Free Trial
→ Stargate could destroy Chinese AI (From Weiss Ratings) (Ad) Free MS Stock Alerts

Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$141.08 +0.39 (+0.28%)
As of 06/30/2025 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1425
Total
Institutional Inflows
(last 12 months)
$13.77B
Number of
Institutional Sellers
(last 12 months)
1047
Total
Institutional Outflows
(last 12 months)
$8.75B
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
6/26/2025AG2R LA Mondiale Gestion D Actifs44,694$5.72M0.3%N/A0.003%
6/23/2025Swedbank AB831,701$97.04M0.1%-0.2%0.052%
6/18/2025Voya Investment Management LLC3,792,336$442.45M0.5%-10.8%0.236%
6/17/2025Howe & Rusling Inc.93,001$10.85M0.9%-0.5%0.006%
6/16/2025Maple Capital Management Inc.248,891$29.04M2.2%-6.4%0.016%
6/9/20251248 Management LLC1,009$118K0.0%N/A0.000%
6/4/2025First Hawaiian Bank47,568$5.55M0.3%-3.9%0.003%
6/3/2025CBIZ Investment Advisory Services LLC211$25K0.0%+111.0%0.000%
6/2/2025Hodges Capital Management Inc.27,432$3.20M0.3%-28.5%0.002%
6/2/2025Modern Wealth Management LLC1,994$233K0.0%+8.9%0.000%
5/28/2025Silicon Valley Capital Partners1,007$116K0.0%+450.3%0.000%
5/28/2025Strs Ohio387,926$45.26M0.2%N/A0.024%
5/28/2025Intrua Financial LLC5,499$642K0.1%-23.5%0.000%
5/23/2025Twin Lakes Capital Management LLC408$48K0.0%-43.3%0.000%
5/22/2025Mattson Financial Services LLC31,719$3.70M1.1%+1.4%0.002%
5/21/2025Acadian Asset Management LLC238,108$27.77M0.1%-10.7%0.015%
5/21/2025Geneos Wealth Management Inc.48,847$5.70M0.2%+21.0%0.003%
5/21/2025Bluefin Capital Management LLC2,700$315K0.2%N/A0.000%
5/21/2025IFM Investors Pty Ltd226,337$26.41M0.3%-0.5%0.014%
5/20/2025Belpointe Asset Management LLC3,458$403K0.0%-53.7%0.000%
5/20/2025Jupiter Wealth Management LLC49,018$5.72M3.6%+1.6%0.003%
5/20/2025Intech Investment Management LLC112,766$13.16M0.1%+5.2%0.007%
5/20/2025Focus Partners Wealth170,350$19.88M0.0%-2.1%0.011%
5/20/2025Integrity Alliance LLC.3,850$449K0.0%N/A0.000%
5/20/2025Ransom Advisory Ltd1,594$186K0.1%N/A0.000%
5/20/2025Anchor Investment Management LLC6,011$701K0.1%+15.9%0.000%
5/20/2025Glenview Trust co48,465$5.65M0.1%+1.4%0.003%
5/20/2025Ilmarinen Mutual Pension Insurance Co151,984$17.73M0.2%-36.3%0.009%
5/20/2025Plato Investment Management Ltd32,715$3.86M0.3%-21.9%0.002%
5/19/2025SageView Advisory Group LLC3,060$357K0.0%-55.9%0.000%
5/19/2025Advisory Alpha LLC3,209$374K0.0%+24.5%0.000%
5/19/2025Alaethes Wealth LLC22,722$2.65M1.0%+1.1%0.001%
5/19/2025SCS Capital Management LLC42,791$4.99M0.1%N/A0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC9,652,910$1.13B0.3%+4.8%0.602%
5/19/2025DCM Advisors LLC65,857$7.63M4.1%-5.3%0.004%
5/16/2025Woodline Partners LP104,541$12.20M0.1%+40.3%0.007%
5/16/2025Empowered Funds LLC79,734$9.30M0.1%+3.3%0.005%
5/16/2025Logan Capital Management Inc.34,009$3.97M0.2%-10.5%0.002%
5/16/2025MBB Public Markets I LLC2,572$300K0.0%N/A0.000%
5/16/2025Ascent Group LLC9,938$1.16M0.0%+217.6%0.001%
Consumer apocalypse imminent (7 ominous red flags) (Ad)

The #1 Gold play right now (not a miner, ETF, or bullion) Gold is up 237% since 2008... but one gold investment has returned nearly 5 times as much. We believe will continue to hit EVEN MORE all-time highs. And if you want to capture the biggest gains, you must get into our No. 1 gold play right now.

This virtually-unknown investment (around $10) could help you get rich as gold soars even higher.
5/16/2025Meiji Yasuda Life Insurance Co8,278$966K0.0%-3.3%0.001%
5/16/2025RNC Capital Management LLC34,787$4.06M0.2%-1.2%0.002%
5/16/2025Coppell Advisory Solutions LLC4,916$574K0.0%+440.2%0.000%
5/16/2025Meiji Yasuda Asset Management Co Ltd.22,488$2.62M0.1%-1.2%0.001%
5/16/2025Arete Wealth Advisors LLC12,122$1.41M0.1%+148.6%0.001%
5/16/2025Great Lakes Advisors LLC5,106$596K0.0%+13.5%0.000%
5/16/2025Strait & Sound Wealth Management LLC8,747$1.02M0.5%+50.8%0.001%
5/16/2025Caxton Associates LLP6,039$705K0.0%N/A0.000%
5/16/2025Signature Estate & Investment Advisors LLC6,811$795K0.0%-6.8%0.000%
5/16/2025Sciencast Management LP31,000$3.62M0.8%+28.0%0.002%
5/16/2025Voleon Capital Management LP 74,559$8.70M0.7%+18.6%0.005%
5/16/2025Fred Alger Management LLC158,324$18.47M0.1%+6.0%0.010%
5/16/2025Ashton Thomas Private Wealth LLC22,158$2.59M0.1%-28.2%0.001%
5/16/2025Resources Management Corp CT ADV1,415$165K0.0%+16.5%0.000%
5/16/2025Jones Financial Companies Lllp4,631$534K0.0%-88.3%0.000%
5/16/2025Stance Capital LLC22,802$2.66M1.9%+379,933.3%0.001%
5/16/2025Talon Private Wealth LLC16,692$1.98M0.3%+4,224.4%0.001%
5/16/2025Teza Capital Management LLC4,508$526K0.2%-56.3%0.000%
5/16/2025UniSuper Management Pty Ltd826,882$96.47M0.7%+0.6%0.052%
5/16/2025Raab & Moskowitz Asset Management LLC8,086$943K0.2%+17.6%0.001%
5/16/2025Richwood Investment Advisors LLC3,576$417K0.4%-4.7%0.000%
5/16/2025Plancorp LLC2,762$322K0.0%+8.0%0.000%
5/16/2025NFJ Investment Group LLC174,497$20.36M0.7%-16.3%0.011%
5/16/2025Nightview Capital LLC55,424$6.47M4.2%N/A0.003%
5/16/2025Nissay Asset Management Corp Japan ADV149,236$17.41M0.1%+0.8%0.009%
5/16/2025NatWest Group plc50,235$5.86M1.7%-21.6%0.003%
5/16/2025NewEdge Advisors LLC144,197$16.82M0.1%+31.2%0.009%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.171,219$19.98M0.0%-28.7%0.011%
5/16/2025Integrated Wealth Concepts LLC30,743$3.59M0.0%-15.1%0.002%
5/16/2025Jacobs Levy Equity Management Inc.72,941$8.51M0.0%N/A0.005%
5/16/2025Hancock Whitney Corp7,587$885K0.0%+6.5%0.000%
5/16/2025DnB Asset Management AS778,556$90.83M0.4%-15.3%0.049%
5/16/2025Edmond DE Rothschild Holding S.A.9,852$1.15M0.0%+11,095.5%0.001%
5/16/2025Cinctive Capital Management LP128,641$15.01M1.1%+112.2%0.008%
5/16/2025Clark Capital Management Group Inc.957,818$111.75M0.8%+2.4%0.060%
5/16/2025Clifford Group LLC6,063$707K0.7%-7.4%0.000%
5/16/2025Curi RMB Capital LLC130,800$15.26M0.4%-27.5%0.008%
5/16/2025Alliancebernstein L.P.2,624,999$306.26M0.1%-9.1%0.164%
5/16/2025Banque Transatlantique SA32,298$3.48M0.1%+4,324.4%0.002%
5/16/2025AQR Capital Management LLC259,583$29.47M0.0%+29.6%0.016%
5/16/2025Atalanta Sosnoff Capital LLC13,879$1.62M0.0%-97.3%0.001%
5/16/2025Advisors Asset Management Inc.83,728$9.77M0.2%+17.3%0.005%
5/16/2025AlTi Global Inc.12,835$1.50M0.0%-6.6%0.001%
5/16/2025Alexis Investment Partners LLC1,994$233K0.1%-38.0%0.000%
5/16/2025Amundi5,200,064$567.83M0.2%+21.7%0.324%
5/16/2025Aprio Wealth Management LLC3,743$437K0.1%-6.3%0.000%
5/16/2025Adage Capital Partners GP L.L.C.1,078,434$125.82M0.2%-6.1%0.067%
5/15/2025Federation des caisses Desjardins du Quebec106,791$12.46M0.1%+4.5%0.007%
5/15/2025Dark Forest Capital Management LP45,824$5.35M0.2%+1,977.2%0.003%
5/15/2025EP Wealth Advisors LLC33,273$3.88M0.0%+35.8%0.002%
Fine. Don’t believe me. (Ad)

