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 |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
130,562
shares
|
$20.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
129,806
shares
|
$20.7 Million
0.39% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
128,216
shares
|
$20.4 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
127,727
shares
|
$20.4 Million
0.06% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
127,524
shares
|
$20.3 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
126,721
shares
|
$20.2 Million
0.59% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
126,661
shares
|
$20.2 Million
0.09% of portfolio
|
Q3 2022
Added 239.18%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
126,075
shares
|
$20.1 Million
1.74% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
125,314
shares
|
$20 Million
0.08% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
124,652
shares
|
$19.9 Million
1.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
124,354
shares
|
$19.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
124,216
shares
|
$19.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
123,193
shares
|
$19.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
122,339
shares
|
$19.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
122,092
shares
|
$19.5 Million
0.06% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
121,014
shares
|
$19.3 Million
0.41% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
120,050
shares
|
$19.1 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
118,285
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
117,925
shares
|
$18.8 Million
0.06% of portfolio
|
Q2 2023
Reduced 61.05%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
117,030
shares
|
$18.7 Million
1.42% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
113,504
shares
|
$18.1 Million
0.37% of portfolio
|
Q3 2023
Reduced 19.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
113,283
shares
|
$18.1 Million
0.09% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
113,132
shares
|
$18 Million
0.09% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
111,980
shares
|
$17.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
111,409
shares
|
$17.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.31%
|
|