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Morgan Stanley (MS) Institutional Ownership

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$157.90 -1.06 (-0.67%)
As of 01:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morgan Stanley (NYSE:MS)

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1589
Total
Institutional Inflows
(last 12 months)
$18.40B
Number of
Institutional Sellers
(last 12 months)
1133
Total
Institutional Outflows
(last 12 months)
$10.66B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/30/2025Rydar Equities Inc.19,357$2.73M2.2%N/A0.001%
9/30/2025Cullen Capital Management LLC1,636,014$230.45M2.6%-1.6%0.102%
9/26/2025Corient Private Wealth LLC1,255,179$176.81M0.3%-0.2%0.079%
9/25/2025National Wealth Management Group LLC2,712$382K0.2%N/A0.000%
9/24/2025Texas Permanent School Fund Corp105,159$14.81M0.2%-30.4%0.007%
9/22/2025Caldwell Trust Co19,593$2.76M0.3%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC3,090$435K0.1%+2.3%0.000%
9/12/2025Valeo Financial Advisors LLC18,588$2.62M0.1%+10.0%0.001%
9/4/2025SevenBridge Financial Group LLC40,006$5.89M1.1%+5.7%0.003%
9/4/2025Osaic Holdings Inc.258,225$34.30M0.1%+57.2%0.016%
9/3/2025American Trust1,900$268K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.12,252$1.73M0.1%+13.6%0.001%
8/27/2025Orion Porfolio Solutions LLC85,584$12.06M0.1%-1.0%0.005%
8/26/2025Thrivent Financial for Lutherans67,894$9.56M0.0%+12.5%0.004%
8/26/2025Claris Financial LLC1,904$268K0.2%-21.4%0.000%
8/26/2025MASTERINVEST Kapitalanlage GmbH23,247$3.28M0.3%N/A0.001%
8/22/2025Cim Investment Management Inc.15,519$2.07M0.4%+99.7%0.001%
8/20/2025Kentucky Retirement Systems73,511$10.36M0.3%-6.1%0.005%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund31,200$4.40M0.3%-6.5%0.002%
8/20/2025North Dallas Bank & Trust Co.11,698$1.65M1.2%N/A0.001%
8/19/2025B. Riley Wealth Advisors Inc.26,977$3.80M0.2%N/A0.002%
8/19/2025Anchor Investment Management LLC5,062$713K0.1%-15.8%0.000%
8/19/2025Delos Wealth Advisors LLC531$75K0.1%N/A0.000%
8/19/2025Asset Dedication LLC7,460$1.05M0.1%-1.6%0.000%
8/19/2025Liontrust Investment Partners LLP70,229$9.89M0.1%-30.9%0.004%
8/19/2025Hohimer Wealth Management LLC32,672$4.60M0.8%-3.7%0.002%
8/19/2025Pitcairn Co.19,957$2.81M0.2%-12.5%0.001%
8/18/2025Tactive Advisors LLC3,012$424K0.1%N/A0.000%
8/18/2025N.E.W. Advisory Services LLC1,328$187K0.0%-69.8%0.000%
8/18/2025Geneos Wealth Management Inc.76,749$10.81M0.3%+57.1%0.005%
8/18/2025Westwood Holdings Group Inc.1,793$253K0.0%N/A0.000%
8/18/2025Ashford Capital Management Inc.2,670$376K0.0%-36.6%0.000%
8/18/2025Castleark Management LLC76,510$10.78M0.3%+66.7%0.005%
8/18/20251248 Management LLC713$100K0.0%-29.3%0.000%
8/18/2025National Bank of Canada FI1,215,126$171.17M0.2%+3.7%0.076%
8/16/2025Public Sector Pension Investment Board254,256$35.81M0.2%-41.0%0.016%
8/16/2025Evergreen Capital Management LLC12,880$1.81M0.1%+116.0%0.001%
8/15/2025CANADA LIFE ASSURANCE Co1,236,150$174.30M0.3%+0.2%0.077%
8/15/2025Tower Research Capital LLC TRC 34,577$4.87M0.1%-10.6%0.002%
8/15/2025Howland Capital Management LLC16,074$2.26M0.1%-1.4%0.001%
8/15/2025Binnacle Investments Inc2,063$291K0.2%+7.4%0.000%
8/15/2025Brown Financial Advisors17,062$2.40M0.9%-6.4%0.001%
8/15/2025Rakuten Securities Inc.671$95K0.0%-40.8%0.000%
8/15/2025Corient Private Wealth LLC1,255,176$176.81M0.2%-0.2%0.079%
8/15/2025Equitable Holdings Inc.31,442$4.43M0.0%+8.9%0.002%
8/15/2025Morse Asset Management Inc9,455$1.33M0.3%+109.0%0.001%
8/15/2025Florida Financial Advisors LLC2,070$292K0.1%-9.6%0.000%
8/15/2025State of Tennessee Department of Treasury442,369$62.31M0.2%-3.2%0.028%
8/15/2025E Fund Management Co. Ltd.3,143$443K0.0%-2.7%0.000%
8/15/2025DCM Advisors LLC72,965$10.28M4.4%+10.8%0.005%
8/15/2025Captrust Financial Advisors168,430$23.73M0.1%-0.3%0.011%
8/15/2025Blue Chip Partners LLC268,859$37.87M3.1%-3.0%0.017%
8/15/2025Keel Point LLC6,874$968K0.1%+16.5%0.000%
8/15/2025Alaethes Wealth LLC22,996$3.24M1.0%+1.2%0.001%
8/15/2025Manhattan West Asset Management LLC2,067$291K0.1%+14.4%0.000%
8/15/2025WFA of San Diego LLC200$28K0.0%N/A0.000%
8/15/2025Vident Advisory LLC39,270$5.53M0.1%-30.7%0.002%
8/15/2025Visionary Wealth Advisors7,513$1.06M0.1%+1.2%0.000%
