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China July exports rise, with trade surplus at record-high
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Demand for grocery delivery cools as food costs rise
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Shift in war's front seen as ships cleared to leave Ukraine
Dems' climate, energy, tax bill clears initial Senate hurdle
Transit woes mount for Boston's beleaguered subway riders
Dems push Biden climate, health priorities toward Senate OK
S&P 500   4,145.19
DOW   32,803.47
QQQ   321.75
China July exports rise, with trade surplus at record-high
pixel
Demand for grocery delivery cools as food costs rise
Musk says Twitter deal could move ahead with 'bot' info
Shift in war's front seen as ships cleared to leave Ukraine
Dems' climate, energy, tax bill clears initial Senate hurdle
Transit woes mount for Boston's beleaguered subway riders
Dems push Biden climate, health priorities toward Senate OK
S&P 500   4,145.19
DOW   32,803.47
QQQ   321.75
China July exports rise, with trade surplus at record-high
pixel
Demand for grocery delivery cools as food costs rise
Musk says Twitter deal could move ahead with 'bot' info
Shift in war's front seen as ships cleared to leave Ukraine
Dems' climate, energy, tax bill clears initial Senate hurdle
Transit woes mount for Boston's beleaguered subway riders
Dems push Biden climate, health priorities toward Senate OK
S&P 500   4,145.19
DOW   32,803.47
QQQ   321.75
China July exports rise, with trade surplus at record-high
pixel
Demand for grocery delivery cools as food costs rise
Musk says Twitter deal could move ahead with 'bot' info
Shift in war's front seen as ships cleared to leave Ukraine
Dems' climate, energy, tax bill clears initial Senate hurdle
Transit woes mount for Boston's beleaguered subway riders
Dems push Biden climate, health priorities toward Senate OK

Morgan Stanley (MS) Institutional Ownership

$86.13
+0.77 (+0.90%)
(As of 08/5/2022 12:00 AM ET)
Add
Compare
Today's Range
$84.71
$86.71
50-Day Range
$72.90
$86.45
52-Week Range
$72.05
$109.73
Volume
6.22 million shs
Average Volume
7.83 million shs
Market Capitalization
$150.67 billion
P/E Ratio
11.64
Dividend Yield
3.60%
Price Target
$100.75

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

Current
Institutional Ownership
Percentage
85.02%
Number of
Institutional Buyers
(last 12 months)
1215
Total
Institutional Inflows
(last 12 months)
$15.08 B
Number of
Institutional Sellers
(last 12 months)
922
Total
Institutional Outflows
(last 12 months)
$13.32 B
Skip Chart & View Institutional Buying and Selling Data

