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Morgan Stanley (MS) Institutional Ownership

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$217.73 +0.58 (+0.27%)
As of 03:58 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)
1583
Total
Institutional Inflows
(last 12 months)
$170.77B
Number of
Institutional Sellers
(last 12 months)
1069
Total
Institutional Outflows
(last 12 months)
$10.55B
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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
9/4/2026Parkside Financial Bank & Trust15,812$3.31M0.2%-0.6%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,600$334K0.0%+11.0%0.000%
9/2/2026 Range Advisory LLC2,952$617K0.1%+56.1%0.000%
9/2/2026 Brown Lisle Cummings Inc.1,587$332K0.1%-3.0%0.000%
8/28/2026 Cornerstone Financial Management LLC706$148K0.1%+11.0%0.000%
8/27/2026 Corient Private Wealth LP1,528,373$319.52M0.4%-9.3%0.097%
8/26/2026 Amundi6,692,356$1.40B0.3%-4.1%0.424%
8/26/2026 Brown Financial Advisors14,022$2.93M1.0%-7.3%0.001%
8/26/2026 HighTower Advisors LLC1,409,310$289.49M0.3%+5.8%0.089%
8/25/2026 Advus Financial Partners LLC2,003$419K0.1%-2.5%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al392,200$81.99M0.5%N/A0.025%
8/24/2026 California State Teachers Retirement System374,314,131$78.25B0.2%+20,805.5%23.731%
8/23/2026 Tanager Wealth Management LLP3,288$687K0.1%+6.0%0.000%
8/23/2026 Ameritas Advisory Services LLC879$44K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC5,441$1.14M0.0%+23.4%0.000%
8/23/2026 Guardian Wealth Advisors LLC NC2,478$518K0.0%+2.4%0.000%
8/23/2026 Wedmont Private Capital14,551$3.23M0.1%+0.9%0.001%
8/23/2026 Kintra Wealth LLC3,494$763K0.0%+38.4%0.000%
8/23/2026 Endeavor Private Wealth Inc.3,244$678K0.2%+10.6%0.000%
8/23/2026 Sovereign Investment Advisors LLC2,350$491K0.1%N/A0.000%
8/23/2026 Insight Inv LLC19,192$4.01M1.9%+1.4%0.001%
8/23/2026 Operose Advisors LLC7,506$1.57M0.3%-5.0%0.000%
8/23/2026 HB Wealth Management LLC112,084$23.43M0.1%-0.5%0.007%
8/23/2026 Nilsine Partners LLC13,538$2.83M0.2%+1.3%0.001%
8/23/2026 Northeast Planning Associates INC. NH84,161$3.94M2.9%-49.7%0.005%
8/23/2026 Nvest Financial LLC1,015$212K0.1%N/A0.000%
8/23/2026 Saudi Central Bank82,950$17.34M0.2%+89.3%0.005%
8/23/2026 Riverview Capital Advisers LLC979$205K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC3,504$750K0.1%N/A0.000%
8/22/2026 NBH Bank7,077$1.48M0.6%N/A0.000%
8/22/2026 AlphaGrep UK Ltd3,453$722K0.2%N/A0.000%
8/22/2026 MW Advisory LLC10,637$2.22M0.9%N/A0.001%
8/22/2026 Markowski Investments3,888$813K0.2%N/A0.000%
8/22/2026 Highland Investment Advisors LLC220$46K0.0%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.5,149$1.08M0.8%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich11,860$2.48M0.1%-74.7%0.001%
8/22/2026 Blalock Williams LLC1,242$260K0.2%N/A0.000%
8/22/2026 BAM Wealth Management LLC2,298$480K0.3%+28.2%0.000%
8/22/2026 SMART Wealth LLC4,907$1.03M0.2%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC62,215$3.11M1.1%+5.8%0.004%
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8/22/2026 Copley Financial Group Inc.2,477$518K0.3%-31.1%0.000%
8/22/2026 Syon Capital LLC20,251$4.23M0.2%-7.8%0.001%
8/22/2026 TD Waterhouse Canada Inc.583,289$123.65M0.3%+24.2%0.037%
8/22/2026 Premier Path Wealth Partners LLC12,125$2.54M0.3%+6.0%0.001%
8/22/2026 United Community Bank5,496$1.15M0.4%+2.2%0.000%
8/22/2026 Concurrent Investment Advisors LLC78,004$16.31M0.1%+24.4%0.005%
8/22/2026 NEOS Investment Management LLC194,970$40.76M0.2%+12.3%0.012%
8/21/2026 Alley Investment Management Company LLC65,293$13.65M1.6%-3.7%0.004%
8/21/2026 Kraft Davis & Associates LLC17,329$865K0.2%-90.3%0.001%
8/21/2026 Athena Investment Management1,647$344K0.2%-8.7%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC2,149$449K0.2%+4.4%0.000%
8/21/2026 Aletheian Wealth Advisors LLC1,416$296K0.1%N/A0.000%
8/21/2026 Mayport LLC1,844$385K0.1%N/A0.000%
8/21/2026 Continuum Advisory LLC4,781$999K0.1%+6.1%0.000%
8/21/2026 Orion Capital Management LLC7,350$1.54M0.5%-4.0%0.000%
8/21/2026 Nykredit A S619,363$129.47M0.4%N/A0.039%
8/21/2026 Thrive Wealth Management LLC2,483$519K0.1%-4.0%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG135,636$28.35M0.2%+31.5%0.009%
8/21/2026 Firestone Capital Management2,461$514K0.1%+3.7%0.000%
8/21/2026 Atticus Wealth Management LLC7,031$1.47M0.4%+16.5%0.000%
8/21/2026 SkyOak Wealth LLC40,946$8.56M1.4%-2.2%0.003%
