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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
969,920
shares
|
$139 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
957,818
shares
|
$138 Million
0.83% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
956,286
shares
|
$137 Million
0.22% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
908,699
shares
|
$131 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
896,454
shares
|
$129 Million
1.89% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
879,397
shares
|
$126 Million
0.26% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
871,978
shares
|
$125 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
839,997
shares
|
$121 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
831,747
shares
|
$120 Million
0.29% of portfolio
|
Q1 2025
Added 39.23%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jun 23, 2025 Q1 2025 |
831,701
shares
|
$120 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
826,882
shares
|
$119 Million
0.73% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
817,703
shares
|
$118 Million
0.09% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
815,571
shares
|
$117 Million
5.02% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
814,633
shares
|
$117 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
796,375
shares
|
$114 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
795,487
shares
|
$114 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
786,814
shares
|
$113 Million
0.19% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
786,669
shares
|
$113 Million
0.21% of portfolio
|
Q1 2025
Added 53.7%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
779,823
shares
|
$112 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
763,174
shares
|
$110 Million
0.32% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
763,091
shares
|
$110 Million
0.15% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
761,727
shares
|
$109 Million
1.88% of portfolio
|
Q1 2023
Reduced 2.92%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
758,262
shares
|
$109 Million
0.24% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
754,880
shares
|
$109 Million
1.28% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
753,401
shares
|
$108 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.99%
|