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Get Institutions for : 
Morgan Stanley (MS)  
$92.83 0.27 (0.29%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1664    19
Total shares held : 
 1,374,056,960  
% of shares held : 
 73.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -96  
Amount of shares held : 
 6,789,120  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.41  
Last Quarter's Ending Price : 
 $93.25  
Last Quarter's Average Price : 
 $80.00  
Change from last quarter's     
avg. price to the last closing  : 
12.83 (16.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
102
 18,108,183
 1.32%
 
Increased Positions :
613
 52,816,233
 3.84%
 
Unchanged Positions :
259
 387,214,316
 28.18%
 
Decreased Positions :
690
-59,450,874
-4.33%
 
Closed Positions :
121
-4,684,422
-0.34%
 
Guru Positions :
3
20,267,547
 1.48%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 125 *New 2023-12-31 10,274,582 $958,105,000 10,274,582
   ONTARIO TEACHERS PENSION PLAN BOARD 5 *New 2023-12-31 5,499,919 $512,867,000 5,499,919
   Optiver Holding B.V. 14 *New 2023-12-31 411,406 $38,364,000 411,406
   Holocene Advisors LP 179 *New 2023-12-31 372,818 $34,765,000 372,818
   PARALLAX VOLATILITY ADVISERS, LLC 20 *New 2023-12-31 310,205 $28,927,000 310,205
   Point72 Asset Management L.P. 308 *New 2023-12-31 298,286 $27,815,000 298,286
   PAYDENFUNDS 60 *New 2023-09-30 134,510 $10,985,000 134,510
   Watch Point Trust Co 38 *New 2023-12-31 109,863 $10,245,000 109,863
   Point72 Europe (London) LLP 24 *New 2023-12-31 103,360 $9,638,000 103,360
   VERITY & VERITY, LLC 47 *New 2024-03-31 61,523 $9,487,000 61,523
   HUDSON BAY CAPITAL MANAGEMENT LP 185 *New 2023-12-31 80,000 $7,460,000 80,000
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah *New 2023-12-31 65,857 $6,136,000 65,857
   L & S ADVISORS INC 43 *New 2023-12-31 61,056 $5,693,000 61,056
   ALLSTATE INVESTMENT MANAGEMENT CO 99 *New 2022-12-31 55,392 $4,709,000 55,392
   Reliant Investment Management LLC 29 *New 2024-03-31 48,838 $4,599,000 48,838
   FINANCIAL ADVISORY PARTNERS LLC 29 *New 2024-03-31 39,221 $3,693,000 39,221
   Winton Capital Group Ltd 79 *New 2023-12-31 28,710 $2,677,000 28,710
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 79 *New 2024-03-31 908,398 $2,400,000 908,398
   Simplicity WealthLLC 332 *New 2024-03-31 23,473 $2,210,000 23,473
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe *New 2023-12-31 22,943 $2,138,000 22,943
   Moreno Evelyn V 38 *New 2023-12-31 21,395 $1,995,000 21,395
   RATAN CAPITAL MANAGEMENT LP 23 *New 2023-12-31 21,000 $1,958,000 21,000
   Banco BTG Pactual S.A. 48 *New 2023-12-31 20,263 $1,897,000 20,263
   Fundamentun LLC 97 *New 2024-03-31 17,760 $1,672,000 17,760
   LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 50 *New 2023-12-31 15,133 $1,411,000 15,133
   Charter Oak Capital Management LLC 59 *New 2024-03-31 13,956 $1,314,000 13,956
   Krilogy Financial LLC 140 *New 2024-03-31 13,717 $1,292,000 13,717
   Lombard Odier Asset Management (Switzerland) SA 113 *New 2023-12-31 13,657 $1,274,000 13,657
   Van Leeuwen & Company LLC 59 *New 2023-12-31 11,386 $1,062,000 11,386
   Team Hewins LLC 75 *New 2023-12-31 10,718 $999,000 10,718
   COMMERZBANK AKTIENGESELLSCHAFT 87 *New 2023-12-31 9,798 $914,000 9,798
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 58 *New 2023-12-31 9,572 $893,000 9,572
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 266 *New 2024-03-31 9,356 $881,000 9,356
   FIRST MERCHANTS CORP 155 *New 2024-03-31 8,998 $847,000 8,998
   TORON CAPITAL MARKETS INC. 151 *New 2023-12-31 7,257 $677,000 7,257
   Spouting Rock Asset Management LLC 74 *New 2023-12-31 7,236 $675,000 7,236
   COLONY GROUP, LLC 542 *New 2023-12-31 6,525 $608,000 6,525
   Chicago Partners Investment Group LLC 403 *New 2024-03-31 6,326 $593,000 6,326
   IBEX WEALTH ADVISORS 82 *New 2024-03-31 6,707 $570,000 6,707
   Capital Square LLC *New 2023-12-31 5,759 $537,000 5,759
   TWO SIGMA ADVISERS, LLC 1907 *New 2023-12-31 5,600 $522,000 5,600
   GM Advisory Group Inc. 144 *New 2023-12-31 5,552 $518,000 5,552
   SUVRETTA CAPITAL MANAGEMENT LLC 84 *New 2023-12-31 4,800 $448,000 4,800
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 471 *New 2023-12-31 4,391 $409,000 4,391
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 107 *New 2024-03-31 4,269 $402,000 4,269
   South Dakota Investment Council 542 *New 2023-12-31 4,300 $401,000 4,300
   HOLDERNESS INVESTMENTS CO 174 *New 2023-12-31 3,968 $370,000 3,968
   Marest Capital LLC 18 *New 2024-03-31 3,855 $363,000 3,855
   Rosenbaum Jay D. 45 *New 2023-12-31 3,810 $355,000 3,810
   Adviser Investments LLC 427 *New 2023-12-31 3,423 $319,000 3,423
   Legacy Advisors LLC 237 *New 2023-12-31 3,365 $314,000 3,365
   Investment Partners Asset Management Inc. 103 *New 2024-03-31 3,313 $312,000 3,313
   Redwood Investment Management LLC 315 *New 2023-12-31 3,279 $306,000 3,279
   MORNINGSTAR INVESTMENT SERVICES, INC. 353 *New 2023-12-31 3,161 $296,000 3,161
   Blue Fin Capital Inc. 124 *New 2023-12-31 2,965 $276,000 2,965
   Ameritas Advisory Services LLC 571 *New 2023-12-31 3,035 $275,000 3,035
   Beirne Wealth Consulting Services LLC 114 *New 2023-12-31 2,817 $263,000 2,817
   Blueprint Investment Partners LLC 109 *New 2023-12-31 2,795 $261,000 2,795
   ANGELES WEALTH MANAGEMENT LLC 165 *New 2023-12-31 2,789 $260,000 2,789
   InTrack Investment Management Inc 115 *New 2024-03-31 2,733 $257,000 2,733
   Paulson Wealth Management Inc. 116 *New 2023-12-31 2,727 $254,000 2,727
   INVENIO WEALTH PARTNERS LLC 81 *New 2023-12-31 2,543 $237,000 2,543
   Advisory Alpha LLC *New 2023-12-31 2,527 $236,000 2,527
   Jacobi Capital Management LLC 420 *New 2023-12-31 2,523 $235,000 2,523
   Beaumont Financial Advisors LLC 303 *New 2023-12-31 2,524 $235,000 2,524
   CenterStar Asset Management LLC 30 *New 2024-03-31 2,496 $235,000 2,496
   Alpine Partners VI LLC 126 *New 2023-12-31 2,499 $233,000 2,499
   River Wealth Advisors LLC 193 *New 2023-12-31 2,466 $230,000 2,466
   ANGELES INVESTMENT ADVISORS, LLC 176 *New 2023-12-31 2,446 $228,000 2,446
   Pallas Capital Advisors LLC 392 *New 2024-03-31 2,426 $228,000 2,426
   Buckingham Strategic Partners 376 *New 2023-12-31 2,412 $225,000 2,412
   Thrive Capital Management LLC 135 *New 2023-12-31 2,410 $225,000 2,410
   Wealthcare Advisory Partners LLC 737 *New 2024-03-31 2,371 $223,000 2,371
   Cornerstone Advisory LLP 210 *New 2023-12-31 2,396 $223,000 2,396
   Coastwise Capital Group LLC 104 *New 2023-12-31 2,363 $220,000 2,363
   Fort Sheridan Advisors LLC 180 *New 2023-12-31 2,345 $219,000 2,345
   NEWMAN DIGNAN & SHEERAR, INC. 157 *New 2023-12-31 2,328 $217,000 2,328
   Bouchey Financial Group Ltd 135 *New 2024-03-31 2,294 $216,000 2,294
   SEVEN MILE ADVISORY 126 *New 2023-12-31 2,287 $213,000 2,287
   Plancorp LLC 263 *New 2023-12-31 2,247 $210,000 2,247
   UNITED BANK /VA/ 138 *New 2023-12-31 2,242 $209,000 2,242
   Firestone Capital Management 124 *New 2023-12-31 2,229 $208,000 2,229
   BBK Capital Partners LLC 254 *New 2023-12-31 2,229 $208,000 2,229
   COZAD ASSET MANAGEMENT INC 369 *New 2023-12-31 2,220 $207,000 2,220
   Brave Asset Management Inc 126 *New 2023-12-31 2,209 $206,000 2,209
   180 WEALTH ADVISORS LLC 369 *New 2024-03-31 2,191 $206,000 2,191
   Global Strategic Investment Solutions LLC 138 *New 2023-12-31 2,208 $206,000 2,208
   EQUITABLE TRUST CO 416 *New 2024-03-31 2,191 $206,000 2,191
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 76 *New 2023-12-31 2,200 $205,000 2,200
   CWA Asset Management Group LLC 399 *New 2023-12-31 2,194 $205,000 2,194
   Clear Creek Financial Management LLC 397 *New 2024-03-31 2,176 $205,000 2,176
   Traverso Chambers Private Wealth Management LLC 120 *New 2023-12-31 2,183 $204,000 2,183
   FCG Investment Co 100 *New 2024-03-31 2,163 $204,000 2,163
   3Chopt Investment Partners LLC 164 *New 2023-12-31 2,175 $203,000 2,175
   Global Assets Advisory LLC 477 *New 2024-03-31 14,684 $157,000 14,684
   Mizuho Securities Co. Ltd. 33 *New 2023-12-31 1,200 $112,000 1,200
   WD RUTHERFORD LLC 83 *New 2024-03-31 1,135 $107,000 1,135
   First Capital Advisors Group LLC. 207 *New 2023-06-30 1,214 $104,000 1,214
   Future Financial Wealth Managment LLC 180 *New 2024-03-31 1,000 $94,000 1,000
   TOMPKINS FINANCIAL CORP 285 *New 2024-03-31 1,000 $94,000 1,000
  100 Records found
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