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Morgan Stanley (MS) Institutional Ownership

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$131.60 -2.74 (-2.04%)
Closing price 02/21/2025 03:59 PM Eastern
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$131.82 +0.22 (+0.17%)
As of 02/21/2025 07:59 PM Eastern
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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)
1311
Total
Institutional Inflows
(last 12 months)
$11.43B
Number of
Institutional Sellers
(last 12 months)
949
Total
Institutional Outflows
(last 12 months)
$9.06B
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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
2/21/2025Ascent Group LLC3,129$393K0.0%+26.9%0.000%
2/21/2025AlphaCore Capital LLC5,412$680K0.1%+9.9%0.000%
2/20/2025 Mackenzie Financial Corp856,769$107.71M0.1%+180.5%0.053%
2/20/2025 Forum Financial Management LP21,017$2.64M0.0%+9.7%0.001%
2/20/2025Jupiter Wealth Management LLC48,226$6.06M3.0%+5.0%0.003%
2/19/2025 Toronto Dominion Bank281,377$35.37M0.1%-19.5%0.017%
2/19/2025 North Star Asset Management Inc.2,077$261K0.0%N/A0.000%
2/19/2025 CTC Alternative Strategies Ltd.1,788$225K0.3%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio493,376$62.03M0.2%-26.1%0.031%
2/18/2025 Strait & Sound Wealth Management LLC5,802$729K0.3%+3.4%0.000%
2/18/2025 Breakthru Advisory Services LLC2,840$357K0.3%N/A0.000%
2/18/2025 Sunbelt Securities Inc.6,617$832K0.1%-8.2%0.000%
2/18/2025 GTS Securities LLC11,090$1.39M0.1%-81.9%0.001%
2/18/2025 Breed s Hill Capital LLC5,239$659K0.3%+156.8%0.000%
2/18/2025 Vise Technologies Inc.30,740$3.87M0.3%+44.9%0.002%
2/18/2025 Headinvest LLC1,854$233K0.0%-4.1%0.000%
2/18/2025 Cornerstone Advisory LLC1,969$274K0.0%-26.1%0.000%
2/18/2025 Inspire Trust Co. N.A.30,000$3.77M1.0%-15.0%0.002%
2/18/2025 RB Capital Management LLC1,612$203K0.0%N/A0.000%
2/18/2025 Pinkerton Retirement Specialists LLC1,961$247K0.0%N/A0.000%
2/18/2025 DCM Advisors LLC69,523$8.72M4.1%+5.4%0.004%
2/18/2025 Orion Capital Management LLC8,460$1.06M0.5%-3.2%0.001%
2/18/2025 Novem Group2,005$252K0.0%N/A0.000%
2/18/2025 Castleark Management LLC45,900$5.77M0.2%-43.9%0.003%
2/18/2025 MidWestOne Financial Group Inc.7,217$907K0.1%-2.3%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp232,352$29.21M0.2%+14.2%0.014%
2/18/2025 Focus Partners Advisor Solutions LLC5,087$640K0.0%-5.0%0.000%
2/18/2025 Kolinsky Wealth Management LLC1,952$245K0.1%N/A0.000%
2/18/2025 Continuum Advisory LLC3,638$457K0.1%+2.5%0.000%
2/18/2025 Principal Street Partners LLC61,131$7.69M1.5%+0.1%0.004%
2/18/2025 Vanguard Capital Wealth Advisors16,361$2.06M2.2%+32.6%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,210,293$1.16B0.3%+8.9%0.572%
2/17/2025 USS Investment Management Ltd202,126$25.42M0.2%-3.8%0.013%
2/17/2025 Waverly Advisors LLC6,605$830K0.0%+71.8%0.000%
2/17/2025 Worldquant Millennium Advisors LLC56,653$7.12M0.0%-47.3%0.004%
2/17/2025 William B. Walkup & Associates Inc.21,632$2.72M1.7%-0.9%0.001%
2/17/2025 Williams Jones Wealth Management LLC.15,329$1.93M0.0%-6.2%0.001%
2/17/2025 Woodline Partners LP74,497$9.37M0.1%N/A0.005%
2/17/2025 Vident Advisory LLC23,697$2.98M0.1%+10.3%0.001%
2/17/2025 Virtus Investment Advisers Inc.500$63K0.0%N/A0.000%
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2/17/2025 Vivaldi Capital Management LP5,096$696K0.1%+1.8%0.000%
2/17/2025 Westwood Holdings Group Inc.1,621$204K0.0%N/A0.000%
2/17/2025 Two Sigma Advisers LP16,100$2.02M0.0%N/A0.001%
2/17/2025 Two Sigma Investments LP118,947$14.95M0.0%+426.3%0.007%
2/17/2025 Teewinot Capital Advisers L.L.C.330,630$41.57M4.2%-45.7%0.021%
2/17/2025 Texas Bank & Trust Co4,784$601K0.2%N/A0.000%
2/17/2025 Teza Capital Management LLC10,327$1.30M0.2%+78.0%0.001%
2/17/2025 Tidal Investments LLC81,017$10.19M0.1%-5.2%0.005%
2/17/2025 TrinityPoint Wealth LLC1,763$222K0.0%-12.9%0.000%
2/17/2025 Strategic Wealth Partners Ltd.5,184$709K0.1%-12.2%0.000%
2/17/2025 Toronto Dominion Bank281,377$35.37M0.1%-19.5%0.017%
2/17/2025 Sentinus LLC3,048$383K0.1%-21.6%0.000%
2/17/2025 Snowden Capital Advisors LLC16,725$2.10M0.1%-3.9%0.001%
2/17/2025 SGL Investment Advisors Inc.1,954$268K0.1%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC11,878$1.49M0.0%+9.5%0.001%
2/17/2025 Rafferty Asset Management LLC437,658$55.02M0.2%+3.6%0.027%
2/17/2025 Raiffeisen Bank International AG36,271$4.56M0.1%N/A0.002%
2/17/2025 ProShare Advisors LLC265,823$33.42M0.1%+11.0%0.017%
2/17/2025 Quadcap Wealth Management LLC11,166$1.40M0.2%-1.0%0.001%
2/17/2025 Quantinno Capital Management LP128,549$16.16M0.2%+28.6%0.008%
2/17/2025 Pathstone Holdings LLC170,995$21.51M0.1%+1.3%0.011%
2/17/2025 MainStreet Investment Advisors LLC25,355$3.19M0.4%-3.5%0.002%
2/17/2025 Nissay Asset Management Corp Japan ADV147,993$18.76M0.1%-0.3%0.009%
2/17/2025 Nearwater Capital Markets Ltd321,773$40.45M1.2%N/A0.020%
2/17/2025 NorthRock Partners LLC19,048$2.40M0.1%+146.4%0.001%
2/17/2025 Northwest Quadrant Wealth Management LLC1,882$237K0.1%N/A0.000%
2/17/2025 Nuveen Asset Management LLC5,478,758$688.79M0.2%-5.6%0.340%
2/17/2025 OMERS ADMINISTRATION Corp77,441$9.74M0.1%+18.5%0.005%
2/17/2025 Minot DeBlois Advisors LLC200$25K0.0%N/A0.000%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.240,256$30.21M0.1%+0.1%0.015%
2/17/2025 MJP Associates Inc. ADV2,222$279K0.0%N/A0.000%
2/17/2025 Lazard Asset Management LLC271,692$34.16M0.0%+141.9%0.017%
2/17/2025 Logan Capital Management Inc.37,991$4.78M0.2%-0.8%0.002%
2/17/2025 Laird Norton Wetherby Wealth Management LLC30,851$3.88M0.2%-3.5%0.002%
2/17/2025 Lighthouse Investment Partners LLC112,096$14.09M0.5%N/A0.007%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,795$602K0.2%N/A0.000%
2/17/2025 Janus Henderson Group PLC5,474,243$688.27M0.3%-13.3%0.340%
2/17/2025 KKM Financial LLC4,195$548K0.2%+78.9%0.000%
2/17/2025 Humankind Investments LLC4,101$516K0.1%-20.8%0.000%
2/17/2025 Guardian Wealth Advisors LLC NC2,062$259K0.0%N/A0.000%
2/17/2025 Geller Advisors LLC55,388$6.96M0.5%-0.2%0.003%
2/17/2025 Gotham Asset Management LLC29,315$3.69M0.0%+2.6%0.002%
2/17/2025 Focus Partners Wealth174,059$22.28M0.1%+132.8%0.011%
2/17/2025 Fullerton Fund Management Co Ltd.442,733$55.66M1.9%+5,707.9%0.027%
2/17/2025 Ellevest Inc.4,724$594K0.0%+2.3%0.000%
2/17/2025 Ensign Peak Advisors Inc2,439,366$306.68M0.5%+11.8%0.151%
2/17/2025 Ethic Inc.162,269$20.40M0.4%+35.8%0.010%
2/17/2025 First Manhattan CO. LLC.49,144$6.18M0.0%+3.7%0.003%
2/17/2025 Fiduciary Trust Co352,679$44.34M0.6%-3.7%0.022%
2/17/2025 Fred Alger Management LLC149,333$18.77M0.1%-0.5%0.009%
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2/17/2025 Clark Capital Management Group Inc.934,926$117.54M0.8%+11.9%0.058%
2/17/2025 Deutsche Bank AG4,870,259$612.29M0.2%+0.1%0.302%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main28,992$3.65M0.0%-32.0%0.002%
2/17/2025 EP Wealth Advisors LLC24,497$3.08M0.0%+10.7%0.002%
2/17/2025 CoreCap Advisors LLC2,494$314K0.0%+29.0%0.000%
2/17/2025 Cresset Asset Management LLC41,048$5.16M0.0%-64.6%0.003%
2/17/2025 Crestline Management LP53,364$6.71M0.2%+2,670.7%0.003%
2/17/2025 Centiva Capital LP2,388$300K0.0%-114.4%0.000%
2/17/2025 Cetera Investment Advisers191,487$24.07M0.1%+11.1%0.012%
2/17/2025 BOKF NA147,555$18.22M0.3%-1.7%0.009%
(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, 2,088 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($13.85B), 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 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 1,811 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: Norges Bank ($25.47M), Price T Rowe Associates Inc. MD ($14.21M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Capital Research Global Investors ($8.65M), FMR LLC ($8.43M), Capital International Investors ($7.19M), and Boston Partners ($7.15M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 209,629,391 shares in the last 24 months. This purchase volume represents approximately $21.04B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,296 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: Wellington Management Group LLP ($21.08M), OFI Invest Asset Management ($19.43M), Capital Research Global Investors ($13.17M), Bank of New York Mellon Corp ($7.37M), LSV Asset Management ($3.96M), Franklin Resources Inc. ($3.66M), and Massachusetts Financial Services Co. MA ($3.65M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 160,530,194 shares in the last 24 months. This volume of shares sold represents approximately $15.97B in transactions.


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This page (NYSE:MS) was last updated on 2/22/2025 by MarketBeat.com Staff
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