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Morgan Stanley (MS) Institutional Ownership

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$132.06 +0.11 (+0.08%)
As of 12:27 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)
1424
Total
Institutional Inflows
(last 12 months)
$13.76B
Number of
Institutional Sellers
(last 12 months)
1048
Total
Institutional Outflows
(last 12 months)
$8.69B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2025 1248 Management LLC1,009$118K0.0%N/A0.000%
6/4/2025 First Hawaiian Bank47,568$5.55M0.3%-3.9%0.003%
6/3/2025 CBIZ Investment Advisory Services LLC211$25K0.0%+111.0%0.000%
6/2/2025 Hodges Capital Management Inc.27,432$3.20M0.3%-28.5%0.002%
6/2/2025 Modern Wealth Management LLC1,994$233K0.0%+8.9%0.000%
5/28/2025 Silicon Valley Capital Partners1,007$116K0.0%+450.3%0.000%
5/28/2025 Strs Ohio387,926$45.26M0.2%N/A0.024%
5/28/2025 Intrua Financial LLC5,499$642K0.1%-23.5%0.000%
5/23/2025 Twin Lakes Capital Management LLC408$48K0.0%-43.3%0.000%
5/22/2025 Mattson Financial Services LLC31,719$3.70M1.1%+1.4%0.002%
5/21/2025 Acadian Asset Management LLC238,108$27.77M0.1%-10.7%0.015%
5/21/2025 Geneos Wealth Management Inc.48,847$5.70M0.2%+21.0%0.003%
5/21/2025 Bluefin Capital Management LLC2,700$315K0.2%N/A0.000%
5/21/2025 IFM Investors Pty Ltd226,337$26.41M0.3%-0.5%0.014%
5/20/2025 Belpointe Asset Management LLC3,458$403K0.0%-53.7%0.000%
5/20/2025 Jupiter Wealth Management LLC49,018$5.72M3.6%+1.6%0.003%
5/20/2025 Intech Investment Management LLC112,766$13.16M0.1%+5.2%0.007%
5/20/2025 Focus Partners Wealth170,350$19.88M0.0%-2.1%0.011%
5/20/2025 Integrity Alliance LLC.3,850$449K0.0%N/A0.000%
5/20/2025 Ransom Advisory Ltd1,594$186K0.1%N/A0.000%
5/20/2025 Anchor Investment Management LLC6,011$701K0.1%+15.9%0.000%
5/20/2025 Glenview Trust co48,465$5.65M0.1%+1.4%0.003%
5/20/2025 Ilmarinen Mutual Pension Insurance Co151,984$17.73M0.2%-36.3%0.009%
5/20/2025 Plato Investment Management Ltd32,715$3.86M0.3%-21.9%0.002%
5/19/2025 SageView Advisory Group LLC3,060$357K0.0%-55.9%0.000%
5/19/2025 Advisory Alpha LLC3,209$374K0.0%+24.5%0.000%
5/19/2025 Alaethes Wealth LLC22,722$2.65M1.0%+1.1%0.001%
5/19/2025 SCS Capital Management LLC42,791$4.99M0.1%N/A0.003%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC9,652,910$1.13B0.3%+4.8%0.602%
5/19/2025 DCM Advisors LLC65,857$7.63M4.1%-5.3%0.004%
5/16/2025 Woodline Partners LP104,541$12.20M0.1%+40.3%0.007%
5/16/2025 Empowered Funds LLC79,734$9.30M0.1%+3.3%0.005%
5/16/2025 Logan Capital Management Inc.34,009$3.97M0.2%-10.5%0.002%
5/16/2025 MBB Public Markets I LLC2,572$300K0.0%N/A0.000%
5/16/2025 Ascent Group LLC9,938$1.16M0.0%+217.6%0.001%
5/16/2025 Meiji Yasuda Life Insurance Co8,278$966K0.0%-3.3%0.001%
5/16/2025 RNC Capital Management LLC34,787$4.06M0.2%-1.2%0.002%
5/16/2025 Coppell Advisory Solutions LLC4,916$574K0.0%+440.2%0.000%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.22,488$2.62M0.1%-1.2%0.001%
5/16/2025 Arete Wealth Advisors LLC12,122$1.41M0.1%+148.6%0.001%
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5/16/2025 Great Lakes Advisors LLC5,106$596K0.0%+13.5%0.000%
5/16/2025 Strait & Sound Wealth Management LLC8,747$1.02M0.5%+50.8%0.001%
5/16/2025 Caxton Associates LLP6,039$705K0.0%N/A0.000%
5/16/2025 Signature Estate & Investment Advisors LLC6,811$795K0.0%-6.8%0.000%
5/16/2025 Sciencast Management LP31,000$3.62M0.8%+28.0%0.002%
5/16/2025 Voleon Capital Management LP 74,559$8.70M0.7%+18.6%0.005%
5/16/2025 Fred Alger Management LLC158,324$18.47M0.1%+6.0%0.010%
5/16/2025 Ashton Thomas Private Wealth LLC22,158$2.59M0.1%-28.2%0.001%
5/16/2025 Resources Management Corp CT ADV1,415$165K0.0%+16.5%0.000%
5/16/2025 Jones Financial Companies Lllp4,631$534K0.0%-88.3%0.000%
5/16/2025 Stance Capital LLC22,802$2.66M1.9%+379,933.3%0.001%
5/16/2025 Talon Private Wealth LLC16,692$1.98M0.3%+4,224.4%0.001%
5/16/2025 Teza Capital Management LLC4,508$526K0.2%-56.3%0.000%
5/16/2025 UniSuper Management Pty Ltd826,882$96.47M0.7%+0.6%0.052%
5/16/2025 Raab & Moskowitz Asset Management LLC8,086$943K0.2%+17.6%0.001%
5/16/2025 Richwood Investment Advisors LLC3,576$417K0.4%-4.7%0.000%
5/16/2025 Plancorp LLC2,762$322K0.0%+8.0%0.000%
5/16/2025 NFJ Investment Group LLC174,497$20.36M0.7%-16.3%0.011%
5/16/2025 Nightview Capital LLC55,424$6.47M4.2%N/A0.003%
5/16/2025 Nissay Asset Management Corp Japan ADV149,236$17.41M0.1%+0.8%0.009%
5/16/2025 NatWest Group plc50,235$5.86M1.7%-21.6%0.003%
5/16/2025 NewEdge Advisors LLC144,197$16.82M0.1%+31.2%0.009%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.171,219$19.98M0.0%-28.7%0.011%
5/16/2025 Integrated Wealth Concepts LLC30,743$3.59M0.0%-15.1%0.002%
5/16/2025 Jacobs Levy Equity Management Inc.72,941$8.51M0.0%N/A0.005%
5/16/2025 Hancock Whitney Corp7,587$885K0.0%+6.5%0.000%
5/16/2025 DnB Asset Management AS778,556$90.83M0.4%-15.3%0.049%
5/16/2025 Edmond DE Rothschild Holding S.A.9,852$1.15M0.0%+11,095.5%0.001%
5/16/2025 Cinctive Capital Management LP128,641$15.01M1.1%+112.2%0.008%
5/16/2025 Clark Capital Management Group Inc.957,818$111.75M0.8%+2.4%0.060%
5/16/2025 Clifford Group LLC6,063$707K0.7%-7.4%0.000%
5/16/2025 Curi RMB Capital LLC130,800$15.26M0.4%-27.5%0.008%
5/16/2025 Alliancebernstein L.P.2,624,999$306.26M0.1%-9.1%0.164%
5/16/2025 Banque Transatlantique SA32,298$3.48M0.1%+4,324.4%0.002%
5/16/2025 AQR Capital Management LLC259,583$29.47M0.0%+29.6%0.016%
5/16/2025 Atalanta Sosnoff Capital LLC13,879$1.62M0.0%-97.3%0.001%
5/16/2025 Advisors Asset Management Inc.83,728$9.77M0.2%+17.3%0.005%
5/16/2025 AlTi Global Inc.12,835$1.50M0.0%-6.6%0.001%
5/16/2025 Alexis Investment Partners LLC1,994$233K0.1%-38.0%0.000%
5/16/2025 Amundi5,200,064$567.83M0.2%+21.7%0.324%
5/16/2025 Aprio Wealth Management LLC3,743$437K0.1%-6.3%0.000%
5/16/2025 Adage Capital Partners GP L.L.C.1,078,434$125.82M0.2%-6.1%0.067%
5/15/2025 Federation des caisses Desjardins du Quebec106,791$12.46M0.1%+4.5%0.007%
5/15/2025 Dark Forest Capital Management LP45,824$5.35M0.2%+1,977.2%0.003%
5/15/2025 EP Wealth Advisors LLC33,273$3.88M0.0%+35.8%0.002%
5/15/2025 First Manhattan CO. LLC.185,651$21.66M0.1%+277.8%0.012%
5/15/2025 Capital Investment Counsel LLC35,452$4.14M0.7%+1.8%0.002%
5/15/2025 Cigna Investments Inc. New11,605$1.35M0.3%-3.3%0.001%
5/15/2025 1248 Management LLC855$100K0.1%N/A0.000%
5/15/2025 Focus Partners Advisor Solutions LLC5,544$647K0.0%+9.0%0.000%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

