Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
763,174
shares
|
$97 Million
0.32% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
761,727
shares
|
$96.8 Million
1.88% of portfolio
|
Q1 2023
Reduced 2.92%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
756,654
shares
|
$96.1 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
754,880
shares
|
$95.9 Million
1.28% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
754,542
shares
|
$95.9 Million
0.09% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
753,401
shares
|
$95.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
744,231
shares
|
$94.6 Million
0.22% of portfolio
|
Q1 2025
Added 210.3%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
730,568
shares
|
$92.8 Million
0.25% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
727,396
shares
|
$92.4 Million
0.16% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
707,754
shares
|
$89.9 Million
0.53% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
692,784
shares
|
$88 Million
0.15% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
658,327
shares
|
$83.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 36.99%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
653,858
shares
|
$83.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
652,535
shares
|
$82.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
640,639
shares
|
$81.4 Million
0.72% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
625,811
shares
|
$79.5 Million
0.06% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
618,209
shares
|
$78.5 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
603,565
shares
|
$76.7 Million
0.36% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
602,897
shares
|
$76.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Feb 11, 2025 Q4 2024 |
601,272
shares
|
$76.4 Million
0.19% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
597,386
shares
|
$75.9 Million
0.2% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
593,201
shares
|
$75.4 Million
0.24% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
586,322
shares
|
$74.5 Million
0.07% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Alecta Tjanstepension Omsesidigt
|
May 06, 2025 Q1 2025 |
585,000
shares
|
$74.3 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
580,953
shares
|
$73.8 Million
0.57% of portfolio
|
Q4 2024
Added 137.34%
|