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 |
|---|---|---|---|---|---|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Feb 14, 2025 Q4 2024 |
71,672
shares
|
$7.83 Million
0.06% of portfolio
|
Q3 2024
Added 261.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
71,365
shares
|
$7.79 Million
0.08% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
71,352
shares
|
$7.79 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
70,698
shares
|
$7.72 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
70,500
shares
|
$7.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
69,940
shares
|
$7.64 Million
0.15% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
69,651
shares
|
$7.6 Million
4.43% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
69,523
shares
|
$7.59 Million
4.1% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
68,979
shares
|
$7.53 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
68,459
shares
|
$7.47 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
67,786
shares
|
$7.4 Million
2.09% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
67,550
shares
|
$7.38 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
67,466
shares
|
$7.37 Million
0.99% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
67,094
shares
|
$7.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
66,700
shares
|
$7.28 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
66,670
shares
|
$7.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
66,361
shares
|
$7.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
65,889
shares
|
$7.19 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
65,279
shares
|
$7.13 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
64,784
shares
|
$7.07 Million
0.99% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
64,552
shares
|
$7.05 Million
0.01% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
64,550
shares
|
$7.05 Million
1.63% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
64,280
shares
|
$7.02 Million
0.83% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$7 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
64,049
shares
|
$6.99 Million
2.38% of portfolio
|
Q4 2024
New holding
|