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Morgan Stanley (MS) Institutional Ownership

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$217.75 +3.71 (+1.73%)
Closing price 06/15/2026 03:59 PM Eastern
Extended Trading
$217.60 -0.15 (-0.07%)
As of 06/15/2026 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.
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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)
1741
Total
Institutional Inflows
(last 12 months)
$16.20B
Number of
Institutional Sellers
(last 12 months)
1187
Total
Institutional Outflows
(last 12 months)
$12.69B
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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
6/10/2026 FAS Wealth Partners Inc.30,482$5.02M0.3%+4.5%0.002%
6/9/2026 Rathbones Group PLC742,378$122.17M0.5%+5.2%0.047%
6/8/2026 Pine Valley Investments Ltd Liability Co3,555$585K0.0%+25.8%0.000%
6/3/2026 Wealthquest Corp1,370$225K0.0%+18.9%0.000%
6/3/2026 DV Trading LLC4,276$704K0.0%+755.2%0.000%
6/3/2026 Parallel Advisors LLC56,428$9.29M0.2%+1.1%0.004%
6/3/2026 NewEdge Advisors LLC245,197$40.35M0.1%-5.3%0.016%
6/2/2026 Blue Edge Capital LLC1,216$200K0.0%-7.9%0.000%
6/1/2026 Foguth Wealth Management LLC.1,848$304K0.0%N/A0.000%
6/1/2026 Financial Solutions Advisory Group Inc.1,226$202K0.0%N/A0.000%
6/1/2026 Keel Point LLC5,341$879K0.1%-24.7%0.000%
5/29/2026 Krane Financial Solutions LLC5,190$854K0.6%N/A0.000%
5/29/2026 Asset Dedication LLC7,301$1.20M0.1%-1.0%0.000%
5/28/2026 Carlson Capital L.P.8,682$1.43M0.4%N/A0.001%
5/27/2026 Allen Capital Group LLC4,546$748K0.1%+1.3%0.000%
5/26/2026 Glenmede Trust Co. NA150,782$24.81M0.1%-0.9%0.010%
5/26/2026 Axiom Investment Management LLC1,400$230K0.2%N/A0.000%
5/22/2026 Summitry LLC1,705$281K0.0%+8.8%0.000%
5/22/2026 Groupama Asset Managment293,381$48.28M0.7%+1.0%0.019%
5/22/2026 Wellington Grp LLC430$71K0.0%-26.7%0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC4,464$735K0.2%-39.8%0.000%
5/21/2026 Vestor Capital LLC225,281$37.07M2.7%+15,019.5%0.014%
5/20/2026 Liontrust Investment Partners LLP69,423$11.43M0.2%+12.3%0.004%
5/20/2026 Hobbs Group Advisors LLC3,739$615K0.2%+19.5%0.000%
5/20/2026 Leigh Baldwin & CO. LLC2,719$447K0.3%-10.0%0.000%
5/19/2026 Western Wealth Management LLC9,263$1.52M0.1%+16.0%0.001%
5/19/2026 McIlrath & Eck LLC597$98K0.0%+16.4%0.000%
5/19/2026 Sonoma Allocations LLC1,422$239K0.1%-23.2%0.000%
5/19/2026 Paragon Private Wealth Management LLC2,408$396K0.1%+18.0%0.000%
5/19/2026 Royal Fund Management LLC1,516$249K0.0%-14.7%0.000%
5/19/2026 Ariadne Wealth Management LP2,360$388K0.2%-9.0%0.000%
5/19/2026 Bank of America Corp DE16,326,676$2.69B0.2%+0.5%1.035%
5/19/2026 Strait & Sound Wealth Management LLC9,237$1.52M0.6%+1.1%0.001%
5/19/2026 Edgestream Partners L.P.85,059$14.00M0.5%+49.2%0.005%
5/19/2026 Kentucky Retirement Systems114,385$18.82M0.6%+58.2%0.007%
5/19/2026 Chesapeake Wealth Management12,831$2.11M0.6%-6.0%0.001%
5/19/2026 Janus Henderson Group PLC3,922,709$645.54M0.3%-6.1%0.249%
5/19/2026 Centaurus Financial Inc.20,105$3.31M0.2%+14.1%0.001%
5/19/2026 Strategic Investment Advisors MI1,686$278K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC1,647$271K0.0%+7.2%0.000%
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5/19/2026 Encore Global Management LP4,000$658K0.5%N/A0.000%
5/18/2026 Sunbelt Securities Inc.6,566$1.08M0.1%+9.9%0.000%
5/18/2026 Amundi6,981,276$1.15B0.3%+10.4%0.443%
5/18/2026 EverSource Wealth Advisors LLC23,074$3.80M0.1%+55.5%0.001%
5/18/2026 Empire Financial Management Company LLC6,658$1.10M0.2%-0.8%0.000%
5/18/2026 Talon Private Wealth LLC16,081$2.65M0.4%N/A0.001%
5/18/2026 California State Teachers Retirement System1,790,507$294.66M0.3%-3.2%0.114%
5/18/2026 Richwood Investment Advisors LLC4,107$676K0.5%+10.8%0.000%
5/18/2026 Rokos Capital Management LLP236,721$38.95M0.3%-64.3%0.015%
5/18/2026 Empowered Funds LLC252,788$41.60M0.3%+23.0%0.016%
