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 |
|---|---|---|---|---|---|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
57,412
shares
|
$9.15 Million
0.2% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
57,089
shares
|
$9.1 Million
1.44% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
56,815
shares
|
$9.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
56,803
shares
|
$9.06 Million
0.6% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
56,413
shares
|
$9 Million
1.36% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
56,026
shares
|
$8.93 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
55,810
shares
|
$8.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
55,700
shares
|
$8.88 Million
0.16% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,392
shares
|
$8.83 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,388
shares
|
$8.83 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
55,347
shares
|
$8.83 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
55,248
shares
|
$8.81 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
55,042
shares
|
$8.78 Million
0.17% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
54,534
shares
|
$8.7 Million
0.21% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
53,887
shares
|
$8.59 Million
0.01% of portfolio
|
Q4 2023
Reduced 74.23%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,503
shares
|
$8.53 Million
0.3% of portfolio
|
Q2 2022
Added 10.17%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
53,447
shares
|
$8.52 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
53,341
shares
|
$8.51 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
53,121
shares
|
$8.47 Million
0.3% of portfolio
|
Q3 2025
Added 115.35%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
53,075
shares
|
$8.46 Million
4.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
52,980
shares
|
$8.45 Million
2.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
52,666
shares
|
$8.4 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 12, 2025 Q3 2025 |
52,601
shares
|
$8.39 Million
6.58% of portfolio
|
Q3 2025
Added 118.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
52,568
shares
|
$8.38 Million
0.11% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
51,338
shares
|
$8.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.6%
|
|