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Morgan Stanley (MS) Institutional Ownership

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$214.11 -1.07 (-0.50%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$213.13 -0.98 (-0.46%)
As of 07/24/2026 07:23 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)
1711
Total
Institutional Inflows
(last 12 months)
$15.74B
Number of
Institutional Sellers
(last 12 months)
1163
Total
Institutional Outflows
(last 12 months)
$12.65B
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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
7/25/2026Midland Wealth Advisors LLC977$204K0.0%N/A0.000%
7/25/2026Xcel Wealth Management LLC40,660$8.50M2.0%-9.1%0.003%
7/25/2026Bogart Wealth LLC1,055$221K0.0%+10.9%0.000%
7/25/2026Stronghold Wealth Management L.L.C.1,140$238K0.3%N/A0.000%
7/25/2026Boston Trust Walden Corp215,325$45.01M0.3%+3.2%0.014%
7/25/2026Bartlett & CO. Wealth Management LLC22,802$4.77M0.1%+0.2%0.001%
7/25/2026TCV Trust & Wealth Management Inc.1,116$233K0.0%N/A0.000%
7/25/2026CRA Financial Services LLC1,371$287K0.0%+8.8%0.000%
7/25/2026MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd27,805$5.81M0.6%-1.7%0.002%
7/25/2026EdgeRock Capital LLC1,186$248K0.1%N/A0.000%
7/25/2026Lansing Street Advisors12,967$2.71M0.6%+0.5%0.001%
7/25/2026Silver Coast Investments LLC1,926$403K0.1%-8.9%0.000%
7/25/2026Legacy Advisors LLC2,903$607K0.1%+9.3%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co4,005$837K0.0%+12.7%0.000%
7/25/2026Freedom Day Solutions LLC14,783$3.09M0.7%-1.9%0.001%
7/24/2026CPC Advisors LLC16,113$3.37M0.5%+3.2%0.001%
7/24/2026Avidian Wealth Enterprises LLC23,823$4.98M0.1%+4.9%0.002%
7/24/2026Whelan Financial1,149$240K0.1%N/A0.000%
7/24/2026D.A. Davidson & CO.69,210$14.47M0.1%-0.4%0.004%
7/24/2026Columbia Bank13,974$2.92M0.7%+1.1%0.001%
7/24/2026Benjamin Edwards Inc.31,667$6.62M0.1%+5.5%0.002%
7/24/2026KPP Advisory Services LLC7,872$1.65M0.2%-1.4%0.000%
7/24/2026Surience Private Wealth LLC14,355$3.00M2.6%N/A0.001%
7/24/2026Penobscot Investment Management Company Inc.18,781$3.93M0.3%+39.6%0.001%
7/24/2026Vest Financial LLC27,389$5.73M0.1%+1.6%0.002%
7/24/2026Beta Wealth Group Inc.3,121$652K0.2%-22.4%0.000%
7/24/2026Bank Pictet & Cie Europe AG5,311$1.11M0.0%-3.4%0.000%
7/24/2026Provenance Wealth Advisors LLC1,849$387K0.0%+317.4%0.000%
7/24/2026Munich Reinsurance Co Stock Corp in Munich11,860$2.48M0.1%-74.7%0.001%
7/24/2026EverSource Wealth Advisors LLC14,380$3.01M0.1%-37.7%0.001%
7/24/2026Nilsine 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%
7/24/2026Insight Inv LLC19,192$4.01M1.9%+1.4%0.001%
7/24/2026Hartford Financial Management Inc.146$31K0.0%-39.9%0.000%
7/24/2026Signaturefd LLC30,969$6.47M0.1%+4.9%0.002%
7/24/2026Crewe 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%
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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%
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%
7/23/2026 Albion Financial Group UT59,619$12.46M0.7%-0.4%0.004%
7/23/2026 Atlatl Advisers LLC136$28K0.0%N/A0.000%
7/23/2026 Confluence Wealth Services Inc.4,568$955K0.0%+150.9%0.000%
7/23/2026 Harbour Investment Management LLC1,000$209K0.1%N/A0.000%
7/22/2026 Exchange Traded Concepts LLC94,285$19.71M0.1%+258.8%0.006%
7/22/2026 Orca Wealth Management LLC1,033$216K0.1%N/A0.000%
7/22/2026 True North Advisors LLC11,201$2.34M0.2%-47.2%0.001%
7/22/2026 Owen LaRue LLC6,964$1.46M0.5%N/A0.000%
7/22/2026 Newton One Investments LLC355$74K0.0%N/A0.000%
7/22/2026 Allegheny Financial Group3,520$736K0.1%+2.5%0.000%
7/22/2026 Premier Fund Managers Ltd65,800$13.94M1.3%N/A0.004%
7/22/2026 Spartan Planning & Wealth Management2,296$480K0.3%+67.7%0.000%
7/22/2026 Pines Wealth Management LLC2,078$434K0.1%-2.8%0.000%
7/22/2026 Clarendon Private LLC7,475$1.56M1.0%+2.9%0.000%
7/22/2026 Mirae Asset Global Investments Co. Ltd.294,047$61.47M0.1%+10.9%0.019%
7/22/2026 Herold Advisors Inc.8,232$1.72M0.3%+0.8%0.001%
7/22/2026 Hidden Cove Wealth Management LLC2,105$440K0.2%+14.0%0.000%
7/22/2026 E Fund Management Hong Kong Co. Ltd.301$63K0.0%+138.9%0.000%
7/22/2026 Sumitomo Mitsui DS Asset Management Company Ltd180,283$37.69M0.3%+1.9%0.011%
7/22/2026 Drive Wealth Management LLC1,817$380K0.1%+24.6%0.000%
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7/22/2026 OLD Second National Bank of Aurora52,374$10.95M2.1%-5.7%0.003%
7/22/2026 River Street Advisors LLC22,881$4.78M1.4%+0.8%0.001%
7/22/2026 Laurel Oak Wealth Management LLC981$205K0.0%N/A0.000%
7/22/2026 Southern Michigan Bank & Trust641$134K0.0%-20.1%0.000%
7/22/2026 Evolution Wealth Management Inc.194$41K0.0%+35.7%0.000%
7/22/2026 Cordoba Advisory Partners LLC1,311$274K0.1%N/A0.000%
7/22/2026 Greenleaf Trust29,247$6.11M0.1%+3.6%0.002%
7/21/2026 Orange Investment Advisors Inc.39,691$8.30M1.0%-9.3%0.003%
7/21/2026 Crown Wealth Group LLC1,532$320K0.1%+3.2%0.000%
7/21/2026 Hofer & Associates. Inc1,124$235K0.1%N/A0.000%


MS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,603 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 2,303 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 97,170,565 shares in the last 24 months. This purchase volume represents approximately $15.74B in transactions.

Of the 1,163 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 76,741,114 shares in the last 24 months. This volume of shares sold represents approximately $12.65B in transactions.


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This page (NYSE:MS) was last updated on 7/26/2026 by MarketBeat.com Staff.
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