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 |
|---|---|---|---|---|---|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
13,791
shares
|
$2.17 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,705
shares
|
$2.16 Million
1.47% of portfolio
|
Q2 2025
Added 204.02%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
13,594
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
13,557
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,524
shares
|
$2.13 Million
0.08% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
13,500
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2019
Reduced 6.59%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
13,497
shares
|
$2.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
13,477
shares
|
$2.12 Million
0.21% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
13,412
shares
|
$2.11 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$2.11 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
13,361
shares
|
$2.1 Million
0.41% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,276
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,243
shares
|
$2.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
13,192
shares
|
$2.08 Million
0.05% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
13,182
shares
|
$2.07 Million
0.57% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
13,157
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,140
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
13,114
shares
|
$2.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
13,053
shares
|
$2.05 Million
0.39% of portfolio
|
Q2 2025
Added 131.6%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
12,966
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Aug 11, 2025 Q2 2025 |
12,900
shares
|
$2.03 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
12,880
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2025
Added 115.96%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
12,874
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
12,871
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 80.48%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|