It could very well mark the beginning of a new multitrillion-dollar industrial revolution. Up until now, we've imagined robots doing things like cleaning our homes, serving drinks at restaurants, greeting guests in hotel lobbies, stacking shelves in warehouses, and so on. Very soon, there will be a robot that won't do any of that. However, it's impact on the US economy and society will be FAR greater than anything we ever imagined.

This little-known company holds nearly 100 patents and trades for around $7
5/15/2025 Flputnam Investment Management Co.88,629$10.34M0.2%+16.4%0.006%
5/15/2025 Point72 Europe London LLP20,200$2.36M0.2%N/A0.001%
5/15/2025 Beck Mack & Oliver LLC6,125$715K0.0%+145.0%0.000%
5/15/2025 Graham Capital Management L.P.4,649$542K0.0%N/A0.000%
5/15/2025 Cyrus J. Lawrence LLC4,330$505K1.9%-93.9%0.000%
5/15/2025 MAI Capital Management161,388$18.83M0.1%-2.7%0.010%
5/15/2025 Quarry LP532$62K0.0%+84.1%0.000%
5/15/2025 Calton & Associates Inc.4,040$471K0.1%-11.0%0.000%
5/15/2025 Saudi Central Bank475$55K0.3%N/A0.000%
5/15/2025 DRW Securities LLC4,736$553K0.0%-66.8%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, 2,146 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 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 1,861 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), 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 215,351,104 shares in the last 24 months. This purchase volume represents approximately $22.62B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,370 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 ($22.67M), OFI Invest Asset Management ($19.43M), Capital Research Global Investors ($13.17M), Bank of New York Mellon Corp ($7.44M), Massachusetts Financial Services Co. MA ($4.22M), Franklin Resources Inc. ($3.66M), and Price T Rowe Associates Inc. MD ($3.37M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 163,846,309 shares in the last 24 months. This volume of shares sold represents approximately $16.67B in transactions.



This page (NYSE:MS) was last updated on 6/10/2025 by MarketBeat.com Staff
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