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Morgan Stanley (MS) Institutional Ownership

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$139.09 -3.37 (-2.37%)
Closing price 08/1/2025 03:59 PM Eastern
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$139.35 +0.26 (+0.19%)
As of 08/1/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Morgan Stanley (NYSE:MS)

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1495
Total
Institutional Inflows
(last 12 months)
$14.37B
Number of
Institutional Sellers
(last 12 months)
1081
Total
Institutional Outflows
(last 12 months)
$8.81B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Bank of Jackson Hole Trust6,918$974K0.6%-15.7%0.000%
8/1/2025Biltmore Family Office LLC1,609$227K0.0%N/A0.000%
8/1/2025Providence First Trust Co4,284$603K0.2%+2.8%0.000%
8/1/2025Zhang Financial LLC6,363$896K0.0%+92.2%0.000%
8/1/2025Capital Investment Counsel LLC35,836$5.05M0.8%+1.1%0.002%
8/1/2025New York Life Investment Management LLC184,747$26.02M0.2%+1.1%0.012%
8/1/2025Private Wealth Partners LLC56,224$7.92M0.6%-9.2%0.004%
8/1/2025Boyd Watterson Asset Management LLC OH2,168$305K0.1%+4.2%0.000%
8/1/2025Trust Investment Advisors14,825$2.09M1.3%-6.3%0.001%
8/1/2025Howard Capital Management Inc.10,428$1.47M0.0%+13.9%0.001%
8/1/2025First National Trust Co48,269$6.80M0.3%+2.7%0.003%
8/1/2025Purkiss Capital Advisors LLC1,793$252K0.1%N/A0.000%
8/1/2025May Hill Capital LLC2,132$300K0.1%-4.1%0.000%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund191,333$26.95M0.2%+23.8%0.012%
8/1/2025Advisory Alpha LLC4,373$616K0.0%+36.3%0.000%
8/1/2025Liberty Wealth Management LLC1,657$233K0.0%-96.8%0.000%
8/1/2025AustralianSuper Pty Ltd28,480$4.01M0.0%-37.5%0.002%
8/1/2025Teacher Retirement System of Texas295,948$41.69M0.2%-10.5%0.018%
8/1/2025Y Intercept Hong Kong Ltd12,871$1.81M0.0%-80.5%0.001%
8/1/2025Transcend Capital Advisors LLC24,441$3.44M0.3%+1.5%0.002%
8/1/2025Convergence Investment Partners LLC13,412$1.89M0.5%-1.1%0.001%
8/1/2025Bessemer Group Inc.1,409,071$198.48M0.3%-4.1%0.088%
8/1/2025Brookwood Investment Group LLC3,221$454K0.1%N/A0.000%
8/1/2025Red Lighthouse Investment Management LLC5,454$768K0.3%-9.1%0.000%
8/1/2025Banco Santander S.A.395,457$55.70M0.5%+9.3%0.025%
8/1/2025Ashton Thomas Private Wealth LLC16,670$2.35M0.1%-24.8%0.001%
8/1/2025Solstein Capital LLC493$69K0.0%+92.6%0.000%
8/1/2025Riverwater Partners LLC2,390$337K0.2%-41.5%0.000%
8/1/2025Envestnet Asset Management Inc.3,048,457$429.40M0.1%+3.5%0.190%
8/1/2025Chilton Capital Management LLC463,808$65.33M2.4%+33.4%0.029%
7/31/2025 Nisa Investment Advisors LLC493,616$69.53M0.3%-18.2%0.031%
7/31/2025 Resonant Capital Advisors LLC7,753$1.09M0.1%+23.6%0.000%
7/31/2025 Wealthfront Advisers LLC151,699$21.37M0.1%+18.7%0.009%
7/31/2025 New Hampshire Trust3,581$504K0.1%+51.5%0.000%
7/31/2025 Oppenheimer Asset Management Inc.292,594$41.22M0.5%-0.4%0.018%
7/31/2025 Prudent Man Advisors LLC16,644$2.34M0.8%+9.8%0.001%
7/31/2025 Topsail Wealth Management LLC3,685$519K0.1%-13.4%0.000%
7/31/2025 Orion Capital Management LLC7,760$1.09M0.4%-7.5%0.000%
7/31/2025 Strait & Sound Wealth Management LLC8,879$1.25M0.5%+1.5%0.001%
7/31/2025 Whipplewood Advisors LLC1,088$153K0.1%-99.6%0.000%
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7/31/2025 Interchange Capital Partners LLC12,752$1.80M0.4%+1.4%0.001%
7/31/2025 Brighton Jones LLC12,164$1.71M0.0%-9.1%0.001%
7/31/2025 Waldron Private Wealth LLC3,286$463K0.0%-3.1%0.000%
7/31/2025 Leavell Investment Management Inc.22,998$3.24M0.1%+6.6%0.001%
7/31/2025 Shaker Investments LLC OH18,048$2.54M1.0%-4.8%0.001%
7/31/2025 CVA Family Office LLC7,896$1.11M0.2%+5.3%0.000%
7/31/2025 Hartford Financial Management Inc.806$114K0.0%-11.9%0.000%
7/31/2025 AG2R LA Mondiale Gestion D Actifs45,128$6.36M0.3%+1.0%0.003%
7/31/2025 Curio Wealth LLC527$74K0.0%+26,250.0%0.000%
7/31/2025 State of New Jersey Common Pension Fund D406,318$57.23M0.2%+0.4%0.025%
7/31/2025 NatWest Group plc50,326$7.09M2.1%+0.2%0.003%
7/31/2025 Ranch Capital Advisors Inc.6,944$978K0.4%+5.0%0.000%
7/31/2025 Richards Merrill & Peterson Inc.8,412$1.19M0.6%+18.1%0.001%
7/31/2025 CNB Bank4,319$608K0.3%-4.3%0.000%
7/31/2025 Carrera Capital Advisors1,471$207K0.0%N/A0.000%
7/31/2025 Pinnacle Wealth Management Group Inc.31,927$4.50M2.6%-0.5%0.002%
7/31/2025 Sage Mountain Advisors LLC7,713$1.09M0.1%+7.1%0.000%
7/31/2025 Washington Trust Advisors Inc.974$137K0.0%+13.9%0.000%
7/31/2025 Lee Danner & Bass Inc.5,827$821K0.1%-11.9%0.000%
7/31/2025 AlphaQuest LLC5,969$841K0.1%-24.7%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.2,839,512$399.97M0.2%-5.1%0.177%
7/31/2025 Moloney Securities Asset Management LLC20,795$2.93M0.4%+1.1%0.001%
7/31/2025 GLOBALT Investments LLC GA63,585$8.96M0.3%-6.0%0.004%
7/31/2025 Asset Management One Co. Ltd.559,867$78.86M0.2%-5.6%0.035%
7/31/2025 Lazard Freres Gestion S.A.S.432,278$60.89M1.5%+1.6%0.027%
7/31/2025 AlTi Global Inc.13,192$1.87M0.0%+2.8%0.001%
7/31/2025 Cardinal Point Capital Management ULC2,545$358K0.0%-3.2%0.000%
7/31/2025 Carnegie Investment Counsel1,508$212K0.0%N/A0.000%
7/31/2025 Gallagher Capital Advisors LLC9,969$1.42M1.1%+0.7%0.001%
7/30/2025 KPP Advisory Services LLC11,995$1.69M0.3%+9.5%0.001%
7/30/2025 First Citizens Bank & Trust Co.11,253$1.59M0.0%-65.0%0.001%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA21,137$2.98M0.0%-1.6%0.001%
7/30/2025 Cornerstone Advisory LLC2,448$345K0.0%+3.5%0.000%
7/30/2025 Bleakley Financial Group LLC30,443$4.29M0.1%+5.5%0.002%
7/30/2025 Connors Investor Services Inc.172,437$24.29M2.2%-20.8%0.011%
7/30/2025 Castle Wealth Management LLC3,019$425K0.2%-8.6%0.000%
7/30/2025 Strategic Blueprint LLC6,442$907K0.0%-2.2%0.000%
7/30/2025 LifeWealth Investments LLC1,697$239K0.1%N/A0.000%
7/30/2025 OLD Point Trust & Financial Services N A1,119$158K0.1%+840.3%0.000%
7/30/2025 Granite Harbor Advisors Inc.1,958$276K0.1%+12.9%0.000%
7/30/2025 RNC Capital Management LLC34,450$4.85M0.2%-1.0%0.002%
7/30/2025 Tributary Capital Management LLC4,265$601K0.1%-2.7%0.000%
7/30/2025 Forum Financial Management LP31,040$4.37M0.1%-9.4%0.002%
