Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,517,811
shares
|
$320 Million
0.09% of portfolio
|
Q4 2024
Reduced 58.58%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
2,439,366
shares
|
$310 Million
0.55% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Apr 23, 2025 Q4 2024 |
2,372,562
shares
|
$301 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
2,331,960
shares
|
$296 Million
0.17% of portfolio
|
Q4 2024
Added 111.74%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
2,313,928
shares
|
$294 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
2,312,815
shares
|
$294 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,251,634
shares
|
$286 Million
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
2,204,743
shares
|
$280 Million
0.59% of portfolio
|
Q1 2025
Added 40.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,162,140
shares
|
$275 Million
0.23% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
2,153,343
shares
|
$274 Million
0.24% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
2,146,667
shares
|
$273 Million
0.36% of portfolio
|
Q1 2025
Added 170.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,077,282
shares
|
$264 Million
0.13% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
2,067,755
shares
|
$263 Million
0.82% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
2,030,443
shares
|
$258 Million
0.61% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,929,977
shares
|
$245 Million
0.09% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
1,879,134
shares
|
$239 Million
0.94% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
1,877,092
shares
|
$239 Million
0.28% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,830,069
shares
|
$233 Million
2.72% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,709,520
shares
|
$217 Million
0.2% of portfolio
|
Q3 2022
Reduced 15.74%
|
|
|
Focused Investors Fund L P
Los Angeles, CA |
Apr 25, 2024 Q1 2024 |
1,696,200
shares
|
$216 Million
5.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
1,630,223
shares
|
$207 Million
0.2% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,602,131
shares
|
$204 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
1,591,896
shares
|
$202 Million
0.21% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,588,119
shares
|
$202 Million
0.16% of portfolio
|
Q4 2024
Added 132.77%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
1,556,964
shares
|
$198 Million
1.48% of portfolio
|
Q4 2024
New holding
|