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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The "Smart Money" Is Ready for May 1st Are You? (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The "Smart Money" Is Ready for May 1st Are You? (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
The “Perfect Storm” for Gold (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The "Smart Money" Is Ready for May 1st Are You? (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
The “Perfect Storm” for Gold (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
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Morgan Stanley (MS) Institutional Ownership

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$90.66
+0.40 (+0.44%)
(As of 04/19/2024 ET)
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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)
1206
Total
Institutional Inflows
(last 12 months)
$10.65B
Number of
Institutional Sellers
(last 12 months)
930
Total
Institutional Outflows
(last 12 months)
$9.24B
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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
4/19/2024FORVIS Wealth Advisors LLC5,118$482K0.0%+39.2%0.000%
4/19/2024American National Bank & Trust Co. VA4,269$402K0.1%N/A0.000%
4/19/2024FCG Investment Co2,163$204K0.2%N/A0.000%
4/19/2024Oak Harvest Investment Services121,257$11.42M2.0%+48.6%0.007%
4/19/2024First Trust Direct Indexing L.P.31,864$3M0.2%+14.7%0.002%
4/19/2024Kovack Advisors Inc.3,858$363K0.0%-41.0%0.000%
4/19/2024Norden Group LLC138,496$13.04M0.1%+2,355.6%0.009%
4/19/2024Lake Street Private Wealth LLC5,756$542K0.1%-6.3%0.000%
4/19/2024Valley National Advisers Inc.2,235$210K0.0%-10.3%0.000%
4/19/2024Lifestyle Asset Management Inc.2,172$205K0.1%-9.8%0.000%
4/19/2024BluePath Capital Management LLC5,067$477K0.4%+28.8%0.000%
4/19/2024Svenska Handelsbanken AB publ 114,745$10.80M3.4%N/A0.007%
4/19/2024State of Alaska Department of Revenue149,022$14.03M0.2%-3.1%0.009%
4/19/2024Albion Financial Group UT67,681$6.37M0.5%+3.1%0.004%
4/19/2024Marest Capital LLC3,855$363K0.3%N/A0.000%
4/19/2024Valeo Financial Advisors LLC18,971$1.79M0.0%+13.1%0.001%
4/19/2024Carret Asset Management LLC32,454$3.06M0.4%+3.8%0.002%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.2,931,728$276.05M0.2%-1.2%0.180%
4/18/2024SeaCrest Wealth Management LLC15,142$1.43M0.2%-6.6%0.001%
4/18/2024Measured Wealth Private Client Group LLC3,658$344K0.1%+13.4%0.000%
4/18/2024InTrack Investment Management Inc2,733$257K0.2%N/A0.000%
4/18/2024State of Michigan Retirement System343,226$32.32M0.2%-0.8%0.021%
4/18/2024Buffington Mohr McNeal11,375$1.07M0.2%+100.4%0.001%
4/18/2024MV Capital Management Inc.1,038$98K0.0%-13.8%0.000%
4/18/2024Capital Advisors Ltd. LLC2,062$194K0.0%+9.2%0.000%
4/18/2024Woodmont Investment Counsel LLC8,401$791K0.1%+32.9%0.001%
4/18/2024Cullinan Associates Inc.35,220$3.32M0.2%-68.5%0.002%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH3,131$295K0.1%+3.9%0.000%
4/18/2024Allspring Global Investments Holdings LLC76,496$7.20M0.0%-4.0%0.005%
4/18/2024Hexagon Capital Partners LLC5,336$502K0.1%+11.6%0.000%
4/18/2024Claro Advisors LLC7,000$659K0.1%+4.3%0.000%
4/18/2024Miracle Mile Advisors LLC7,504$707K0.0%+10.7%0.000%
4/18/2024BKM Wealth Management LLC2,204$208K0.1%+6.1%0.000%
4/18/2024Wolff Wiese Magana LLC23,402$2.20M1.9%-0.9%0.001%
4/18/2024Diversified Trust Co8,949$843K0.0%-29.4%0.001%
4/18/2024Mirador Capital Partners LP15,345$1.45M0.3%+12.0%0.001%
4/18/2024Chapin Davis Inc.5,814$547K0.2%-3.4%0.000%
4/18/2024LVW Advisors LLC11,500$1.08M0.2%+18.3%0.001%
4/18/2024Breakwater Capital Group7,641$719K0.2%-2.2%0.000%
4/18/2024Chatham Capital Group Inc.15,456$1.46M0.3%+14.7%0.001%
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4/17/2024Deltec Asset Management LLC12,500$1.18M0.2%-7.4%0.001%
4/17/2024Fiduciary Alliance LLC76,764$7.18M1.3%-1.9%0.005%
4/17/2024Sandy Cove Advisors LLC35,504$3.34M1.5%-33.7%0.002%
4/17/2024Cornerstone Wealth Group LLC3,647$343K0.0%N/A0.000%
4/17/2024Annapolis Financial Services LLC447$42K0.0%-35.9%0.000%
4/17/2024River Street Advisors LLC16,423$1.55M1.0%+3.9%0.001%
4/17/2024New Mexico Educational Retirement Board82,410$7.20M0.2%+21.5%0.005%
4/17/2024Chemung Canal Trust Co.15,531$1.46M0.3%+1.0%0.001%
4/17/2024Griffin Asset Management Inc.23,514$2.21M0.3%+1.3%0.001%
4/17/2024Burns J W & Co. Inc. NY74,554$7.02M1.0%-4.3%0.005%
4/17/2024Hennion & Walsh Asset Management Inc.33,141$3.12M0.2%-16.8%0.002%
4/16/2024MCF Advisors LLC3,617$341K0.0%-4.2%0.000%
4/16/2024Opinicus Capital Inc.3,320$313K0.3%+23.8%0.000%
4/16/2024Trifecta Capital Advisors LLC53,104$5M1.2%+3.2%0.003%
4/16/2024First Dallas Securities Inc.7,562$712K0.3%+21.0%0.000%
4/16/2024Reliant Investment Management LLC48,838$4.60M2.2%N/A0.003%
4/16/2024Hodges Capital Management Inc.41,996$3.96M0.3%-30.2%0.003%
4/16/2024Occidental Asset Management LLC35,990$3.39M0.6%+6.9%0.002%
4/16/2024WD Rutherford LLC1,135$107K0.1%N/A0.000%
4/16/2024Independence Bank of Kentucky3,004$283K0.1%+24.4%0.000%
4/16/2024Webster Bank N. A.2,391$225K0.0%-8.0%0.000%
4/16/2024New England Research & Management Inc.26,205$2.47M1.2%+27.6%0.002%
4/16/2024Financial Management Professionals Inc.7,937$747K0.1%+8.2%0.000%
4/16/2024AMF Tjanstepension AB686,109$64.64M0.5%-5.1%0.042%
4/16/2024Calton & Associates Inc.5,719$538K0.3%+20.3%0.000%
4/16/2024Norwood Financial Corp419$39K0.1%N/A0.000%
4/16/2024Pinnacle Bancorp Inc.4,900$461K0.1%-10.1%0.000%
4/16/2024Register Financial Advisors LLC4,936$465K0.2%+22.8%0.000%
4/16/2024Capital Asset Advisory Services LLC21,205$1.96M0.1%+19.4%0.001%
4/16/2024Indiana Trust & Investment Management CO1,341$126K0.1%+9.9%0.000%
4/16/2024Fifth Third Wealth Advisors LLC14,888$1.40M0.2%-9.2%0.001%
4/16/2024Hennessy Advisors Inc.72,700$6.85M0.3%+2.8%0.004%
4/16/2024Buckley Wealth Management LLC9,388$884K0.3%+1.4%0.001%
4/16/2024Baugh & Associates LLC72,501$6.83M3.6%-0.3%0.004%
4/16/2024Congress Park Capital LLC8,002$753K0.3%-15.8%0.000%
4/16/2024Maltin Wealth Management Inc.2,262$213K0.1%-69.5%0.000%
4/16/2024180 Wealth Advisors LLC2,191$206K0.0%N/A0.000%
4/16/2024Vanguard Capital Wealth Advisors15,654$1.47M1.0%-13.7%0.001%
4/16/2024Bouvel Investment Partners LLC25,873$2.44M1.1%+1.9%0.002%
4/16/2024Tlwm13,220$1.25M0.3%-1.9%0.001%
4/16/2024Wealth Enhancement Advisory Services LLC939,065$88.42M0.2%+3.9%0.058%
4/16/2024Procyon Advisors LLC12,376$1.17M0.1%-1.9%0.001%
4/16/2024Mosley Wealth Management4,840$456K0.4%-2.7%0.000%
4/15/2024Investment Partners Asset Management Inc.3,313$312K0.3%N/A0.000%
4/15/2024Signet Financial Management LLC3,728$351K0.0%-93.9%0.000%
4/15/2024Wealthcare Advisory Partners LLC2,371$223K0.0%N/A0.000%
4/15/2024DGS Capital Management LLC3,607$340K0.1%+53.2%0.000%
4/15/2024Matrix Asset Advisors Inc. NY305,900$28.80M3.4%-0.2%0.019%
4/15/2024TrueMark Investments LLC20,710$1.95M1.8%-1.8%0.001%
4/15/2024Future Financial Wealth Managment LLC1,000$94K0.1%N/A0.000%
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4/15/2024Brookstone Capital Management6,745$635K0.0%-7.7%0.000%
4/15/2024RMR Wealth Builders3,579$337K0.0%-9.0%0.000%
4/15/2024Sunbelt Securities Inc.7,411$698K0.1%+2.2%0.000%
4/15/2024CFM Wealth Partners LLC7,420$699K0.1%+9.5%0.000%
4/15/2024Kingswood Wealth Advisors LLC10,463$985K0.1%-6.5%0.001%
4/15/2024Mcdonald Partners LLC5,556$523K0.1%-7.2%0.000%
4/15/2024West Paces Advisors Inc.1,283$121K0.0%+10.1%0.000%
4/13/2024 First Financial Corp IN1,179$111K0.1%+20.7%0.000%
4/13/2024 Wallace Advisory Group LLC3,118$291K0.2%+6.1%0.000%
4/12/2024 Dynamic Advisor Solutions LLC16,295$1.53M0.1%+1.9%0.001%
(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, 1,943 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), Vanguard Group Inc. ($10.17B), State Street Corp ($9.78B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.59B), Capital International Investors ($2.28B), and Geode Capital Management LLC ($2.01B).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 1,685 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 ($21.53M), Capital International Investors ($21.36M), Capital Research Global Investors ($15.28M), Price T Rowe Associates Inc. MD ($12.70M), Ontario Teachers Pension Plan Board ($10.67M), Moneta Group Investment Advisors LLC ($10.64M), and Fisher Asset Management LLC ($9.77M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 241,381,604 shares in the last 24 months. This purchase volume represents approximately $20.79B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,278 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: OFI Invest Asset Management ($19.12M), State Street Corp ($15.40M), Price T Rowe Associates Inc. MD ($14.08M), BlackRock Inc. ($10.69M), Vanguard Group Inc. ($8.06M), Wellington Management Group LLP ($8.04M), and FMR LLC ($7.11M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 216,804,478 shares in the last 24 months. This volume of shares sold represents approximately $18.36B in transactions.


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This page (NYSE:MS) was last updated on 4/19/2024 by MarketBeat.com Staff

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