7/30/2025 Ethic Inc.184,382$25.94M0.5%+9.1%0.011%
7/30/2025 Meadow Creek Wealth Advisors LLC2,799$394K0.3%+2.5%0.000%
7/30/2025 Rehmann Capital Advisory Group6,158$867K0.1%+8.7%0.000%
7/30/2025 Parcion Private Wealth LLC9,928$1.40M0.1%-11.9%0.001%
7/30/2025 Birch Hill Investment Advisors LLC1,871$264K0.0%-5.1%0.000%
7/30/2025 TFB Advisors LLC2,280$321K0.1%-5.4%0.000%
7/30/2025 Pacific Heights Asset Management LLC210,000$29.58M1.6%+13.5%0.013%
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7/30/2025 Exencial Wealth Advisors LLC3,645$513K0.0%-17.3%0.000%
7/30/2025 Cookson Peirce & Co. Inc.16,253$2.29M0.1%+6.4%0.001%
7/30/2025 Brookstone Capital Management22,591$3.18M0.0%+7.1%0.001%
7/30/2025 Jacobsen Capital Management2,427$342K0.1%+9.7%0.000%
7/30/2025 FNY Investment Advisers LLC7,633$1.08M0.5%N/A0.000%
7/30/2025 Private Capital Advisors Inc.1,500$211K0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.74,555$10.50M0.1%-1.7%0.005%
7/30/2025 Cullen Frost Bankers Inc.17,405$2.45M0.0%+6.0%0.001%
7/30/2025 Fiduciary Family Office LLC3,664$516K0.2%+28.7%0.000%
7/30/2025 Dupont Capital Management Corp94,101$13.26M1.4%+13.1%0.006%
(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, 2,195 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($13.74B), State Street Corp ($11.50B), BlackRock Inc. ($7.74B), Capital International Investors ($3.77B), Geode Capital Management LLC ($3.24B), FMR LLC ($3.21B), and Fisher Asset Management LLC ($2.87B).Learn more on Morgan Stanley's institutional investors.

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

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

Which institutional investors have been buying Morgan Stanley's stock?

Of the 1,915 institutional investors that purchased Morgan Stanley's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($25.47M), Capital Research Global Investors ($8.65M), Vanguard Group Inc. ($8.33M), Capital International Investors ($7.19M), Boston Partners ($7.15M), FMR LLC ($6.82M), and Nuveen LLC ($6.58M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 119,160,155 shares in the last 24 months. This purchase volume represents approximately $14.37B in transactions.

Which of Morgan Stanley's major shareholders have been selling company stock?

Of the 1,075 institutional investors that sold Morgan Stanley's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($19.23M), Massachusetts Financial Services Co. MA ($3.52M), Bank of New York Mellon Corp ($3.35M), Price T Rowe Associates Inc. MD ($2.79M), The Manufacturers Life Insurance Company ($2.53M), Legal & General Group Plc ($2.41M), and Boston Partners ($2.32M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 74,010,521 shares in the last 24 months. This volume of shares sold represents approximately $8.81B in transactions.


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This page (NYSE:MS) was last updated on 8/2/2025 by MarketBeat.com Staff
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