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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MITSUBISHI UFJ FINANCIAL GROUP INC 1 - 2023-12-31 377,085,167 $35,163,192,000 0
   RBF CAPITAL, LLC 1 - 2023-12-31 810,432 $75,573,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 84 - 2023-12-31 710,927 $66,294,000 0
   FACTORY MUTUAL INSURANCE CO 33 - 2024-03-31 670,050 $63,092,000 0
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 57 - 2023-12-31 564,000 $52,593,000 0
   BASSWOOD CAPITAL MANAGEMENT LLC 13 - 2023-12-31 369,259 $34,433,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 24 - 2023-12-31 217,951 $20,324,000 0
   DIAMOND HILL CAPITAL MANAGEMENT INC 109 - 2023-12-31 202,252 $18,860,000 0
   Ilmarinen Mutual Pension Insurance Co 49 - 2023-12-31 188,484 $17,576,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 19 - 2024-03-31 185,000 $17,420,000 0
   BRIDGER MANAGEMENT LLC 5 - 2023-12-31 181,914 $16,963,000 0
   VIKING FUND MANAGEMENT LLC 10 - 2024-03-31 130,150 $12,255,000 0
   DUPONT CAPITAL MANAGEMENT 41 - 2024-03-31 112,672 $10,609,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 32 - 2023-12-31 92,000 $8,579,000 0
   ING INVESTMENT MANAGEMENT, INC. 80 - 2023-12-31 80,800 $7,535,000 0
   DCM Advisors LLC 12 - 2023-12-31 79,857 $7,447,000 0
   AMICA MUTUAL INSURANCE CO 46 - 2023-12-31 66,212 $6,174,000 0
   Illinois Municipal Retirement Fund 256 - 2023-12-31 61,276 $5,714,000 0
   CONSOLIDATED INVESTMENT GROUP LLC 35 - 2024-03-31 51,600 $4,859,000 0
   Alley Investment Management Company LLC 55 - 2023-12-31 36,039 $3,361,000 0
   Cunning Capital Partners LP 7 - 2023-12-31 35,478 $3,308,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 89 - 2023-12-31 31,741 $2,960,000 0
   Gifford Fong Associates 47 - 2023-12-31 30,000 $2,798,000 0
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 151 - 2024-03-31 29,040 $2,734,000 0
   Community Bank of Raymore 24 - 2024-03-31 26,940 $2,537,000 0
   Union Heritage Capital LLC 31 - 2023-06-30 27,747 $2,370,000 0
   FRANKLIN STREET ADVISORS INC /NC 58 - 2024-03-31 25,000 $2,354,000 0
   GREENWICH WEALTH MANAGEMENT LLC 64 - 2023-12-31 24,466 $2,281,000 0
   Arcus Capital Partners LLC 22 - 2024-03-31 23,538 $2,216,000 0
   CACTI ASSET MANAGEMENT LLC 37 - 2024-03-31 22,000 $2,057,000 0
   COHEN KLINGENSTEIN, LLC 130 - 2024-03-31 21,800 $2,053,000 0
   Paralel Advisors LLC 65 - 2023-12-31 21,773 $2,030,000 0
   UNITED FIRE & CASUALTY CO 15 - 2023-12-31 20,000 $1,865,000 0
   GOODWIN DANIEL L 18 - 2023-09-30 22,000 $1,797,000 0
   YorkBridge Wealth Partners LLC 58 - 2022-12-31 20,250 $1,722,000 0
   Abbot Financial Management Inc. 30 - 2023-12-31 18,170 $1,694,000 0
   Systematic Alpha Investments LLC 83 - 2023-12-31 17,326 $1,616,000 0
   Insight Inv LLC - 2023-12-31 17,092 $1,594,000 0
   AIA Group Ltd 142 - 2023-12-31 17,091 $1,594,000 0
   V-Square Quantitative Management LLC 71 - 2024-03-31 16,100 $1,516,000 0
   Trust Asset Management LLC 56 - 2023-12-31 15,376 $1,434,000 0
   Aft Forsyth & Sober LLC 60 - 2023-12-31 14,700 $1,371,000 0
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 190 - 2023-12-31 14,103 $1,315,000 0
   S&CO INC 114 - 2023-12-31 13,915 $1,297,000 0
   SYSTEMATIC FINANCIAL MANAGEMENT LP 187 - 2023-12-31 13,500 $1,259,000 0
   Investors Research Corp 69 - 2023-12-31 13,266 $1,237,000 0
   Avalon Trust Co 64 - 2023-12-31 13,000 $1,212,000 0
   PANAGORA ASSET MANAGEMENT INC 742 - 2023-12-31 12,729 $1,187,000 0
   SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ 65 - 2023-12-31 12,600 $1,175,000 0
   Viewpoint Capital Management LLC 33 - 2024-03-31 12,215 $1,150,000 0
   Parkside Investments LLC 62 - 2024-03-31 12,000 $1,130,000 0
   Radnor Capital Management LLC 136 - 2024-03-31 11,602 $1,092,000 0
   AR ASSET MANAGEMENT INC 64 - 2023-12-31 11,400 $1,063,000 0
   HELIOS CAPITAL MANAGEMENT PTE. LTD 28 - 2023-12-31 11,300 $1,054,000 0
   CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 152 - 2023-12-31 10,365 $967,000 0
   GREENHAVEN ASSOCIATES INC 22 - 2024-03-31 10,000 $942,000 0
   First Citizens Financial Corp 47 - 2023-12-31 9,208 $859,000 0
   ZEKE CAPITAL ADVISORS, LLC 161 - 2022-12-31 9,992 $850,000 0
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 92 - 2024-03-31 8,820 $830,000 0
   NEW VERNON INVESTMENT MANAGEMENT LLC 23 - 2023-12-31 8,550 $797,000 0
   Bull Street Advisors LLC 63 - 2023-12-31 8,229 $767,000 0
   CIM INVESTMENT MANGEMENT INC 83 - 2023-12-31 8,045 $750,000 0
   Ramirez Asset Management Inc. 145 - 2023-12-31 7,979 $744,000 0
   Financial Gravity Wealth Inc. 249 - 2023-12-31 248 $734,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 587 - 2023-12-31 7,855 $732,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 278 - 2023-12-31 7,708 $719,000 0
   INDEPENDENT INVESTORS INC 50 - 2024-03-31 7,483 $705,000 0
   Auto-Owners Insurance Co 87 - 2023-12-31 7,500 $699,000 0
   RENAISSANCE INVESTMENT GROUP LLC 57 - 2023-12-31 7,340 $684,000 0
   ROBOTTI ROBERT 46 - 2023-12-31 7,215 $673,000 0
   Mechanics Financial Corp 58 - 2023-12-31 7,201 $671,000 0
   HYMAN CHARLES D 144 - 2023-12-31 7,188 $670,000 0
   TriaGen Wealth Management LLC 80 - 2024-03-31 7,105 $669,000 0
   IFG Advisors LLC 61 - 2024-03-31 6,932 $653,000 0
   TEXAS CAPITAL BANCSHARES INC/TX 38 - 2023-12-31 6,938 $647,000 0
   Canton Hathaway LLC 52 - 2023-12-31 6,725 $627,000 0
   Harbor Advisors LLC 91 - 2023-12-31 6,608 $616,000 0
   Perpetual Investment Management Limited 138 - 2022-12-31 7,200 $612,000 0
   CUBIC ASSET MANAGEMENT LLC 129 - 2024-03-31 6,296 $593,000 0
   Chicago Wealth Management Inc. 28 - 2023-12-31 6,243 $582,000 0
   EAGLE ROCK INVESTMENT COMPANY LLC 108 - 2024-03-31 6,000 $565,000 0
   WHARTON BUSINESS GROUP, LLC 86 - 2023-12-31 5,939 $554,000 0
   WEALTH EFFECTS LLC 101 - 2024-03-31 5,756 $542,000 0
   Curbstone Financial Management Corp 159 - 2024-03-31 5,632 $530,000 0
   SHUFRO ROSE & CO LLC 149 - 2023-12-31 6,420 $524,000 0
   LS INVESTMENT ADVISORS, LLC 102 - 2023-12-31 5,550 $518,000 0
   THOMAS WHITE INTERNATIONAL LTD 170 - 2023-06-30 5,879 $502,000 0
   BARLOW WEALTH PARTNERS INC. 85 - 2024-03-31 5,782 $498,000 0
   Integris Wealth Management LLC 50 - 2023-12-31 5,231 $488,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 58 - 2024-03-31 5,315 $487,000 0
   Arcataur Capital Management LLC 58 - 2024-03-31 5,047 $475,000 0
   STRATEGIC INVESTMENT ADVISORS, INC 89 - 2023-12-31 5,082 $474,000 0
   DAVIS R M INC 190 - 2023-12-31 4,948 $461,000 0
   LEDYARD NATIONAL BANK 148 - 2023-12-31 4,741 $442,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 322 - 2024-03-31 4,368 $407,000 0
   SALZHAUER MICHAEL 55 - 2024-03-31 4,225 $398,000 0
   DT INVESTMENT PARTNERS, LLC 105 - 2023-12-31 4,536 $397,000 0
   SMITHFIELD TRUST CO 226 - 2023-12-31 4,254 $395,000 0
   Alliance Wealth Advisors LLC 79 - 2024-03-31 4,133 $389,000 0
   CNB Bank 116 - 2023-12-31 4,050 $378,000 0
  100 Records found
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