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 |
|---|---|---|---|---|---|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
369,259
shares
|
$48.6 Million
2.02% of portfolio
|
Q4 2020
Reduced 30.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
367,022
shares
|
$48.3 Million
0.11% of portfolio
|
Q3 2024
Added 52.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
366,242
shares
|
$48.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
364,017
shares
|
$47.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Kodai Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
360,042
shares
|
$47.4 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
359,696
shares
|
$47.4 Million
0.75% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
356,654
shares
|
$47 Million
0.13% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
353,258
shares
|
$46.5 Million
0.46% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
349,660
shares
|
$46 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
349,479
shares
|
$46 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
339,808
shares
|
$44.7 Million
0.14% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
339,348
shares
|
$44.7 Million
0.82% of portfolio
|
Q2 2024
Added 16858.92%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
339,226
shares
|
$44.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Hosking Partners LLP
|
Nov 13, 2024 Q3 2024 |
334,700
shares
|
$44.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
332,329
shares
|
$43.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
331,311
shares
|
$43.6 Million
0.91% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
330,200
shares
|
$43.5 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
325,565
shares
|
$42.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
324,476
shares
|
$42.7 Million
1.93% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
318,808
shares
|
$42 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
317,239
shares
|
$41.8 Million
0.09% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
314,021
shares
|
$41.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 19.32%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
313,087
shares
|
$41.2 Million
1.39% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
305,404
shares
|
$40.2 Million
0.05% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
301,627
shares
|
$39.7 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.73%
|