Morgan Stanley (MS) Institutional Ownership

$131.69 -0.55 (-0.42%)

(As of 11/20/2024 ET)

Current Institutional Ownership Percentage: 84.19%
Number of Institutional Buyers (last 12 months): 1082
Total Institutional Inflows (last 12 months): $6.41B

Number of Institutional Sellers (last 12 months): 834
Total Institutional Outflows (last 12 months): $6.31B

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.

MS Institutional Buying and Selling by Quarter

Ad DTI

Download Our Tesla Ebook For Free

Like many of you, we here at the TradingPub are bullish on Tesla long term. We believe the company will continue to be a leader in technology, EVs and A.I. We also believe it’s share price will be rewarded in a big way… In fact, our #1 Tesla expert just published a brand new Ebook regarding Tesla’s future, and we’d like to send it to you at no cost.

To claim your copy free of charge simply follow this link.

Morgan Stanley Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/20/2024	Bard Financial Services Inc.	12,430	$1.30M	0.2%	-13.1%	0.001%
11/19/2024	TCW Group Inc.	739,055	$77.04M	0.7%	-2.5%	0.046%
11/18/2024	Soltis Investment Advisors LLC	2,318	$242K	0.0%	N/A	0.000%
11/18/2024	TD Private Client Wealth LLC	34,325	$3.58M	0.1%	+96.6%	0.002%
11/18/2024	Hobbs Group Advisors LLC	3,065	$320K	0.1%	-3.6%	0.000%
11/18/2024	Fortem Financial Group LLC	4,181	$436K	0.2%	+6.4%	0.000%
Get the Latest News and Ratings for MS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Morgan Stanley and its competitors with MarketBeat's FREE daily newsletter.
11/18/2024	Arete Wealth Advisors LLC	4,609	$478K	0.0%	-10.2%	0.000%
11/18/2024	Teachers Retirement System of The State of Kentucky	480,205	$50.06M	0.4%	-4.2%	0.030%
11/18/2024	Sunbelt Securities Inc.	7,209	$752K	0.1%	-3.1%	0.000%
11/18/2024	Toronto Dominion Bank	349,660	$36.45M	0.1%	-14.5%	0.022%
11/18/2024	Empire Financial Management Company LLC	6,662	$694K	0.2%	-2.7%	0.000%
11/18/2024	Brown Financial Advisors	16,936	$1.77M	0.7%	-15.9%	0.001%
11/18/2024	Coldstream Capital Management Inc.	61,101	$6.43M	0.1%	+4.8%	0.004%
11/18/2024	Strait & Sound Wealth Management LLC	5,610	$585K	0.3%	+21.9%	0.000%
11/18/2024	Orion Capital Management LLC	8,740	$911K	0.4%	+4.2%	0.001%
11/18/2024	First Dallas Securities Inc.	5,912	$616K	0.3%	-18.0%	0.000%
11/16/2024	Geode Capital Management LLC	25,240,729	$2.62B	0.2%	+1.1%	1.567%
11/15/2024	MidWestOne Financial Group Inc.	7,389	$770K	0.1%	-2.0%	0.000%
11/15/2024	Insight Inv LLC	17,042	$1.78M	1.5%	-1.5%	0.001%
11/15/2024	Frisch Financial Group Inc.	3,831	$399K	0.1%	+6.5%	0.000%
11/15/2024	Prestige Wealth Management Group LLC	470	$49K	0.0%	-87.0%	0.000%
11/15/2024	Vestcor Inc	24,029	$2.51M	0.1%	+3.9%	0.001%
11/15/2024	Continuum Advisory LLC	3,551	$370K	0.0%	+12.3%	0.000%
11/15/2024	Harvest Investment Advisors LLC	19,981	$2.08M	1.4%	+0.9%	0.001%
11/15/2024	Geller Advisors LLC	55,488	$5.78M	0.4%	-1.5%	0.003%
11/15/2024	Hamilton Capital LLC	9,709	$1.01M	0.1%	+4.0%	0.001%
11/15/2024	Public Employees Retirement System of Ohio	667,801	$69.61M	0.3%	-0.6%	0.041%
11/15/2024	Groupama Asset Managment	80,587	$8.40M	0.2%	-9.1%	0.005%
11/15/2024	Nomura Asset Management Co. Ltd.	422,103	$44M	0.1%	+17.1%	0.026%
11/15/2024	Y Intercept Hong Kong Ltd	3,714	$387K	0.0%	-81.6%	0.000%
11/15/2024	Raab & Moskowitz Asset Management LLC	3,642	$380K	0.1%	+2.8%	0.000%
11/15/2024	MML Investors Services LLC	289,408	$30.17M	0.1%	+15.2%	0.018%
11/15/2024	Hodges Capital Management Inc.	44,384	$4.63M	0.3%	+1.9%	0.003%
11/15/2024	First National Bank of Omaha	44,008	$4.59M	0.3%	-4.9%	0.003%
11/15/2024	Anson Funds Management LP	20,000	$2.09M	0.1%	N/A	0.001%
11/15/2024	Headinvest LLC	1,934	$202K	0.0%	N/A	0.000%
11/15/2024	Mosaic Financial Group LLC	2,294	$239K	0.2%	-8.0%	0.000%
11/15/2024	Orion Portfolio Solutions LLC	89,436	$9.32M	0.2%	-3.0%	0.006%
11/15/2024	World Investment Advisors LLC	190,984	$19.91M	0.1%	+1,738.3%	0.012%
11/15/2024	Zacks Investment Management	6,573	$685K	0.0%	-2.9%	0.000%
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad) All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen. Register for the FREE Workshop Now & get $10 in Bitcoin
11/15/2024	Castleark Management LLC	81,820	$8.53M	0.3%	N/A	0.005%
11/15/2024	Goldstream Capital Management Ltd	4,087	$426K	0.1%	N/A	0.000%
11/15/2024	Glen Eagle Advisors LLC	2,100	$219K	0.0%	-5.9%	0.000%
11/15/2024	iA Global Asset Management Inc.	2,450	$255K	0.0%	-86.1%	0.000%
11/15/2024	EP Wealth Advisors LLC	22,123	$2.31M	0.0%	+26.0%	0.001%
11/15/2024	United Services Automobile Association	29,636	$3.09M	0.1%	-19.3%	0.002%
11/15/2024	Insigneo Advisory Services LLC	22,545	$2.35M	0.2%	-9.2%	0.001%
11/15/2024	Kovitz Investment Group Partners LLC	240,682	$23.41M	0.1%	+80.0%	0.015%
11/15/2024	Voya Financial Advisors Inc.	4,795	$499K	0.1%	+30.2%	0.000%
11/15/2024	Wellington Management Group LLP	31,171,766	$3.25B	0.6%	-19.1%	1.935%
11/15/2024	Worldquant Millennium Advisors LLC	107,419	$11.20M	0.1%	-78.6%	0.007%
11/15/2024	Texas Capital Bank Wealth Management Services Inc	84,986	$8.86M	0.9%	+2.6%	0.005%
11/15/2024	State Street Corp	110,279,349	$11.50B	0.5%	+0.0%	6.845%
11/15/2024	Stevens Capital Management LP	3,217	$335K	0.0%	-60.2%	0.000%
11/15/2024	Stifel Financial Corp	1,607,923	$167.61M	0.2%	+4.2%	0.100%
11/15/2024	SageView Advisory Group LLC	6,574	$685K	0.0%	-44.3%	0.000%
11/15/2024	Quantinno Capital Management LP	99,995	$10.42M	0.1%	+32.7%	0.006%
11/15/2024	Royal London Asset Management Ltd.	596,932	$62.22M	0.2%	+1.6%	0.037%
11/15/2024	Resurgent Financial Advisors LLC	7,841	$817K	0.5%	+13.5%	0.000%
11/15/2024	Morse Asset Management Inc	4,424	$461K	0.1%	+7.1%	0.000%
11/15/2024	NFJ Investment Group LLC	251,858	$26.25M	0.8%	-1.1%	0.016%
11/15/2024	IHT Wealth Management LLC	8,777	$915K	0.0%	+8.8%	0.001%
11/15/2024	Integrated Wealth Concepts LLC	35,125	$3.66M	0.0%	-3.2%	0.002%
11/15/2024	Investment Management Corp of Ontario	64,353	$6.71M	0.1%	+25.6%	0.004%
11/15/2024	Janus Henderson Group PLC	6,314,308	$658.22M	0.3%	-6.5%	0.392%
11/15/2024	Hotchkis & Wiley Capital Management LLC	4,420	$461K	0.0%	-95.3%	0.000%
11/15/2024	HighTower Advisors LLC	1,370,572	$140.08M	0.2%	+71.2%	0.085%
11/15/2024	Hilltop Holdings Inc.	40,178	$4.19M	0.3%	+394.0%	0.002%
11/15/2024	Holocene Advisors LP	435,373	$45.38M	0.2%	N/A	0.027%
11/15/2024	Chevy Chase Trust Holdings LLC	672,624	$70.11M	0.2%	-2.2%	0.042%
11/15/2024	Coastwise Capital Group LLC	3,395	$354K	0.3%	N/A	0.000%
11/15/2024	Community Bank N.A.	24,520	$2.56M	0.3%	-2.6%	0.002%
11/15/2024	Ascent Group LLC	2,465	$257K	0.0%	+7.0%	0.000%