MS Institutional Buying and Selling by Quarter

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Morgan Stanley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2022State Board of Administration of Florida Retirement System1,504,889$114.46M0.3%-3.9%0.086%
8/5/2022Cyrus J. Lawrence LLC72,727$5.53M1.6%-33.0%0.004%
8/5/2022Ascent Group LLC2,805$0.24M0.0%-11.0%0.000%
8/5/2022AMG National Trust Bank6,592$0.56M0.0%-44.5%0.000%
8/5/2022Wrapmanager Inc.2,864$0.22M0.1%N/A0.000%
8/5/2022Salzhauer Michael7,140$0.54M0.3%-51.9%0.000%
8/5/2022Wills Financial Group Inc.61,338$4.67M2.3%-0.6%0.004%
8/5/2022UNIVEST FINANCIAL Corp2,663$0.20M0.1%-5.1%0.000%
8/5/2022Meridian Wealth Management LLC16,479$1.25M0.1%+6.2%0.001%
8/5/2022Humankind Investments LLC3,455$0.26M0.1%+17.8%0.000%
8/5/2022Interchange Capital Partners LLC4,474$0.34M0.4%-22.7%0.000%
8/5/2022Lebenthal Global Advisors LLC11,065$0.84M0.4%+69.3%0.001%
8/5/2022Pinebridge Investments L.P.107,403$8.17M0.1%-61.7%0.006%
8/5/2022Pacific Global Investment Management Co.11,527$0.88M0.2%-2.1%0.001%
8/5/2022Financial Gravity Asset Management Inc.1,368$3.03M0.1%-12.6%0.000%
8/5/2022Connor Clark & Lunn Investment Management Ltd.606,925$46.16M0.3%-15.0%0.035%
8/5/2022Keystone Financial Group2,851$0.22M0.0%+11.5%0.000%
8/5/2022Citizens Financial Group Inc RI13,613$1.04M0.0%-4.8%0.001%
8/5/2022Pzena Investment Management LLC778,946$59.25M0.3%-6.5%0.045%
8/5/2022Better Money Decisions LLC427$32K0.0%N/A0.000%
8/5/2022Fieldpoint Private Securities LLC1,835$0.14M0.0%-41.4%0.000%
8/5/2022Scotia Capital Inc.137,589$10.47M0.1%-12.8%0.008%
8/5/2022Hourglass Capital LLC81,832$6.22M2.2%-2.3%0.005%
8/5/2022Iowa State Bank62,514$4.76M1.3%+0.3%0.004%
8/5/2022OLD Second National Bank of Aurora66,411$5.05M1.4%-1.1%0.004%
8/5/2022Riverwater Partners LLC3,400$0.26M0.3%N/A0.000%
8/5/2022Sound Shore Management Inc CT 1,165,446$88.64M3.2%-7.5%0.067%
8/5/2022Mitsubishi UFJ Asset Management UK Ltd.4,000$0.30M0.2%-42.9%0.000%
8/5/2022Illinois Municipal Retirement Fund61,276$4.66M0.1%-16.5%0.004%
8/5/2022Clearview Wealth Advisors LLC751$57K0.0%-24.8%0.000%
8/5/2022SouthState Corp15,303$1.16M0.1%-6.8%0.001%
8/5/2022Loomis Sayles & Co. L P215,569$16.40M0.0%-37.3%0.012%
8/5/20221ST Source Bank15,899$1.21M0.1%+12.0%0.001%
8/5/2022Bank Pictet & Cie Asia Ltd.14,341$1.09M0.4%-12.2%0.001%
8/5/2022Motco2,875$0.22M0.0%-37.1%0.000%
8/5/2022Los Angeles Capital Management LLC44,710$3.40M0.0%+19.3%0.003%
8/5/2022Cullen Frost Bankers Inc.16,563$1.26M0.0%-3.0%0.001%
8/5/2022Maltin Wealth Management Inc.7,968$0.61M0.4%-21.1%0.000%
8/5/2022Beta Wealth Group Inc.4,000$0.30M0.2%+8.1%0.000%
8/5/2022Sadoff Investment Management LLC831,650$63.26M4.8%-1.0%0.048%
8/5/2022Pekin Hardy Strauss Inc.10,542$0.80M0.1%-3.9%0.001%
8/5/2022Dakota Wealth Management10,713$0.82M0.1%-47.4%0.001%
8/5/2022abrdn plc518,357$39.51M0.1%+3.9%0.030%
8/4/2022Red Cedar Investment Management LLC10,480$0.80M0.1%-30.7%0.001%
8/4/2022Becker Capital Management Inc.90,500$6.88M0.3%-2.2%0.005%
8/4/2022Glassman Wealth Services1,312$100K0.0%+41.8%0.000%
8/4/2022Nvwm LLC17,141$1.30M0.5%-44.5%0.001%
8/4/2022Westbourne Investment Advisors Inc.78,374$5.96M3.7%-0.3%0.004%
8/4/2022Steward Partners Investment Advisory LLC45,377$3.45M0.1%-7.1%0.003%
8/4/2022Heritage Wealth Advisors8,089$0.62M0.0%+123.9%0.000%
8/4/2022Vanguard Capital Wealth Advisors10,673$0.81M0.9%-7.0%0.001%
8/4/2022Chicago Partners Investment Group LLC2,435$0.21M0.0%N/A0.000%
8/4/2022Securian Asset Management Inc.115,872$8.81M0.2%-1.9%0.007%
8/4/2022Evoke Wealth LLC5,388$0.41M0.0%-4.2%0.000%
8/4/2022Kinneret Advisory LLC15,340$1.17M0.2%+2.2%0.001%
8/4/2022Ironwood Investment Counsel LLC13,221$1.01M0.3%+11.9%0.001%
8/4/2022Personal Capital Advisors Corp5,795$0.44M0.0%-2.6%0.000%
8/4/2022Asio Capital LLC38,964$2.96M0.9%+6.5%0.002%
8/4/2022State of New Jersey Common Pension Fund D781,517$59.44M0.2%-1.0%0.045%
8/4/2022Vestmark Advisory Solutions Inc.42,323$3.22M0.2%+3.2%0.002%
8/4/2022Berkeley Capital Partners LLC10,101$0.77M0.3%+28.5%0.001%
8/4/2022J. W. Coons Advisors LLC6,311$0.48M0.2%-8.7%0.000%
8/4/2022Fifth Third Bancorp1,885,591$143.42M0.7%+0.5%0.108%
8/4/2022Northwestern Mutual Wealth Management Co.219,737$16.71M0.0%-38.1%0.013%
8/4/2022Northwestern Mutual Investment Management Company LLC64,269$4.89M0.1%+0.7%0.004%
8/4/2022Carret Asset Management LLC29,423$2.24M0.3%+2.2%0.002%
8/4/2022Hosking Partners LLP202,153$15.38M0.6%-16.2%0.012%
8/4/2022Bedel Financial Consulting Inc.2,876$0.22M0.1%+140.7%0.000%
8/4/2022Independent Advisor Alliance31,506$2.40M0.1%-2.0%0.002%
8/4/2022Aviva PLC441,827$33.61M0.2%+5.4%0.025%
8/4/2022IFG Advisory LLC6,663$0.51M0.1%-68.2%0.000%
8/4/2022NorthRock Partners LLC6,225$0.47M0.0%-2.4%0.000%
8/4/2022Mitsubishi UFJ Kokusai Asset Management Co. Ltd.753,625$57.32M0.3%+12.2%0.043%
8/4/2022TD Asset Management Inc.3,390,425$257.88M0.3%-2.8%0.194%
8/4/2022Cornerstone Wealth Management LLC7,004$0.53M0.1%+74.2%0.000%
8/4/2022Kesler Norman & Wride LLC12,984$0.99M0.3%-5.6%0.001%
8/3/2022Wilbanks Smith & Thomas Asset Management LLC139,059$10.58M0.4%+0.4%0.008%
8/3/2022Adell Harriman & Carpenter Inc.35,993$2.74M0.3%+67.3%0.002%
8/3/2022Envestnet Asset Management Inc.1,357,816$103.28M0.1%-30.8%0.078%
8/3/2022CIBC Private Wealth Group LLC899,261$68.40M0.2%+42.8%0.051%
8/3/2022Camden Capital LLC5,671$0.43M0.1%-7.3%0.000%
8/3/2022Baker Avenue Asset Management LP8,279$0.63M0.0%+11.1%0.000%
8/3/2022Van ECK Associates Corp30,646$2.33M0.0%+2.8%0.002%
8/3/2022Stephens Inc. AR44,664$3.40M0.1%+7.4%0.003%
8/3/2022Waldron Private Wealth LLC8,271$0.63M0.0%+6.3%0.000%
8/3/2022Nisa Investment Advisors LLC515,363$39.20M0.3%-4.4%0.029%
8/3/2022LGT Group Foundation44,516$3.39M0.1%-15.2%0.003%
8/3/2022MainStreet Investment Advisors LLC51,212$3.90M0.4%-6.3%0.003%
8/3/2022Janney Montgomery Scott LLC326,334$25.12M0.1%-13.7%0.019%
8/3/2022AE Wealth Management LLC61,255$4.66M0.0%+17.4%0.004%
8/3/2022Valeo Financial Advisors LLC8,472$0.64M0.0%-27.7%0.000%
8/3/2022LGT Fund Management Co Ltd.37,000$2.81M0.4%-21.3%0.002%
8/3/2022Assetmark Inc.76,749$5.84M0.0%+34.8%0.004%
8/3/2022Moloney Securities Asset Management LLC2,918$0.22M0.1%-44.3%0.000%
8/3/2022Retirement Systems of Alabama1,181,027$89.83M0.4%+2.4%0.068%
8/3/2022DekaBank Deutsche Girozentrale1,232,638$95.38M0.3%+5.9%0.070%
8/3/2022CHICAGO TRUST Co NA2,676$0.20M0.1%+13.1%0.000%
8/3/2022FDx Advisors Inc.53,560$4.07M0.2%-0.9%0.003%
8/3/2022Wealth Effects LLC13,317$1.01M0.6%+1.4%0.001%
8/3/2022Candriam S.C.A.548,850$41.74M0.3%+0.2%0.031%
(Data available from 1/1/2016 forward)













