Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 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 $166 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
114,067
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 73.11%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
113,526
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
113,273
shares
|
$14.4 Million
2.12% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
112,793
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
112,304
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
110,152
shares
|
$14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
109,800
shares
|
$14 Million
0.41% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
109,363
shares
|
$13.9 Million
0.49% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
108,066
shares
|
$13.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
108,035
shares
|
$13.7 Million
0.08% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
107,997
shares
|
$13.7 Million
0.08% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
107,696
shares
|
$13.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
107,419
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 78.64%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
106,812
shares
|
$13.6 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
106,632
shares
|
$13.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
106,459
shares
|
$13.5 Million
0.15% of portfolio
|
Q2 2024
Added 19.88%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
105,890
shares
|
$13.5 Million
0.26% of portfolio
|
Q3 2024
Added 1147.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
105,863
shares
|
$13.5 Million
0.15% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
105,763
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
104,281
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
102,821
shares
|
$13.1 Million
0.38% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
102,605
shares
|
$13 Million
0.17% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
102,299
shares
|
$13 Million
6.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
101,409
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
100,885
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 11.66%
|