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Morgan Stanley (MS) Institutional Ownership

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(As of 04/26/2024 ET)
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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)
1127
Total
Institutional Inflows
(last 12 months)
$10.37B
Number of
Institutional Sellers
(last 12 months)
864
Total
Institutional Outflows
(last 12 months)
$7.17B
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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
4/27/2024 Riverwater Partners LLC4,430$417K0.3%-7.7%0.000%
4/27/2024White Pine Investment CO76,794$7.23M2.1%-5.0%0.005%
4/27/2024Hourglass Capital LLC79,227$7.46M2.2%-0.4%0.005%
4/27/2024Conning Inc.403,643$37.93M1.2%+4.1%0.025%
4/27/2024K.J. Harrison & Partners Inc47,800$4.50M0.7%+36.6%0.003%
4/26/2024Pinnacle Associates Ltd.464,290$43.72M0.7%-1.6%0.029%
4/26/2024Securian Asset Management Inc.73,788$6.95M0.2%-7.8%0.005%
4/26/2024McGuire Investment Group LLC81,660$7.69M1.1%+1.6%0.005%
4/26/2024BLB&B Advisors LLC3,317$312K0.0%-6.9%0.000%
4/26/2024UMB Bank n.a.264,798$24.93M0.4%-51.1%0.016%
4/26/2024LifeSteps Financial Inc.621$58K0.0%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC2,243$211K0.0%-63.4%0.000%
4/26/2024Northwest Bancshares Inc.3,119$294K0.0%+31.6%0.000%
4/26/2024Yousif Capital Management LLC182,509$17.19M0.2%-1.9%0.011%
4/26/2024SlateStone Wealth LLC5,017$472K0.0%+4.8%0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.322,065$30.33M1.9%-2.3%0.020%
4/26/2024First National Trust Co35,841$3.38M0.1%+3.1%0.002%
4/26/2024Sage Rhino Capital LLC9,474$892K0.2%+7.7%0.001%
4/26/2024McKinley Carter Wealth Services Inc.17,212$1.62M0.1%+6.5%0.001%
4/26/2024Clear Creek Financial Management LLC2,176$205K0.0%N/A0.000%
4/26/2024Legacy Bridge LLC9,658$909K0.5%-11.0%0.001%
4/26/2024SYSTM Wealth Solutions LLC33,497$3.15M0.4%+14.0%0.002%
4/26/2024Sumitomo Life Insurance Co.18,301$1.72M0.0%-3.8%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.9,356$881K0.0%N/A0.001%
4/26/2024Checchi Capital Advisers LLC15,297$1.44M0.1%-4.0%0.001%
4/26/2024Focused Investors Fund L P1,696,200$159.71M5.0%N/A0.104%
4/26/2024Meridian Wealth Management LLC13,201$1.24M0.2%-3.2%0.001%
4/26/2024Bogart Wealth LLC970$91K0.0%-38.5%0.000%
4/25/2024Lindbrook Capital LLC5,370$506K0.0%+3.5%0.000%
4/25/2024New York State Teachers Retirement System1,264,690$119.08M0.2%-3.6%0.078%
4/25/2024Bank of New York Mellon Corp12,572,023$1.18B0.2%-14.9%0.773%
4/25/2024Carmel Capital Partners LLC8,663$816K0.3%N/A0.001%
4/25/2024Kinneret Advisory LLC81,909$7.71M0.8%-0.3%0.005%
4/25/2024Equitable Trust Co.2,191$206K0.0%N/A0.000%
4/25/2024Advocate Group LLC81,713$7.69M1.5%+11.3%0.005%
4/25/2024Capital Investment Advisory Services LLC13,815$1.30M0.1%+2.8%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 452,719$42.63M0.1%-22.7%0.028%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund192,233$18.10M0.2%+4.8%0.012%
4/25/2024Aaron Wealth Advisors LLC5,699$537K0.1%+33.4%0.000%
4/25/2024 Valeo Financial Advisors LLC18,709$1.76M0.1%+11.5%0.001%
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4/25/2024Long Run Wealth Advisors LLC13,662$1.29M0.3%+4.5%0.001%
4/25/2024Telos Capital Management Inc.149,252$14.05M1.6%+5.7%0.009%
4/25/2024Argus Investors Counsel Inc.15,280$1.44M0.9%-16.0%0.001%
4/25/2024 Freedom Day Solutions LLC20,919$1.97M0.7%-2.4%0.001%
4/25/2024 Summit Financial LLC27,639$2.60M0.2%-1.0%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.164,559$15.50M0.1%-7.4%0.010%
4/24/2024 Private Trust Co. NA7,059$665K0.1%+6.3%0.000%
4/24/2024 Leavell Investment Management Inc.21,276$2.00M0.1%-5.1%0.001%
4/24/2024 Krilogy Financial LLC13,717$1.29M0.1%N/A0.001%
4/24/2024 PSI Advisors LLC1,018$96K0.0%-59.6%0.000%
4/24/2024 Verity & Verity LLC61,523$5.79M1.4%N/A0.004%
4/24/2024 CENTRAL TRUST Co43,817$4.13M0.1%-3.8%0.003%
4/24/2024 Berkshire Bank7,926$746K0.2%+1.6%0.000%
4/24/2024 Newbridge Financial Services Group Inc.554$52K0.0%-79.4%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.32,677$3.08M2.3%+0.5%0.002%
4/24/2024 Blue Bell Private Wealth Management LLC1,811$171K0.0%-14.0%0.000%
4/24/2024 Adams Diversified Equity Fund Inc.302,269$28.46M1.0%-12.9%0.019%
4/24/2024 Premier Path Wealth Partners LLC12,787$1.20M0.2%-2.3%0.001%
4/24/2024 Zullo Investment Group Inc.11,644$1.10M0.5%-2.2%0.001%