8/21/2026 Beacon Financial Advisory LLC2,188$457K0.1%+4.6%0.000%
8/21/2026 Tsfg LLC1,223$256K0.0%+14.4%0.000%
8/21/2026 Lionsbridge Wealth Management LLC4,225$883K0.8%N/A0.000%
8/21/2026 First Citizens Financial Corp9,378$1.96M0.8%-8.6%0.001%
8/21/2026 Laidlaw Wealth Management LLC1,997$417K1.3%N/A0.000%
8/21/2026 Sound Financial Strategies Group LLC1,006$210K0.1%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.11,325$2.39M0.3%+6.3%0.001%
8/21/2026 Secure Asset Management LLC2,609$545K0.1%+14.4%0.000%
8/21/2026 Chesapeake Wealth Management12,612$2.64M0.7%-1.7%0.001%
8/21/2026 Independence Bank of Kentucky10,923$2.28M0.3%-1.8%0.001%
8/21/2026 Vanguard Capital Wealth Advisors15,886$3.32M2.3%+29.6%0.001%
8/21/2026 Legacy Financial Advisors Inc.6,449$1.35M0.2%+11.4%0.000%
8/20/2026 Proficio Capital Partners LLC8,753$1.83M0.1%+331.6%0.001%
8/20/2026 Nwam LLC3,386$708K0.0%+3.0%0.000%
8/20/2026 Jackson Wealth Management LLC2,253$471K0.3%N/A0.000%
8/20/2026 Rehmann Capital Advisory Group7,648$1.60M0.1%+23.0%0.000%
8/20/2026 A. D. Beadell Investment Counsel Inc.11,655$2.44M1.5%-20.3%0.001%
8/20/2026 Strategic Advisors LLC3,887$813K0.2%-78.3%0.000%
8/20/2026 CTC Alternative Strategies Ltd.1,100$230K0.3%N/A0.000%
8/20/2026 Oarsman Capital Inc.1,267$265K0.0%N/A0.000%
8/20/2026 Quantitative Investment Management LLC4,402$920K0.1%-41.6%0.000%
8/20/2026 Ancora Advisors LLC458$96K0.0%-48.1%0.000%
8/20/2026 Susquehanna Fundamental Investments LLC155,543$32.52M0.6%N/A0.010%
8/20/2026 Two Sigma Securities LLC26,909$5.63M0.5%+427.8%0.002%
8/20/2026 Benjamin Edwards Inc.31,667$6.62M0.1%+5.5%0.002%
8/20/2026 GTS Securities LLC3,441$719K0.0%-64.4%0.000%
8/20/2026 Alyeska Investment Group L.P.85,408$17.85M0.0%-92.4%0.005%
8/20/2026 Flputnam Investment Management Co.248,624$51.97M0.6%+3.1%0.016%
8/20/2026 Cookson Peirce & Co. Inc.16,346$3.42M0.1%-8.9%0.001%
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8/20/2026 Nichols & Pratt Advisers LLP MA2,945$616K0.0%-7.8%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.131,698$27.53M0.0%-1.1%0.008%
8/20/2026 Wedbush Securities Inc.10,343$2.16M0.1%-5.6%0.001%
8/20/2026 Meiji Yasuda Life Insurance Co8,343$1.74M0.1%+4.8%0.001%
8/20/2026 Hennessy Advisors Inc.40,800$8.53M0.3%-4.4%0.003%
8/20/2026 Okabena Investment Services Inc.1,044$218K0.0%N/A0.000%
8/20/2026 Spinnaker Trust1,196$250K0.0%N/A0.000%
8/20/2026 Cullinan Associates Inc.13,585$2.84M0.2%-11.2%0.001%
8/20/2026 Hollencrest Capital Management681$142K0.0%-36.9%0.000%
8/20/2026 Greenwood Capital Associates LLC33,343$6.97M0.7%-20.6%0.002%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,606 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Mitsubishi UFJ Financial Group Inc. ($78.83B), California State Teachers Retirement System ($78.25B), Vanguard Group Inc. ($21.25B), State Street Corp ($18.44B), Geode Capital Management LLC ($4.79B), Fisher Asset Management LLC ($4.44B), and Capital International Investors ($3.65B).Learn more on Morgan Stanley's institutional investors.

84.19% of Morgan Stanley's stock is owned by institutional investors. Learn more on MS's institutional investor holdings.

Of the 2,299 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: Mitsubishi UFJ Financial Group Inc. ($377.09M), California State Teachers Retirement System ($372.52M), Norges Bank ($46.48M), Bank of New York Mellon Corp ($11.96M), Vanguard Group Inc. ($11.05M), Capital Research Global Investors ($6.74M), and Nuveen LLC ($6.58M).

Institutional investors have bought a total of 828,120,531 shares in the last 24 months. This purchase volume represents approximately $170.77B in transactions.

Of the 1,069 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: Capital International Investors ($6.78M), Capital World Investors ($5.05M), Capital Research Global Investors ($3.95M), Wellington Management Group LLP ($3.27M), The Manufacturers Life Insurance Company ($2.53M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.10M), and Invesco Ltd. ($1.89M).

Institutional investors have sold a total of 60,902,257 shares in the last 24 months. This volume of shares sold represents approximately $10.55B in transactions.


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Institutional ownership data for NYSE:MS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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