Free Trial

Morgan Stanley (MS) Institutional Ownership

→ Investors Alert: The Next Big Thing in Weight Loss (From Behind the Markets) (Ad)
Free MS Stock Alerts
$93.64
+0.99 (+1.07%)
(As of 05/3/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1130
Total
Institutional Inflows
(last 12 months)
$10.38B
Number of
Institutional Sellers
(last 12 months)
873
Total
Institutional Outflows
(last 12 months)
$7.13B
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
5/4/2024Howland Capital Management LLC17,378$1.64M0.1%-7.2%0.001%
5/4/2024Geneos Wealth Management Inc.35,152$3.31M0.2%+7.3%0.002%
5/4/2024Valley Wealth Managers Inc.238,584$22.47M1.7%-1.8%0.015%
5/4/2024Team Hewins LLC10,560$994K0.1%-1.5%0.001%
5/4/2024Csenge Advisory Group6,904$650K0.0%-28.6%0.000%
5/4/2024Richardson Financial Services Inc.332$31K0.0%-43.2%0.000%
5/3/2024Signaturefd LLC23,134$2.18M0.0%+6.4%0.001%
5/3/2024FDx Advisors Inc.2,895$273K0.0%-59.0%0.000%
5/3/2024Catalina Capital Group LLC3,633$342K0.1%N/A0.000%
5/3/2024Avidian Wealth Solutions LLC10,072$948K0.0%+4.1%0.001%
5/3/2024Mediolanum International Funds Ltd88,808$8.30M0.1%N/A0.005%
5/3/2024Pzena Investment Management LLC751,834$70.79M0.2%+0.3%0.046%
5/3/2024Larson Financial Group LLC2,505$236K0.0%+61.5%0.000%
5/3/2024MRA Advisory Group2,261$213K0.1%N/A0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,461$891K0.1%+15.5%0.001%
5/3/2024Rehmann Capital Advisory Group4,856$457K0.0%-3.6%0.000%
5/3/2024Chevy Chase Trust Holdings LLC698,226$65.75M0.2%-1.7%0.043%
5/3/2024Commerce Bank1,119,184$105.38M0.7%+12.0%0.069%
5/3/2024Easterly Investment Partners LLC157,569$14.84M1.1%+24.1%0.010%
5/3/2024AA Financial Advisors LLC2,579$243K0.1%+13.8%0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S48,033$4.52M0.1%+19.6%0.003%
5/3/2024Peoples Bank OH4,980$469K0.3%-3.9%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.10,495$988K0.4%+3.8%0.001%
5/3/2024Lorne Steinberg Wealth Management Inc.52,873$4.98M1.6%+0.3%0.003%
5/3/2024Central Pacific Bank Trust Division11,197$1.05M0.1%N/A0.001%
5/3/2024Smith Salley Wealth Management15,829$1.49M0.1%-4.0%0.001%
5/3/2024Whittier Trust Co. of Nevada Inc.3,293$310K0.0%+73.1%0.000%
5/3/2024Whittier Trust Co.17,229$1.62M0.0%+32.1%0.001%
5/2/2024Financial Counselors Inc.76,116$7.17M0.1%+411.4%0.005%
5/2/2024Mutual of America Capital Management LLC185,308$17.45M0.2%-1.8%0.011%
5/2/2024Hudock Inc.4,433$417K0.1%+4.9%0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC2,159$203K0.0%N/A0.000%
5/2/2024FinTrust Capital Advisors LLC2,774$261K0.1%+56.2%0.000%
5/2/2024Wright Investors Service Inc.22,958$2.16M0.5%+2.7%0.001%
5/2/2024Daiwa Securities Group Inc.126,014$11.87M0.1%+1.7%0.008%
5/2/2024Graypoint LLC5,290$498K0.0%-5.6%0.000%
5/2/2024Haverford Trust Co17,815$1.68M0.0%+68.6%0.001%
5/2/2024Pittenger & Anderson Inc.156,160$14.70M0.6%-0.1%0.010%
5/2/2024Quent Capital LLC12,464$1.17M0.1%+2.1%0.001%
5/2/2024Nordea Investment Management AB2,224,521$208.79M0.2%+16.0%0.137%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
5/2/2024Hosking Partners LLP380,009$35.78M1.3%-0.3%0.023%
5/2/2024Lincoln National Corp42,628$3.97M0.1%-16.1%0.003%
5/2/2024Bryn Mawr Capital Management LLC2,148$202K0.0%N/A0.000%
5/2/2024Fidelis Capital Partners LLC27,772$2.62M0.4%+28.6%0.002%
5/2/2024BNP Paribas3,415$322K0.0%N/A0.000%
5/2/2024Choreo LLC5,331$502K0.0%+5.8%0.000%
5/2/2024Tobam718$68K0.0%-33.1%0.000%
5/2/2024CNB Bank7,597$715K0.3%+87.6%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.30,229$2.85M0.1%+8.3%0.002%
5/2/2024 Hunter Associates Investment Management LLC25,528$2.40M0.4%-0.6%0.002%
5/2/2024 Hollencrest Capital Management610$57K0.0%-84.6%0.000%
5/2/2024 Greenwood Capital Associates LLC75,939$7.15M0.9%+21.1%0.005%
5/2/2024 PDS Planning Inc5,474$515K0.1%+7.0%0.000%
5/2/2024 Argent Advisors Inc.2,340$220K0.1%-12.7%0.000%
5/2/2024 Fortem Financial Group LLC4,228$398K0.2%+17.2%0.000%
5/1/2024 GLOBALT Investments LLC GA38,709$3.65M0.1%-1.5%0.002%
5/1/2024 Capital Investment Counsel Inc19,283$1.82M0.3%-4.0%0.001%
5/1/2024 Tanager Wealth Management LLP3,794$357K0.1%N/A0.000%
5/1/2024 Paces Ferry Wealth Advisors LLC3,381$318K0.2%-4.0%0.000%
5/1/2024 StoneX Group Inc.18,793$1.77M0.2%+28.1%0.001%
5/1/2024 Schear Investment Advisers LLC10,125$953K0.8%-30.5%0.001%
5/1/2024 Resonant Capital Advisors LLC4,897$461K0.0%+92.0%0.000%
5/1/2024 Connecticut Wealth Management LLC4,494$423K0.0%-18.5%0.000%
5/1/2024 Janney Capital Management LLC155,987$14.69M1.0%+5,032.8%0.010%
5/1/2024 1834 Investment Advisors Co.11,164$1.05M0.1%-60.5%0.001%
5/1/2024 Janney Montgomery Scott LLC325,519$30.65M0.1%-4.2%0.020%
5/1/2024 Blue Trust Inc.6,393$602K0.0%-10.3%0.000%
5/1/2024 Klingman & Associates LLC2,206$208K0.0%N/A0.000%
5/1/2024 Alta Wealth Advisors LLC2,360$222K0.1%N/A0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.244,126$21.49M0.0%+6.6%0.015%
5/1/2024 BOK Financial Private Wealth Inc.24,987$2.35M0.2%-6.9%0.002%
5/1/2024 Braun Stacey Associates Inc.56,088$5.28M0.2%-77.4%0.003%
5/1/2024 Mission Wealth Management LP7,385$695K0.0%+5.2%0.000%
5/1/2024 Northcape Wealth Management LLC15,349$1.45M0.5%-1.6%0.001%
5/1/2024 Sequoia Financial Advisors LLC43,094$4.06M0.1%-25.6%0.003%
5/1/2024 Diversify Advisory Services LLC10,320$965K0.1%N/A0.001%
4/30/2024 Private Advisor Group LLC99,158$9.34M0.1%+12.3%0.006%
4/30/2024 J.W. Cole Advisors Inc.13,602$1.28M0.1%+4.6%0.001%
4/30/2024 Retirement Systems of Alabama1,049,007$98.77M0.4%-0.2%0.064%
4/30/2024 Hartline Investment Corp3,899$367K0.1%-84.9%0.000%
4/30/2024 Norden Group LLC8,621$812K0.1%+52.9%0.001%
4/30/2024 Culbertson A N & Co. Inc.27,290$2.57M0.4%-1.4%0.002%
4/30/2024 Van ECK Associates Corp34,454$3.24M0.0%+22.7%0.002%
4/30/2024 HB Wealth Management LLC44,553$4.20M0.1%+4.8%0.003%
4/30/2024 Turtle Creek Wealth Advisors LLC2,534$239K0.1%-48.6%0.000%
4/30/2024Concord Wealth Partners12,498$1.18M0.2%+19.5%0.001%
4/30/2024 Delta Financial Group Inc.3,049$287K0.1%-6.2%0.000%
4/30/2024 Joel Isaacson & Co. LLC47,641$4.49M0.2%+6.8%0.003%
4/30/2024 Arkadios Wealth Advisors4,912$462K0.0%-6.4%0.000%
4/30/2024 Caprock Group LLC19,167$1.81M0.1%+3.6%0.001%
Automatic Income (from home) (Ad)

