Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,122 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
973,063
shares
|
$128 Million
0.23% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
969,611
shares
|
$128 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
949,795
shares
|
$125 Million
0.16% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
936,420
shares
|
$123 Million
0.15% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
933,595
shares
|
$123 Million
0.68% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
869,670
shares
|
$115 Million
0.13% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
842,699
shares
|
$111 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
837,985
shares
|
$110 Million
0.11% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
835,396
shares
|
$110 Million
0.61% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
826,487
shares
|
$109 Million
0.17% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
815,571
shares
|
$107 Million
5.02% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
810,432
shares
|
$107 Million
4.31% of portfolio
|
Q3 2023
Reduced 7.95%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
809,089
shares
|
$107 Million
0.64% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
770,544
shares
|
$101 Million
0.22% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
764,832
shares
|
$101 Million
0.42% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
761,727
shares
|
$100 Million
1.88% of portfolio
|
Q1 2023
Reduced 2.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
760,980
shares
|
$100 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
757,783
shares
|
$99.8 Million
0.13% of portfolio
|
Q3 2024
Added 137.83%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
750,188
shares
|
$98.8 Million
0.26% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
739,852
shares
|
$97.4 Million
0.08% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
739,055
shares
|
$97.3 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
737,399
shares
|
$97.1 Million
0.09% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
722,060
shares
|
$95.1 Million
0.2% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
719,210
shares
|
$94.7 Million
1.02% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
695,433
shares
|
$91.6 Million
0.13% of portfolio
|
Q3 2024
Added 4.49%
|