11/15/2024	Beacon Investment Advisory Services Inc.	233,502	$24.34M	1.0%	+0.4%	0.014%
11/15/2024	Benjamin Edwards Inc.	22,872	$2.38M	0.0%	+3,067.9%	0.001%
11/15/2024	Aureus Asset Management LLC	57,159	$5.96M	0.4%	+1.1%	0.004%
11/15/2024	FSA Wealth Management LLC	957	$100K	0.0%	N/A	0.000%
11/15/2024	B&L Asset Management LLC	2,775	$289K	0.2%	N/A	0.000%
11/15/2024	Erste Asset Management GmbH	442,276	$46.07M	0.6%	N/A	0.027%
11/15/2024	Socorro Asset Management LP	77,029	$8.03M	3.0%	-18.4%	0.005%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	203,385	$21.20M	0.1%	-13.4%	0.013%
11/14/2024	Edgestream Partners L.P.	33,622	$3.51M	0.2%	N/A	0.002%
11/14/2024	Acropolis Investment Management LLC	18,735	$1.95M	0.1%	-0.7%	0.001%
11/14/2024	L.M. Kohn & Company	3,022	$315K	0.1%	+12.8%	0.000%
11/14/2024	Ironwood Investment Counsel LLC	16,375	$1.71M	0.3%	+2.4%	0.001%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	70,500	$7.35M	0.0%	-89.2%	0.004%
11/14/2024	TRUE Private Wealth Advisors	8,267	$862K	0.1%	-3.8%	0.001%
11/14/2024	Circle Wealth Management LLC	2,990	$312K	0.0%	-5.6%	0.000%
11/14/2024	Fred Alger Management LLC	150,096	$15.65M	0.1%	+2.4%	0.009%
11/14/2024	Captrust Financial Advisors	122,900	$12.81M	0.0%	+0.7%	0.008%
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad) All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen. Register for the FREE Workshop Now & get $10 in Bitcoin
11/14/2024	Icon Wealth Advisors LLC	8,425	$878K	0.1%	+51.0%	0.001%
11/14/2024	Rockefeller Capital Management L.P.	367,022	$38.24M	0.1%	+53.0%	0.023%
11/14/2024	Vinva Investment Management Ltd	50,650	$5.27M	0.2%	+3.4%	0.003%
11/14/2024	Financial Counselors Inc.	88,279	$9.20M	0.1%	+9.1%	0.005%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	8,454,177	$881.26M	0.2%	+4.8%	0.525%
11/14/2024	Public Sector Pension Investment Board	217,396	$22.66M	0.1%	+2.5%	0.013%
11/14/2024	Fiduciary Trust Co	366,242	$38.18M	0.5%	-2.2%	0.023%
11/14/2024	De Lisle Partners LLP	5,000	$521K	0.1%	N/A	0.000%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	485,271	$50.59M	0.2%	-1.0%	0.030%
11/14/2024	FORA Capital LLC	23,740	$2.48M	0.3%	N/A	0.001%

(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, 1,852 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 1,587 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 156,459,555 shares in the last 24 months. This purchase volume represents approximately $14.00B in transactions.
Which Morgan Stanley major shareholders have been selling company stock?: Of the 1,182 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 132,708,856 shares in the last 24 months. This volume of shares sold represents approximately $11.96B in transactions.

Related Companies

This page (NYSE:MS) was last updated on 11/21/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Morgan Stanley (MS) Institutional Ownership

MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

MS Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Morgan Stanley (MS) Institutional Ownership

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

MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

MS Institutional Ownership - Frequently Asked Questions

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools