Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,402 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
1,613,019
shares
|
$232 Million
0.28% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
1,524,203
shares
|
$219 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Hamlin Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,515,280
shares
|
$218 Million
4.22% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,514,441
shares
|
$218 Million
0.68% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,469,593
shares
|
$211 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,393,541
shares
|
$200 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
1,392,351
shares
|
$200 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
1,362,411
shares
|
$196 Million
0.24% of portfolio
|
Q1 2025
Added 59.02%
|
|
|
Focused Investors LLC
|
May 01, 2025 Q1 2025 |
1,277,000
shares
|
$184 Million
4.97% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,257,838
shares
|
$181 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,241,998
shares
|
$179 Million
2.41% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
1,233,556
shares
|
$177 Million
0.25% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
1,203,945
shares
|
$173 Million
0.3% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,190,229
shares
|
$171 Million
1.51% of portfolio
|
Q1 2025
Added 46.36%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
1,187,931
shares
|
$171 Million
0.9% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,171,928
shares
|
$168 Million
0.17% of portfolio
|
Q1 2025
Added 124.73%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
1,150,145
shares
|
$165 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
1,144,625
shares
|
$165 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
1,120,989
shares
|
$161 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
1,078,434
shares
|
$155 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
1,068,227
shares
|
$154 Million
0.81% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
1,060,619
shares
|
$152 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
1,058,357
shares
|
$152 Million
0.24% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
1,047,035
shares
|
$151 Million
0.3% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
976,001
shares
|
$140 Million
0.85% of portfolio
|
Q1 2025
Added 12.66%
|