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S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Laser breakthrough could send stock soaring 2,467% (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
66,000% upside on tiny biotech? (Ad)
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2 Seasonal Stocks to Warm Up Your Portfolio
66,000% upside on tiny biotech? (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Laser breakthrough could send stock soaring 2,467% (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
66,000% upside on tiny biotech? (Ad)
Peloton and Lululemon, Does the Deal Make Sense?
2 Seasonal Stocks to Warm Up Your Portfolio
66,000% upside on tiny biotech? (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
S&P 500   4,288.39
DOW   33,433.35
QQQ   361.26
Nvidia Stock, Christmas Comes Early If You’re On the Fence
Laser breakthrough could send stock soaring 2,467% (Ad)
Ride the Waves of Wealth With This Oil Tanker 17% Yield
Here’s Why Cloudflare may be the Ultimate Cloud Stock to Own
66,000% upside on tiny biotech? (Ad)
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2 Seasonal Stocks to Warm Up Your Portfolio
66,000% upside on tiny biotech? (Ad)
Fed's Powell gets an earful about inflation and interest rates from small businesses
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
NYSE:MS

Morgan Stanley (MS) Institutional Ownership

$80.38
-1.29 (-1.58%)
(As of 10/2/2023 ET)
Compare
Today's Range
$79.90
▼
$81.47
50-Day Range
$80.38
▼
$94.48
52-Week Range
$74.67
▼
$100.99
Volume
6.72 million shs
Average Volume
6.72 million shs
Market Capitalization
$133.19 billion
P/E Ratio
14.18
Dividend Yield
4.23%
Price Target
$96.50
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
83.09%
Number of
Institutional Buyers
(last 12 months)
1154
Total
Institutional Inflows
(last 12 months)
$9.43 B
Number of
Institutional Sellers
(last 12 months)
922
Total
Institutional Outflows
(last 12 months)
$8.49 B
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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
9/18/2023Cape ANN Savings Bank12,720$1.09M0.7%+5.3%0.001%
9/12/2023Farther Finance Advisors LLC4,669$0.40M0.1%+67.6%0.000%
9/12/2023DCM Advisors LLC80,579$6.88M2.9%-0.4%0.005%
9/7/2023ST Germain D J Co. Inc.3,730$0.32M0.0%N/A0.000%
9/1/2023Portside Wealth Group LLC8,742$0.75M0.1%N/A0.001%
8/30/2023Strait & Sound Wealth Management LLC3,129$0.27M0.3%-6.8%0.000%
8/29/2023Garde Capital Inc.4,208$0.36M0.0%N/A0.000%
8/28/2023Delphi Management Inc. MA14,507$1.24M1.3%N/A0.001%
8/28/2023Lavaca Capital LLC3,469$0.30M0.1%-42.6%0.000%
8/25/2023Strategy Asset Managers LLC14,702$1.26M0.3%+1.0%0.001%
8/23/2023Stonebridge Capital Advisors LLC1,010$86K0.0%-32.4%0.000%
8/22/2023Virginia Retirement Systems ET AL84,100$7.18M0.1%N/A0.005%
8/22/2023Asset Dedication LLC10,629$0.90M0.1%-9.8%0.001%
8/21/2023BOKF NA91,330$7.80M0.2%-3.7%0.006%
8/21/2023Vestor Capital LLC43,898$3.75M0.4%-0.6%0.003%
8/21/2023California State Teachers Retirement System2,064,371$176.30M0.2%-3.5%0.125%
8/21/2023Osaic Holdings Inc.274,520$23.42M0.0%-4.6%0.017%
8/21/2023Teachers Retirement System of The State of Kentucky541,786$46.27M0.4%-11.6%0.033%
8/21/2023Principal Street Partners LLC66,611$5.69M1.3%-5.6%0.004%
8/17/2023Orion Portfolio Solutions LLC111,802$9.55M0.1%+2,910.3%0.007%
8/17/2023Coppell Advisory Solutions LLC753$64K0.0%N/A0.000%
