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Morgan Stanley (MS) Institutional Ownership

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$214.27 +0.34 (+0.16%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$214.40 +0.13 (+0.06%)
As of 06:04 AM 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 Massive. Learn more.
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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)
1742
Total
Institutional Inflows
(last 12 months)
$16.19B
Number of
Institutional Sellers
(last 12 months)
1187
Total
Institutional Outflows
(last 12 months)
$12.63B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB64,118$13.40M0.3%-7.6%0.004%
7/2/2026 Versant Capital Management Inc6,154$1.29M0.1%-7.9%0.000%
7/2/2026 Cedar Mountain Advisors LLC832$174K0.0%+540.0%0.000%
7/2/2026 Hilltop National Bank1,037$217K0.0%-6.8%0.000%
7/1/2026 Miller Global Investments LLC686$143K0.1%+51.4%0.000%
7/1/2026 First Financial Bank Trust Division4,348$909K0.1%+2.2%0.000%
7/1/2026 Adelphi Trust Co962$201K0.1%N/A0.000%
7/1/2026 Eastern Bank70,264$14.69M0.2%+6.8%0.004%
7/1/2026 Cacti Asset Management LLC17,000$3.55M0.2%-8.1%0.001%
6/22/2026Sapient Capital LLC10,076$1.66M0.0%+4.1%0.001%
6/18/2026Western Wealth Management LLC9,263$1.52M0.1%+16.0%0.001%
6/10/2026FAS Wealth Partners Inc.30,482$5.02M0.3%+4.5%0.002%
6/9/2026Rathbones Group PLC742,378$122.17M0.5%+5.2%0.047%
6/8/2026Pine Valley Investments Ltd Liability Co3,555$585K0.0%+25.8%0.000%
6/3/2026Wealthquest Corp1,370$225K0.0%+18.9%0.000%
6/3/2026DV Trading LLC4,276$704K0.0%+755.2%0.000%
6/3/2026Parallel Advisors LLC56,428$9.29M0.2%+1.1%0.004%
6/3/2026NewEdge Advisors LLC245,197$40.35M0.1%-5.3%0.016%
6/2/2026Blue Edge Capital LLC1,216$200K0.0%-7.9%0.000%
6/1/2026Foguth Wealth Management LLC.1,848$304K0.0%N/A0.000%
6/1/2026Financial Solutions Advisory Group Inc.1,226$202K0.0%N/A0.000%
6/1/2026Keel Point LLC5,341$879K0.1%-24.7%0.000%
5/29/2026Krane Financial Solutions LLC5,190$854K0.6%N/A0.000%
5/29/2026Asset Dedication LLC7,301$1.20M0.1%-1.0%0.000%
5/28/2026Carlson Capital L.P.8,682$1.43M0.4%N/A0.001%
5/27/2026Allen Capital Group LLC4,546$748K0.1%+1.3%0.000%
5/26/2026Glenmede Trust Co. NA150,782$24.81M0.1%-0.9%0.010%
5/26/2026Axiom Investment Management LLC1,400$230K0.2%N/A0.000%
5/22/2026Summitry LLC1,705$281K0.0%+8.8%0.000%
5/22/2026Groupama Asset Managment293,381$48.28M0.7%+1.0%0.019%
5/22/2026Wellington Grp LLC430$71K0.0%-26.7%0.000%
5/21/2026Raab & Moskowitz Asset Management LLC4,464$735K0.2%-39.8%0.000%
5/21/2026Vestor Capital LLC225,281$37.07M2.7%+15,019.5%0.014%
5/20/2026Liontrust Investment Partners LLP69,423$11.43M0.2%+12.3%0.004%
5/20/2026Hobbs Group Advisors LLC3,739$615K0.2%+19.5%0.000%
5/20/2026Leigh Baldwin & CO. LLC2,719$447K0.3%-10.0%0.000%
5/19/2026Western Wealth Management LLC9,263$1.52M0.1%+16.0%0.001%
5/19/2026McIlrath & Eck LLC597$98K0.0%+16.4%0.000%
5/19/2026Sonoma Allocations LLC1,422$239K0.1%-23.2%0.000%
5/19/2026Paragon Private Wealth Management LLC2,408$396K0.1%+18.0%0.000%
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5/19/2026Royal Fund Management LLC1,516$249K0.0%-14.7%0.000%
5/19/2026Ariadne Wealth Management LP2,360$388K0.2%-9.0%0.000%
5/19/2026Bank of America Corp DE16,326,676$2.69B0.2%+0.5%1.035%
5/19/2026Strait & Sound Wealth Management LLC9,237$1.52M0.6%+1.1%0.001%
5/19/2026Edgestream Partners L.P.85,059$14.00M0.5%+49.2%0.005%
5/19/2026Kentucky Retirement Systems114,385$18.82M0.6%+58.2%0.007%
5/19/2026Chesapeake Wealth Management12,831$2.11M0.6%-6.0%0.001%
5/19/2026Janus Henderson Group PLC3,922,709$645.54M0.3%-6.1%0.249%
5/19/2026Centaurus Financial Inc.20,105$3.31M0.2%+14.1%0.001%
5/19/2026Strategic Investment Advisors MI1,686$278K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC1,647$271K0.0%+7.2%0.000%
5/19/2026Encore Global Management LP4,000$658K0.5%N/A0.000%
5/18/2026Sunbelt Securities Inc.6,566$1.08M0.1%+9.9%0.000%
5/18/2026Amundi6,981,276$1.15B0.3%+10.4%0.443%
5/18/2026EverSource Wealth Advisors LLC23,074$3.80M0.1%+55.5%0.001%
5/18/2026Empire Financial Management Company LLC6,658$1.10M0.2%-0.8%0.000%
5/18/2026Talon Private Wealth LLC16,081$2.65M0.4%N/A0.001%
5/18/2026California State Teachers Retirement System1,790,507$294.66M0.3%-3.2%0.114%
5/18/2026Richwood Investment Advisors LLC4,107$676K0.5%+10.8%0.000%
5/18/2026Rokos Capital Management LLP236,721$38.95M0.3%-64.3%0.015%
5/18/2026Empowered Funds LLC252,788$41.60M0.3%+23.0%0.016%
5/18/2026Evercore Wealth Management LLC1,177,393$193.76M3.0%-3.2%0.075%
5/16/2026Ashford Capital Management Inc.4,570$752K0.1%+63.8%0.000%
5/16/2026The Manufacturers Life Insurance Company 1,227,123$201.95M0.2%-48.0%0.078%
5/16/2026Socorro Asset Management LP42,673$7.02M3.2%-32.5%0.003%
5/16/2026KCM Investment Advisors LLC18,858$3.10M0.1%-6.1%0.001%
5/16/2026Infrastructure Capital Advisors LLC8,957$1.47M0.1%+637.2%0.001%
5/16/2026Glen Eagle Advisors LLC2,510$413K0.1%+22.6%0.000%
5/16/2026Quantinno Capital Management LP917,669$151.02M0.3%+36.9%0.058%
5/16/2026Copley Financial Group Inc.3,593$591K0.4%-6.7%0.000%
5/16/2026Hound Partners LLC141,570$23.30M2.9%N/A0.009%
5/16/2026Polar Asset Management Partners Inc.41,495$6.83M0.1%-36.3%0.003%
5/16/2026Lazard Asset Management LLC237,672$39.11M0.1%+48.5%0.015%
5/16/2026Castleark Management LLC23,680$3.90M0.1%-70.2%0.002%
5/16/2026Family Manage LLC18,347$3.02M0.4%+771.6%0.001%
5/15/2026Gateway Wealth Partners LLC10,307$1.70M0.1%N/A0.001%
5/15/2026Turim 21 Investimentos Ltda.194$32K0.0%N/A0.000%
5/15/2026Blue Chip Partners LLC97,464$16.04M1.2%-5.2%0.006%
5/15/2026Everest Financial Group LLC6,231$1.03M0.2%+2.7%0.000%
5/15/2026OMERS ADMINISTRATION Corp87,785$14.45M0.1%+21.7%0.006%
5/15/2026Themes Management Co LLC6,024$991K0.6%+11.6%0.000%
5/15/2026Van Diest Capital LLC1,266$208K0.2%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT17,585$2.89M0.0%+1.0%0.001%
5/15/2026Lombard Odier Asset Management Switzerland SA65,909$10.85M0.4%-3.5%0.004%
5/15/2026Waverly Advisors LLC112,548$18.52M0.1%+29.3%0.007%
5/15/2026Aristotle Capital Management LLC646,691$106.43M0.2%-2.5%0.041%
5/15/2026Wealth Alliance LLC1,934$318K0.0%-8.3%0.000%
5/15/2026Empirical Finance LLC68,648$11.30M0.5%+3.3%0.004%
5/15/2026Bridgewater Advisors Inc.8,367$1.38M0.1%+32.1%0.001%
5/15/2026Boreal Capital Management LLC310$51K0.0%-23.3%0.000%
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5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,562,523$257.14M0.4%+54.8%0.099%
5/14/2026Galaxy Digital Capital Management GP LLC9,879$1.63M1.7%+298.7%0.001%
5/14/2026Dai ichi Life Insurance Company Ltd126,233$20.77M0.6%-5.7%0.008%
5/14/2026Renaissance Technologies LLC674,111$110.94M0.2%N/A0.043%
5/14/2026Bollard Group LLC247,477$40.73M1.2%+14.0%0.016%
5/14/2026Gabelli Funds LLC181,440$29.86M0.2%-13.3%0.012%
5/14/2026Gamco Investors INC. ET AL107,342$17.67M0.2%-6.8%0.007%
5/14/2026Hilltop Holdings Inc.9,031$1.49M0.1%-83.6%0.001%
5/14/2026GC Wealth Management RIA LLC35,982$5.92M0.2%+0.6%0.002%
5/14/2026Public Employees Retirement System of Ohio461,751$75.99M0.2%-2.1%0.029%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,569 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Vanguard Group Inc. ($21.25B), State Street Corp ($18.44B), Geode Capital Management LLC ($4.79B), Fisher Asset Management LLC ($4.44B), Capital International Investors ($3.65B), FMR LLC ($3.21B), and Wellington Management Group LLP ($2.81B).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 2,273 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 ($46.48M), Vanguard Group Inc. ($11.05M), Capital Research Global Investors ($6.74M), Nuveen LLC ($6.58M), Price T Rowe Associates Inc. MD ($5.25M), Schroder Investment Management Group ($5.18M), and Franklin Resources Inc. ($4.85M).

Institutional investors have bought a total of 100,716,343 shares in the last 24 months. This purchase volume represents approximately $16.19B in transactions.

Of the 1,187 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), The Manufacturers Life Insurance Company ($4.84M), Capital Research Global Investors ($3.95M), Massachusetts Financial Services Co. MA ($3.85M), State Street Corp ($3.83M), and Wellington Management Group LLP ($3.27M).

Institutional investors have sold a total of 76,959,889 shares in the last 24 months. This volume of shares sold represents approximately $12.63B in transactions.


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This page (NYSE:MS) was last updated on 7/6/2026 by MarketBeat.com Staff.
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