They called me an alarmist... When in 2010 I said America’s debt was out of control. When I warned it would unleash a wave of civil unrest, society collapse, inflation, and currency debasement, they called me crazy. When I said the dollar’s reign was coming to an end… that interest payments would one day overwhelm our budget… they said: that’ll never happen here. And yet – here we are. America’s national debt just blew past $37 trillion.

Go here and let me explain everything.
5/15/2025First Manhattan CO. LLC.185,651$21.66M0.1%+277.8%0.012%
5/15/2025Capital Investment Counsel LLC35,452$4.14M0.7%+1.8%0.002%
5/15/2025Cigna Investments Inc. New11,605$1.35M0.3%-3.3%0.001%
5/15/20251248 Management LLC855$100K0.1%N/A0.000%
5/15/2025Focus Partners Advisor Solutions LLC5,544$647K0.0%+9.0%0.000%
5/15/2025Flputnam Investment Management Co.88,629$10.34M0.2%+16.4%0.006%
5/15/2025Point72 Europe London LLP20,200$2.36M0.2%N/A0.001%
5/15/2025Beck Mack & Oliver LLC6,125$715K0.0%+145.0%0.000%
5/15/2025Graham Capital Management L.P.4,649$542K0.0%N/A0.000%
5/15/2025Cyrus J. Lawrence LLC4,330$505K1.9%-93.9%0.000%
(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, 2,147 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($13.74B), State Street Corp ($11.50B), BlackRock Inc. ($7.74B), Capital International Investors ($3.77B), Geode Capital Management LLC ($3.24B), FMR LLC ($3.21B), and Fisher Asset Management LLC ($2.87B).Learn more on Morgan Stanley's institutional investors.

What percentage of Morgan Stanley's stock is owned by institutional investors?

84.19% of Morgan Stanley's stock is owned by institutional investors. Learn more on MS's institutional investor holdings.

Which institutional investors have been buying Morgan Stanley's stock?

Of the 1,861 institutional investors that purchased Morgan Stanley's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($25.47M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Capital Research Global Investors ($8.65M), Vanguard Group Inc. ($8.33M), Capital International Investors ($7.19M), Boston Partners ($7.15M), and FMR LLC ($6.82M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 115,581,676 shares in the last 24 months. This purchase volume represents approximately $13.77B in transactions.

Which of Morgan Stanley's major shareholders have been selling company stock?

Of the 1,047 institutional investors that sold Morgan Stanley's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($19.23M), Massachusetts Financial Services Co. MA ($3.52M), Bank of New York Mellon Corp ($3.35M), Price T Rowe Associates Inc. MD ($2.79M), The Manufacturers Life Insurance Company ($2.53M), Legal & General Group Plc ($2.41M), and Boston Partners ($2.32M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 74,306,485 shares in the last 24 months. This volume of shares sold represents approximately $8.74B in transactions.


Related Companies

This page (NYSE:MS) was last updated on 7/1/2025 by MarketBeat.com Staff
From Our Partners
Trump set to Boost Social Security Checks by 400%?
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Most Americans have no idea this plan exists...
A Dollar Crash Is Coming - Here's When It Could Happen Already in 2025, the U.S. dollar has lost more value...
Stansberry Research | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Trump wipes out trillions overnight…
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
Dalio heeds Buffett’s warning… [$319 million stake in gold]
Dalio bought a gold ETF… I don’t recommend that for the average retail investor. The real upside is in profita...
Golden Portfolio | Sponsored
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored