Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,391 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 $176 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
8,686
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
May 15, 2025 Q1 2025 |
8,550
shares
|
$1.13 Million
1.37% of portfolio
|
Q1 2025
Reduced 69.05%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
8,547
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2025
Added 51.81%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
8,531
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,475
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,460
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,390
shares
|
$1.11 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,379
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2022
Added 43.57%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
8,344
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
8,327
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
8,278
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
8,237
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
8,236
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,203
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 67.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
8,202
shares
|
$1.08 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
8,170
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,128
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,101
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
8,094
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
8,093
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 15.5%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,090
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
8,086
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
8,062
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
8,053
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,040
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 10.79%
|