Morgan Stanley Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of Morgan Stanley stock?

During the previous two years, 1,852 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were State Street Corp ($11.40B), Vanguard Group Inc. ($10.44B), BlackRock Inc. ($8.73B), Price T Rowe Associates Inc. MD ($5.35B), FMR LLC ($4.09B), Wellington Management Group LLP ($3.29B), and Geode Capital Management LLC ($2.33B).Learn more on MS's institutional investors.

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

85.02% 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 1,667 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 ($34.98M), Capital Research Global Investors ($25.87M), Capital International Investors ($20.76M), FMR LLC ($18.41M), Massachusetts Financial Services Co. MA ($17.95M), Primecap Management Co. CA ($12.07M), and Price T Rowe Associates Inc. MD ($10.55M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 354,409,973 shares in the last 24 months. This purchase volume represents approximately $28.07B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,106 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: Price T Rowe Associates Inc. MD ($40.08M), BlackRock Inc. ($20.92M), 1832 Asset Management L.P. ($11.76M), Pzena Investment Management LLC ($6.61M), Franklin Resources Inc. ($6.31M), Greenhaven Associates Inc. ($5.97M), and Nuveen Asset Management LLC ($5.03M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 268,334,461 shares in the last 24 months. This volume of shares sold represents approximately $21.96B in transactions.

This page (NYSE:MS) was last updated on 8/7/2022 by MarketBeat.com Staff

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