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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
153,143
shares
|
$24.4 Million
0.19% of portfolio
|
Q3 2025
Added 48.74%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
152,933
shares
|
$24.4 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
152,618
shares
|
$24.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
152,129
shares
|
$24.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
149,756
shares
|
$23.9 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
149,496
shares
|
$23.8 Million
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
147,251
shares
|
$23.5 Million
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
144,626
shares
|
$23.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
144,003
shares
|
$23 Million
0.82% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
143,779
shares
|
$22.9 Million
0.59% of portfolio
|
Q3 2025
Added 25.18%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
143,625
shares
|
$22.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
142,835
shares
|
$22.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
141,233
shares
|
$22.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
140,876
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
140,849
shares
|
$22.5 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
139,078
shares
|
$22.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
138,741
shares
|
$22.1 Million
0.29% of portfolio
|
Q3 2025
Added 29.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
137,427
shares
|
$21.9 Million
0.07% of portfolio
|
Q3 2025
Added 86.64%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
135,766
shares
|
$21.6 Million
1.89% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
135,608
shares
|
$21.6 Million
1.36% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
135,585
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
134,715
shares
|
$21.5 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
132,027
shares
|
$21.1 Million
3.07% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
131,667
shares
|
$21 Million
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
130,757
shares
|
$20.8 Million
0.53% of portfolio
|
Q2 2025
Added 594.59%
|
|