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Morgan Stanley (MS) Institutional Ownership

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$193.13 +3.88 (+2.05%)
Closing price 03:59 PM Eastern
Extended Trading
$193.18 +0.04 (+0.02%)
As of 07:29 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)
1791
Total
Institutional Inflows
(last 12 months)
$18.72B
Number of
Institutional Sellers
(last 12 months)
1231
Total
Institutional Outflows
(last 12 months)
$13.48B
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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
5/6/2026Heartland Bank & Trust Co8,892$1.46M0.3%+18.8%0.001%
5/6/2026Zhang Financial LLC7,042$1.16M0.0%+5.3%0.000%
5/6/2026Simon Quick Advisors LLC37,126$6.11M0.3%+6.1%0.002%
5/6/2026Kera Capital Partners Inc.2,985$491K0.1%+34.5%0.000%
5/6/2026Cornerstone Planning Group LLC614$101K0.0%+30.1%0.000%
5/6/2026Gryphon Financial Partners LLC11,478$1.89M0.2%+2.4%0.001%
5/6/2026Copeland Capital Management LLC135,026$22.22M0.5%-11.8%0.009%
5/6/2026Modera Wealth Management LLC9,235$1.52M0.0%+15.1%0.001%
5/6/2026Assetmark Inc.171,725$28.26M0.1%+7.0%0.011%
5/6/2026Angeles Wealth Management LLC7,670$1.26M0.1%+18.6%0.000%
5/6/2026AXS Investments LLC1,038$171K0.1%-5.7%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.53,799$8.85M0.5%N/A0.003%
5/6/2026Bessemer Group Inc.737,832$121.43M0.2%-46.1%0.047%
5/6/2026Avalon Trust Co9,296$1.53M0.1%+15.2%0.001%
5/6/2026SteelPeak Wealth LLC20,072$3.30M0.1%-3.7%0.001%
5/6/2026Allspring Global Investments Holdings LLC136,915$22.75M0.0%+0.2%0.009%
5/6/2026Frisch Financial Group Inc.3,836$631K0.1%+2.3%0.000%
5/6/2026Independent Financial Group LLC8,232$1.36M0.0%N/A0.001%
5/6/2026Enterprise Financial Services Corp2,750$453K0.2%-2.8%0.000%
5/6/2026Prosperity Consulting Group LLC6,171$1.02M0.0%+36.3%0.000%
5/6/2026Frazier Financial Advisors LLC217$36K0.0%+99.1%0.000%
5/5/2026Wealthfront Advisers LLC176,673$29.08M0.1%+8.4%0.011%
5/5/2026D.A. Davidson & CO.69,474$11.43M0.1%-0.8%0.004%
5/5/2026Twin Capital Management Inc.13,918$2.29M0.3%-0.9%0.001%
5/5/2026Bank of New York Mellon Corp9,794,288$1.61B0.3%+4.5%0.619%
5/5/2026Illinois Municipal Retirement Fund133,220$21.92M0.3%+17.1%0.008%
5/5/2026Journey Advisory Group LLC1,640$270K0.0%-53.2%0.000%
5/5/2026Geneos Wealth Management Inc.4,500$741K0.0%-93.9%0.000%
5/5/2026Harel Insurance Investments & Financial Services Ltd.911$150K0.0%+192.9%0.000%
5/5/2026MASTERINVEST Kapitalanlage GmbH18,395$3.03M0.3%-29.5%0.001%
5/5/2026Hudson Canyon Capital Management18,284$3.01M1.8%-0.5%0.001%
5/5/2026NFSG Corp521$86K0.0%-90.2%0.000%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt86,138$14.17M0.6%+8.8%0.005%
5/5/2026SouthState Bank Corp33,004$5.43M0.3%+3.5%0.002%
5/5/2026Opinicus Capital Inc.3,723$613K0.4%+2.0%0.000%
5/5/2026Sanctuary Advisors LLC156,416$25.74M0.1%-5.0%0.010%
5/5/2026 Cornerstone Advisory LLC2,707$445K0.0%+6.2%0.000%
5/5/2026 Camden National Bank2,884$475K0.1%+13.2%0.000%
5/5/2026 Adell Harriman & Carpenter Inc.33,367$5.49M0.3%+0.5%0.002%
5/5/2026 Checchi Capital Advisers LLC16,040$2.64M0.1%+4.5%0.001%
5/5/2026 Nwam LLC3,288$541K0.0%-5.0%0.000%
5/5/2026 Maryland State Retirement & Pension System57,043$9.39M0.2%-0.6%0.004%
5/5/2026 Fell Capital Management ADV2,710$446K0.4%-10.0%0.000%
5/5/2026 Hillsdale Investment Management Inc.33,720$5.55M0.2%+49.8%0.002%
5/5/2026 Hartford Funds Management Co LLC9,154$1.51M0.1%-12.7%0.001%
5/5/2026 Avantax Planning Partners Inc.3,185$524K0.0%+2.8%0.000%
5/4/2026 Calamos Wealth Management LLC89,881$14.79M0.5%+2.6%0.006%
5/4/2026 Calamos Advisors LLC535,714$88.16M0.3%+20.5%0.034%
5/4/2026 AMG National Trust Bank18,586$3.06M0.1%+16.7%0.001%
5/4/2026 Retirement Planning Group LLC3,864$636K0.0%-6.2%0.000%
5/4/2026 Legacy Capital Group California Inc.4,484$738K0.3%-10.2%0.000%
5/4/2026 Objective Capital Management LLC1,840$303K0.3%+15.0%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,164$2.83M0.0%-17.6%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC3,884$639K0.0%+18.7%0.000%
5/4/2026 Bleakley Financial Group LLC34,425$5.67M0.1%+2.6%0.002%
5/4/2026 State of Michigan Retirement System314,326$51.73M0.3%-0.6%0.020%
5/4/2026 Principal Financial Group Inc.3,021,966$497.33M0.3%-4.0%0.191%
