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Morgan Stanley (MS) Institutional Ownership

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$115.98 +0.38 (+0.33%)
Closing price 04/25/2025 03:59 PM Eastern
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$115.93 -0.05 (-0.04%)
As of 04/25/2025 07:58 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)
1318
Total
Institutional Inflows
(last 12 months)
$11.38B
Number of
Institutional Sellers
(last 12 months)
980
Total
Institutional Outflows
(last 12 months)
$9.04B
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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
4/25/2025Mather Group LLC.12,130$1.42M0.0%+7.1%0.001%
4/25/2025Alta Advisers Ltd6,115$713K0.3%+48.6%0.000%
4/25/2025Deseret Mutual Benefit Administrators2,004$234K0.1%-7.7%0.000%
4/25/2025Smith Salley Wealth Management21,676$2.53M0.2%+3.5%0.001%
4/25/2025Koshinski Asset Management Inc.17,392$2.03M0.2%-11.2%0.001%
4/25/2025WASHINGTON TRUST Co10,714$1.25M0.0%-2.5%0.001%
4/25/2025Insight Inv LLC18,378$2.14M0.8%+0.5%0.001%
4/25/2025MorganRosel Wealth Management LLC232$27K0.0%N/A0.000%
4/25/2025Argent Advisors Inc.2,575$300K0.1%+16.5%0.000%
4/25/2025Canandaigua National Bank & Trust Co.26,846$3.13M0.3%-9.0%0.002%
4/25/2025Valley National Advisers Inc.1,935$225K0.0%+11.3%0.000%
4/25/2025Jacobsen Capital Management2,212$258K0.1%+4.2%0.000%
4/25/2025Ameritas Advisory Services LLC3,113$375K0.0%+5.4%0.000%
4/25/2025New York State Teachers Retirement System1,144,625$133.54M0.3%-2.5%0.071%
4/25/2025Albion Financial Group UT64,683$7.55M0.5%-0.9%0.004%
4/25/2025Amalgamated Bank237,028$27.65M0.2%+1.1%0.015%
4/25/2025Waterfront Wealth Inc.15,132$1.77M0.4%-2.3%0.001%
4/25/2025Bay Capital Advisors LLC4,258$497K0.4%-3.5%0.000%
4/25/2025Avidian Wealth Enterprises LLC10,644$1.24M0.1%+2.6%0.001%
4/25/2025Essex Financial Services Inc.5,300$618K0.0%-8.5%0.000%
4/25/2025Northcape Wealth Management LLC14,701$1.72M0.6%-3.6%0.001%
4/25/2025KBC Group NV481,720$56.20M0.2%-38.2%0.030%
4/25/2025McGuire Investment Group LLC80,120$9.35M1.4%+0.1%0.005%
4/25/2025Joel Isaacson & Co. LLC48,498$5.66M0.3%+1.0%0.003%
4/25/2025K.J. Harrison & Partners Inc38,900$4.54M0.9%+39.4%0.002%
4/25/2025CFM Wealth Partners LLC10,642$1.24M0.2%+0.9%0.001%
4/25/2025Sumitomo Mitsui Trust Group Inc.2,990,922$348.95M0.2%+6.6%0.185%
4/24/2025 Golden State Wealth Management LLC2,795$326K0.0%+4.3%0.000%
4/24/2025 Bordeaux Wealth Advisors LLC2,014$235K0.0%-5.0%0.000%
4/24/2025 Sunbelt Securities Inc.5,775$674K0.1%-12.7%0.000%
4/24/2025 Tsfg LLC948$111K0.0%+60.4%0.000%
4/24/2025 Allspring Global Investments Holdings LLC108,132$12.52M0.0%-10.0%0.007%
4/24/2025 Highland Capital Management LLC46,392$5.41M0.3%+9.5%0.003%
4/24/2025 BSW Wealth Partners5,306$619K0.1%-19.5%0.000%
4/24/2025 Copeland Capital Management LLC167,768$19.57M0.4%-2.0%0.010%
4/24/2025 3Chopt Investment Partners LLC4,209$491K0.1%N/A0.000%
4/24/2025 Mirae Asset Global Investments Co. Ltd.147,477$16.70M0.0%+5.9%0.009%
4/24/2025 Oakworth Capital Inc.2,826$330K0.0%-31.4%0.000%
4/24/2025 Achmea Investment Management B.V.145,633$16.99M0.2%+45.3%0.009%
4/24/2025 Quilter Plc4,920$574K0.0%-48.7%0.000%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

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4/24/2025 Bull Street Advisors LLC7,575$884K0.4%-1.4%0.000%
4/24/2025 Transcend Capital Advisors LLC24,087$2.81M0.2%-4.6%0.001%
4/24/2025 Trust Co. of Vermont14,037$1.64M0.1%+4.8%0.001%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA21,479$2.41M0.0%-12.3%0.001%
4/24/2025 Park Place Capital Corp2,963$346K0.1%-8.8%0.000%
4/24/2025 Diversified Trust Co29,298$3.42M0.1%-15.5%0.002%
4/24/2025 Beacon Financial Advisory LLC1,944$227K0.1%+14.2%0.000%
4/24/2025 Alta Wealth Advisors LLC2,299$268K0.1%+10.9%0.000%
4/24/2025 TFC Financial Management Inc.1,553$181K0.0%+351.5%0.000%
4/24/2025 Tanager Wealth Management LLP2,688$314K0.0%+9.4%0.000%
4/24/2025 Graphene Investments SAS23,000$2.68M2.0%N/A0.001%
4/24/2025 Perpetual Ltd7,284$850K0.0%-3.5%0.000%
4/24/2025 PDS Planning Inc6,081$709K0.1%+7.6%0.000%
4/24/2025 Bank of Stockton7,323$854K0.3%-3.9%0.000%
4/23/2025 Baugh & Associates LLC69,280$7.75M3.9%-0.5%0.004%
4/23/2025 Balefire LLC2,172$253K0.1%N/A0.000%
4/23/2025 KPP Advisory Services LLC10,953$1.28M0.2%+36.4%0.001%
4/23/2025 Goldstein Advisors LLC1,816$212K0.0%-7.8%0.000%
4/23/2025 Penobscot Investment Management Company Inc.13,114$1.53M0.1%-3.7%0.001%
4/23/2025 Western Wealth Management LLC5,769$673K0.0%-9.0%0.000%
4/23/2025 Sabal Trust CO1,833$214K0.0%+8.5%0.000%
4/23/2025 Robeco Institutional Asset Management B.V.956,286$111.57M0.2%+53.0%0.059%
4/23/2025 Sequoia Financial Advisors LLC187,793$21.91M0.2%+212.2%0.012%
4/23/2025 Pure Financial Advisors LLC2,505$292K0.0%+25.6%0.000%
4/23/2025 Wealth Effects LLC5,175$604K0.3%-8.8%0.000%
4/23/2025 Phillips Wealth Planners LLC2,681$290K0.3%-18.3%0.000%
4/23/2025 Perigon Wealth Management LLC30,728$3.59M0.1%-34.4%0.002%
4/23/2025 Omnia Family Wealth LLC3,623$423K0.2%+15.4%0.000%
4/23/2025 White Pine Investment CO57,428$6.70M1.8%-6.3%0.004%
4/23/2025 Alpine Bank Wealth Management1,260$147K0.0%N/A0.000%
4/23/2025 HBK Sorce Advisory LLC5,940$693K0.0%+7.3%0.000%
4/23/2025 Pinnacle Bancorp Inc.4,947$577K0.2%-8.4%0.000%
4/23/2025 Golden State Wealth Management LLC6,520$761K0.1%+143.3%0.000%
4/23/2025 Bessemer Group Inc.1,469,593$171.46M0.3%-4.1%0.091%
4/23/2025 Spire Wealth Management12,668$1.48M0.0%+8.7%0.001%
4/23/2025 Daymark Wealth Partners LLC5,352$624K0.0%+17.9%0.000%
4/23/2025 International Assets Investment Management LLC786,814$91.80M2.6%+10.2%0.049%
4/23/2025 Cornerstone Wealth Group LLC4,101$478K0.0%+7.8%0.000%
4/23/2025 New Covenant Trust Company N.A.3,015$348K0.4%-3.1%0.000%
4/23/2025 Balboa Wealth Partners2,936$343K0.1%-22.8%0.000%
4/23/2025 Berry Wealth Group LP2,630$307K0.2%+41.6%0.000%
4/23/2025 Chevy Chase Trust Holdings LLC653,858$76.29M0.2%-0.3%0.041%
4/23/2025 YHB Investment Advisors Inc.22,720$2.65M0.2%+0.5%0.001%
4/23/2025 Consolidated Portfolio Review Corp2,014$235K0.0%N/A0.000%
4/23/2025 Palisade Asset Management LLC25,688$3.00M0.3%+1.4%0.002%
4/23/2025 Legacy Advisors LLC7,113$830K0.1%+9.1%0.000%
4/23/2025 Gallagher Capital Advisors LLC9,899$1.16M0.9%+4.1%0.001%
4/23/2025 Asset Management One Co. Ltd.593,201$69.21M0.2%+3.7%0.037%
4/23/2025 Eagle Strategies LLC2,172$253K0.0%-13.2%0.000%
4/23/2025 Valmark Advisers Inc.4,124$481K0.0%+5.0%0.000%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
4/23/2025 Oppenheimer & Co. Inc.83,393$9.73M0.1%-30.2%0.005%
4/23/2025 Oppenheimer Asset Management Inc.293,866$34.29M0.4%-4.0%0.018%
4/23/2025 Continuum Advisory LLC3,910$456K0.1%+7.5%0.000%
4/22/2025 Antonelli Financial Advisors LLC1,739$203K0.2%-27.3%0.000%
4/22/2025 Jmac Enterprises LLC6,700$782K0.2%+13.6%0.000%
4/22/2025 Flagship Harbor Advisors LLC4,480$523K0.0%+3.9%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.164,055$19.14M0.1%+10.7%0.010%
4/22/2025 Genesee Capital Advisors LLC8,090$944K0.5%+6.7%0.001%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund33,362$3.89M0.3%-32.0%0.002%
4/22/2025 Kentucky Retirement Systems78,328$9.14M0.3%-8.5%0.005%
(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, 2,101 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 1,822 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 214,692,895 shares in the last 24 months. This purchase volume represents approximately $21.67B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,321 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 160,392,456 shares in the last 24 months. This volume of shares sold represents approximately $16.00B in transactions.


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This page (NYSE:MS) was last updated on 4/26/2025 by MarketBeat.com Staff
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