5/18/2026 Evercore Wealth Management LLC1,177,393$193.76M3.0%-3.2%0.075%
5/16/2026 Ashford Capital Management Inc.4,570$752K0.1%+63.8%0.000%
5/16/2026 The Manufacturers Life Insurance Company 1,227,123$201.95M0.2%-48.0%0.078%
5/16/2026 Socorro Asset Management LP42,673$7.02M3.2%-32.5%0.003%
5/16/2026 KCM Investment Advisors LLC18,858$3.10M0.1%-6.1%0.001%
5/16/2026 Infrastructure Capital Advisors LLC8,957$1.47M0.1%+637.2%0.001%
5/16/2026 Glen Eagle Advisors LLC2,510$413K0.1%+22.6%0.000%
5/16/2026 Quantinno Capital Management LP917,669$151.02M0.3%+36.9%0.058%
5/16/2026 Copley Financial Group Inc.3,593$591K0.4%-6.7%0.000%
5/16/2026 Hound Partners LLC141,570$23.30M2.9%N/A0.009%
5/16/2026 Polar Asset Management Partners Inc.41,495$6.83M0.1%-36.3%0.003%
5/16/2026 Lazard Asset Management LLC237,672$39.11M0.1%+48.5%0.015%
5/16/2026 Castleark Management LLC23,680$3.90M0.1%-70.2%0.002%
5/16/2026 Family Manage LLC18,347$3.02M0.4%+771.6%0.001%
5/15/2026 Gateway Wealth Partners LLC10,307$1.70M0.1%N/A0.001%
5/15/2026 Turim 21 Investimentos Ltda.194$32K0.0%N/A0.000%
5/15/2026 Blue Chip Partners LLC97,464$16.04M1.2%-5.2%0.006%
5/15/2026 Everest Financial Group LLC6,231$1.03M0.2%+2.7%0.000%
5/15/2026 OMERS ADMINISTRATION Corp87,785$14.45M0.1%+21.7%0.006%
5/15/2026 Themes Management Co LLC6,024$991K0.6%+11.6%0.000%
5/15/2026 Van Diest Capital LLC1,266$208K0.2%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT17,585$2.89M0.0%+1.0%0.001%
5/15/2026 Lombard Odier Asset Management Switzerland SA65,909$10.85M0.4%-3.5%0.004%
5/15/2026 Waverly Advisors LLC112,548$18.52M0.1%+29.3%0.007%
5/15/2026 Aristotle Capital Management LLC646,691$106.43M0.2%-2.5%0.041%
5/15/2026 Wealth Alliance LLC1,934$318K0.0%-8.3%0.000%
5/15/2026 Empirical Finance LLC68,648$11.30M0.5%+3.3%0.004%
5/15/2026 Bridgewater Advisors Inc.8,367$1.38M0.1%+32.1%0.001%
5/15/2026 Boreal Capital Management LLC310$51K0.0%-23.3%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund1,562,523$257.14M0.4%+54.8%0.099%
5/14/2026 Galaxy Digital Capital Management GP LLC9,879$1.63M1.7%+298.7%0.001%
5/14/2026 Dai ichi Life Insurance Company Ltd126,233$20.77M0.6%-5.7%0.008%
5/14/2026 Renaissance Technologies LLC674,111$110.94M0.2%N/A0.043%
5/14/2026 Bollard Group LLC247,477$40.73M1.2%+14.0%0.016%
5/14/2026 Gabelli Funds LLC181,440$29.86M0.2%-13.3%0.012%
5/14/2026 Gamco Investors INC. ET AL107,342$17.67M0.2%-6.8%0.007%
5/14/2026 Hilltop Holdings Inc.9,031$1.49M0.1%-83.6%0.001%
5/14/2026 GC Wealth Management RIA LLC35,982$5.92M0.2%+0.6%0.002%
5/14/2026 Public Employees Retirement System of Ohio461,751$75.99M0.2%-2.1%0.029%
5/14/2026 Compound Planning Inc.21,799$3.59M0.1%-5.4%0.001%
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5/14/2026 Klingman & Associates LLC6,779$1.12M0.1%+3.3%0.000%
5/14/2026 Modern Wealth Management LLC9,882$1.64M0.0%+221.9%0.001%
5/14/2026 Keebeck Wealth Management2,427$399K0.0%+17.1%0.000%
5/14/2026 Alcosta Capital Management Inc.21,766$3.58M2.7%-4.9%0.001%
5/14/2026 Gibbs Wealth Management11,088$1.83M0.2%+103.7%0.001%
5/14/2026 Sei Investments Co.1,410,293$232.09M0.2%+89.7%0.089%
5/14/2026 MWA Asset Management239$39K0.0%N/A0.000%
5/14/2026 Davis R M Inc.5,425$893K0.0%-14.2%0.000%
5/14/2026 Lido Advisors LLC208,195$34.26M0.1%-18.5%0.013%
5/14/2026 Decatur Capital Management Inc.15,003$2.47M1.1%-1.5%0.001%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,570 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 100,754,461 shares in the last 24 months. This purchase volume represents approximately $16.20B 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 77,416,612 shares in the last 24 months. This volume of shares sold represents approximately $12.69B in transactions.


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This page (NYSE:MS) was last updated on 6/16/2026 by MarketBeat.com Staff.
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