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Morgan Stanley (MS) Institutional Ownership

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$137.78 +1.97 (+1.45%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
1101
Total
Institutional Inflows
(last 12 months)
$6.81B
Number of
Institutional Sellers
(last 12 months)
828
Total
Institutional Outflows
(last 12 months)
$6.02B
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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
1/17/2025 Lifestyle Asset Management Inc.1,730$217K0.1%N/A0.000%
1/17/2025 Veracity Capital LLC2,702$340K0.1%+20.2%0.000%
1/17/2025 Donoghue Forlines LLC12,283$1.54M0.5%N/A0.001%
1/17/2025 Baron Silver Stevens Financial Advisors LLC1,610$202K0.0%N/A0.000%
1/17/2025 Avior Wealth Management LLC8,802$1.11M0.0%+4.7%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.238,938$30.04M1.3%+2.3%0.015%
1/17/2025 Raleigh Capital Management Inc.6,646$836K0.3%-17.6%0.000%
1/17/2025 Mutual Advisors LLC10,813$1.47M0.0%-24.8%0.001%
1/17/2025 True North Advisors LLC28,595$3.60M0.8%+1,025.8%0.002%
1/17/2025 Wesbanco Bank Inc.152,289$19.15M0.7%-5.1%0.009%
1/17/2025 Janney Montgomery Scott LLC313,525$39.42M0.1%-1.2%0.019%
1/17/2025 Bartlett & CO. Wealth Management LLC25,345$3.19M0.0%-3.4%0.002%
1/17/2025 SG Americas Securities LLC32,145$4.04M0.0%-79.1%0.002%
1/17/2025 Phillips Wealth Planners LLC3,280$405K0.4%-15.2%0.000%
1/17/2025 Park Place Capital Corp3,248$408K0.1%-11.3%0.000%
1/17/2025 Janney Capital Management LLC121,007$15.21M1.0%-17.9%0.008%
1/17/2025 Magnus Financial Group LLC12,971$1.63M0.2%+13.4%0.001%
1/17/2025 Daymark Wealth Partners LLC4,541$571K0.0%-6.1%0.000%
1/17/2025 Albion Financial Group UT65,279$8.21M0.6%-1.8%0.004%
1/17/2025 Viking Fund Management LLC95,000$11.94M1.9%-5.0%0.006%
1/17/2025 Advisory Alpha LLC2,577$324K0.0%+5.3%0.000%
1/17/2025 West Branch Capital LLC1,295$163K0.1%+300.9%0.000%
1/17/2025 Dakota Wealth Management10,575$1.33M0.0%-6.2%0.001%
1/17/2025 Eads & Heald Wealth Management7,085$891K0.4%+4.8%0.000%
1/17/2025 Barlow Wealth Partners Inc.5,382$703K0.1%-6.9%0.000%
1/17/2025 XML Financial LLC2,612$328K0.0%N/A0.000%
1/17/2025 Nisa Investment Advisors LLC590,347$74.22M0.3%+8.3%0.037%
1/17/2025 Genesis Private Wealth LLC2,635$331K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC49,247$6.19M0.4%+1.6%0.003%
1/17/2025 MCF Advisors LLC4,273$537K0.0%+7.2%0.000%
1/17/2025 White Pine Investment CO61,270$7.70M2.1%-4.2%0.004%
1/17/2025 Mirabaud & Cie SA39,247$4.93M1.6%N/A0.002%
1/17/2025 Verum Partners LLC1,656$208K0.1%N/A0.000%
1/17/2025 Perfromance Wealth Partners LLC3,004$378K0.0%+2.7%0.000%
1/17/2025 Howard Capital Management Group LLC1,316$165K0.0%N/A0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH289,779$36.43M0.2%+6,665.8%0.018%
1/17/2025 Atomi Financial Group Inc.15,220$1.91M0.1%+18.0%0.001%
1/17/2025 Clear Harbor Asset Management LLC3,371$424K0.0%+22.8%0.000%
1/17/2025 Perpetual Ltd7,552$949K0.0%-3.8%0.000%
1/16/2025 Charles Schwab Trust Co7,723$971K0.1%+6.5%0.000%
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1/16/2025 Lmcg Investments LLC80,790$10.16M0.6%+143.0%0.005%
1/16/2025 Hamlin Capital Management LLC1,490,670$187.41M4.6%-0.9%0.093%
1/16/2025 Aspiriant LLC2,961$372K0.0%+6.2%0.000%
1/16/2025 ARS Investment Partners LLC1,700$214K0.0%N/A0.000%
1/16/2025 Crossmark Global Holdings Inc.228,310$28.70M0.5%-12.9%0.014%
1/16/2025 Chesapeake Wealth Management15,001$1.89M0.6%-1.0%0.001%
1/16/2025 Ballentine Partners LLC52,849$6.64M0.1%+4.1%0.003%
1/16/2025 Culbertson A N & Co. Inc.26,039$3.27M0.5%-2.0%0.002%
1/16/2025 Pure Financial Advisors LLC1,994$251K0.0%N/A0.000%
1/16/2025 Regent Peak Wealth Advisors LLC1,610$202K0.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.19,581$2.46M0.0%+9.6%0.001%
1/16/2025 Harbor Investment Advisory LLC4,272$537K0.0%+4.1%0.000%
1/16/2025 Zhang Financial LLC3,602$453K0.0%+19.4%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB79,624$10.01M0.3%+49.0%0.005%
1/16/2025 Maltin Wealth Management Inc.1,785$224K0.1%N/A0.000%
1/16/2025 Baugh & Associates LLC69,651$8.45M4.4%-0.2%0.004%
1/16/2025 UMB Bank n.a.187,301$23.55M0.4%-4.3%0.012%
1/16/2025 Willner & Heller LLC4,602$579K0.5%-3.9%0.000%
