Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
1,065,312
shares
|
$168 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
996,216
shares
|
$157 Million
0.1% of portfolio
|
Q2 2025
Added 27.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
982,218
shares
|
$155 Million
0.25% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
945,678
shares
|
$149 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Jul 10, 2025 Q2 2025 |
942,000
shares
|
$148 Million
0.63% of portfolio
|
Q2 2025
Added 61.03%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
930,579
shares
|
$146 Million
0.28% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
916,809
shares
|
$144 Million
2.07% of portfolio
|
Q2 2025
Added 184.92%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
912,282
shares
|
$144 Million
0.12% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
896,454
shares
|
$141 Million
1.89% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
894,317
shares
|
$141 Million
0.92% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
889,963
shares
|
$140 Million
0.15% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
875,292
shares
|
$138 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
860,000
shares
|
$135 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
840,460
shares
|
$132 Million
0.1% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
817,487
shares
|
$129 Million
0.4% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
817,264
shares
|
$129 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
815,571
shares
|
$128 Million
5.02% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
810,432
shares
|
$128 Million
5.63% of portfolio
|
Q2 2025
New holding
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
797,191
shares
|
$125 Million
1.44% of portfolio
|
Q1 2023
Reduced 25.91%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
795,487
shares
|
$125 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
791,167
shares
|
$125 Million
0.37% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
790,806
shares
|
$124 Million
0.17% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
789,947
shares
|
$124 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
762,845
shares
|
$120 Million
0.49% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
761,727
shares
|
$120 Million
1.88% of portfolio
|
Q1 2023
Reduced 2.92%
|