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 |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
64,130
shares
|
$10.2 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$10.2 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Baugh & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
63,956
shares
|
$10.2 Million
4.63% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
63,700
shares
|
$10.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,803
shares
|
$10 Million
0.08% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
62,701
shares
|
$10 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
62,488
shares
|
$9.96 Million
0.16% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
62,413
shares
|
$9.95 Million
0.13% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
62,219
shares
|
$9.92 Million
0.48% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
62,047
shares
|
$9.89 Million
0.22% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
61,636
shares
|
$9.83 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
61,452
shares
|
$9.8 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
60,879
shares
|
$9.71 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
60,719
shares
|
$9.68 Million
0.35% of portfolio
|
Q3 2025
Added 940.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60,420
shares
|
$9.63 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
60,215
shares
|
$9.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
60,125
shares
|
$9.59 Million
1.86% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
60,112
shares
|
$9.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
60,087
shares
|
$9.58 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
59,064
shares
|
$9.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
58,833
shares
|
$9.38 Million
0.13% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
58,590
shares
|
$9.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
58,520
shares
|
$9.33 Million
1.1% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
57,812
shares
|
$9.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
57,642
shares
|
$9.19 Million
0.51% of portfolio
|
Q3 2025
Added 0.07%
|
|