4/24/2024 Marino Stram & Associates LLC5,597$527K0.1%-28.7%0.000%
4/24/2024 Simplicity Wealth LLC23,473$2.21M0.1%N/A0.001%
4/24/2024 Childress Capital Advisors LLC4,768$449K0.1%-6.2%0.000%
4/24/2024 Avitas Wealth Management LLC77,251$7.27M1.1%+1.4%0.005%
4/24/2024 Spire Wealth Management15,977$1.50M0.1%+9.3%0.001%
4/24/2024 Essex Financial Services Inc.6,052$570K0.1%-2.2%0.000%
4/24/2024 Assenagon Asset Management S.A.59,410$5.59M0.0%-0.3%0.004%
4/23/2024 Bell Bank4,920$463K0.0%-2.2%0.000%
4/23/2024 Charter Oak Capital Management LLC13,956$1.31M0.1%N/A0.001%
4/23/2024 Iowa State Bank64,415$6.07M1.3%+2.4%0.004%
4/23/2024 Triad Wealth Partners LLC4,047$381K0.3%N/A0.000%
4/23/2024 BSW Wealth Partners4,728$445K0.1%-12.6%0.000%
4/23/2024 Global Retirement Partners LLC10,884$1.03M0.0%+8.0%0.001%
4/23/2024 Covenant Asset Management LLC19,339$1.82M0.3%+3.5%0.001%
4/23/2024 Louisiana State Employees Retirement System72,900$6.86M0.1%-4.6%0.004%
4/23/2024 Sage Mountain Advisors LLC4,316$406K0.0%+18.6%0.000%
4/23/2024 Moody Lynn & Lieberson LLC210,631$19.83M1.3%-3.8%0.013%
4/23/2024 WASHINGTON TRUST Co11,512$1.08M0.0%-1.9%0.001%
4/23/2024 Venturi Wealth Management LLC10,553$994K0.1%+1.1%0.001%
4/23/2024 Rational Advisors LLC700$66K0.0%N/A0.000%
4/23/2024 Amalgamated Bank254,342$23.95M0.2%-15.2%0.016%
4/23/2024 Gradient Investments LLC363,672$34.24M0.8%+4.3%0.022%
4/23/2024 New Mexico Educational Retirement Board63,710$6.00M0.2%-6.0%0.004%
4/23/2024 Fifth Third Bancorp1,611,982$151.78M0.6%-9.2%0.099%
4/23/2024 Wesbanco Bank Inc.149,007$14.03M0.5%+35.1%0.009%
4/23/2024 Summit Trail Advisors LLC12,636$1.19M0.0%+16.2%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA24,130$2.22M0.0%+0.6%0.001%
4/23/2024 Cigna Investments Inc. New12,433$1.17M0.2%-3.4%0.001%
4/23/2024 Bank of Stockton6,438$606K0.2%+28.7%0.000%
4/23/2024 Hanson & Doremus Investment Management1,025$97K0.0%-13.6%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.403,112$37.96M0.1%+10.5%0.025%
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4/23/2024 Stonegate Investment Group LLC36,016$3.39M0.1%-3.6%0.002%
4/23/2024 Sapient Capital LLC8,794$828K0.0%-97.6%0.001%
4/22/2024 Nicholas Hoffman & Company LLC.5,922$558K0.0%-12.1%0.000%
4/22/2024 Nilsine Partners LLC9,386$884K0.1%-7.8%0.001%
4/22/2024 Greystone Financial Group LLC105,819$9.96M2.0%+2.3%0.007%
4/22/2024 PFG Investments LLC22,127$2.08M0.1%+29.7%0.001%
4/22/2024 Oakworth Capital Inc.5,144$484K0.0%+94.6%0.000%
4/22/2024 Donaldson Capital Management LLC18,577$1.75M0.1%-64.7%0.001%
4/22/2024 Raymond James & Associates1,700,118$160.08M0.1%+5.1%0.105%
4/22/2024 Accordant Advisory Group Inc470$44K0.0%N/A0.000%
(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, 1,867 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were Aspire Private Capital LLC ($609.06B), Vanguard Group Inc. ($10.17B), State Street Corp ($9.78B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.59B), Capital International Investors ($2.28B), and Price T Rowe Associates Inc. MD ($2.02B).Learn more on MS's institutional investors.

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

84.19% 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 1,604 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 International Investors ($21.36M), Capital Research Global Investors ($15.28M), Price T Rowe Associates Inc. MD ($12.70M), Norges Bank ($10.27M), Fisher Asset Management LLC ($9.77M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), and Boston Partners ($7.09M).

How much institutional buying is happening at Morgan Stanley?

Institutional investors have bought a total of 206,885,287 shares in the last 24 months. This purchase volume represents approximately $17.84B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,223 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: OFI Invest Asset Management ($19.12M), BlackRock Inc. ($10.69M), State Street Corp ($10.49M), Wellington Management Group LLP ($8.04M), Vanguard Group Inc. ($7.45M), FMR LLC ($7.11M), and Capital Research Global Investors ($6.35M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 190,091,712 shares in the last 24 months. This volume of shares sold represents approximately $15.97B in transactions.


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This page (NYSE:MS) was last updated on 4/28/2024 by MarketBeat.com Staff

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