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Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$115.50 -0.71 (-0.61%)
As of 03:59 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)
1335
Total
Institutional Inflows
(last 12 months)
$11.31B
Number of
Institutional Sellers
(last 12 months)
986
Total
Institutional Outflows
(last 12 months)
$8.84B
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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
4/30/2025Cerity Partners LLC230,309$26.87M0.1%-2.1%0.014%
4/30/2025Hunter Associates Investment Management LLC25,475$2.97M0.5%+2.1%0.002%
4/30/2025Peoples Bank OH4,695$548K0.4%-5.5%0.000%
4/30/2025Code Waechter LLC4,330$505K0.4%+38.6%0.000%
4/30/2025Telos Capital Management Inc.144,046$16.81M1.8%-0.8%0.009%
4/30/2025Allworth Financial LP29,081$3.36M0.0%+3.7%0.002%
4/30/2025Peoples Financial Services CORP.10,315$1.20M0.6%-4.6%0.001%
4/30/2025MainStreet Investment Advisors LLC24,593$2.87M0.4%-3.0%0.002%
4/30/2025Leavell Investment Management Inc.21,579$2.52M0.1%-4.0%0.001%
4/30/2025Main Street Research LLC134,444$15.69M1.0%N/A0.008%
4/30/2025Nisa Investment Advisors LLC603,565$70.42M0.4%+2.2%0.037%
4/30/2025Topsail Wealth Management LLC4,256$497K0.1%+5.7%0.000%
4/30/2025Moloney Securities Asset Management LLC20,571$2.40M0.3%+402.5%0.001%
4/30/2025Banque Pictet & Cie SA89,241$10.41M0.1%-0.4%0.006%
4/30/2025LBP AM SA86,682$10.11M0.2%-3.6%0.005%
4/30/2025Axxcess Wealth Management LLC28,951$3.38M0.1%-12.0%0.002%
4/30/2025New Mexico Educational Retirement Board58,010$6.77M0.2%-2.4%0.004%
4/30/2025Rehmann Capital Advisory Group5,665$661K0.0%+2.6%0.000%
4/30/2025Chemung Canal Trust Co.11,629$1.36M0.3%-3.1%0.001%
4/30/2025Cornerstone Planning Group LLC368$41K0.0%+185.3%0.000%
4/30/2025Greenleaf Trust31,235$3.64M0.0%-5.0%0.002%
4/30/2025Optimum Investment Advisors800$93K0.0%-38.5%0.000%
4/30/2025DekaBank Deutsche Girozentrale692,784$78.65M0.2%+17.9%0.043%
4/30/2025Personal CFO Solutions LLC6,644$775K0.2%+7.9%0.000%
4/30/2025Valeo Financial Advisors LLC16,892$1.97M0.0%+0.9%0.001%
4/30/2025Stratos Wealth Partners LTD.23,125$2.70M0.0%-9.9%0.001%
4/30/2025Stratos Wealth Advisors LLC7,761$905K0.0%-10.8%0.000%
4/30/2025Stratos Investment Management LLC19,402$2.26M0.1%+2.3%0.001%
4/30/2025Hourglass Capital LLC73,985$8.63M2.3%-0.6%0.005%
4/30/2025Brown Advisory Inc.156,064$18.21M0.0%-0.1%0.010%
4/30/2025Alpha Cubed Investments LLC2,950$344K0.0%N/A0.000%
4/30/2025Gibraltar Capital Management Inc.5,146$600K0.1%-52.5%0.000%
4/30/2025Beverly Hills Private Wealth LLC11,344$1.32M0.3%-34.7%0.001%
4/30/2025Crossmark Global Holdings Inc.231,371$26.99M0.5%+1.3%0.014%
4/29/2025U.S. Capital Wealth Advisors LLC28,237$3.29M0.1%+30.1%0.002%
4/29/2025Financial Counselors Inc.93,965$10.96M0.2%+17.5%0.006%
4/29/2025Raleigh Capital Management Inc.5,395$629K0.3%-18.8%0.000%
4/29/2025Cooksen Wealth LLC903$105K0.1%N/A0.000%
4/29/2025YANKCOM Partnership3,987$465K0.3%+2.8%0.000%
4/29/2025Callan Capital LLC3,094$361K0.0%+40.6%0.000%
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4/29/2025TD Private Client Wealth LLC35,629$4.16M0.1%+27.4%0.002%
4/29/2025Capital Advisors Inc. OK503,118$58.70M1.2%+2.3%0.031%
4/29/2025Envestnet Asset Management Inc.2,946,684$343.79M0.1%+18.8%0.183%
4/29/2025Hexagon Capital Partners LLC5,218$609K0.1%+3.4%0.000%
4/29/2025Investor s Fiduciary Advisor Network LLC3,744$436K0.2%-21.9%0.000%
4/29/2025Chilton Capital Management LLC347,651$40.56M1.7%+10.8%0.022%
4/29/2025US Asset Management LLC7,832$914K0.9%+34.8%0.000%
4/29/2025Tradewinds LLC.61,246$7.15M2.0%+0.5%0.004%
4/29/2025Jackson Wealth Management LLC4,060$474K0.1%N/A0.000%
4/29/2025Viewpoint Capital Management LLC12,119$1.41M0.8%-1.6%0.001%
4/29/2025Sierra Ocean LLC718$84K0.1%+40.8%0.000%
4/29/2025Core Alternative Capital41,363$4.83M1.2%-24.4%0.003%
4/29/2025Compton Wealth Advisory Group LLC13,412$1.57M0.4%+2.4%0.001%
4/29/2025Adell Harriman & Carpenter Inc.37,841$4.42M0.3%+0.8%0.002%
4/29/2025HM Payson & Co.8,040$938K0.0%+10.8%0.000%
4/29/2025Bank of New York Mellon Corp7,670,822$894.96M0.2%-0.9%0.476%
4/29/2025World Investment Advisors19,616$2.29M0.1%+13.3%0.001%
4/29/2025Generali Investments CEE investicni spolecnost a.s.28,400$3.31M0.3%-6.6%0.002%
