Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,388 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 $143 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
115,355
shares
|
$12.6 Million
0.58% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
113,370
shares
|
$12.4 Million
0.62% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
112,096
shares
|
$12.2 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
111,747
shares
|
$12.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
111,334
shares
|
$12.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 71.14%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
110,733
shares
|
$12.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
110,257
shares
|
$12 Million
0.09% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
109,917
shares
|
$12 Million
0.09% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
109,339
shares
|
$11.9 Million
1.17% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
107,830
shares
|
$11.8 Million
1.9% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
107,170
shares
|
$11.7 Million
0.13% of portfolio
|
Q4 2024
Added 113.26%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
106,375
shares
|
$11.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
105,295
shares
|
$11.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,192
shares
|
$11.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
102,605
shares
|
$11.2 Million
0.17% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
102,376
shares
|
$11.2 Million
8.41% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
102,191
shares
|
$11.2 Million
0.07% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
100,219
shares
|
$10.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
99,593
shares
|
$10.9 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
99,413
shares
|
$10.9 Million
0.34% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
99,229
shares
|
$10.8 Million
0.18% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
98,811
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
98,741
shares
|
$10.8 Million
1.17% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
97,864
shares
|
$10.7 Million
2.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
96,734
shares
|
$10.6 Million
0.63% of portfolio
|
Q4 2024
Added 18.26%
|