Morgan Stanley (MS) Institutional Ownership

$98.56
+0.28 (+0.28%)
(As of 05/13/2024 ET)

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1062
Total
Institutional Inflows
(last 12 months)
$9.73B
Number of
Institutional Sellers
(last 12 months)
843
Total
Institutional Outflows
(last 12 months)
$6.88B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024Bessemer Group Inc.779,451$73.39M0.1%+433.4%0.048%
5/13/2024New Age Alpha Advisors LLC25,000$2.35M1.4%-0.6%0.002%
5/13/2024UniSuper Management Pty Ltd754,631$71.06M0.7%+2.4%0.046%
5/13/2024Clearbridge Investments LLC649,871$61.19M0.0%-3.6%0.040%
5/13/2024Cedar Wealth Management LLC684$64K0.0%+29.8%0.000%
5/13/2024Texas Capital Bank Wealth Management Services Inc79,013$7.44M0.8%+17.2%0.005%
5/13/2024Texas Capital Bancshares Inc TX9,390$884K0.4%+35.3%0.001%
5/13/2024O Shaughnessy Asset Management LLC194,537$18.32M0.2%+11.4%0.012%
5/13/2024Ameritas Investment Partners Inc.49,616$4.67M0.2%+7.5%0.003%
5/13/2024Penobscot Investment Management Company Inc.13,071$1.23M0.1%+5.4%0.001%
5/11/2024 Resurgent Financial Advisors LLC7,145$673K0.4%-17.5%0.000%
5/11/2024 Covestor Ltd1,409$133K0.1%+110.3%0.000%
5/11/2024 Beaumont Financial Advisors LLC2,272$214K0.0%-10.0%0.000%
5/11/2024 Orion Capital Management LLC8,844$833K0.4%+3.5%0.001%
5/11/2024 Ironwood Investment Counsel LLC15,974$1.50M0.3%+3.1%0.001%
5/11/2024 Jacobi Capital Management LLC3,298$311K0.0%+30.7%0.000%
5/11/2024 Edgestream Partners L.P.4,303$405K0.0%+58.0%0.000%
5/10/2024 Allstate Corp3,884$366K0.0%-6.9%0.000%
5/10/2024 Ontario Teachers Pension Plan Board5,816,843$547.71M4.7%+5.8%0.358%
5/10/2024 Osaic Holdings Inc.183,922$17.32M0.0%-37.5%0.011%
5/10/2024 Connors Investor Services Inc.235,830$22.21M2.3%+0.3%0.014%
5/10/2024 Acadian Asset Management LLC1,248$117K0.0%-72.6%0.000%
5/10/2024 TIAA Trust National Association48,206$4.54M0.0%-70.1%0.003%
5/10/2024 Vanguard Group Inc.108,436,118$10.21B0.2%-0.6%6.666%
5/10/2024 Cornerstone Advisors LLC90,200$8.49M0.4%-5.8%0.006%
5/10/2024 Viawealth LLC2,968$279K0.2%-11.9%0.000%
5/10/2024 Intech Investment Management LLC74,544$7.02M0.1%-73.2%0.005%
5/10/2024 Hoey Investments Inc.20,335$1.92M0.4%-2.0%0.001%
5/10/2024 Nicolet Advisory Services LLC6,877$647K0.1%-16.8%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp610,501$57.48M0.1%-7.2%0.038%
5/10/2024 Pinnacle Wealth Planning Services Inc.3,829$361K0.1%-57.2%0.000%
5/10/2024 First Foundation Advisors6,521$614K0.0%-2.7%0.000%
5/10/2024 Banco Santander S.A.92,122$8.67M0.1%-1.5%0.006%
5/10/2024 Tocqueville Asset Management L.P.14,839$1.40M0.0%+12.6%0.001%
5/10/2024 TCTC Holdings LLC23,372$2.20M0.1%-0.7%0.001%
5/10/2024 1ST Source Bank15,835$1.49M0.1%-0.8%0.001%
5/10/2024 Wintrust Investments LLC15,633$1.47M0.1%-2.6%0.001%
5/10/2024 GM Advisory Group LLC4,583$432K0.0%-17.5%0.000%
5/10/2024 Glaxis Capital Management LLC5,000$471K0.9%N/A0.000%
5/10/2024 Trust Investment Advisors16,559$1.56M1.1%-3.2%0.001%
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5/10/2024 Banco BTG Pactual S.A.10,000$933K0.2%-50.6%0.001%
5/9/2024 Forum Financial Management LP18,896$1.78M0.0%-0.8%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC13,048$1.23M0.1%+2.7%0.001%
5/9/2024 Blair William & Co. IL164,752$15.51M0.0%+1.7%0.010%
5/9/2024 Wilkins Investment Counsel Inc.15,570$1.47M0.2%N/A0.001%
5/9/2024 Lord Abbett & CO. LLC1,949,578$183.57M0.6%-30.4%0.120%
5/9/2024 Maple Capital Management Inc.257,220$24.22M2.2%+2.7%0.016%
5/9/2024 Kingsview Wealth Management LLC5,574$525K0.0%-11.0%0.000%
5/9/2024 Beacon Investment Advisory Services Inc.229,645$21.62M0.9%+1.7%0.014%
5/9/2024 Ledyard National Bank4,491$423K0.0%-5.3%0.000%
5/9/2024 SageView Advisory Group LLC590$56K0.0%-94.6%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,469,432$138.36M0.2%+21.3%0.090%
5/9/2024 Angeles Wealth Management LLC3,979$375K0.0%+42.7%0.000%
5/9/2024 Interchange Capital Partners LLC2,410$227K0.2%-4.4%0.000%
5/9/2024 State Board of Administration of Florida Retirement System1,421,155$124.78M0.2%+11.3%0.087%
5/9/2024 Rogco LP4,834$455K0.2%+13.4%0.000%
5/9/2024 Koshinski Asset Management Inc.13,639$1.28M0.1%-32.7%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.155,447$14.64M0.0%-4.5%0.010%