8/16/2023Vestor Capital LLC2,451$0.21M0.0%-94.4%0.000%
8/16/2023Resources Management Corp CT ADV1,215$0.10M0.0%+65.5%0.000%
8/16/2023CreativeOne Wealth LLC5,368$0.46M0.0%+21.1%0.000%
8/16/2023PCA Investment Advisory Services Inc.837$71K0.0%N/A0.000%
8/16/2023Sunbelt Securities Inc.7,017$0.60M0.1%+6.3%0.000%
8/16/2023Neo Ivy Capital Management4,194$0.36M0.2%N/A0.000%
8/16/2023National Pension Service1,945,371$165.82M0.3%0.0%0.117%
8/15/2023Alliancebernstein L.P.3,211,360$274.25M0.1%-0.5%0.194%
8/15/2023Tradewinds LLC.44,127$3.77M2.2%+4.1%0.003%
8/15/2023Equitable Holdings Inc.26,074$2.23M0.0%+34.7%0.002%
8/15/2023Imprint Wealth LLC338,000$33.80M0.2%+8,463.5%0.020%
8/15/2023Bragg Financial Advisors Inc2,821$0.24M0.0%-11.5%0.000%
8/15/2023Public Employees Retirement System of Ohio659,419$56.31M0.2%-8.7%0.040%
8/15/2023Girard Partners LTD.2,812$0.24M0.0%-18.1%0.000%
8/15/2023Blueshift Asset Management LLC9,797$0.84M0.3%+22.7%0.001%
8/15/2023State of Tennessee Treasury Department826,263$70.56M0.3%-11.9%0.050%
8/15/2023Fairfield Bush & CO.1,240$0.11M0.0%N/A0.000%
8/15/2023Atlas Capital Advisors LLC2,416$0.21M0.0%+33.0%0.000%
8/15/2023Natixis Advisors L.P.1,158,538$98.94M0.3%-7.1%0.070%
8/15/2023Moneta Group Investment Advisors LLC10,407$0.89M0.0%-5.2%0.001%
8/15/2023Integrated Wealth Concepts LLC32,307$2.76M0.0%+45.5%0.002%
8/15/2023Dana Investment Advisors Inc.37,484$3.20M0.2%-5.4%0.002%
8/15/2023Crestwood Advisors Group LLC138,002$11.79M0.4%+0.7%0.008%
8/15/2023Raymond James Trust N.A.37,492$3.20M0.1%+2.8%0.002%
8/15/2023First Citizens Bank & Trust Co.35,543$3.04M0.1%-3.9%0.002%
8/15/2023Vestcor Inc29,051$2.48M0.1%-4.5%0.002%
8/15/2023Benjamin F. Edwards & Company Inc.6,430$0.55M0.0%+13.1%0.000%
8/15/2023Parkside Financial Bank & Trust6,228$0.53M0.1%-2.2%0.000%
8/15/2023First Capital Advisors Group LLC.1,214$0.10M0.1%N/A0.000%
8/15/2023Sippican Capital Advisors6,051$0.52M0.5%-3.5%0.000%
8/15/2023NBW Capital LLC3,025$0.26M0.1%+4.2%0.000%
8/15/2023Cullen Capital Management LLC2,954,606$252.32M2.3%+1.2%0.178%
8/15/2023Centaurus Financial Inc.16,164$1.38M0.1%+3.1%0.001%
8/15/2023XTX Topco Ltd7,488$0.64M0.1%+31.1%0.000%
8/15/2023Y Intercept Hong Kong Ltd7,334$0.63M0.1%+31.7%0.000%
8/15/2023United Services Automobile Association32,408$2.77M0.1%+0.9%0.002%
8/15/2023Wealthsource Partners LLC5,685$0.49M0.0%+12.2%0.000%
8/15/2023Gries Financial LLC27,310$2.33M0.6%-0.5%0.002%
8/15/2023Belpointe Asset Management LLC10,476$0.90M0.1%-51.2%0.001%
8/15/2023HWG Holdings LP7,997$0.68M0.3%-1.5%0.000%
8/15/2023Laurel Wealth Advisors LLC529$45K0.0%+408.7%0.000%
8/15/2023First National Bank of Omaha38,057$3.25M0.2%-24.0%0.002%
8/15/2023Connors Investor Services Inc.171,273$14.63M1.7%+131.5%0.010%
8/15/2023DRW Securities LLC10,307$0.88M0.0%+166.8%0.001%
8/15/2023Centric Wealth Management3,986$0.33M0.1%+28.1%0.000%
8/15/2023Captrust Financial Advisors154,862$13.23M0.1%-1.6%0.009%
8/15/2023Castleview Partners LLC1,601$0.14M0.1%-37.8%0.000%
8/15/2023Garner Asset Management Corp8,104$0.69M0.4%-20.2%0.000%
8/15/2023Lazard Asset Management LLC42,204$3.60M0.0%-38.5%0.003%
8/15/2023Private Portfolio Partners LLC7,505$0.64M0.2%+1.9%0.000%
8/15/2023Proficio Capital Partners LLC9,557$0.82M0.1%-5.9%0.001%
8/15/2023RBF Capital LLC880,432$69.53M4.3%+8.6%0.053%
8/15/2023Rockefeller Capital Management L.P.245,309$20.94M0.1%+53.9%0.015%
8/15/2023Seven Eight Capital LP14,443$1.23M0.2%N/A0.001%