5/4/2026 Citizens National Bank Trust Department1,350$222K0.0%+35.0%0.000%
5/4/2026 Bedel Financial Consulting Inc.3,242$534K0.1%-3.2%0.000%
5/4/2026 IFC Advisors LLC16,786$2.76M0.4%+2.4%0.001%
5/4/2026 Parr Mcknight Wealth Management Group LLC9,527$1.57M0.2%+19.0%0.001%
5/4/2026 AMF Tjanstepension AB348,619$57.37M0.4%-0.2%0.022%
5/4/2026 Triglav Investments D.O.O.20,151$3.32M0.2%-55.8%0.001%
5/4/2026 Y.D. More Investments Ltd955$157K0.0%-23.7%0.000%
5/4/2026 J. Safra Sarasin Holding AG82,993$13.64M0.2%+261.5%0.005%
5/4/2026 Tradewinds LLC.50,997$8.39M3.1%-4.8%0.003%
5/4/2026 Teachers Retirement System of The State of Kentucky339,029$55.79M0.4%-0.6%0.021%
5/4/2026 Procyon Advisors LLC8,818$1.45M0.0%-11.3%0.001%
5/2/2026 Financial Advisory Partners LLC33,414$5.50M1.6%-1.9%0.002%
5/2/2026 LGT Fund Management Co Ltd.1,628$268K0.0%-33.8%0.000%
5/2/2026 International Assets Investment Management LLC259,923$42.78M1.0%N/A0.016%
5/2/2026 Trifecta Capital Advisors LLC59,570$9.80M1.5%+2.4%0.004%
5/2/2026 Castleview Partners LLC3,353$552K0.3%+7.9%0.000%
5/2/2026 Strategic Wealth Advisors LLC970$159K0.1%-17.1%0.000%
5/2/2026 Diversify Wealth Management LLC17,559$2.89M0.1%+201.0%0.001%
5/2/2026 Valmark Advisers Inc.4,150$683K0.0%+8.8%0.000%
5/2/2026 Pittenger & Anderson Inc.160,825$26.47M1.1%+1.3%0.010%
5/2/2026 Carnegie Investment Counsel6,136$1.01M0.0%+5.9%0.000%
5/1/2026 Welch & Forbes LLC5,657$931K0.0%-1.7%0.000%
5/1/2026 Castle Wealth Management LLC2,793$460K0.1%-4.1%0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS280,249$46.12M0.2%-0.3%0.018%
5/1/2026 Ferguson Wellman Capital Management Inc.324,821$53.46M0.7%+0.8%0.021%
5/1/2026 Cullinan Associates Inc.15,295$2.52M0.2%-42.8%0.001%
5/1/2026 Citizens Financial Group Inc. RI65,709$10.81M0.2%-8.4%0.004%
5/1/2026 Midwest Trust Co177,523$29.22M0.4%+9.1%0.011%
5/1/2026 Fifth Third Bancorp1,799,762$296.19M0.5%+17.4%0.114%
5/1/2026 Glass Wealth Management Co LLC30,819$5.07M2.0%+2.8%0.002%
5/1/2026 American Trust2,642$435K0.0%-4.6%0.000%
5/1/2026 Torray Investment Partners LLC30,832$5.07M0.7%-1.0%0.002%
5/1/2026 Simplicity Wealth LLC5,446$896K0.1%+23.5%0.000%
5/1/2026 Candriam S.C.A.461,887$76.01M0.4%+7.3%0.029%
5/1/2026 Conning Inc.225,677$37.14M1.2%+18.0%0.014%
5/1/2026 Sequoia Financial Advisors LLC271,441$44.67M0.2%+0.0%0.017%
5/1/2026 Independence Bank of Kentucky11,120$1.83M0.2%-1.6%0.001%
5/1/2026 Relyea Zuckerberg Hanson LLC9,212$1.52M0.2%+11.0%0.001%
5/1/2026 Fulcrum Capital LLC2,893$476K0.1%-5.6%0.000%
5/1/2026 KLCM Advisors Inc.9,257$1.52M0.1%+1.6%0.001%
5/1/2026 Paladin Advisory Group LLC1,011$166K0.1%-12.5%0.000%
4/30/2026 Equitable Trust Co.2,636$434K0.0%+5.8%0.000%
4/30/2026 Whipplewood Advisors LLC498$82K0.0%+6,125.0%0.000%


MS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MS shares?

During the previous two years, 2,558 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 Bank of America Corp DE ($2.88B).Learn more on Morgan Stanley's institutional investors.

What percentage of Morgan Stanley's stock is owned by institutional investors?

84.19% of Morgan Stanley's stock is owned by institutional investors. Learn more on MS's institutional investor holdings.

Which institutional investors have been buying Morgan Stanley's stock?

Of the 2,262 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).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 124,226,270 shares in the last 24 months. This purchase volume represents approximately $18.71B in transactions.

Which of Morgan Stanley's major shareholders have been selling company stock?

Of the 1,230 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), Wellington Management Group LLP ($4.86M), Capital Research Global Investors ($3.95M), The Manufacturers Life Insurance Company ($3.90M), Massachusetts Financial Services Co. MA ($3.85M), and State Street Corp ($3.83M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 85,325,596 shares in the last 24 months. This volume of shares sold represents approximately $13.48B in transactions.


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This page (NYSE:MS) was last updated on 5/6/2026 by MarketBeat.com Staff.
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