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Morgan Stanley (MS) Institutional Ownership

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$217.31 -1.07 (-0.49%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$216.33 -0.98 (-0.45%)
As of 08/14/2026 07:57 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)
1571
Total
Institutional Inflows
(last 12 months)
$92.35B
Number of
Institutional Sellers
(last 12 months)
1070
Total
Institutional Outflows
(last 12 months)
$10.18B
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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
8/15/2026Pointe Capital Management LLC1,317$275K0.1%N/A0.000%
8/14/2026Ancora Advisors LLC458$96K0.0%N/A0.000%
8/14/2026Manning & Napier Advisors LLC158$33K0.0%N/A0.000%
8/14/2026 Cullen Capital Management LLC1,413,521$295.48M2.9%N/A0.090%
8/13/2026 Capital Square LLC1,762$392K0.2%N/A0.000%
8/13/2026 LM Advisors LLC6,120$1.28M0.1%N/A0.000%
8/12/2026 Compass Financial Management LLC3,504$750K0.1%N/A0.000%
8/12/2026 X Square Capital LLC4,090$855K0.2%N/A0.000%
8/12/2026 Heartland Bank & Trust Co8,793$1.84M0.4%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.1,963$410K0.2%N/A0.000%
8/11/2026 Advisors Preferred LLC11,300$2.42M0.4%N/A0.001%
8/11/2026 Ninepoint Partners LP4,375$915K0.1%N/A0.000%
8/11/2026 Trillium Asset Management LLC997$208K0.0%N/A0.000%
8/11/2026 Jupiter Wealth Management LLC58,807$12.29M4.9%N/A0.004%
8/11/2026 Somerville Kurt F6,200$1.30M0.3%N/A0.000%
8/11/2026 Madison Asset Management LLC37,780$7.90M0.1%N/A0.002%
8/10/2026 Knuff & Co LLC1,175$246K0.1%N/A0.000%
8/10/2026 Sound Financial Strategies Group LLC1,006$210K0.1%N/A0.000%
8/10/2026 Great Lakes Advisors LLC4,670$976K0.0%N/A0.000%
8/8/2026 Foster & Motley Inc.9,116$1.91M0.1%N/A0.001%
8/8/2026 Cypress Asset Management Inc. TX1,040$217K0.0%N/A0.000%
8/7/2026 Paladin Partners LLC289$60K0.0%N/A0.000%
8/7/2026 Commerzbank Aktiengesellschaft FI22,168$4.63M0.1%N/A0.001%
8/7/2026 Trust Co. of Vermont12,882$2.69M0.1%N/A0.001%
8/7/2026 Mitsubishi UFJ Financial Group Inc.377,085,167$78.83T100.0%N/A23.907%
8/7/2026 Plato Investment Management Ltd48,226$10.02M0.6%N/A0.003%
8/6/2026 Bank of New York Mellon Corp9,759,983$2.04B0.3%N/A0.619%
8/6/2026 S&CO Inc.33,987$7.10M0.4%N/A0.002%
8/6/2026 Orca Investment Management LLC4,722$987K0.7%N/A0.000%
8/3/2026 Beacon Bank & Trust5,587$1.17M0.1%-7.1%0.000%
7/25/2026 Midland Wealth Advisors LLC977$204K0.0%N/A0.000%
7/25/2026 Xcel Wealth Management LLC40,660$8.50M2.0%-9.1%0.003%
7/25/2026 Bogart Wealth LLC1,055$221K0.0%+10.9%0.000%
7/25/2026 Stronghold Wealth Management L.L.C.1,140$238K0.3%N/A0.000%
7/25/2026 Boston Trust Walden Corp215,325$45.01M0.3%+3.2%0.014%
7/25/2026 Bartlett & CO. Wealth Management LLC22,802$4.77M0.1%+0.2%0.001%
7/25/2026 TCV Trust & Wealth Management Inc.1,116$233K0.0%N/A0.000%
7/25/2026 CRA Financial Services LLC1,371$287K0.0%+8.8%0.000%
7/25/2026 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd27,805$5.81M0.6%-1.7%0.002%
7/25/2026 EdgeRock Capital LLC1,186$248K0.1%N/A0.000%
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7/25/2026 Lansing Street Advisors12,967$2.71M0.6%+0.5%0.001%
7/25/2026 Silver Coast Investments LLC1,926$403K0.1%-8.9%0.000%
7/25/2026 Legacy Advisors LLC2,903$607K0.1%+9.3%0.000%
7/25/2026 Pine Valley Investments Ltd Liability Co4,005$837K0.0%+12.7%0.000%
7/25/2026 Freedom Day Solutions LLC14,783$3.09M0.7%-1.9%0.001%
7/24/2026 CPC Advisors LLC16,113$3.37M0.5%+3.2%0.001%
7/24/2026 Avidian Wealth Enterprises LLC23,823$4.98M0.1%+4.9%0.002%
7/24/2026 Whelan Financial1,149$240K0.1%N/A0.000%
7/24/2026 D.A. Davidson & CO.69,210$14.47M0.1%-0.4%0.004%
7/24/2026 Columbia Bank13,974$2.92M0.7%+1.1%0.001%
7/24/2026 Benjamin Edwards Inc.31,667$6.62M0.1%+5.5%0.002%
7/24/2026 KPP Advisory Services LLC7,872$1.65M0.2%-1.4%0.000%
7/24/2026 Surience Private Wealth LLC14,355$3.00M2.6%N/A0.001%
7/24/2026 Penobscot Investment Management Company Inc.18,781$3.93M0.3%+39.6%0.001%
