Free Trial
→ Federal Reserve Reveals Disturbing New Plan To Control Your Money (From Weiss Ratings) (Ad)tc pixel Free MS Stock Alerts

Morgan Stanley (MS) Institutional Ownership

Morgan Stanley logo
$181.65 -4.99 (-2.68%)
Closing price 03:59 PM Eastern
Extended Trading
$181.90 +0.26 (+0.14%)
As of 07:59 PM 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.
Compare

Institutional Ownership Changes (13F Filings) for Morgan Stanley (NYSE:MS)

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1596
Total
Institutional Inflows
(last 12 months)
$92.98B
Number of
Institutional Sellers
(last 12 months)
1077
Total
Institutional Outflows
(last 12 months)
$10.91B
Get MS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Morgan Stanley stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Western Financial Corp CA3,692$694K0.2%+84.6%0.000%
10/14/2026LDIC Inc.50,734$9.54M6.2%+5.0%0.003%
10/14/2026Adirondack Trust Co.5,327$1.00M0.3%-1.9%0.000%
10/14/2026Seelaus Asset Management LLC1,174$221K0.2%N/A0.000%
10/14/2026ABLE Financial Group LLC1,289$242K0.0%N/A0.000%
10/14/2026Thurston Springer Miller Herd & Titak Inc.675$127K0.2%-76.3%0.000%
10/14/2026MinichMacGregor Wealth Management LLC1,540$290K0.0%+5.8%0.000%
10/14/2026First Citizens Bank & Trust Co.51,962$9.77M0.1%+27.7%0.003%
10/14/2026Focus Financial Network Inc.3,216$605K0.0%+23.1%0.000%
10/14/2026XY Planning Network Inc.2,513$473K0.1%+6.6%0.000%
10/14/2026KMG Fiduciary Partners LLC25,574$4.81M0.4%+0.8%0.002%
10/14/2026Salem Investment Counselors Inc.31,615$5.95M0.1%+1.1%0.002%
10/14/2026Signal Advisors Wealth LLC8,808$1.66M0.1%+33.4%0.001%
10/14/2026Copeland Capital Management LLC108,216$20.35M0.5%-5.4%0.007%
10/14/2026BigSur Wealth Management LLC2,459$462K0.1%N/A0.000%
10/14/2026Foster Group Inc.2,750$517K0.0%-11.4%0.000%
10/14/2026B. Riley Wealth Advisors Inc.25,253$4.75M0.2%+3.6%0.002%
10/14/2026Krilogy Financial LLC23,907$4.54M0.1%+5.2%0.002%
10/14/2026Edge Wealth Management LLC2,017$380K0.1%N/A0.000%
10/14/2026Affinity Capital Advisors LLC1,121$213K0.0%+11.4%0.000%
10/14/2026Maltin Wealth Management Inc.1,749$329K0.1%-5.6%0.000%
10/13/2026Spartan Planning & Wealth Management1,589$299K0.2%-30.8%0.000%
10/13/2026Contravisory Investment Management Inc.6,958$1.31M0.2%+85.8%0.000%
10/13/2026First County Bank CT3,357$631K0.3%+6.9%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.1,157$218K0.0%+5.9%0.000%
10/13/2026Sax Wealth Advisors LLC8,580$1.61M0.0%+55.4%0.001%
10/13/2026Fragasso Financial Advisors Inc8,591$1.63M0.1%+89.9%0.001%
10/13/2026NorthCrest Asset Manangement LLC142,993$26.80M0.6%-0.7%0.009%
10/13/2026Avior Wealth Management LLC8,897$1.67M0.0%-1.5%0.001%
10/13/2026Perpetual Ltd141,627$26.64M0.4%-1.8%0.009%
10/13/2026Vertrix Wealth Management LLC24,910$4.69M1.6%-5.2%0.002%
10/10/2026Kearns & Associates LLC1,125$212K0.1%-25.0%0.000%
10/10/2026Wealth Science Advisors LLC5,322$1.00M0.4%-4.3%0.000%
10/10/2026Valley Wealth Managers Inc.167,020$31.41M1.6%+0.5%0.011%
10/10/2026Castleview Partners LLC4,095$770K0.3%+11.4%0.000%
10/9/2026Stokes Capital Advisors LLC36,171$6.80M1.6%-0.8%0.002%
10/9/2026Sound Income Strategies LLC2,844$533K0.0%-2.8%0.000%
10/9/2026GK Wealth Management LLC776$146K0.1%-32.8%0.000%
10/9/2026Balefire LLC1,967$370K0.1%-4.7%0.000%
10/9/2026Shulman DeMeo Asset Management LLC7,864$1.50M0.5%-5.0%0.000%
The Iran War Isn’t Chaos. It’s Strategy. (Ad)

Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congressmen no cameras, no staff. What he found afterward points to a coordinated Two-Front Economic War already in motion, according to his research at Behind the Markets.tc pixel

Uncover the hidden strategy behind the Iran war now
10/9/2026Bullock Wealth Management Group3,674$691K0.3%-3.0%0.000%
10/9/2026Riversedge Advisors LLC1,855$349K0.0%+10.3%0.000%
10/9/2026Wedmont Private Capital15,935$2.99M0.1%+9.5%0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC1,638$308K0.2%+11.4%0.000%
10/9/2026Lawood & Co.7,641$1.44M0.9%N/A0.000%
10/9/2026Douglas Lane & Associates LLC676,771$127.29M1.6%-7.5%0.043%
10/9/2026Breakwater Capital Group7,513$1.41M0.2%-1.1%0.000%
10/9/2026LifeGoal Investments LLC14,790$2.78M0.9%N/A0.001%
10/9/2026Mn Services Vermogensbeheer B.V.350,982$66.01M0.5%+1.7%0.022%
10/9/2026Acropolis Investment Management LLC17,157$3.23M0.1%-3.4%0.001%
10/9/2026GAMMA Investing LLC41,646$7.83M0.3%+5.1%0.003%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC1,914$360K0.1%-13.4%0.000%
10/8/2026Hamilton Capital LLC6,415$1.21M0.1%+1.3%0.000%
10/8/2026Davis Capital Management312$59K0.0%+31.6%0.000%
10/8/2026Farther Finance Advisors LLC37,447$7.04M0.0%+21.6%0.002%
10/8/2026Sapient Capital LLC182,126$34.25M0.5%+0.5%0.012%
10/8/2026Westwind Capital39,766$7.48M1.8%-8.9%0.003%
10/8/2026CoreCap Advisors LLC2,808$528K0.0%+4.0%0.000%
10/8/2026Artemis Investment Management LLP87,440$16.45M0.1%-6.2%0.006%
10/8/2026Hamlin Capital Management LLC1,169,699$220.00M5.4%-0.7%0.074%
10/8/2026YHB Investment Advisors Inc.22,059$4.15M0.3%-0.3%0.001%
10/8/2026Titleist Asset Management LLC1,883$354K0.0%+6.3%0.000%
10/8/2026Apella Capital LLC6,723$1.28M0.0%+38.2%0.000%
10/8/2026Everhart Financial Group Inc.11,702$2.20M0.1%+1.9%0.001%
10/8/2026Gradient Investments LLC293,236$55.15M0.8%-8.0%0.019%
10/8/2026Avidian Wealth Enterprises LLC19,692$3.70M0.1%-17.3%0.001%
10/8/2026Valeo Financial Advisors LLC14,340$2.70M0.1%-0.9%0.001%
10/8/2026Veracity Capital LLC2,575$484K0.1%+22.9%0.000%
10/8/2026Tactive Advisors LLC3,037$571K0.1%-5.4%0.000%
10/8/2026New Covenant Trust Company N.A.2,934$552K0.4%+15.4%0.000%
10/8/2026Quintet Private Bank Europe S.A.1,688$317K0.0%N/A0.000%
10/8/2026Whalen Wealth Management Inc.3,959$745K0.3%-29.6%0.000%
10/8/2026Vann Equity Management LLC10,653$2.00M1.2%+3.0%0.001%
10/8/2026City Center Advisors LLC1,312$247K0.2%N/A0.000%
10/7/2026Venture Visionary Partners LLC86,727$16.31M0.4%+6.4%0.005%
10/7/2026Elevation Wealth Partners LLC410$77K0.0%+42.4%0.000%
10/7/2026Cooper Financial Group7,913$1.49M0.1%+12.2%0.001%
10/7/2026Canandaigua National Trust Co of Florida1,921$361K0.2%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.19,407$3.65M0.3%-7.4%0.001%
10/7/2026Investors Research Corp6,633$1.25M0.2%-3.6%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.474$89K0.0%-78.2%0.000%
10/7/2026American National Bank & Trust3,125$588K0.1%-6.7%0.000%
