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Morgan Stanley (MS) Institutional Ownership

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$159.25 -2.72 (-1.68%)
Closing price 10/21/2025 03:59 PM Eastern
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$159.10 -0.15 (-0.09%)
As of 10/21/2025 07:54 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)
1598
Total
Institutional Inflows
(last 12 months)
$18.43B
Number of
Institutional Sellers
(last 12 months)
1144
Total
Institutional Outflows
(last 12 months)
$10.73B
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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
10/21/2025McGuire Investment Group LLC80,788$12.84M1.5%-0.5%0.005%
10/21/2025Penobscot Investment Management Company Inc.13,366$2.13M0.2%+1.9%0.001%
10/21/2025Moss Adams Wealth Advisors LLC13,222$2.10M0.2%+0.5%0.001%
10/21/2025Global Retirement Partners LLC25,482$4.05M0.1%+7.8%0.002%
10/21/2025Capital Advisors Inc. OK508,043$80.76M1.3%+0.9%0.032%
10/21/2025Davis Capital Management260$41K0.0%N/A0.000%
10/21/2025Verity & Verity LLC7,620$1.21M0.1%-13.1%0.000%
10/21/2025Fulton Bank N.A.22,490$3.58M0.1%-21.4%0.001%
10/21/2025American National Bank & Trust2,333$371K0.0%-28.0%0.000%
10/21/2025Commonwealth Financial Services LLC1,387$220K0.0%N/A0.000%
10/21/2025Tradewinds Capital Management LLC515$82K0.0%N/A0.000%
10/21/2025Simon Quick Advisors LLC33,950$5.40M0.2%-10.7%0.002%
10/21/2025Signaturefd LLC27,324$4.34M0.1%+1.4%0.002%
10/21/2025GAM Holding AG2,554$406K0.0%N/A0.000%
10/21/2025NTV Asset Management LLC2,248$357K0.0%+31.0%0.000%
10/21/2025Arbor Investment Advisors LLC6,477$1.03M0.1%+20.0%0.000%
10/21/2025Brookwood Investment Group LLC6,061$963K0.1%+88.2%0.000%
10/21/2025SJS Investment Consulting Inc.246$39K0.0%+623.5%0.000%
10/21/2025SteelPeak Wealth LLC53,121$8.44M0.3%+115.4%0.003%
10/21/2025Relyea Zuckerberg Hanson LLC9,023$1.43M0.2%-10.5%0.001%
10/21/2025Lazard Freres Gestion S.A.S.521,964$82.97M1.6%+20.7%0.033%
10/21/2025Schear Investment Advisers LLC17,664$2.81M1.3%+1.2%0.001%
10/21/2025Silver Oak Securities Incorporated9,214$1.47M0.1%+580.0%0.001%
10/21/2025Amplius Wealth Advisors LLC2,683$426K0.0%-32.0%0.000%
10/21/2025Goldstein Advisors LLC1,384$220K0.0%-15.8%0.000%
10/21/2025Global Financial Private Client LLC1,477$235K0.1%N/A0.000%
10/21/2025Generali Asset Management SPA SGR121,014$19.24M0.4%+3.2%0.008%
10/21/2025Golden State Equity Partners12,189$1.94M0.3%-8.0%0.001%
10/21/2025Bank Pictet & Cie Europe AG7,061$1.12M0.0%-6.7%0.000%
10/21/2025True Wealth Design LLC276$44K0.0%+55.1%0.000%
10/21/2025Coastline Trust Co16,486$2.62M0.3%-1.1%0.001%
10/21/2025RB Capital Management LLC1,998$318K0.1%+11.5%0.000%
10/21/2025E&G Advisors LP8,171$1.30M0.3%-6.2%0.001%
10/21/2025Dupont Capital Management Corp85,011$13.51M1.4%-9.7%0.005%
10/21/2025Reston Wealth Management LLC1,751$278K0.1%+6.0%0.000%
10/21/2025West Branch Capital LLC3,740$595K0.2%+110.8%0.000%
10/21/2025Mather Group LLC.12,906$2.05M0.0%+1.0%0.001%
10/20/2025Pinnacle Wealth Management Advisory Group LLC50,013$7.95M0.6%+3.4%0.003%
10/20/2025Motive Wealth Advisors1,333$212K0.1%N/A0.000%
10/20/2025Burns J W & Co. Inc. NY67,110$10.67M1.2%-1.4%0.004%
10/20/2025Accurate Wealth Management LLC4,081$634K0.1%+23.9%0.000%
10/20/2025Hennessy Advisors Inc.49,300$7.84M0.3%+4.4%0.003%
10/20/2025Miracle Mile Advisors LLC17,759$2.82M0.0%-2.9%0.001%
10/20/2025Advocate Group LLC72,182$11.47M1.9%-3.7%0.005%
10/20/2025Nicholas Wealth LLC.12,057$1.92M0.8%+12.3%0.001%
10/20/2025Allspring Global Investments Holdings LLC135,585$21.27M0.0%+14.8%0.008%
10/20/2025Shum Financial Group Inc.1,344$214K0.2%N/A0.000%
10/20/2025Merit Financial Group LLC69,154$10.99M0.1%-2.2%0.004%
10/20/2025Moody Lynn & Lieberson LLC261,572$41.58M2.2%+3.4%0.016%
10/20/2025Calamos Wealth Management LLC87,236$13.87M0.5%+12.0%0.005%
10/20/2025Calamos Advisors LLC482,952$76.77M0.3%-1.0%0.030%