7/24/2026 Vest Financial LLC27,389$5.73M0.1%+1.6%0.002%
7/24/2026 Beta Wealth Group Inc.3,121$652K0.2%-22.4%0.000%
7/24/2026 Bank Pictet & Cie Europe AG5,311$1.11M0.0%-3.4%0.000%
7/24/2026 Provenance Wealth Advisors LLC1,849$387K0.0%+317.4%0.000%
7/24/2026 Munich Reinsurance Co Stock Corp in Munich11,860$2.48M0.1%-74.7%0.001%
7/24/2026 EverSource Wealth Advisors LLC14,380$3.01M0.1%-37.7%0.001%
7/24/2026 Nilsine Partners LLC13,538$2.83M0.2%+1.3%0.001%
7/24/2026 Vanguard Capital Wealth Advisors15,886$3.32M2.3%+29.6%0.001%
7/24/2026 Total Clarity Wealth Management Inc.1,240$259K0.1%-6.1%0.000%
7/24/2026 Sivia Capital Partners LLC3,358$702K0.1%+169.1%0.000%
7/24/2026 Insight Inv LLC19,192$4.01M1.9%+1.4%0.001%
7/24/2026 Hartford Financial Management Inc.146$31K0.0%-39.9%0.000%
7/24/2026 Signaturefd LLC30,969$6.47M0.1%+4.9%0.002%
7/24/2026 Crewe Advisors LLC2,565$536K0.0%+13.6%0.000%
7/24/2026 Cookson Peirce & Co. Inc.16,346$3.42M0.1%-8.9%0.001%
7/24/2026 Griffin Asset Management Inc.26,956$5.64M0.6%-1.1%0.002%
7/24/2026 Hunter Associates Investment Management LLC18,530$3.88M0.4%-5.4%0.001%
7/24/2026 Tanager Wealth Management LLP3,288$687K0.1%+6.0%0.000%
7/24/2026 Strid Group LLC1,118$234K0.0%N/A0.000%
7/24/2026 Greenline Wealth Management LLC1,012$211K0.2%N/A0.000%
7/24/2026 Financial Consulate Inc.162$34K0.0%+110.4%0.000%
7/24/2026 Forum Financial Management LP7,469$1.56M0.0%-42.4%0.000%
7/23/2026 Kesler Norman & Wride LLC9,105$1.90M0.3%-26.9%0.001%
7/23/2026 Bravera Wealth1,475$308K0.1%-5.0%0.000%
7/23/2026 Cape Investment Advisory Inc.752$157K0.0%N/A0.000%
7/23/2026 PFG Investments LLC18,636$3.90M0.2%+2.6%0.001%
7/23/2026 Johnson Investment Counsel Inc.7,894$1.65M0.0%+14.8%0.001%
7/23/2026 Wealth Architects LLC1,387$290K0.0%-6.8%0.000%
7/23/2026 Anchyra Partners LLC8,203$1.72M0.4%+99.6%0.001%
7/23/2026 Capstone Wealth Management LLC1,182$247K0.1%N/A0.000%
7/23/2026 Symmetry Partners LLC3,160$660K0.0%+83.4%0.000%
7/23/2026 Nations Financial Group Inc. IA ADV11,299$2.36M0.1%+2.7%0.001%
7/23/2026 Capital Investment Advisory Services LLC14,865$3.11M0.2%+1.3%0.001%
7/23/2026 Mosley Wealth Management1,943$406K0.1%-81.4%0.000%
7/23/2026 Financial Partners Group Inc1,102$230K0.0%N/A0.000%
7/23/2026 Granite Group Advisors LLC14,335$3.00M1.8%-11.8%0.001%
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7/23/2026 Cornerstone Wealth Management LLC5,293$1.11M0.0%-5.9%0.000%
7/23/2026 Steigerwald Gordon & Koch Inc.1,142$239K0.0%+5.3%0.000%
7/23/2026 Capital Advisors Inc. OK501,280$104.79M1.5%-1.6%0.032%
7/23/2026 Alecta Tjanstepension Omsesidigt993,500$207.61M0.9%-22.3%0.063%
7/23/2026 ABN Amro Investment Solutions148,712$31.09M0.3%-3.7%0.009%
7/23/2026 Securian Asset Management Inc.31,854$6.87M0.2%-2.4%0.002%
7/23/2026 Apollon Wealth Management LLC119,174$24.91M0.3%+2.5%0.008%
7/23/2026 SBI Securities Co. Ltd.8,096$1.69M0.0%-9.0%0.001%
7/23/2026 Pioneer Trust Bank N A OR1,085$227K0.1%N/A0.000%
7/23/2026 Oakworth Capital Inc.2,094$440K0.0%-28.4%0.000%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,592 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Mitsubishi UFJ Financial Group Inc. ($78.83T), 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), 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 2,282 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 453,049,262 shares in the last 24 months. This purchase volume represents approximately $92.35B in transactions.

Of the 1,056 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 ($2.53M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.10M), and Invesco Ltd. ($1.89M).

Institutional investors have sold a total of 59,235,919 shares in the last 24 months. This volume of shares sold represents approximately $10.18B in transactions.


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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 8/15/2026. New 13F filings are added each quarter as they're published.
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