1/16/2025 Diversify Advisory Services LLC9,918$1.22M0.1%-5.3%0.001%
1/16/2025 Diversify Wealth Management LLC6,074$750K0.1%+3.1%0.000%
1/16/2025 LVW Advisors LLC10,960$1.38M0.2%-13.4%0.001%
1/16/2025 City Holding Co.37,414$4.70M0.7%-0.5%0.002%
1/16/2025 Ellsworth Advisors LLC2,445$307K0.1%-6.7%0.000%
1/16/2025 Annex Advisory Services LLC252,714$31.77M1.0%-3.2%0.016%
1/16/2025 Grove Bank & Trust6,386$803K0.1%+6.6%0.000%
1/15/2025 J2 Capital Management Inc4,150$522K0.5%N/A0.000%
1/15/2025 Aaron Wealth Advisors LLC8,761$1.10M0.1%+7.1%0.001%
1/15/2025 Sandy Cove Advisors LLC35,973$4.52M1.8%+0.4%0.002%
1/15/2025 Moss Adams Wealth Advisors LLC12,027$1.51M0.2%+165.2%0.001%
1/15/2025 Nexus Investment Management ULC132,027$16.60M1.7%-27.5%0.008%
1/15/2025 Smith Salley Wealth Management20,939$2.63M0.2%+1.2%0.001%
1/15/2025 Financial Management Professionals Inc.8,259$1.04M0.1%+8.9%0.001%
1/15/2025 Triangle Securities Wealth Management9,442$1.19M0.3%-5.8%0.001%
1/15/2025 Krilogy Financial LLC15,170$1.91M0.1%+8.8%0.001%
1/15/2025 Ameritas Advisory Services LLC2,953$371K0.0%N/A0.000%
1/15/2025 HB Wealth Management LLC48,829$6.14M0.1%-3.8%0.003%
1/15/2025 Trust Co. of Vermont13,400$1.69M0.1%-1.3%0.001%
1/15/2025 Premier Path Wealth Partners LLC10,072$1.27M0.2%-2.6%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.12,067$1.52M0.0%+35.5%0.001%
1/15/2025 Howard Financial Services LTD.3,204$403K0.1%+23.2%0.000%
1/15/2025 Verity & Verity LLC9,879$1.24M0.1%N/A0.001%
1/15/2025 Arkadios Wealth Advisors6,433$809K0.0%-8.6%0.000%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,678$337K0.1%-4.6%0.000%
1/15/2025 Dakota Community Bank & Trust NA961$121K0.6%-7.8%0.000%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.7,369$926K0.1%-10.1%0.000%
1/15/2025 Brooklyn Investment Group28,637$3.60M1.1%-0.3%0.002%
1/15/2025 Sax Wealth Advisors LLC2,684$337K0.0%+11.0%0.000%
1/15/2025 Somerset Trust Co15,422$1.94M0.7%+3.4%0.001%
1/15/2025 Merit Financial Group LLC14,158$1.78M0.0%+78.0%0.001%
1/15/2025 Boston Common Asset Management LLC142,387$17.90M0.5%+20.8%0.009%
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1/15/2025 CNB Bank4,514$568K0.3%-4.1%0.000%
1/15/2025 Wealthcare Advisory Partners LLC3,035$382K0.0%+15.9%0.000%
1/15/2025 Avanza Fonder AB93,472$11.75M0.4%N/A0.006%
1/15/2025 Procyon Advisors LLC14,538$1.83M0.1%-1.0%0.001%
1/15/2025 Everpar Advisors LLC3,027$381K0.2%+8.7%0.000%
1/15/2025 Hennessy Advisors Inc.66,000$8.30M0.2%-5.0%0.004%
1/15/2025 Goldstone Financial Group LLC5,896$741K0.1%+26.4%0.000%
1/15/2025 Channel Wealth LLC1,601$201K0.1%N/A0.000%
1/15/2025 KMG Fiduciary Partners LLC33,142$4.17M0.3%-4.6%0.002%
1/15/2025 Sterling Financial Group Inc.1,789$225K0.1%N/A0.000%
(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, 1,879 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), State Street Corp ($11.50B), Vanguard Group Inc. ($10.21B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.25B), Capital International Investors ($2.68B), and Geode Capital Management LLC ($2.62B).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 1,611 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: Price T Rowe Associates Inc. MD ($12.70M), Norges Bank ($10.27M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Capital International Investors ($7.19M), Boston Partners ($7.15M), Wellington Management Group LLP ($6.54M), and Ontario Teachers Pension Plan Board ($5.82M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 159,870,752 shares in the last 24 months. This purchase volume represents approximately $14.42B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,202 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), Capital Research Global Investors ($13.17M), Wellington Management Group LLP ($10.80M), LSV Asset Management ($4.28M), Bank of New York Mellon Corp ($4.09M), Franklin Resources Inc. ($3.52M), and The Manufacturers Life Insurance Company ($3.18M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 133,680,877 shares in the last 24 months. This volume of shares sold represents approximately $12.11B in transactions.


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This page (NYSE:MS) was last updated on 1/20/2025 by MarketBeat.com Staff
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