Free Trial
→ URGENT: This Altcoin Opportunity Won’t Wait – Act Now (From Crypto Swap Profits) (Ad) Free MS Stock Alerts

Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$123.44 +2.94 (+2.44%)
(As of 12/20/2024 05:45 PM ET)
Compare

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1087
Total
Institutional Inflows
(last 12 months)
$6.75B
Number of
Institutional Sellers
(last 12 months)
833
Total
Institutional Outflows
(last 12 months)
$5.90B
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

Morgan Stanley Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 Lord Abbett & CO. LLC1,947,252$202.98M0.6%-1.5%0.121%
12/13/2024 B. Riley Wealth Advisors Inc.30,074$3.14M0.1%-3.0%0.002%
12/11/2024 1ST Source Bank15,852$1.65M0.1%-0.6%0.001%
12/10/2024 DGS Capital Management LLC4,331$451K0.1%+28.0%0.000%
12/9/2024 Copley Financial Group Inc.6,149$641K0.6%N/A0.000%
12/6/2024 Logan Capital Management Inc.38,290$3.99M0.2%-6.2%0.002%
12/6/2024 Retirement Systems of Alabama937,020$97.68M0.4%-6.8%0.058%
12/3/2024 Oddo BHF Asset Management Sas7,000$730K0.0%N/A0.000%
12/2/2024 Inspire Trust Co. N.A.35,300$3.68M1.0%+20.5%0.002%
11/29/2024 American Trust2,206$230K0.0%-4.2%0.000%
11/27/2024 Franklin Resources Inc.7,850,848$881.49M0.2%+75.2%0.487%
11/26/2024 Peapack Gladstone Financial Corp173,402$18.08M0.3%-1.0%0.011%
11/25/2024 Synovus Financial Corp59,758$6.23M0.1%+9.2%0.004%
11/25/2024 Tidal Investments LLC85,446$8.91M0.1%+6.4%0.005%
11/25/2024 Cim Investment Management Inc.7,789$812K0.2%-2.4%0.000%
11/25/2024 Wilmington Savings Fund Society FSB21,134$2.20M0.0%+474.3%0.001%
11/25/2024 World Investment Advisors LLC15,063$1.57M0.0%+45.0%0.001%
11/25/2024 Sanctuary Advisors LLC172,114$17.94M0.1%+8.5%0.011%
11/22/2024 Stock Yards Bank & Trust Co.40,513$4.22M0.1%-3.9%0.003%
11/22/2024 Sculati Wealth Management LLC35,013$3.65M1.5%+1.9%0.002%
11/20/2024 Bard Financial Services Inc.12,430$1.30M0.2%-13.1%0.001%
11/19/2024 TCW Group Inc.739,055$77.04M0.7%-2.5%0.046%
11/18/2024 Soltis Investment Advisors LLC2,318$242K0.0%N/A0.000%
11/18/2024 TD Private Client Wealth LLC34,325$3.58M0.1%+96.6%0.002%
11/18/2024 Hobbs Group Advisors LLC3,065$320K0.1%-3.6%0.000%
11/18/2024 Fortem Financial Group LLC4,181$436K0.2%+6.4%0.000%
11/18/2024 Arete Wealth Advisors LLC4,609$478K0.0%-10.2%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky480,205$50.06M0.4%-4.2%0.030%
11/18/2024 Sunbelt Securities Inc.7,209$752K0.1%-3.1%0.000%
11/18/2024 Toronto Dominion Bank349,660$36.45M0.1%-14.5%0.022%
11/18/2024 Empire Financial Management Company LLC6,662$694K0.2%-2.7%0.000%
11/18/2024 Brown Financial Advisors16,936$1.77M0.7%-15.9%0.001%
11/18/2024 Coldstream Capital Management Inc.61,101$6.43M0.1%+4.8%0.004%
11/18/2024 Strait & Sound Wealth Management LLC5,610$585K0.3%+21.9%0.000%
11/18/2024 Orion Capital Management LLC8,740$911K0.4%+4.2%0.001%
11/18/2024 First Dallas Securities Inc.5,912$616K0.3%-18.0%0.000%
11/16/2024 Geode Capital Management LLC25,240,729$2.62B0.2%+1.1%1.567%
11/15/2024 MidWestOne Financial Group Inc.7,389$770K0.1%-2.0%0.000%
11/15/2024 Insight Inv LLC17,042$1.78M1.5%-1.5%0.001%
11/15/2024 Frisch Financial Group Inc.3,831$399K0.1%+6.5%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
11/15/2024 Prestige Wealth Management Group LLC470$49K0.0%-87.0%0.000%
11/15/2024 Vestcor Inc24,029$2.51M0.1%+3.9%0.001%
11/15/2024 Continuum Advisory LLC3,551$370K0.0%+12.3%0.000%
11/15/2024 Harvest Investment Advisors LLC19,981$2.08M1.4%+0.9%0.001%
11/15/2024 Geller Advisors LLC55,488$5.78M0.4%-1.5%0.003%
11/15/2024 Hamilton Capital LLC9,709$1.01M0.1%+4.0%0.001%
11/15/2024 Public Employees Retirement System of Ohio667,801$69.61M0.3%-0.6%0.041%
11/15/2024 Groupama Asset Managment80,587$8.40M0.2%-9.1%0.005%
11/15/2024 Nomura Asset Management Co. Ltd.422,103$44M0.1%+17.1%0.026%
11/15/2024 Y Intercept Hong Kong Ltd3,714$387K0.0%-81.6%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC3,642$380K0.1%+2.8%0.000%
11/15/2024 MML Investors Services LLC289,408$30.17M0.1%+15.2%0.018%
