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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
96,412
shares
|
$10.5 Million
3.55% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
96,300
shares
|
$10.5 Million
1.1% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
95,878
shares
|
$10.5 Million
0.76% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
95,216
shares
|
$10.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
95,000
shares
|
$10.4 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
94,467
shares
|
$10.3 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
93,920
shares
|
$10.3 Million
0.37% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
93,483
shares
|
$10.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
92,073
shares
|
$10.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
89,995
shares
|
$9.83 Million
1.4% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
89,881
shares
|
$9.81 Million
0.15% of portfolio
|
Q4 2024
Added 273.8%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
89,741
shares
|
$9.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
89,559
shares
|
$9.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Eagle Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
89,438
shares
|
$9.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
88,800
shares
|
$9.7 Million
0.45% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
88,497
shares
|
$9.66 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
88,392
shares
|
$9.65 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
87,997
shares
|
$9.61 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
87,900
shares
|
$9.6 Million
0.42% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
85,607
shares
|
$9.35 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
83,708
shares
|
$9.14 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
81,944
shares
|
$8.95 Million
0.12% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
81,858
shares
|
$8.94 Million
0.64% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
81,017
shares
|
$8.85 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
80,816
shares
|
$8.82 Million
1.91% of portfolio
|
Q4 2024
Reduced 4.21%
|