5/8/2024 Edmond DE Rothschild Holding S.A.15,898$1.50M0.0%-86.0%0.001%
5/8/2024 J.P. Marvel Investment Advisors LLC200,512$18.88M3.3%-0.1%0.012%
5/8/2024 MAI Capital Management186,663$17.58M0.2%+5.2%0.011%
5/8/2024 Bleakley Financial Group LLC23,575$2.22M0.1%+2.0%0.001%
5/8/2024 Great Diamond Partners LLC17,548$1.65M0.4%+1.1%0.001%
5/8/2024 ProShare Advisors LLC242,711$22.85M0.1%-7.0%0.015%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS275,024$25.90M0.2%-0.6%0.017%
5/8/2024 Avantax Advisory Services Inc.74,827$7.05M0.1%+2.6%0.005%
5/8/2024 US Bancorp DE783,886$73.81M0.1%+2.3%0.048%
5/8/2024 Russell Investments Group Ltd.886,705$83.41M0.1%-4.4%0.055%
5/8/2024 QRG Capital Management Inc.224,109$21.10M0.3%-8.9%0.014%
5/8/2024 Legacy Capital Group California Inc.5,689$536K0.2%-3.7%0.000%
5/8/2024 New Republic Capital LLC102,103$9.61M6.1%+0.2%0.006%
5/8/2024 Williams Jones Wealth Management LLC.17,084$1.61M0.0%-6.5%0.001%
5/7/2024 Meeder Advisory Services Inc.18,386$1.73M0.2%+2.2%0.001%
5/7/2024 Meeder Asset Management Inc.4,470$421K0.0%+9.7%0.000%
5/7/2024 NorthRock Partners LLC11,489$1.08M0.1%+60.7%0.001%
5/7/2024 Fiduciary Family Office LLC3,341$315K0.1%+41.0%0.000%
5/7/2024 Sei Investments Co.517,891$48.76M0.1%+1.9%0.032%
5/7/2024 Bedel Financial Consulting Inc.3,053$287K0.0%-9.5%0.000%
5/7/2024 Chilton Capital Management LLC331,500$31.21M1.5%+7.7%0.020%
5/7/2024 Concurrent Investment Advisors LLC10,644$1.00M0.0%+9.6%0.001%
5/7/2024 Nixon Peabody Trust Co.115,965$10.92M1.0%+5.6%0.007%
5/7/2024 Atomi Financial Group Inc.6,895$649K0.1%+19.9%0.000%
5/7/2024 Montag A & Associates Inc.76,052$7.16M0.4%-1.7%0.005%
5/7/2024 KCM Investment Advisors LLC27,656$2.60M0.1%-4.5%0.002%
5/7/2024 Smithfield Trust Co4,493$422K0.0%+5.6%0.000%
5/7/2024 Forsta AP Fonden297,163$27.98M0.2%+19.8%0.018%
5/7/2024 Highland Capital Management LLC43,082$4.06M0.2%-1.2%0.003%
5/7/2024 Illinois Municipal Retirement Fund111,005$10.45M0.2%+81.2%0.007%
5/7/2024 Nvwm LLC13,948$1.31M0.4%-1.2%0.001%
5/7/2024 Gibraltar Capital Management Inc.10,192$960K0.4%-10.6%0.001%
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5/7/2024 Oppenheimer Asset Management Inc.300,089$28.26M0.4%-11.8%0.018%
5/7/2024 PFG Advisors2,961$279K0.0%+25.5%0.000%
5/7/2024 Oppenheimer & Co. Inc.130,780$12.31M0.2%-11.9%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,172$958K0.0%+23.0%0.001%
5/7/2024 Wealthspire Advisors LLC35,296$3.32M0.0%-4.9%0.002%
5/7/2024 Retirement Planning Co of New England Inc.9,362$882K0.5%-38.4%0.001%
5/7/2024 Mystic Asset Management Inc.15,924$1.50M0.6%+2.7%0.001%
5/7/2024 Empowered Funds LLC34,982$3.29M0.1%+7.0%0.002%
5/7/2024 AIA Group Ltd33,598$3.16M0.1%+96.6%0.002%
5/6/2024 LSV Asset Management43,900$4.13M0.0%-96.8%0.003%
(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, 1,836 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), Vanguard Group Inc. ($10.21B), State Street Corp ($9.78B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.59B), Capital International Investors ($2.28B), and Price T Rowe Associates Inc. MD ($2.02B).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 1,569 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: Capital International Investors ($21.36M), Capital Research Global Investors ($15.28M), Price T Rowe Associates Inc. MD ($12.70M), Norges Bank ($10.27M), Fisher Asset Management LLC ($9.45M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), and Boston Partners ($7.09M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 199,730,601 shares in the last 24 months. This purchase volume represents approximately $17.23B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,207 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), State Street Corp ($10.49M), Vanguard Group Inc. ($8.06M), Wellington Management Group LLP ($8.04M), FMR LLC ($7.11M), Capital Research Global Investors ($6.35M), and Price T Rowe Associates Inc. MD ($6.30M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 173,141,610 shares in the last 24 months. This volume of shares sold represents approximately $14.52B in transactions.


This page (NYSE:MS) was last updated on 5/13/2024 by MarketBeat.com Staff

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