10/7/2026Legacy Solutions LLC2,617$492K0.4%-4.6%0.000%
10/6/2026Juncture Wealth Strategies LLC4,463$839K0.2%+3.2%0.000%
10/6/2026Moody National Bank Trust Division11,692$2.20M0.2%-2.8%0.001%
10/6/2026Bank of New Hampshire4,881$918K0.2%-3.3%0.000%
10/6/2026Iowa State Bank53,406$10.05M1.6%+0.7%0.003%
10/6/2026Byrne Asset Management LLC359$67K0.0%-52.7%0.000%
10/6/2026Central Pacific Bank Trust Division11,017$2.07M0.2%-19.3%0.001%
10/5/2026Park National Corp OH3,479$654K0.0%-15.4%0.000%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
10/5/2026Tompkins Financial Corp16,732$3.15M0.2%N/A0.001%
10/5/2026Baker Tilly Wealth Management LLC2,031$382K0.1%-17.6%0.000%
10/5/2026Ferguson Wellman Capital Management Inc.287,906$54.15M0.6%-0.8%0.018%
10/5/2026Eastern Bank71,204$13.39M0.2%+1.3%0.005%
10/5/2026Rockland Trust Co.9,777$1.84M0.1%-87.9%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB61,523$11.57M0.3%-4.0%0.004%
10/2/2026 First Citizens Financial Corp9,319$1.75M0.8%-0.6%0.001%
10/2/2026 Polaris Financial Partners331$63K0.0%N/A0.000%
10/2/2026 CX Institutional7,998$1.50M0.0%+1.3%0.001%
10/2/2026 Versant Capital Management Inc6,245$1.18M0.1%+1.5%0.000%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,628 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Mitsubishi UFJ Financial Group Inc. ($78.83B), Vanguard Group Inc. ($21.25B), State Street Corp ($20.81B), Geode Capital Management LLC ($4.79B), Fisher Asset Management LLC ($4.44B), Capital International Investors ($3.65B), and FMR LLC ($3.21B).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 2,312 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), Norges Bank ($46.48M), Bank of New York Mellon Corp ($11.96M), Vanguard Group Inc. ($11.05M), Capital Research Global Investors ($6.74M), Nuveen LLC ($6.58M), and Price T Rowe Associates Inc. MD ($5.25M).

Institutional investors have bought a total of 455,877,749 shares in the last 24 months. This purchase volume represents approximately $92.98B in transactions.

Of the 1,072 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 ($2.63M), State Street Corp ($2.59M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.10M).

Institutional investors have sold a total of 62,520,738 shares in the last 24 months. This volume of shares sold represents approximately $10.91B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's vis...
Weiss Ratings | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
I'm giving you a space stock today. Free.
On December 8th, $600 billion in frozen SpaceX stock comes loose. Dylan Jovine says one simple purchase in any...
Behind the Markets | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
You’d Never Guess What Their European Chalet Cost
Eric and Debbie, a couple in their 60s from Burbank, California, retired to a private chalet on a European cou...
International Living | Sponsoredtc pixel