4/29/2025Wayfinding Financial LLC684$79K0.0%N/A0.000%
4/29/2025Truist Financial Corp602,897$70.34M0.1%-4.5%0.037%
4/29/2025Eukles Asset Management466$54K0.0%-33.2%0.000%
4/29/2025Capital Investment Advisory Services LLC14,666$1.71M0.2%+1.3%0.001%
4/29/2025Brookstone Capital Management21,103$2.46M0.0%+172.2%0.001%
4/29/2025Kintegral Advisory LLC62,135$7.25M1.1%-32.9%0.004%
4/29/2025Global Wealth Management Investment Advisory Inc.41,876$4.89M1.0%+1.5%0.003%
4/29/2025SMART Wealth LLC2,062$241K0.1%N/A0.000%
4/29/2025Deroy & Devereaux Private Investment Counsel Inc.322,512$37.63M2.2%-1.5%0.020%
4/29/2025Harel Insurance Investments & Financial Services Ltd.2,181$254K0.0%+601.3%0.000%
4/29/2025Pacific Heights Asset Management LLC185,000$21.58M1.5%-59.8%0.011%
4/29/2025IFM Investors Pty Ltd248,431$28.98M0.3%+9.2%0.015%
4/29/2025OneDigital Investment Advisors LLC16,407$1.91M0.0%+3.4%0.001%
4/29/2025Hartline Investment Corp81,614$9.52M1.3%+21.0%0.005%
4/29/2025Calamos Wealth Management LLC75,771$8.84M0.4%-21.7%0.005%
4/29/2025Calamos Advisors LLC444,987$51.92M0.2%-13.6%0.028%
4/29/2025 Goelzer Investment Management Inc.1,764$206K0.0%N/A0.000%
4/29/2025Checchi Capital Advisers LLC16,744$1.95M0.1%+1.7%0.001%
4/28/2025 Castle Wealth Management LLC3,302$385K0.2%-7.8%0.000%
4/28/2025 North Capital Inc.365$43K0.0%N/A0.000%
4/28/2025 Rosenberg Matthew Hamilton4,174$487K0.1%+5.3%0.000%
4/28/2025 Principal Financial Group Inc.4,069,267$474.76M0.3%-4.0%0.252%
4/28/2025 Xcel Wealth Management LLC49,975$5.83M1.8%-5.7%0.003%
4/28/2025 Mutual Advisors LLC11,328$1.31M0.0%+4.8%0.001%
4/28/2025 Buffington Mohr McNeal8,765$1.02M0.2%-23.4%0.001%
4/28/2025 Resonant Capital Advisors LLC6,272$732K0.1%+1.8%0.000%
4/28/2025 Capital Investment Counsel Inc19,108$2.23M0.3%+1.6%0.001%
4/28/2025 Teacher Retirement System of Texas330,826$38.60M0.2%+35.3%0.021%
4/28/2025 Strategic Financial Concepts LLC3,115$363K0.1%-32.5%0.000%
4/28/2025 Novem Group2,645$309K0.0%+31.9%0.000%
4/28/2025 Private Trust Co. NA6,827$797K0.1%+3.1%0.000%
4/28/2025 Alley Investment Management Company LLC62,469$7.29M0.9%+75.0%0.004%
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4/28/2025 Pinnacle Financial Partners Inc24,657$2.88M0.1%+386.2%0.002%
4/28/2025 Krane Funds Advisors LLC2,053$240K0.0%+9.9%0.000%
4/28/2025 Moody Lynn & Lieberson LLC246,774$28.79M1.8%+0.8%0.015%
4/28/2025 Aaron Wealth Advisors LLC8,907$1.04M0.1%+1.7%0.001%
4/28/2025 First Bank & Trust12,464$1.45M0.3%-1.0%0.001%
4/28/2025 Coastline Trust Co16,845$1.97M0.2%+3.5%0.001%
4/28/2025 Meadow Creek Wealth Advisors LLC2,730$319K0.2%+5.9%0.000%
4/28/2025 Sippican Capital Advisors5,795$676K0.5%-2.6%0.000%
4/28/2025 Keybank National Association OH246,435$28.75M0.1%-1.4%0.015%
4/28/2025 DAVENPORT & Co LLC25,332$2.96M0.0%-1.8%0.002%
(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, 2,107 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($13.85B), 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 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 1,829 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: Norges Bank ($25.47M), Price T Rowe Associates Inc. MD ($14.21M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Capital Research Global Investors ($8.65M), FMR LLC ($8.43M), Capital International Investors ($7.19M), and Boston Partners ($7.15M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 214,370,867 shares in the last 24 months. This purchase volume represents approximately $21.67B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,324 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: Wellington Management Group LLP ($21.08M), OFI Invest Asset Management ($19.43M), Capital Research Global Investors ($13.17M), Bank of New York Mellon Corp ($7.44M), LSV Asset Management ($3.96M), Franklin Resources Inc. ($3.66M), and Massachusetts Financial Services Co. MA ($3.65M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 160,556,722 shares in the last 24 months. This volume of shares sold represents approximately $16.03B in transactions.


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This page (NYSE:MS) was last updated on 4/30/2025 by MarketBeat.com Staff
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