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,914
shares
|
$4.24 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.09%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
26,790
shares
|
$4.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
26,719
shares
|
$4.21 Million
0.08% of portfolio
|
Q4 2022
Reduced 86.15%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
26,581
shares
|
$4.18 Million
0.3% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
26,450
shares
|
$4.16 Million
0.06% of portfolio
|
Q2 2025
Added 323.0%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
26,270
shares
|
$4.14 Million
0.58% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
26,254
shares
|
$4.13 Million
1.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
26,110
shares
|
$4.11 Million
0.05% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
25,954
shares
|
$4.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
25,858
shares
|
$4.07 Million
0.37% of portfolio
|
Q2 2025
Added 0.66%
|