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 |
|---|---|---|---|---|---|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
335,926
shares
|
$52.9 Million
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
332,329
shares
|
$52.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
331,932
shares
|
$52.2 Million
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
331,198
shares
|
$52.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Aug 07, 2025 Q2 2025 |
331,071
shares
|
$52.1 Million
1.13% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
330,200
shares
|
$52 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
329,050
shares
|
$51.8 Million
0.52% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
327,631
shares
|
$51.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
327,342
shares
|
$51.5 Million
1.78% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Lgt Capital Partners Ltd.
|
Aug 08, 2025 Q2 2025 |
326,967
shares
|
$51.5 Million
2.1% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
317,245
shares
|
$49.9 Million
2.42% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
317,142
shares
|
$49.9 Million
1.98% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
313,576
shares
|
$49.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
313,372
shares
|
$49.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
307,946
shares
|
$48.5 Million
0.26% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
307,868
shares
|
$48.5 Million
1.43% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
307,484
shares
|
$48.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
305,288
shares
|
$48.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
302,970
shares
|
$47.7 Million
0.23% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
301,957
shares
|
$47.5 Million
0.34% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
295,948
shares
|
$46.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
295,433
shares
|
$46.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
295,170
shares
|
$46.5 Million
0.03% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
292,594
shares
|
$46.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
289,306
shares
|
$45.5 Million
0.04% of portfolio
|
Q2 2025
Added 6.94%
|