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 |
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
330,630
shares
|
$42 Million
4.24% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
330,200
shares
|
$42 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
329,959
shares
|
$41.9 Million
0.23% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
327,978
shares
|
$41.7 Million
0.22% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
324,713
shares
|
$41.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
322,512
shares
|
$41 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Feb 13, 2025 Q4 2024 |
321,773
shares
|
$40.9 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
317,150
shares
|
$40.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
311,053
shares
|
$39.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
301,969
shares
|
$38.4 Million
1.66% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
300,302
shares
|
$38.2 Million
0.22% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
300,015
shares
|
$38.1 Million
0.07% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
299,453
shares
|
$38 Million
0.13% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
293,866
shares
|
$37.3 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
291,900
shares
|
$37.1 Million
1.18% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
291,208
shares
|
$37 Million
0.08% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
290,438
shares
|
$36.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
290,429
shares
|
$36.9 Million
1.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
290,240
shares
|
$36.9 Million
0.16% of portfolio
|
Q1 2025
Added 160.69%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
288,810
shares
|
$36.7 Million
0.83% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Czech National Bank
Prague, 2N |
Apr 09, 2025 Q1 2025 |
284,209
shares
|
$36.1 Million
0.31% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
282,043
shares
|
$35.8 Million
0.08% of portfolio
|
Q1 2025
Added 24340.47%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
281,963
shares
|
$35.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
281,377
shares
|
$35.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
281,171
shares
|
$35.7 Million
0.16% of portfolio
|
Q1 2025
Added 4.93%
|