Free Trial
→ Trump’s Secret Weapon (From American Alternative) (Ad) Buy MS Stock  Free MS Stock Alerts

Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$99.75 -8.18 (-7.58%)
Closing price 04/4/2025 03:59 PM Eastern
Extended Trading
$98.92 -0.83 (-0.83%)
As of 04/4/2025 07:58 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.
Compare

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1308
Total
Institutional Inflows
(last 12 months)
$10.99B
Number of
Institutional Sellers
(last 12 months)
953
Total
Institutional Outflows
(last 12 months)
$9.02B
Get MS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Morgan Stanley stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MS Institutional Buying and Selling by Quarter

Remove Ads

Morgan Stanley Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/4/2025Quent Capital LLC13,269$1.55M0.2%+7.9%0.001%
4/4/2025Moody National Bank Trust Division31,240$3.65M0.4%-0.9%0.002%
4/3/2025 Central Pacific Bank Trust Division3,274$382K0.1%-76.4%0.000%
4/3/2025 Versant Capital Management Inc3,579$418K0.1%+57.9%0.000%
4/3/2025 First Hawaiian Bank47,568$5.55M0.3%-3.9%0.003%
4/3/2025 Boston Common Asset Management LLC228,372$26.64M0.8%+60.4%0.014%
4/3/2025 Adirondack Trust Co.5,315$620K0.2%-2.0%0.000%
4/2/2025 Marcum Wealth LLC5,513$643K0.1%-1.6%0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB80,521$9.39M0.3%+1.1%0.005%
4/1/2025 First Financial Bank Trust Division3,641$425K0.0%+3.3%0.000%
3/24/2025Mascagni Wealth Management Inc.655$82K0.1%N/A0.000%
3/18/2025Objective Capital Management LLC2,832$356K0.2%-7.7%0.000%
3/17/2025NorthCrest Asset Manangement LLC181,202$22.78M0.7%-0.3%0.011%
3/12/2025Centaurus Financial Inc.8,815$1.11M0.1%-4.1%0.001%
3/10/2025General Pension Society PZU Joint Stock Co77,869$9.79M3.0%-20.0%0.005%
3/10/2025Mattson Financial Services LLC31,280$3.93M1.2%-7.6%0.002%
3/6/2025Wood Tarver Financial Group LLC275$34K0.0%N/A0.000%
3/5/2025Copley Financial Group Inc.5,313$668K0.5%-13.6%0.000%
2/28/2025Park Square Financial Group LLC363$46K0.0%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH1,028,803$129.34M0.3%N/A0.064%
2/28/2025Employees Retirement System of Texas522,000$65.63M0.6%-20.8%0.032%
2/27/2025Brucke Financial Inc.1,649$228K0.2%N/A0.000%
2/27/2025Omnia Family Wealth LLC3,140$395K0.2%+2.5%0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.3,458$435K0.1%-8.0%0.000%
2/26/2025Sculati Wealth Management LLC32,774$4.12M1.6%-3.1%0.002%
2/25/2025Heck Capital Advisors LLC340$43K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.26,607$3.35M0.1%-11.5%0.002%
2/25/2025Shufro Rose & Co. LLC5,830$733K0.1%-6.3%0.000%
2/25/2025Integrated Advisors Network LLC70,120$8.82M0.4%-10.2%0.004%
2/24/2025Hall Capital Management Co. Inc.2,426$305K0.1%N/A0.000%
2/22/2025American Trust2,006$252K0.0%-9.1%0.000%
2/21/2025Ascent Group LLC3,129$393K0.0%+26.9%0.000%
2/21/2025AlphaCore Capital LLC5,412$680K0.1%+9.9%0.000%
2/20/2025Mackenzie Financial Corp856,769$107.71M0.1%+180.5%0.053%
2/20/2025Forum 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%
2/19/2025Toronto Dominion Bank281,377$35.37M0.1%-19.5%0.017%
2/19/2025North Star Asset Management Inc.2,077$261K0.0%N/A0.000%
2/19/2025CTC Alternative Strategies Ltd.1,788$225K0.3%N/A0.000%
2/19/2025Public Employees Retirement System of Ohio493,376$62.03M0.2%-26.1%0.031%
Thinking of buying Nvidia? Read this first (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/18/2025Strait & Sound Wealth Management LLC5,802$729K0.3%+3.4%0.000%
2/18/2025Breakthru Advisory Services LLC2,840$357K0.3%N/A0.000%
2/18/2025Sunbelt Securities Inc.6,617$832K0.1%-8.2%0.000%
2/18/2025GTS Securities LLC11,090$1.39M0.1%-81.9%0.001%
2/18/2025Breed s Hill Capital LLC5,239$659K0.3%+156.8%0.000%
2/18/2025Vise Technologies Inc.30,740$3.87M0.3%+44.9%0.002%
2/18/2025Headinvest LLC1,854$233K0.0%-4.1%0.000%
2/18/2025Cornerstone Advisory LLC1,969$274K0.0%-26.1%0.000%
2/18/2025Inspire Trust Co. N.A.30,000$3.77M1.0%-15.0%0.002%
2/18/2025RB Capital Management LLC1,612$203K0.0%N/A0.000%
2/18/2025Pinkerton Retirement Specialists LLC1,961$247K0.0%N/A0.000%
2/18/2025DCM Advisors LLC69,523$8.72M4.1%+5.4%0.004%
2/18/2025Orion Capital Management LLC8,460$1.06M0.5%-3.2%0.001%
2/18/2025Novem Group2,005$252K0.0%N/A0.000%
2/18/2025Castleark Management LLC45,900$5.77M0.2%-43.9%0.003%
2/18/2025MidWestOne Financial Group Inc.7,217$907K0.1%-2.3%0.000%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp232,352$29.21M0.2%+14.2%0.014%
2/18/2025Focus Partners Advisor Solutions LLC5,087$640K0.0%-5.0%0.000%
2/18/2025Kolinsky Wealth Management LLC1,952$245K0.1%N/A0.000%
2/18/2025Continuum Advisory LLC3,638$457K0.1%+2.5%0.000%
2/18/2025Principal Street Partners LLC61,131$7.69M1.5%+0.1%0.004%
2/18/2025Vanguard Capital Wealth Advisors16,361$2.06M2.2%+32.6%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,210,293$1.16B0.3%+8.9%0.572%
2/17/2025USS Investment Management Ltd202,126$25.42M0.2%-3.8%0.013%
2/17/2025Waverly Advisors LLC6,605$830K0.0%+71.8%0.000%
2/17/2025Worldquant Millennium Advisors LLC56,653$7.12M0.0%-47.3%0.004%
2/17/2025William B. Walkup & Associates Inc.21,632$2.72M1.7%-0.9%0.001%
2/17/2025Williams Jones Wealth Management LLC.15,329$1.93M0.0%-6.2%0.001%
2/17/2025Woodline Partners LP74,497$9.37M0.1%N/A0.005%
2/17/2025Vident Advisory LLC23,697$2.98M0.1%+10.3%0.001%
2/17/2025Virtus Investment Advisers Inc.500$63K0.0%N/A0.000%
2/17/2025Vivaldi Capital Management LP5,096$696K0.1%+1.8%0.000%
2/17/2025Westwood Holdings Group Inc.1,621$204K0.0%N/A0.000%
2/17/2025Two Sigma Advisers LP16,100$2.02M0.0%N/A0.001%
2/17/2025Two Sigma Investments LP118,947$14.95M0.0%+426.3%0.007%
2/17/2025Teewinot Capital Advisers L.L.C.330,630$41.57M4.2%-45.7%0.021%
2/17/2025Texas Bank & Trust Co4,784$601K0.2%N/A0.000%
2/17/2025Teza Capital Management LLC10,327$1.30M0.2%+78.0%0.001%
2/17/2025Tidal Investments LLC81,017$10.19M0.1%-5.2%0.005%
2/17/2025TrinityPoint Wealth LLC1,763$222K0.0%-12.9%0.000%
2/17/2025Strategic Wealth Partners Ltd.5,184$709K0.1%-12.2%0.000%
2/17/2025Toronto Dominion Bank281,377$35.37M0.1%-19.5%0.017%
2/17/2025Sentinus LLC3,048$383K0.1%-21.6%0.000%
2/17/2025Snowden Capital Advisors LLC16,725$2.10M0.1%-3.9%0.001%
2/17/2025SGL Investment Advisors Inc.1,954$268K0.1%N/A0.000%
2/17/2025Silvercrest Asset Management Group LLC11,878$1.49M0.0%+9.5%0.001%
2/17/2025Rafferty Asset Management LLC437,658$55.02M0.2%+3.6%0.027%
2/17/2025Raiffeisen Bank International AG36,271$4.56M0.1%N/A0.002%
2/17/2025ProShare Advisors LLC265,823$33.42M0.1%+11.0%0.017%
2/17/2025Quadcap Wealth Management LLC11,166$1.40M0.2%-1.0%0.001%
Feds Just Admitted It—They Can Take Your Cash (Ad)

