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Morgan Stanley (MS) Institutional Ownership

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$196.14 -2.25 (-1.13%)
Closing price 03:59 PM Eastern
Extended Trading
$195.74 -0.40 (-0.21%)
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.
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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)
1591
Total
Institutional Inflows
(last 12 months)
$93.02B
Number of
Institutional Sellers
(last 12 months)
1078
Total
Institutional Outflows
(last 12 months)
$10.95B
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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
9/23/2026 QRG Capital Management Inc.279,622$58.45M0.4%+12.0%0.018%
9/23/2026 Envestnet Portfolio Solutions Inc.43,573$9.11M0.0%-2.9%0.003%
9/23/2026 Envestnet Asset Management Inc.3,093,632$646.69M0.1%-0.2%0.196%
9/22/2026 Andra AP fonden150,920$31.55M0.3%-12.9%0.010%
9/22/2026 State Street Corp99,560,815$20.81B0.4%-1.8%6.312%
9/18/2026 Security National Bank of SO Dak150$31K0.0%N/A0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA200$42K0.0%N/A0.000%
9/17/2026 Wellington Altus USA Inc.1,838$384K0.3%-14.7%0.000%
9/15/2026 Anchor Investment Management LLC2,326$486K0.0%-51.3%0.000%
9/11/2026 Smith Chas P & Associates PA Cpas1,158$242K0.0%N/A0.000%
9/11/2026 Talon Private Wealth LLC19,309$4.04M0.5%+20.1%0.001%
9/9/2026 Bouchey Financial Group Ltd.2,560$535K0.0%+8.9%0.000%
9/9/2026 The Manufacturers Life Insurance Company1,129,349$236.08M0.1%-8.0%0.072%
9/9/2026 Blue Edge Capital LLC959$200K0.0%-21.1%0.000%
9/9/2026 Sequoia Financial Advisors LLC280,037$58.54M0.3%+3.2%0.018%
9/9/2026 Van Hulzen Asset Management LLC1,818$380K0.0%-5.6%0.000%
9/9/2026 Cahill Financial Advisors Inc.1,300$272K0.0%N/A0.000%
9/9/2026 MCF Advisors LLC5,376$1.12M0.0%-22.0%0.000%
9/9/2026 Scholtz & Company LLC31,266$6.54M3.3%-3.6%0.002%
9/9/2026 Archford Capital Strategies LLC1,033$216K0.0%N/A0.000%
9/9/2026 National Pension Service2,960,629$618.89M0.4%+0.3%0.188%
9/9/2026 BlueCrest Capital Management Ltd11,023$2.30M0.1%N/A0.001%
9/9/2026 Engineers Gate Manager LP9,379$1.96M0.0%-9.8%0.001%
9/9/2026 Cidel Asset Management Inc.7,124$1.49M0.1%-2.3%0.000%
9/9/2026 Capital Analysts LLC121,253$25.35M0.6%-1.1%0.008%
9/9/2026 SVB Wealth LLC3,631$759K0.0%-8.9%0.000%
9/9/2026 Teamwork Financial Advisors LLC992$207K0.0%N/A0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC52,042$10.88M0.6%+0.8%0.003%
9/9/2026 NorthRock Partners LLC12,479$2.61M0.0%+4.3%0.001%
9/9/2026 Integrated Wealth Concepts LLC40,934$8.56M0.1%+21.5%0.003%
9/9/2026 Community Bank N.A.10,419$2.18M0.2%-4.4%0.001%
9/9/2026 RFG Advisory LLC7,787$1.63M0.0%+16.7%0.000%
9/9/2026 NewEdge Advisors LLC278,364$58.19M0.2%+13.5%0.018%
9/9/2026 Hedeker Wealth LLC26,792$5.60M1.1%+2.1%0.002%
9/9/2026 IFP Advisors Inc21,762$4.55M0.1%+11.2%0.001%
9/9/2026 Baird Financial Group Inc.327,172$68.39M0.1%+5.0%0.021%
9/9/2026 XY Planning Network Inc.2,357$493K0.1%+14.4%0.000%
9/8/2026 Hudock Inc.5,094$1.07M0.1%+13.3%0.000%
9/8/2026 Allworth Financial LP43,540$9.10M0.0%-52.4%0.003%
9/8/2026 Arizona State Retirement System328,814$68.74M0.3%+1.1%0.021%
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9/8/2026 West Family Investments Inc.4,702$983K0.3%+62.9%0.000%
9/8/2026 Waverly Advisors LLC109,842$22.96M0.1%-2.4%0.007%
9/8/2026 Bank OZK1,815$379K0.1%+3.0%0.000%
9/8/2026 Lipe & Dalton19,101$3.99M1.9%-6.9%0.001%
9/8/2026 Empirical Finance LLC58,732$12.28M0.5%-14.4%0.004%
9/8/2026 Nykredit A S439,390$91.85M0.3%N/A0.028%
9/4/2026 Parkside 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%
8/23/2026 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%
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%
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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%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,614 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 2,306 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 456,148,248 shares in the last 24 months. This purchase volume represents approximately $93.02B in transactions.

Of the 1,077 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 62,835,074 shares in the last 24 months. This volume of shares sold represents approximately $10.95B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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