For over 22 years, Wall Street elites have kept this little-known "income hack" from everyday investors… 6 simple clicks have set up HUGE payouts for "in-the-know" investors… Delivering them passive income 365 days a year.

Just click here now to watch my presentation for free.
4/30/2024 Perigon Wealth Management LLC16,938$1.60M0.0%-9.6%0.001%
4/30/2024 Navis Wealth Advisors LLC3,164$298K0.4%+4.7%0.000%
4/30/2024 Mayflower Financial Advisors LLC39,500$3.72M0.3%-3.0%0.002%
4/30/2024 SkyOak Wealth LLC45,385$4.27M1.0%+3.9%0.003%
4/30/2024 Hazlett Burt & Watson Inc.1,335$124K0.1%-14.0%0.000%
4/30/2024 OFI Invest Asset Management2,001$174K0.0%-99.3%0.000%
4/30/2024 Renaissance Investment Group LLC4,550$428K0.1%-38.0%0.000%
4/30/2024 Stock Yards Bank & Trust Co.42,649$4.02M0.1%+2.5%0.003%
4/29/2024Commonwealth Equity Services LLC422,167$39.75M0.1%-0.1%0.026%
4/29/2024 FAS Wealth Partners Inc.20,274$1.91M0.2%+3.6%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, 1,868 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. ($10.17B), 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 1,606 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 ($9.77M), 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 207,075,821 shares in the last 24 months. This purchase volume represents approximately $17.86B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,229 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), BlackRock Inc. ($10.69M), State Street Corp ($10.49M), Wellington Management Group LLP ($8.04M), Vanguard Group Inc. ($7.45M), FMR LLC ($7.11M), and Capital Research Global Investors ($6.35M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 188,966,861 shares in the last 24 months. This volume of shares sold represents approximately $15.88B in transactions.


Related Companies:
This page (NYSE:MS) was last updated on 5/4/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
Investors Alert: The Next Big Thing in Weight Loss
Behind the Markets
Elon to Transform U.S. Economy?
Porter & Company
Automatic Income (from home)
Awesomely, LLC
Could Your Accounts Be Frozen?
Allegiance Gold
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
The asset beating inflation by 4x
Colonial Metals