Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$143.96 -0.16 (-0.11%)
Closing price 03:59 PM Eastern
Extended Trading
$143.87 -0.09 (-0.07%)
As of 05:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1585
Total
Institutional Inflows
(last 12 months)
$18.42B
Number of
Institutional Sellers
(last 12 months)
1134
Total
Institutional Outflows
(last 12 months)
$10.67B
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
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%
8/19/2025 B. Riley Wealth Advisors Inc.26,977$3.80M0.2%N/A0.002%
8/19/2025 Anchor Investment Management LLC5,062$713K0.1%-15.8%0.000%
8/19/2025 Delos Wealth Advisors LLC531$75K0.1%N/A0.000%
8/19/2025 Asset Dedication LLC7,460$1.05M0.1%-1.6%0.000%
8/19/2025 Liontrust Investment Partners LLP70,229$9.89M0.1%-30.9%0.004%
8/19/2025 Hohimer Wealth Management LLC32,672$4.60M0.8%-3.7%0.002%
8/19/2025 Pitcairn Co.19,957$2.81M0.2%-12.5%0.001%
8/18/2025 Tactive Advisors LLC3,012$424K0.1%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC1,328$187K0.0%-69.8%0.000%
8/18/2025 Geneos Wealth Management Inc.76,749$10.81M0.3%+57.1%0.005%
8/18/2025 Westwood Holdings Group Inc.1,793$253K0.0%N/A0.000%
8/18/2025 Ashford Capital Management Inc.2,670$376K0.0%-36.6%0.000%
8/18/2025 Castleark Management LLC76,510$10.78M0.3%+66.7%0.005%
8/18/2025 1248 Management LLC713$100K0.0%-29.3%0.000%
8/18/2025 National Bank of Canada FI1,215,126$171.17M0.2%+3.7%0.076%
8/16/2025 Public Sector Pension Investment Board254,256$35.81M0.2%-41.0%0.016%
8/16/2025 Evergreen Capital Management LLC12,880$1.81M0.1%+116.0%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co1,236,150$174.30M0.3%+0.2%0.077%
8/15/2025 Tower Research Capital LLC TRC 34,577$4.87M0.1%-10.6%0.002%
8/15/2025 Howland Capital Management LLC16,074$2.26M0.1%-1.4%0.001%
8/15/2025 Binnacle Investments Inc2,063$291K0.2%+7.4%0.000%
8/15/2025 Brown Financial Advisors17,062$2.40M0.9%-6.4%0.001%
8/15/2025 Rakuten Securities Inc.671$95K0.0%-40.8%0.000%
8/15/2025 Corient Private Wealth LLC1,255,176$176.81M0.2%-0.2%0.079%
8/15/2025 Equitable Holdings Inc.31,442$4.43M0.0%+8.9%0.002%
8/15/2025 Morse Asset Management Inc9,455$1.33M0.3%+109.0%0.001%
8/15/2025 Florida Financial Advisors LLC2,070$292K0.1%-9.6%0.000%
8/15/2025 State of Tennessee Department of Treasury442,369$62.31M0.2%-3.2%0.028%
8/15/2025 E Fund Management Co. Ltd.3,143$443K0.0%-2.7%0.000%
8/15/2025 DCM Advisors LLC72,965$10.28M4.4%+10.8%0.005%
8/15/2025 Captrust Financial Advisors168,430$23.73M0.1%-0.3%0.011%
8/15/2025 Blue Chip Partners LLC268,859$37.87M3.1%-3.0%0.017%
8/15/2025 Keel Point LLC6,874$968K0.1%+16.5%0.000%
8/15/2025 Alaethes Wealth LLC22,996$3.24M1.0%+1.2%0.001%
8/15/2025 Manhattan West Asset Management LLC2,067$291K0.1%+14.4%0.000%
8/15/2025 WFA of San Diego LLC200$28K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC39,270$5.53M0.1%-30.7%0.002%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.tc pixel

