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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
41,625
shares
|
$6.64 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.76%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
41,451
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
41,398
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.29%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
41,315
shares
|
$6.59 Million
0.15% of portfolio
|
Q3 2025
Added 1475.71%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
40,711
shares
|
$6.49 Million
0.88% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
40,570
shares
|
$6.47 Million
0.85% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
40,506
shares
|
$6.46 Million
0.07% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
40,465
shares
|
$6.45 Million
0.17% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
40,293
shares
|
$6.42 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
40,237
shares
|
$6.42 Million
0.03% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
40,168
shares
|
$6.4 Million
1.6% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
39,824
shares
|
$6.35 Million
2.88% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
39,732
shares
|
$6.34 Million
0.92% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
39,695
shares
|
$6.33 Million
0.09% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
39,590
shares
|
$6.31 Million
0.23% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
39,470
shares
|
$6.29 Million
1.06% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
39,375
shares
|
$6.28 Million
0.1% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
38,985
shares
|
$6.22 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
38,751
shares
|
$6.18 Million
0.25% of portfolio
|
Q3 2025
Reduced 59.03%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
38,732
shares
|
$6.18 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
38,696
shares
|
$6.17 Million
1.32% of portfolio
|
Q3 2025
Added 33.57%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
38,667
shares
|
$6.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
38,657
shares
|
$6.16 Million
0.26% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
38,580
shares
|
$6.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38,411
shares
|
$6.12 Million
0.14% of portfolio
|
Q3 2025
Added 136.49%
|
|