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 |
|---|---|---|---|---|---|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
94,433
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
94,086
shares
|
$15 Million
0.06% of portfolio
|
Q3 2025
Added 87.94%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
93,954
shares
|
$15 Million
0.09% of portfolio
|
Q3 2025
Added 69.42%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
92,833
shares
|
$14.8 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
92,000
shares
|
$14.7 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
91,379
shares
|
$14.6 Million
0.17% of portfolio
|
Q3 2025
Added 187.01%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
91,022
shares
|
$14.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
90,240
shares
|
$14.4 Million
0.48% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
89,565
shares
|
$14.3 Million
0.13% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
89,030
shares
|
$14.2 Million
0.37% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
88,907
shares
|
$14.2 Million
0.32% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
88,716
shares
|
$14.1 Million
0.74% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
87,752
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.0%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
87,236
shares
|
$13.9 Million
0.53% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
86,968
shares
|
$13.9 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,418
shares
|
$13.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
85,228
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
85,011
shares
|
$13.6 Million
1.42% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
83,607
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
83,338
shares
|
$13.3 Million
0.34% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
82,675
shares
|
$13.2 Million
2.09% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
82,466
shares
|
$13.1 Million
0.05% of portfolio
|
Q3 2025
Added 3173.76%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
82,287
shares
|
$13.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
82,066
shares
|
$13.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
82,060
shares
|
$13.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.46%
|
|