8/15/2023Stifel Financial Corp1,289,892$110.16M0.2%-0.2%0.078%
8/15/2023Horizon Investments LLC17,094$1.45M0.0%+1.8%0.001%
8/15/2023Infrastructure Capital Advisors LLC6,312$0.54M0.1%+55.8%0.000%
8/15/2023Insigneo Advisory Services LLC12,957$1.11M0.2%+387.5%0.001%
8/15/2023Industrial Alliance Investment Management Inc.2,550$0.22M0.1%-95.6%0.000%
8/15/2023Investment Management Corp of Ontario44,266$3.78M0.2%+21.3%0.003%
8/15/2023Becker Capital Management Inc.62,543$5.34M0.2%+25.8%0.004%
8/15/2023Brasada Capital Management LP19,906$1.70M0.4%-1.1%0.001%
8/15/2023Bridger Management LLC181,914$15.54M5.2%-25.5%0.011%
8/15/2023BROOKFIELD Corp ON 2,753$0.24M0.0%-82.7%0.000%
8/15/2023Balentine LLC6,983$0.60M0.0%-47.4%0.000%
8/15/2023Banco Santander S.A.79,292$6.77M0.1%-5.9%0.005%
8/15/2023Beacon Pointe Advisors LLC38,715$3.31M0.1%-12.5%0.002%
8/15/2023Bollard Group LLC273,868$23.39M0.8%+0.7%0.017%
8/15/2023Bridgefront Capital LLC5,075$0.43M0.2%N/A0.000%
8/15/2023Cantor Fitzgerald L. P.2,798$0.24M0.0%+7.6%0.000%
8/15/2023Chilton Investment Co. Inc.6,313$0.54M0.0%-93.4%0.000%
8/15/2023CIBC Asset Management Inc221,731$18.94M0.1%-1.0%0.013%
8/15/2023Cramer Rosenthal Mcglynn LLC105,670$9.02M0.5%-11.1%0.006%
8/14/2023New Republic Capital LLC102,070$8.72M6.1%N/A0.006%
8/14/2023Caisse DE Depot ET Placement DU Quebec266,500$22.76M0.1%-35.0%0.016%
8/14/2023Vivaldi Capital Management LP4,704$0.40M0.1%+7.1%0.000%
8/14/2023Mercer Global Advisors Inc. ADV159,914$13.66M0.1%+17.8%0.010%
8/14/2023Orion Portfolio Solutions LLC93,952$9.55M0.1%+2,429.7%0.006%
8/14/2023Aspen Grove Capital LLC37,000$3.16M1.0%+3.0%0.002%
(Data available from 1/1/2016 forward)













MS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MS shares?

During the previous two years, 1,906 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), State Street Corp ($9.78B), Vanguard Group Inc. ($8.98B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($4.12B), Capital Research Global Investors ($2.40B), and FMR LLC ($2.37B).Learn more on MS's institutional investors.

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

83.09% 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 1,656 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: Capital Research Global Investors ($27.78M), Norges Bank ($27.31M), Capital International Investors ($22.10M), Price T Rowe Associates Inc. MD ($12.70M), Moneta Group Investment Advisors LLC ($10.64M), Fisher Asset Management LLC ($9.46M), and Bank Julius Baer & Co. Ltd Zurich ($8.76M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 243,996,227 shares in the last 24 months. This purchase volume represents approximately $21.62B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,259 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: BlackRock Inc. ($24.42M), OFI Invest Asset Management ($19.12M), State Street Corp ($15.40M), FMR LLC ($7.11M), Price T Rowe Associates Inc. MD ($6.30M), Vanguard Group Inc. ($5.64M), and 1832 Asset Management L.P. ($5.60M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 229,865,915 shares in the last 24 months. This volume of shares sold represents approximately $20.03B in transactions.


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This page (NYSE:MS) was last updated on 10/3/2023 by MarketBeat.com Staff

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