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 |
|---|---|---|---|---|---|
|
Pacific Heights Asset Management LLC
|
Oct 29, 2025 Q3 2025 |
240,000
shares
|
$38.3 Million
1.78% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
239,714
shares
|
$38.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 31, 2025 Q3 2025 |
237,400
shares
|
$37.9 Million
0.24% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
235,787
shares
|
$37.6 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Lgt Capital Partners Ltd.
|
Nov 10, 2025 Q3 2025 |
232,949
shares
|
$37.1 Million
1.8% of portfolio
|
Q3 2025
Reduced 28.75%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
231,675
shares
|
$36.9 Million
1.1% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
230,512
shares
|
$36.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
228,396
shares
|
$36.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
227,304
shares
|
$36.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
227,034
shares
|
$36.2 Million
2.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
226,442
shares
|
$36.1 Million
0.38% of portfolio
|
Q3 2025
Added 59.13%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
225,129
shares
|
$35.9 Million
2.35% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
223,984
shares
|
$35.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
223,764
shares
|
$35.7 Million
0.1% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
223,497
shares
|
$35.6 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
222,236
shares
|
$35.4 Million
0.46% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
220,262
shares
|
$35.1 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
220,103
shares
|
$35.1 Million
1.25% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
217,000
shares
|
$34.6 Million
0.53% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
216,326
shares
|
$34.5 Million
0.71% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
215,631
shares
|
$34.4 Million
0.43% of portfolio
|
Q3 2025
Added 3945.61%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
214,997
shares
|
$34.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
213,512
shares
|
$34 Million
0.3% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
209,738
shares
|
$33.4 Million
0.06% of portfolio
|
Q2 2023
Reduced 3.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
209,554
shares
|
$33.4 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|