Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,201 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 $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
292,165
shares
|
$40.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
290,356
shares
|
$40.2 Million
1.37% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
289,779
shares
|
$40.1 Million
0.22% of portfolio
|
Q4 2024
Added 6665.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
289,408
shares
|
$40.1 Million
0.11% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
288,305
shares
|
$39.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
285,520
shares
|
$39.5 Million
0.7% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
282,612
shares
|
$39.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
281,047
shares
|
$38.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
280,424
shares
|
$38.8 Million
3.91% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
279,108
shares
|
$38.6 Million
3.1% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
271,189
shares
|
$37.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Czech National Bank
Prague, 2N |
Jan 13, 2025 Q4 2024 |
268,965
shares
|
$37.2 Million
0.32% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
267,802
shares
|
$37.1 Million
0.04% of portfolio
|
Q3 2024
Added 132.61%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 30, 2024 Q3 2024 |
266,600
shares
|
$36.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
265,796
shares
|
$36.8 Million
2.12% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
262,012
shares
|
$36.3 Million
0.73% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
261,146
shares
|
$36.2 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
259,434
shares
|
$35.9 Million
0.13% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
258,486
shares
|
$35.8 Million
0.21% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
258,057
shares
|
$35.7 Million
0.72% of portfolio
|
Q3 2024
Reduced 51.37%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
256,360
shares
|
$35.5 Million
0.2% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
252,714
shares
|
$35 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
251,858
shares
|
$34.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
250,853
shares
|
$34.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
248,431
shares
|
$34.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.71%
|