11/15/2024 Hodges Capital Management Inc.44,384$4.63M0.3%+1.9%0.003%
11/15/2024 First National Bank of Omaha44,008$4.59M0.3%-4.9%0.003%
11/15/2024 Anson Funds Management LP20,000$2.09M0.1%N/A0.001%
11/15/2024 Headinvest LLC1,934$202K0.0%N/A0.000%
11/15/2024 Mosaic Financial Group LLC2,294$239K0.2%-8.0%0.000%
11/15/2024 Orion Portfolio Solutions LLC89,436$9.32M0.2%-3.0%0.006%
11/15/2024 World Investment Advisors LLC190,984$19.91M0.1%+1,738.3%0.012%
11/15/2024 Zacks Investment Management6,573$685K0.0%-2.9%0.000%
11/15/2024 Castleark Management LLC81,820$8.53M0.3%N/A0.005%
11/15/2024 Goldstream Capital Management Ltd4,087$426K0.1%N/A0.000%
11/15/2024 Glen Eagle Advisors LLC2,100$219K0.0%-5.9%0.000%
11/15/2024 iA Global Asset Management Inc.2,450$255K0.0%-86.1%0.000%
11/15/2024 EP Wealth Advisors LLC22,123$2.31M0.0%+26.0%0.001%
11/15/2024 United Services Automobile Association29,636$3.09M0.1%-19.3%0.002%
11/15/2024 Insigneo Advisory Services LLC22,545$2.35M0.2%-9.2%0.001%
11/15/2024 Kovitz Investment Group Partners LLC240,682$23.41M0.1%+80.0%0.015%
11/15/2024 Voya Financial Advisors Inc.4,795$499K0.1%+30.2%0.000%
11/15/2024 Wellington Management Group LLP31,171,766$3.25B0.6%-19.1%1.935%
11/15/2024 Worldquant Millennium Advisors LLC107,419$11.20M0.1%-78.6%0.007%
11/15/2024 Texas Capital Bank Wealth Management Services Inc84,986$8.86M0.9%+2.6%0.005%
11/15/2024 State Street Corp110,279,349$11.50B0.5%+0.0%6.845%
11/15/2024 Stevens Capital Management LP3,217$335K0.0%-60.2%0.000%
11/15/2024 Stifel Financial Corp1,607,923$167.61M0.2%+4.2%0.100%
11/15/2024 SageView Advisory Group LLC6,574$685K0.0%-44.3%0.000%
11/15/2024 Quantinno Capital Management LP99,995$10.42M0.1%+32.7%0.006%
11/15/2024 Royal London Asset Management Ltd.596,932$62.22M0.2%+1.6%0.037%
11/15/2024 Resurgent Financial Advisors LLC7,841$817K0.5%+13.5%0.000%
11/15/2024 Morse Asset Management Inc4,424$461K0.1%+7.1%0.000%
11/15/2024 NFJ Investment Group LLC251,858$26.25M0.8%-1.1%0.016%
11/15/2024 IHT Wealth Management LLC8,777$915K0.0%+8.8%0.001%
11/15/2024 Integrated Wealth Concepts LLC35,125$3.66M0.0%-3.2%0.002%
11/15/2024 Investment Management Corp of Ontario64,353$6.71M0.1%+25.6%0.004%
11/15/2024 Janus Henderson Group PLC6,314,308$658.22M0.3%-6.5%0.392%
11/15/2024 Hotchkis & Wiley Capital Management LLC4,420$461K0.0%-95.3%0.000%
11/15/2024 HighTower Advisors LLC1,370,572$140.08M0.2%+71.2%0.085%
11/15/2024 Hilltop Holdings Inc.40,178$4.19M0.3%+394.0%0.002%
11/15/2024 Holocene Advisors LP435,373$45.38M0.2%N/A0.027%
11/15/2024 Chevy Chase Trust Holdings LLC672,624$70.11M0.2%-2.2%0.042%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
11/15/2024 Coastwise Capital Group LLC3,395$354K0.3%N/A0.000%
11/15/2024 Community Bank N.A.24,520$2.56M0.3%-2.6%0.002%
11/15/2024 Ascent Group LLC2,465$257K0.0%+7.0%0.000%
11/15/2024 Beacon Investment Advisory Services Inc.233,502$24.34M1.0%+0.4%0.014%
11/15/2024 Benjamin Edwards Inc.22,872$2.38M0.0%+3,067.9%0.001%
11/15/2024 Aureus Asset Management LLC57,159$5.96M0.4%+1.1%0.004%
11/15/2024 FSA Wealth Management LLC957$100K0.0%N/A0.000%
11/15/2024 B&L Asset Management LLC2,775$289K0.2%N/A0.000%
11/15/2024 Erste Asset Management GmbH442,276$46.07M0.6%N/A0.027%
11/15/2024 Socorro Asset Management LP77,029$8.03M3.0%-18.4%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, 1,856 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 1,591 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 159,264,848 shares in the last 24 months. This purchase volume represents approximately $14.31B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,183 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 132,447,748 shares in the last 24 months. This volume of shares sold represents approximately $11.94B in transactions.


Related Companies

This page (NYSE:MS) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | 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
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored