Morgan Stanley (MS) Institutional Ownership

$95.81
+0.02 (+0.02%)
(As of 12:16 PM ET)

Institutional Ownership Changes (13F Filings) for Morgan Stanley (NYSE:MS)

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1124
Total
Institutional Inflows
(last 12 months)
$10.36B
Number of
Institutional Sellers
(last 12 months)
874
Total
Institutional Outflows
(last 12 months)
$7.17B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Legacy Capital Group California Inc.5,689$536K0.2%-3.7%0.000%
5/8/2024New Republic Capital LLC102,103$9.61M6.1%+0.2%0.006%
5/8/2024Williams Jones Wealth Management LLC.17,084$1.61M0.0%-6.5%0.001%
5/7/2024Meeder Advisory Services Inc.18,386$1.73M0.2%+2.2%0.001%
5/7/2024Meeder Asset Management Inc.4,470$421K0.0%+9.7%0.000%
5/7/2024NorthRock Partners LLC11,489$1.08M0.1%+60.7%0.001%
5/7/2024Fiduciary Family Office LLC3,341$315K0.1%+41.0%0.000%
5/7/2024Sei Investments Co.517,891$48.76M0.1%+1.9%0.032%
5/7/2024Bedel Financial Consulting Inc.3,053$287K0.0%-9.5%0.000%
5/7/2024Chilton Capital Management LLC331,500$31.21M1.5%+7.7%0.020%
5/7/2024Concurrent Investment Advisors LLC10,644$1.00M0.0%+9.6%0.001%
5/7/2024Nixon Peabody Trust Co.115,965$10.92M1.0%+5.6%0.007%
5/7/2024Atomi Financial Group Inc.6,895$649K0.1%+19.9%0.000%
5/7/2024Montag A & Associates Inc.76,052$7.16M0.4%-1.7%0.005%
5/7/2024KCM Investment Advisors LLC27,656$2.60M0.1%-4.5%0.002%
5/7/2024Smithfield Trust Co4,493$422K0.0%+5.6%0.000%
5/7/2024Forsta AP Fonden297,163$27.98M0.2%+19.8%0.018%
5/7/2024Highland Capital Management LLC43,082$4.06M0.2%-1.2%0.003%
5/7/2024Illinois Municipal Retirement Fund111,005$10.45M0.2%+81.2%0.007%
5/7/2024Nvwm LLC13,948$1.31M0.4%-1.2%0.001%
5/7/2024Gibraltar Capital Management Inc.10,192$960K0.4%-10.6%0.001%
5/7/2024Oppenheimer Asset Management Inc.300,089$28.26M0.4%-11.8%0.018%
5/7/2024PFG Advisors2,961$279K0.0%+25.5%0.000%
5/7/2024Oppenheimer & Co. Inc.130,780$12.31M0.2%-11.9%0.008%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,172$958K0.0%+23.0%0.001%
5/7/2024 Wealthspire Advisors LLC35,296$3.32M0.0%-4.9%0.002%
5/7/2024 Retirement Planning Co of New England Inc.9,362$882K0.5%-38.4%0.001%
5/7/2024 Mystic Asset Management Inc.15,924$1.50M0.6%+2.7%0.001%
5/7/2024 Empowered Funds LLC34,982$3.29M0.1%+7.0%0.002%
5/7/2024 AIA Group Ltd33,598$3.16M0.1%+96.6%0.002%
5/6/2024 LSV Asset Management43,900$4.13M0.0%-96.8%0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.125,000$11.77M0.0%+12.8%0.008%
5/6/2024 Empirical Finance LLC48,371$4.56M0.3%+3.3%0.003%
5/6/2024 OLD Second National Bank of Aurora55,285$5.21M1.4%-1.5%0.003%
5/6/2024 Advisory Services Network LLC31,112$2.93M0.1%-1.5%0.002%
5/6/2024 Manchester Capital Management LLC3,135$295K0.0%+6.9%0.000%
5/6/2024 Advisory Alpha LLC2,644$249K0.0%+4.6%0.000%
5/6/2024 Texas Permanent School Fund Corp289,535$27.26M0.2%-0.2%0.018%
5/4/2024 Howland Capital Management LLC17,378$1.64M0.1%-7.2%0.001%
5/4/2024 Geneos Wealth Management Inc.35,152$3.31M0.2%+7.3%0.002%
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5/4/2024 Valley Wealth Managers Inc.238,584$22.47M1.7%-1.8%0.015%
5/4/2024 Team Hewins LLC10,560$994K0.1%-1.5%0.001%
5/4/2024 Csenge Advisory Group6,904$650K0.0%-28.6%0.000%
5/4/2024 Richardson Financial Services Inc.332$31K0.0%-43.2%0.000%
5/3/2024 Signaturefd LLC23,134$2.18M0.0%+6.4%0.001%
5/3/2024 FDx Advisors Inc.2,895$273K0.0%-59.0%0.000%
5/3/2024 Catalina Capital Group LLC3,633$342K0.1%N/A0.000%
5/3/2024 Avidian Wealth Solutions LLC10,072$948K0.0%+4.1%0.001%
5/3/2024 Mediolanum International Funds Ltd88,808$8.30M0.1%N/A0.005%
5/3/2024 Pzena Investment Management LLC751,834$70.79M0.2%+0.3%0.046%
5/3/2024 Larson Financial Group LLC2,505$236K0.0%+61.5%0.000%
5/3/2024 MRA Advisory Group2,261$213K0.1%N/A0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,461$891K0.1%+15.5%0.001%
5/3/2024 Rehmann Capital Advisory Group4,856$457K0.0%-3.6%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC698,226$65.75M0.2%-1.7%0.043%
5/3/2024 Commerce Bank1,119,184$105.38M0.7%+12.0%0.069%
5/3/2024 Easterly Investment Partners LLC157,569$14.84M1.1%+24.1%0.010%
5/3/2024 AA Financial Advisors LLC2,579$243K0.1%+13.8%0.000%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S48,033$4.52M0.1%+19.6%0.003%
5/3/2024 Peoples Bank OH4,980$469K0.3%-3.9%0.000%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.10,495$988K0.4%+3.8%0.001%
5/3/2024 Lorne Steinberg Wealth Management Inc.52,873$4.98M1.6%+0.3%0.003%
5/3/2024 Central Pacific Bank Trust Division11,197$1.05M0.1%N/A0.001%
5/3/2024 Smith Salley Wealth Management15,829$1.49M0.1%-4.0%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.3,293$310K0.0%+73.1%0.000%
5/3/2024 Whittier Trust Co.17,229$1.62M0.0%+32.1%0.001%
5/2/2024 Financial Counselors Inc.76,116$7.17M0.1%+411.4%0.005%
5/2/2024 Mutual of America Capital Management LLC185,308$17.45M0.2%-1.8%0.011%
5/2/2024 Hudock Inc.4,433$417K0.1%+4.9%0.000%
5/2/2024 Baron Silver Stevens Financial Advisors LLC2,159$203K0.0%N/A0.000%
5/2/2024 FinTrust Capital Advisors LLC2,774$261K0.1%+56.2%0.000%
5/2/2024 Wright Investors Service Inc.22,958$2.16M0.5%+2.7%0.001%
5/2/2024 Daiwa Securities Group Inc.126,014$11.87M0.1%+1.7%0.008%
5/2/2024 Graypoint LLC5,290$498K0.0%-5.6%0.000%
5/2/2024 Haverford Trust Co17,815$1.68M0.0%+68.6%0.001%
5/2/2024 Pittenger & Anderson Inc.156,160$14.70M0.6%-0.1%0.010%
5/2/2024 Quent Capital LLC12,464$1.17M0.1%+2.1%0.001%
5/2/2024 Nordea Investment Management AB2,224,521$208.79M0.2%+16.0%0.137%
5/2/2024 Hosking Partners LLP380,009$35.78M1.3%-0.3%0.023%
5/2/2024 Lincoln National Corp42,628$3.97M0.1%-16.1%0.003%
5/2/2024 Bryn Mawr Capital Management LLC2,148$202K0.0%N/A0.000%
5/2/2024 Fidelis Capital Partners LLC27,772$2.62M0.4%+28.6%0.002%
5/2/2024 BNP Paribas3,415$322K0.0%N/A0.000%
5/2/2024 Choreo LLC5,331$502K0.0%+5.8%0.000%
5/2/2024 Tobam718$68K0.0%-33.1%0.000%
5/2/2024 CNB Bank7,597$715K0.3%+87.6%0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.30,229$2.85M0.1%+8.3%0.002%
5/2/2024 Hunter Associates Investment Management LLC25,528$2.40M0.4%-0.6%0.002%
5/2/2024 Hollencrest Capital Management610$57K0.0%-84.6%0.000%
5/2/2024 Greenwood Capital Associates LLC75,939$7.15M0.9%+21.1%0.005%
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5/2/2024 PDS Planning Inc5,474$515K0.1%+7.0%0.000%
5/2/2024 Argent Advisors Inc.2,340$220K0.1%-12.7%0.000%
5/2/2024 Fortem Financial Group LLC4,228$398K0.2%+17.2%0.000%
5/1/2024 GLOBALT Investments LLC GA38,709$3.65M0.1%-1.5%0.002%
5/1/2024 Capital Investment Counsel Inc19,283$1.82M0.3%-4.0%0.001%
5/1/2024 Tanager Wealth Management LLP3,794$357K0.1%N/A0.000%
5/1/2024 Paces Ferry Wealth Advisors LLC3,381$318K0.2%-4.0%0.000%
5/1/2024 StoneX Group Inc.18,793$1.77M0.2%+28.1%0.001%
5/1/2024 Schear Investment Advisers LLC10,125$953K0.8%-30.5%0.001%
5/1/2024 Resonant Capital Advisors LLC4,897$461K0.0%+92.0%0.000%
(Data available from 1/1/2016 forward)

MS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MS shares?

During the previous two years, 1,866 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), Vanguard Group Inc. ($10.17B), State Street Corp ($9.78B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.59B), Capital International Investors ($2.28B), and Price T Rowe Associates Inc. MD ($2.02B).Learn more on MS's institutional investors.

What percentage of Morgan Stanley stock is owned by institutional investors?

84.19% of Morgan Stanley stock is owned by institutional investors. Learn more on MS's institutional investor holdings.

Which institutional investors have been buying Morgan Stanley stock?

Of the 1,598 institutional investors that purchased Morgan Stanley stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($21.36M), Capital Research Global Investors ($15.28M), Price T Rowe Associates Inc. MD ($12.70M), Norges Bank ($10.27M), Fisher Asset Management LLC ($9.45M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), and Boston Partners ($7.09M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 205,865,087 shares in the last 24 months. This purchase volume represents approximately $17.76B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,227 institutional investors that sold Morgan Stanley stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($19.43M), BlackRock Inc. ($10.69M), State Street Corp ($10.49M), Wellington Management Group LLP ($8.04M), Vanguard Group Inc. ($7.45M), FMR LLC ($7.11M), and Capital Research Global Investors ($6.35M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 188,414,747 shares in the last 24 months. This volume of shares sold represents approximately $15.84B in transactions.


This page (NYSE:MS) was last updated on 5/8/2024 by MarketBeat.com Staff

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