Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 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 $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
44,955
shares
|
$5.76 Million
0.28% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
44,857
shares
|
$5.74 Million
0.51% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
44,579
shares
|
$5.71 Million
1.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
44,465
shares
|
$5.69 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
44,384
shares
|
$5.68 Million
0.31% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
44,008
shares
|
$5.63 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
42,629
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
42,536
shares
|
$5.45 Million
0.96% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,459
shares
|
$5.44 Million
0.44% of portfolio
|
Q3 2024
Added 355.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
42,310
shares
|
$5.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
41,877
shares
|
$5.36 Million
0.32% of portfolio
|
Q3 2024
Added 826.28%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
41,767
shares
|
$5.35 Million
0.26% of portfolio
|
Q3 2023
Reduced 76.32%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
41,625
shares
|
$5.33 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.76%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
40,986
shares
|
$5.25 Million
0.12% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
40,868
shares
|
$5.23 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
40,513
shares
|
$5.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,178
shares
|
$5.14 Million
0.27% of portfolio
|
Q3 2024
Added 393.95%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
39,482
shares
|
$5.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
39,480
shares
|
$5.05 Million
0.16% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
39,453
shares
|
$5.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
39,435
shares
|
$5.05 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
39,361
shares
|
$5.04 Million
0.67% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
39,035
shares
|
$5 Million
0.65% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
38,573
shares
|
$4.94 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
38,290
shares
|
$4.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.17%
|