8/15/2025Voleon Capital Management LP27,300$3.85M0.2%-63.4%0.002%
8/15/2025Two Sigma Securities LLC5,310$748K0.1%-26.0%0.000%
8/15/2025Teewinot Capital Advisers L.L.C.467,334$65.83M5.4%N/A0.029%
8/15/2025Teza Capital Management LLC13,705$1.93M1.4%+204.0%0.001%
8/15/2025Scott Marsh Financial LLC9,596$1.35M0.5%N/A0.001%
8/15/2025Tidal Investments LLC44,784$6.31M0.0%-3.9%0.003%
8/15/2025Smartleaf Asset Management LLC11,770$1.66M0.1%-10.1%0.001%
8/15/2025Snowden Capital Advisors LLC14,441$2.03M0.1%-7.2%0.001%
8/15/2025Socorro Asset Management LP94,697$13.34M4.5%-6.2%0.006%
8/15/2025Royal London Asset Management Ltd.638,958$90.00M0.2%-3.8%0.040%
8/15/2025Rafferty Asset Management LLC413,521$58.25M0.2%+1.5%0.026%
8/15/2025Salzhauer Michael4,131$582K0.3%-2.2%0.000%
8/15/2025OV Management LLC8,532$1.20M1.0%N/A0.001%
8/15/2025Oxford Financial Group LTD. LLC1,488$210K0.0%N/A0.000%
8/15/2025Orbis Allan Gray Ltd115,346$16.25M0.1%+1.0%0.007%
8/15/2025Orion Porfolio Solutions LLC85,526$12.05M0.1%-1.0%0.005%
8/15/2025Paces Ferry Wealth Advisors LLC3,237$456K0.2%-2.5%0.000%
8/15/2025MML Investors Services LLC477,856$67.31M0.2%+9.7%0.030%
8/15/2025Meiji Yasuda Asset Management Co Ltd.9,124$1.29M0.1%-59.4%0.001%
8/15/2025Modern Wealth Management LLC2,421$341K0.0%+21.4%0.000%
8/15/2025Lazard Asset Management LLC143,577$20.22M0.0%-56.9%0.009%
8/15/2025LM Advisors LLC6,104$860K0.1%+6.4%0.000%
8/15/2025HRT Financial LP152,061$21.42M0.1%N/A0.010%
8/15/2025Harvest Investment Advisors LLC19,329$2.72M1.8%-1.3%0.001%
8/15/2025Holocene Advisors LP3,784$533K0.0%-99.0%0.000%
8/15/2025Humankind Investments LLC3,073$433K0.1%-27.0%0.000%
8/15/2025ICONIQ Capital LLC5,596$788K0.0%+2.5%0.000%
8/15/2025IHT Wealth Management LLC6,873$968K0.0%+1.9%0.000%
8/15/2025Great Valley Advisor Group Inc.57,657$8.12M0.2%+19.7%0.004%
8/15/2025Gallagher Fiduciary Advisors LLC3,477$490K0.0%+6.9%0.000%
8/15/2025Garden State Investment Advisory Services LLC1,696$240K0.1%N/A0.000%
8/15/2025EP Wealth Advisors LLC44,360$6.25M0.0%+33.3%0.003%
8/15/2025Curi Capital LLC155,609$21.92M0.4%+19.0%0.010%
8/15/2025Benjamin Edwards Inc.26,110$3.68M0.0%+2.9%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S82,345$11.60M0.1%+69.1%0.005%
8/15/2025Boothbay Fund Management LLC2,574$363K0.0%N/A0.000%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp190,581$26.85M0.2%-17.5%0.012%
8/15/2025Banque Transatlantique SA230$33K0.0%-99.3%0.000%
8/15/2025Adage Capital Partners GP L.L.C.1,085,434$152.89M0.3%+0.6%0.068%
8/15/2025AQR Capital Management LLC198,741$28.00M0.0%-23.4%0.012%
8/15/2025Ameriprise Financial Inc.13,438,530$1.89B0.5%+2.9%0.842%
8/14/2025CTC Alternative Strategies Ltd.2,120$299K0.3%N/A0.000%
(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, 2,254 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($16.78B), State Street Corp ($14.67B), Capital International Investors ($3.77B), Geode Capital Management LLC ($3.74B), Fisher Asset Management LLC ($3.39B), FMR LLC ($3.21B), and Capital Research Global Investors ($2.74B).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 1,975 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 ($41.33M), Vanguard Group Inc. ($9.69M), Boston Partners ($7.17M), FMR LLC ($6.82M), Capital Research Global Investors ($6.74M), Nuveen LLC ($6.58M), and Capital International Investors ($5.85M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 146,436,391 shares in the last 24 months. This purchase volume represents approximately $18.40B in transactions.

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

Of the 1,133 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 ($5.78M), The Manufacturers Life Insurance Company ($4.31M), Bank of New York Mellon Corp ($3.35M), State Street Corp ($3.02M), Price T Rowe Associates Inc. MD ($2.79M), and Legal & General Group Plc ($2.49M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 85,568,455 shares in the last 24 months. This volume of shares sold represents approximately $10.66B in transactions.


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This page (NYSE:MS) was last updated on 10/1/2025 by MarketBeat.com Staff
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