The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money isn't legally yours. Now, think your savings are safe? Think again.

Click here to get the 3 secret strategies you can put in place starting today
2/17/2025Quantinno Capital Management LP128,549$16.16M0.2%+28.6%0.008%
2/17/2025Pathstone Holdings LLC170,995$21.51M0.1%+1.3%0.011%
2/17/2025MainStreet Investment Advisors LLC25,355$3.19M0.4%-3.5%0.002%
2/17/2025Nissay Asset Management Corp Japan ADV147,993$18.76M0.1%-0.3%0.009%
2/17/2025Nearwater Capital Markets Ltd321,773$40.45M1.2%N/A0.020%
2/17/2025NorthRock Partners LLC19,048$2.40M0.1%+146.4%0.001%
2/17/2025Northwest Quadrant Wealth Management LLC1,882$237K0.1%N/A0.000%
2/17/2025Nuveen Asset Management LLC5,478,758$688.79M0.2%-5.6%0.340%
2/17/2025OMERS ADMINISTRATION Corp77,441$9.74M0.1%+18.5%0.005%
2/17/2025Minot DeBlois Advisors LLC200$25K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

Remove Ads

MS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MS shares?

During the previous two years, 2,091 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 1,816 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 210,725,588 shares in the last 24 months. This purchase volume represents approximately $21.18B 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 160,580,863 shares in the last 24 months. This volume of shares sold represents approximately $15.98B in transactions.


Related Companies

This page (NYSE:MS) was last updated on 4/5/2025 by MarketBeat.com Staff
From Our Partners
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
Trump’s Final Plan
Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’...
Porter & Company | Sponsored
All Signs Point To Collapse - 401(k)s/IRAs /Are Doomed
Retiring? Not so Fast..Hold Onto Your Bootstraps For A Long Road Ahead
American Hartford Gold | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored