Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,124 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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,900
shares
|
$351,016
0.05% of portfolio
|
Q3 2023
Added 7.41%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
2,883
shares
|
$348,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
2,871
shares
|
$347,505
0.07% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,870
shares
|
$347,384
0.04% of portfolio
|
Q3 2024
Reduced 30.27%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,853
shares
|
$345,327
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,853
shares
|
$345,327
0.0% of portfolio
|
Q3 2024
Reduced 18.16%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,846
shares
|
$344,479
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
2,841
shares
|
$343,874
0.2% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,830
shares
|
$342,543
0.1% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,828
shares
|
$342,301
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,827
shares
|
$342,180
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$342,059
0.07% of portfolio
|
Q2 2023
Added 11.04%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
2,826
shares
|
$342,059
0.06% of portfolio
|
Q2 2024
Added 83.03%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,823
shares
|
$341,695
0.04% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,817
shares
|
$340,969
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,812
shares
|
$340,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,808
shares
|
$339,880
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,802
shares
|
$339,154
0.06% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,793
shares
|
$338,064
0.05% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,788
shares
|
$337,459
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
2,784
shares
|
$336,975
0.15% of portfolio
|
Q3 2024
Reduced 41.64%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,779
shares
|
$336,370
0.07% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,778
shares
|
$336,249
0.01% of portfolio
|
Q3 2024
Reduced 85.19%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,778
shares
|
$336,249
0.13% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$335,886
0.18% of portfolio
|
Q3 2024
New holding
|