10/20/2025Oak Asset Management LLC16,928$2.69M0.9%-3.7%0.001%
10/20/2025Meridian Financial Advisors LLC1,402$223K0.1%N/A0.000%
10/20/2025Sax Wealth Advisors LLC4,694$746K0.0%+14.9%0.000%
10/20/2025Smith Salley Wealth Management25,745$4.09M0.2%+20.5%0.002%
10/20/2025Lewis Asset Management LLC1,933$307K0.1%+5.0%0.000%
10/20/2025Ascent Group LLC18,380$2.92M0.1%+77.1%0.001%
10/20/2025Great Diamond Partners LLC13,273$2.11M0.4%-0.7%0.001%
10/20/2025Sivia Capital Partners LLC2,638$419K0.1%+2.8%0.000%
10/20/2025Weaver Capital Management LLC2,264$360K0.1%N/A0.000%
10/20/2025Diversified Trust Co48,243$7.67M0.2%+63.9%0.003%
10/20/2025YANKCOM Partnership5,904$938K0.4%+25.2%0.000%
10/20/2025LVW Advisors LLC6,031$959K0.1%-1.0%0.000%
10/20/2025Continuum Advisory LLC5,059$804K0.1%+19.9%0.000%
10/20/2025Westbourne Investment Advisors Inc.75,393$11.98M3.3%-1.8%0.005%
10/20/2025Albion Financial Group UT64,853$10.31M0.6%-0.5%0.004%
10/20/2025Pure Financial Advisors LLC3,761$598K0.0%+11.0%0.000%
10/20/2025Tripletail Wealth Management LLC2,368$375K0.4%+17.5%0.000%
10/17/2025Oak Harvest Investment Services128,216$20.38M2.4%-2.1%0.008%
10/17/2025Farmers & Merchants Investments Inc.1,228$195K0.0%+13.9%0.000%
10/17/2025Copeland Capital Management LLC159,764$25.40M0.5%-4.6%0.010%
10/17/2025Fort Washington Investment Advisors Inc. OH302,721$48.12M0.3%-1.7%0.019%
10/17/2025Boston Trust Walden Corp178,998$28.45M0.2%+20.8%0.011%
10/17/2025Constitution Capital LLC4,560$725K0.3%+185.0%0.000%
10/17/2025HM Payson & Co.8,702$1.38M0.0%+2.5%0.001%
10/17/2025Annex Advisory Services LLC322,836$51.32M1.1%+4.9%0.020%
10/17/2025Ethic Inc.185,617$29.51M0.5%+0.7%0.012%
10/17/2025Mattson Financial Services LLC31,351$4.98M1.2%-0.3%0.002%
10/17/2025Institute for Wealth Management LLC.16,846$2.68M0.3%-1.5%0.001%
10/17/2025Regatta Capital Group LLC1,271$202K0.0%N/A0.000%
10/17/2025MPS Loria Financial Planners LLC1,332$212K0.1%N/A0.000%
10/17/2025Fire Capital Management LLC1,324$210K0.1%N/A0.000%
10/17/2025Valley National Advisers Inc.2,490$395K0.1%+3.3%0.000%
10/17/2025Perigon Wealth Management LLC33,270$5.29M0.1%+6.0%0.002%
10/17/2025Sowell Financial Services LLC30,854$4.91M0.2%+45.3%0.002%
10/17/2025Sapient Capital LLC3,070$495K0.0%-9.7%0.000%
10/17/2025Sovereign Financial Group Inc.4,644$738K0.1%+2.6%0.000%
10/17/2025Mayflower Financial Advisors LLC37,257$5.92M0.6%-2.8%0.002%
10/17/2025FSM Wealth Advisors LLC1,802$286K0.0%N/A0.000%
10/17/2025Apella Capital LLC3,465$554K0.0%+16.2%0.000%
10/17/2025E. Ohman J or Asset Management AB50,668$8.05M0.2%+1.0%0.003%
10/17/2025Apollon Wealth Management LLC81,945$13.03M0.2%-0.5%0.005%
10/17/2025Shulman DeMeo Asset Management LLC8,257$1.31M0.3%+6.2%0.001%
10/16/2025 Greenwood Capital Associates LLC58,520$9.30M1.1%-7.3%0.004%
10/16/2025 Carnegie Investment Counsel1,832$291K0.0%+21.5%0.000%
10/16/2025 Griffin Asset Management Inc.25,192$4.01M0.5%+2.3%0.002%
10/16/2025 LeConte Wealth Management LLC1,841$293K0.2%+3.7%0.000%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.19,377$3.08M1.0%-2.6%0.001%
10/16/2025 New Hampshire Trust4,730$752K0.1%+32.1%0.000%
10/16/2025 Richwood Investment Advisors LLC3,147$500K0.4%+4.2%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, 2,264 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 1,987 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 146,305,790 shares in the last 24 months. This purchase volume represents approximately $18.43B in transactions.

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

Of the 1,142 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 85,901,321 shares in the last 24 months. This volume of shares sold represents approximately $10.73B in transactions.


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This page (NYSE:MS) was last updated on 10/22/2025 by MarketBeat.com Staff
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