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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
   STATE STREET CORP 28 - 2023-12-31 113,915,845 $10,622,653,000 2,124,934
   BLACKROCK INC. 81 - 2023-12-31 90,499,215 $8,439,052,000 2,874,192
   J P MORGAN CHASE & CO 27 - 2023-12-31 59,940,044 $5,589,409,000 7,226,094
   WELLINGTON MANAGEMENT CO LLP 27 - 2023-12-31 38,451,051 $3,585,561,000 5,631,435
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 55 - 2023-12-31 24,499,542 $2,284,674,000 1,865,645
   GEODE CAPITAL MANAGEMENT LLC 75 - 2023-12-31 23,861,892 $2,218,873,000 241,414
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 25 - 2023-12-31 20,228,334 $1,886,292,000 495,055
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 41 - 2023-12-31 20,197,232 $1,883,392,000 575,114
   INVESCO LTD 62 - 2023-12-31 10,777,004 $1,004,956,000 4,104,869
   LEGAL & GENERAL GROUP PLC 74 - 2023-12-31 10,478,195 $977,093,000 2,013,348
   MANUFACTURERES LIFE INSURANCE CO 18 - 2023-12-31 9,061,378 $844,973,000 979,250
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 87 - 2023-12-31 8,820,988 $815,908,000 383,211
   NUVEEN ASSET MANAGEMENT, LLC 84 - 2023-12-31 7,924,548 $738,964,000 135,852
   CAPITAL WORLD INVESTORS 167 - 2023-12-31 7,207,324 $672,083,000 32,152
   Boston Partners 14 - 2023-12-31 7,094,388 $659,251,000 1,195,258
   BARCLAYS PLC 55 - 2023-12-31 6,645,595 $619,700,000 2,591,036
   BANK OF MONTREAL /CAN/ 65 - 2023-12-31 6,580,561 $616,401,000 9,003
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 82 - 2023-12-31 5,999,271 $559,432,000 85,231
   MORGAN STANLEY 364 - 2023-12-31 5,832,054 $543,839,000 8,573
   AMUNDI 110 - 2023-12-31 5,424,332 $501,376,000 810,805
   CANADA PENSION PLAN INVESTMENT BOARD 53 - 2023-12-31 3,796,054 $353,982,000 696,799
   T. Rowe Price Investment Management Inc. 133 - 2023-12-31 3,201,513 $298,542,000 3,188,236
   DEUTSCHE BANK AG 142 - 2023-12-31 3,086,216 $287,790,000 238,241
   CREDIT SUISSE/ 66 - 2023-12-31 3,083,520 $287,538,000 165,643
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 30 - 2023-09-30 2,737,798 $223,596,000 2,737,798
   Ensign Peak Advisors Inc 57 - 2023-12-31 2,260,058 $210,750,000 671,543
   FIRST TRUST ADVISORS LP 146 - 2023-12-31 2,151,008 $200,581,000 152,337
   National Pension Service 78 - 2023-12-31 2,022,035 $188,555,000 40,583
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 72 - 2023-12-31 1,987,524 $185,337,000 9,260
   ENVESTNET ASSET MANAGEMENT INC 265 - 2023-12-31 1,923,327 $179,350,000 81,267
   TORONTO DOMINION BANK 62 - 2023-12-31 1,755,693 $163,718,000 381,100
   RAYMOND JAMES & ASSOCIATES 168 - 2024-03-31 1,700,118 $160,083,000 82,147
   PRUDENTIAL FINANCIAL INC 89 - 2023-12-31 1,574,104 $143,592,000 172,176
   HAMLIN CAPITAL MANAGEMENT LLC 9 - 2023-12-31 1,399,892 $130,540,000 72,801
   STIFEL FINANCIAL CORP 141 - 2023-12-31 1,398,729 $130,438,000 51,366
   Standard Life Aberdeen plc 80 - 2023-12-31 1,385,130 $129,163,000 275,183
   FAYEZ SAROFIM & CO 57 - 2023-12-31 1,459,410 $125,349,000 1,666
   GREAT WEST LIFE ASSURANCE CO /CAN/ 70 - 2023-12-31 1,329,781 $123,596,000 167,139
   EVERCORE WEALTH MANAGEMENT, LLC 16 - 2023-12-31 1,274,605 $118,857,000 48,812
   FEDERATED INVESTORS INC /PA/ 80 - 2023-12-31 1,215,753 $113,369,000 846,266
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 101 - 2023-12-31 1,210,922 $111,296,000 69,790
   LPL FINANCIAL CORP 261 - 2023-12-31 1,164,327 $108,573,000 254,847
   BNP PARIBAS ARBITRAGE SA 116 - 2023-12-31 1,160,608 $108,227,000 130,239
   ARTISAN PARTNERS LIMITED PARTNERSHIP 142 - 2023-12-31 1,059,376 $98,787,000 23,991
   Retirement Systems of Alabama 40 - 2023-12-31 1,051,033 $98,009,000 87,047
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 92 - 2024-03-31 939,065 $88,422,000 35,114
   REED CONNER & BIRDWELL LLC 64 - 2023-12-31 927,000 $86,443,000 107,000
   NATIXIS 28 - 2023-12-31 860,176 $80,211,000 787,657
   M&T BANK CORP 80 - 2023-12-31 839,233 $78,258,000 140,032
   BANK OF NOVA SCOTIA / 122 - 2023-12-31 823,503 $76,789,000 441,346
   DNB NOR ASSET MANAGEMENT AS 41 - 2024-03-31 809,645 $76,236,000 92,753
   HIGHTOWER ADVISORS, LLC 178 - 2023-12-31 784,328 $73,228,000 114,623
   US BANCORP 157 - 2023-12-31 766,531 $71,479,000 8,593
   PZENA INVESTMENT MANAGEMENT LLC 67 - 2023-12-31 749,791 $69,918,000 545
   Tredje AP-fonden 25 - 2023-12-31 742,073 $69,198,000 566,993
   CLARK CAPITAL MANAGEMENT GROUP INC 42 - 2023-12-31 740,866 $69,086,000 161,330
   UniSuper Management Pty Ltd 33 - 2023-12-31 737,008 $68,726,000 808
   STATE OF WISCONSIN INVESTMENT BOARD 104 - 2023-12-31 693,077 $64,629,000 11,296
   Pictet Asset Management Holding SA 268 - 2023-12-31 654,128 $60,997,000 6,507
   WOLVERINE TRADING LLC 16 - 2023-12-31 635,329 $59,244,000 554,331
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 81 - 2023-12-31 632,960 $59,024,000 23,343
   KBC GROUP NV 105 - 2023-12-31 627,520 $58,516,000 35,136
   RATHBONE BROTHERS PLC 68 - 2023-12-31 626,656 $58,436,000 88,660
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 13 - 2023-12-31 592,160 $55,219,000 5,886
   ROYAL LONDON ASSET MANAGEMENT LTD 120 - 2023-12-31 590,582 $55,072,000 7,707
   AVIVA PLC 101 - 2023-12-31 583,758 $54,435,000 5,762
   CAPITAL ADVISORS INC/OK 19 - 2023-12-31 581,837 $54,256,000 170,035
   PICTET ASSET MANAGEMENT SA 280 - 2023-06-30 625,811 $53,444,000 8,154
   Treasurer of the State of North Carolina 81 - 2023-12-31 538,524 $50,217,000 4,100
   GATEWAY INVESTMENT ADVISERS LP 45 - 2024-03-31 528,822 $49,794,000 132
   Connor Clark & Lunn Investment Management Ltd. 91 - 2023-12-31 497,238 $46,367,000 183,091
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 479,743 $44,736,000 1,396
   Lazard Freres Gestion S.A.S. 28 - 2023-12-31 511,298 $44,687,000 857
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 35 - 2023-12-31 467,074 $43,577,000 19,154
   TCW GROUP INC 58 - 2023-12-31 467,017 $43,557,000 17,404
   RAFFERTY ASSET MANAGEMENT LLC 66 - 2023-12-31 447,977 $41,774,000 19,862
   Badgley Phelps Wealth Managers LLC 25 - 2023-12-31 416,360 $38,826,000 29,205
   CHILTON INVESTMENT CO LLC 24 - 2023-12-31 412,455 $38,461,000 400,423
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 317 - 2024-03-31 403,112 $37,957,000 38,400
   CONNING ASSET MANAGEMENT CO. 36 - 2024-03-31 403,643 $37,929,000 15,827
   AGF MANAGEMENT LTD 117 - 2023-12-31 400,292 $37,327,000 37,654
   Handelsbanken Fonder AB 128 - 2023-12-31 392,664 $36,616,000 31,796
   FIDUCIARY TRUST CO 33 - 2023-12-31 378,481 $35,293,000 2,240
   ATALANTA SOSNOFF CAPITAL LLC 45 - 2023-12-31 373,686 $34,846,000 27,845
   OSSIAM 46 - 2023-12-31 368,110 $34,326,000 320,273
   GRADIENT INVESTMENTS LLC 31 - 2024-03-31 363,672 $34,243,000 14,973
   PAYDEN & RYGEL 3 - 2023-12-31 340,700 $31,770,000 203,090
   GANNETT WELSH & KOTLER 145 - 2023-12-31 334,940 $31,233,000 175,232
   CITADEL ADVISORS LLC 658 - 2023-12-31 312,386 $29,130,000 176,836
   Teewinot Capital Advisers L.L.C. 13 - 2023-12-31 307,512 $28,675,000 155,695
   Man Group plc 273 - 2023-12-31 298,049 $27,793,000 298,049
   Fullerton Fund Management Co Ltd 18 - 2023-12-31 297,353 $27,728,000 297,353
   Harvest Portfolios Group Inc. 28 - 2023-12-31 282,575 $26,350,000 28,456
   Blue Chip Partners Inc. 10 - 2024-03-31 276,979 $26,080,000 4,514
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 110 - 2023-12-31 276,758 $25,808,000 20,223
   Rockefeller Capital Management L.P. 239 - 2023-12-31 274,460 $25,593,000 52,705
   GABELLI FUNDS LLC 143 - 2023-12-31 271,471 $25,315,000 12,520
   HERITAGE INVESTORS MANAGEMENT CORP 32 - 2023-12-31 265,559 $24,763,000 7,594
   Skandinaviska Enskilda Banken AB (publ) 137 - 2023-12-31 265,003 $24,717,000 2,694
   MAPLE CAPITAL MANAGEMENT INC 17 - 2023-12-31 250,356 $23,346,000 2,724
  100 Records found
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