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 |
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
425,443
shares
|
$54.1 Million
1.21% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
414,259
shares
|
$52.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Lgt Capital Partners Ltd.
|
May 09, 2025 Q1 2025 |
409,142
shares
|
$52 Million
2.17% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
406,350
shares
|
$51.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
400,231
shares
|
$50.9 Million
1.14% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
386,839
shares
|
$49.2 Million
1.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
382,160
shares
|
$48.6 Million
0.14% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
369,259
shares
|
$46.9 Million
2.75% of portfolio
|
Q4 2020
Reduced 30.51%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
367,737
shares
|
$46.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
366,710
shares
|
$46.6 Million
2.99% of portfolio
|
Q4 2024
Added 116.29%
|
|
|
Sarasin & Partners LLP
|
Apr 15, 2025 Q1 2025 |
365,825
shares
|
$46.5 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
361,950
shares
|
$46 Million
0.48% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
352,679
shares
|
$44.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
348,987
shares
|
$44.3 Million
0.82% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
347,651
shares
|
$44.2 Million
1.8% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
344,853
shares
|
$43.8 Million
0.53% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
342,266
shares
|
$43.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
339,545
shares
|
$43.1 Million
0.36% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
336,000
shares
|
$42.7 Million
0.99% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
335,726
shares
|
$42.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
335,603
shares
|
$42.6 Million
0.1% of portfolio
|
Q4 2024
Added 87.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
333,296
shares
|
$42.3 Million
0.11% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
332,329
shares
|
$42.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
330,826
shares
|
$42 Million
0.17% of portfolio
|
Q1 2025
Added 35.29%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
330,787
shares
|
$42 Million
0.15% of portfolio
|
Q1 2025
Added 5.15%
|