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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
973,640
shares
|
$155 Million
1.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
964,234
shares
|
$154 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Dec 08, 2025 Q3 2025 |
942,000
shares
|
$150 Million
0.68% of portfolio
|
Q2 2025
Added 61.03%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
916,809
shares
|
$146 Million
1.95% of portfolio
|
Q2 2025
Added 184.92%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
906,266
shares
|
$145 Million
0.36% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
897,710
shares
|
$143 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
893,962
shares
|
$143 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
890,071
shares
|
$142 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
889,188
shares
|
$142 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
848,428
shares
|
$135 Million
1.95% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
844,296
shares
|
$135 Million
0.18% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
815,571
shares
|
$130 Million
5.02% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
810,987
shares
|
$129 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
810,432
shares
|
$129 Million
5.97% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
810,361
shares
|
$129 Million
0.13% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
789,569
shares
|
$126 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
785,597
shares
|
$125 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
781,487
shares
|
$125 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
777,096
shares
|
$124 Million
0.22% of portfolio
|
Q3 2025
Added 67.95%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
775,928
shares
|
$124 Million
0.24% of portfolio
|
Q3 2025
Added 173.72%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
772,495
shares
|
$123 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
772,076
shares
|
$123 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
771,919
shares
|
$123 Million
0.53% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
763,588
shares
|
$122 Million
0.48% of portfolio
|
Q3 2025
Added 54.69%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
761,727
shares
|
$121 Million
1.88% of portfolio
|
Q1 2023
Reduced 2.92%
|
|