Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,625 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 $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
289,926
shares
|
$46.2 Million
0.99% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
288,578
shares
|
$46 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
286,574
shares
|
$45.7 Million
0.73% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
285,327
shares
|
$45.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 53.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
280,286
shares
|
$44.7 Million
0.07% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
279,238
shares
|
$44.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 27.42%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
278,510
shares
|
$44.4 Million
3.47% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
274,270
shares
|
$43.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
273,173
shares
|
$43.6 Million
0.26% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
268,428
shares
|
$42.8 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
268,413
shares
|
$42.8 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
267,857
shares
|
$42.7 Million
0.36% of portfolio
|
Q3 2025
Added 27.28%
|
|
|
Achmea Investment Management B.V.
|
Nov 21, 2025 Q3 2025 |
265,884
shares
|
$42.4 Million
0.53% of portfolio
|
Q3 2025
Added 60.03%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
262,989
shares
|
$41.9 Million
3.31% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
261,611
shares
|
$41.7 Million
0.16% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
261,572
shares
|
$41.7 Million
2.36% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
259,563
shares
|
$41.4 Million
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
259,424
shares
|
$41.4 Million
0.97% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
259,311
shares
|
$41.3 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
254,572
shares
|
$40.6 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
252,506
shares
|
$40.3 Million
0.07% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
252,369
shares
|
$40.2 Million
0.13% of portfolio
|
Q3 2025
Added 59.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
248,397
shares
|
$39.6 Million
0.31% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
245,294
shares
|
$39.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
243,924
shares
|
$38.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.19%
|
|