Watch the “Next Magnificent Seven” presentation here
8/15/2025 Visionary Wealth Advisors7,513$1.06M0.1%+1.2%0.000%
8/15/2025 Voleon Capital Management LP27,300$3.85M0.2%-63.4%0.002%
8/15/2025 Two Sigma Securities LLC5,310$748K0.1%-26.0%0.000%
8/15/2025 Teewinot Capital Advisers L.L.C.467,334$65.83M5.4%N/A0.029%
8/15/2025 Teza Capital Management LLC13,705$1.93M1.4%+204.0%0.001%
8/15/2025 Scott Marsh Financial LLC9,596$1.35M0.5%N/A0.001%
8/15/2025 Tidal Investments LLC44,784$6.31M0.0%-3.9%0.003%
8/15/2025 Smartleaf Asset Management LLC11,770$1.66M0.1%-10.1%0.001%
8/15/2025 Snowden Capital Advisors LLC14,441$2.03M0.1%-7.2%0.001%
8/15/2025 Socorro Asset Management LP94,697$13.34M4.5%-6.2%0.006%
8/15/2025 Royal London Asset Management Ltd.638,958$90.00M0.2%-3.8%0.040%
8/15/2025 Rafferty Asset Management LLC413,521$58.25M0.2%+1.5%0.026%
8/15/2025 Salzhauer Michael4,131$582K0.3%-2.2%0.000%
8/15/2025 OV Management LLC8,532$1.20M1.0%N/A0.001%
8/15/2025 Oxford Financial Group LTD. LLC1,488$210K0.0%N/A0.000%
8/15/2025 Orbis Allan Gray Ltd115,346$16.25M0.1%+1.0%0.007%
8/15/2025 Orion Porfolio Solutions LLC85,526$12.05M0.1%-1.0%0.005%
8/15/2025 Paces Ferry Wealth Advisors LLC3,237$456K0.2%-2.5%0.000%
8/15/2025 MML Investors Services LLC477,856$67.31M0.2%+9.7%0.030%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.9,124$1.29M0.1%-59.4%0.001%
8/15/2025 Modern Wealth Management LLC2,421$341K0.0%+21.4%0.000%
8/15/2025 Lazard Asset Management LLC143,577$20.22M0.0%-56.9%0.009%
8/15/2025 LM Advisors LLC6,104$860K0.1%+6.4%0.000%
8/15/2025 HRT Financial LP152,061$21.42M0.1%N/A0.010%
8/15/2025 Harvest Investment Advisors LLC19,329$2.72M1.8%-1.3%0.001%
8/15/2025 Holocene Advisors LP3,784$533K0.0%-99.0%0.000%
8/15/2025 Humankind Investments LLC3,073$433K0.1%-27.0%0.000%
8/15/2025 ICONIQ Capital LLC5,596$788K0.0%+2.5%0.000%
8/15/2025 IHT Wealth Management LLC6,873$968K0.0%+1.9%0.000%
8/15/2025 Great Valley Advisor Group Inc.57,657$8.12M0.2%+19.7%0.004%
8/15/2025 Gallagher Fiduciary Advisors LLC3,477$490K0.0%+6.9%0.000%
8/15/2025 Garden State Investment Advisory Services LLC1,696$240K0.1%N/A0.000%
8/15/2025 EP Wealth Advisors LLC44,360$6.25M0.0%+33.3%0.003%
8/15/2025 Curi Capital LLC155,609$21.92M0.4%+19.0%0.010%
8/15/2025 Benjamin Edwards Inc.26,110$3.68M0.0%+2.9%0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S82,345$11.60M0.1%+69.1%0.005%
8/15/2025 Boothbay Fund Management LLC2,574$363K0.0%N/A0.000%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp190,581$26.85M0.2%-17.5%0.012%
8/15/2025 Banque Transatlantique SA230$33K0.0%-99.3%0.000%
8/15/2025 Adage Capital Partners GP L.L.C.1,085,434$152.89M0.3%+0.6%0.068%
8/15/2025 AQR Capital Management LLC198,741$28.00M0.0%-23.4%0.012%
8/15/2025 Ameriprise Financial Inc.13,438,530$1.89B0.5%+2.9%0.842%
8/14/2025 CTC Alternative Strategies Ltd.2,120$299K0.3%N/A0.000%
8/14/2025 Clough Capital Partners L P9,928$1.40M0.1%-20.1%0.001%
8/14/2025 Jupiter Wealth Management LLC52,825$7.81M4.5%+7.8%0.003%
8/14/2025 Ausdal Financial Partners Inc.6,108$860K0.1%-22.8%0.000%
8/14/2025 California State Teachers Retirement System1,855,318$261.34M0.3%-0.4%0.116%
8/14/2025 Raymond James Financial Inc.2,247,993$316.65M0.1%-8.2%0.141%
8/14/2025 Worldquant Millennium Advisors LLC273,157$38.48M0.2%-7.5%0.017%
8/14/2025 Transamerica Financial Advisors LLC5,293$745K0.1%-4.3%0.000%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.tc pixel

Watch the “Next Magnificent Seven” presentation here
8/14/2025 Canada Pension Plan Investment Board2,223,850$313.25M0.3%-1.4%0.139%
8/14/2025 Bayesian Capital Management LP12,400$1.75M0.3%N/A0.001%
8/14/2025 FJ Capital Management LLC57,696$8.13M0.9%N/A0.004%
8/14/2025 Schear Investment Advisers LLC17,460$2.46M1.2%+5.8%0.001%
8/14/2025 Parvin Asset Management LLC600$85K0.1%+1,438.5%0.000%
8/14/2025 Quantinno Capital Management LP355,420$50.07M0.2%+47.3%0.022%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.158,208$22.29M0.0%-7.6%0.010%
8/14/2025 Diversify Wealth Management LLC5,528$814K0.1%-6.9%0.000%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main263,575$37.13M0.0%+6.3%0.017%
8/14/2025 Diversify Advisory Services LLC16,148$2.38M0.1%+90.9%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, 2,250 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 1,969 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 146,719,314 shares in the last 24 months. This purchase volume represents approximately $18.42B in transactions.

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

Of the 1,134 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 85,671,932 shares in the last 24 months. This volume of shares sold represents approximately $10.67B in transactions.


Related Companies

This page (NYSE:MS) was last updated on 8/21/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel