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 |
|---|---|---|---|---|---|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
1,556,964
shares
|
$198 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
1,524,203
shares
|
$194 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Hamlin Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,515,280
shares
|
$193 Million
4.22% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,514,441
shares
|
$192 Million
0.68% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,469,593
shares
|
$187 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,462,717
shares
|
$186 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,405,016
shares
|
$179 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,393,541
shares
|
$177 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
1,362,411
shares
|
$173 Million
0.24% of portfolio
|
Q1 2025
Added 59.02%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
1,300,023
shares
|
$165 Million
0.21% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,281,002
shares
|
$163 Million
0.25% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Focused Investors LLC
|
May 01, 2025 Q1 2025 |
1,277,000
shares
|
$162 Million
4.97% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,274,422
shares
|
$162 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,237,134
shares
|
$157 Million
0.21% of portfolio
|
Q4 2024
Added 104.07%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
1,219,603
shares
|
$155 Million
0.26% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
1,203,945
shares
|
$153 Million
0.3% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
1,187,931
shares
|
$151 Million
0.9% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,171,928
shares
|
$149 Million
0.17% of portfolio
|
Q1 2025
Added 124.73%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
1,150,145
shares
|
$146 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,148,084
shares
|
$146 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
1,144,625
shares
|
$145 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,126,171
shares
|
$143 Million
0.14% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
1,120,989
shares
|
$142 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
1,068,227
shares
|
$136 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
|
$135 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.71%
|