Morgan Stanley (MS) Institutional Ownership

$100.22
+0.64 (+0.64%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
84.19%
Number of
Institutional Buyers
(last 12 months)
1067
Total
Institutional Inflows
(last 12 months)
$9.22B
Number of
Institutional Sellers
(last 12 months)
847
Total
Institutional Outflows
(last 12 months)
$7.97B
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MS Institutional Buying and Selling by Quarter

Morgan Stanley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI16,072$1.51M0.0%-7.6%0.001%
5/17/2024 Rokos Capital Management LLP437,819$41.21M0.2%N/A0.027%
5/17/2024 New Covenant Trust Company N.A.3,079$290K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd4,784$450K0.0%+148.1%0.000%
5/17/2024 iA Global Asset Management Inc.12,433$1.17M0.0%N/A0.001%
5/17/2024 Garner Asset Management Corp12,623$1.19M0.6%-4.0%0.001%
5/17/2024 KLCM Advisors Inc.8,736$823K0.1%+21.9%0.001%
5/17/2024 Hancock Whitney Corp6,902$650K0.0%-37.6%0.000%
5/17/2024 Comerica Bank334,715$31.52M0.1%+0.9%0.021%
5/17/2024 Tidal Investments LLC60,228$5.67M0.1%+2.6%0.004%
5/17/2024 DCM Advisors LLC73,948$6.96M2.9%-7.4%0.005%
5/17/2024 Creekmur Asset Management LLC1,066$100K0.0%+26.6%0.000%
5/16/2024 California State Teachers Retirement System1,984,287$186.84M0.2%-0.2%0.122%
5/16/2024 Meiji Yasuda Life Insurance Co50,527$4.76M0.1%+14.0%0.003%
5/16/2024 B. Riley Wealth Advisors Inc.28,653$2.70M0.1%-13.7%0.002%
5/16/2024 Dynasty Wealth Management LLC20,470$1.93M0.1%N/A0.001%
5/16/2024 Janus Henderson Group PLC6,908,721$650.50M0.4%-0.7%0.425%
5/16/2024 Bayesian Capital Management LP28,249$2.66M0.3%N/A0.002%
5/16/2024 Caxton Associates LP23,250$2.19M0.1%N/A0.001%
5/16/2024 Bornite Capital Management LP250,000$23.54M3.9%N/A0.015%
5/15/2024 Earnest Partners LLC109,069$10.27M0.0%-50.5%0.007%
5/15/2024 Mount Yale Investment Advisors LLC10,671$1.01M0.1%+141.0%0.001%
5/15/2024 Public Employees Retirement System of Ohio576,293$54.26M0.2%-9.0%0.035%
5/15/2024 Public Employees Retirement Association of Colorado1,301,835$122.58M0.5%+600.8%0.080%
5/15/2024 Ceeto Capital Group LLC46,355$4.37M1.8%-22.7%0.003%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund41,343$3.89M0.3%-8.2%0.003%
5/15/2024 Kentucky Retirement Systems95,141$8.96M0.3%-5.9%0.006%
5/15/2024 Price T Rowe Associates Inc. MD12,891,605$1.21B0.1%-4.3%0.793%
5/15/2024 BOKF NA96,595$9.04M0.2%+81.6%0.006%
5/15/2024 Lazard Asset Management LLC37,130$3.50M0.0%-10.3%0.002%
5/15/2024 Bank of Nova Scotia Trust Co.5,700$537K0.1%+3.0%0.000%
5/15/2024 Epoch Investment Partners Inc.28,353$2.67M0.0%-2.5%0.002%
5/15/2024 Linscomb Wealth Inc.44,774$4.22M0.2%+6.6%0.003%
5/15/2024 Truvestments Capital LLC3,471$327K0.1%+523.2%0.000%
5/15/2024 Quadrature Capital Ltd357,794$33.68M0.6%N/A0.022%
5/15/2024 Gabelli Funds LLC265,521$25.00M0.2%-2.2%0.016%
5/15/2024 Gamco Investors INC. ET AL189,710$17.86M0.2%-8.2%0.012%
5/14/2024 Canada Pension Plan Investment Board3,509,349$330.44M0.3%-7.6%0.216%
5/14/2024 Capital World Investors5,609,164$528.16M0.1%-22.2%0.345%
5/14/2024 Capital Research Global Investors10,317,997$971.54M0.2%-39.8%0.635%
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5/14/2024 Capital International Sarl33,668$3.17M0.1%-39.8%0.002%
5/14/2024 Toronto Dominion Bank572,041$53.86M0.1%-67.4%0.035%
5/14/2024 Capital International Ltd. CA27,886$2.63M0.1%-45.0%0.002%
5/14/2024 Capital International Inc. CA 138,482$13.04M0.2%+22.4%0.009%
5/14/2024 Capital International Investors28,481,070$2.68B0.5%+16.3%1.753%
5/14/2024 Capital Group Private Client Services Inc.238,839$22.49M0.2%+224.4%0.015%
5/14/2024 Capital Group Investment Management PTE. LTD.5,943$560K0.1%-42.7%0.000%
5/14/2024 Atalanta Sosnoff Capital LLC398,265$37.50M0.9%+6.6%0.025%
5/14/2024 Sheaff Brock Investment Advisors LLC10,186$959K0.1%-6.7%0.001%
5/14/2024 Advisors Asset Management Inc.83,786$7.89M0.2%-3.0%0.005%
5/14/2024 Axxcess Wealth Management LLC29,586$2.79M0.1%-0.5%0.002%
5/14/2024 EP Wealth Advisors LLC10,366$976K0.0%+12.6%0.001%
5/14/2024 Carlson Capital L P39,500$3.72M0.3%N/A0.002%
5/14/2024 Freestone Capital Holdings LLC2,691$253K0.0%-37.1%0.000%
5/14/2024 CreativeOne Wealth LLC8,810$830K0.0%+143.6%0.001%
5/14/2024 EntryPoint Capital LLC1,296$122K0.1%N/A0.000%
5/14/2024 Sculati Wealth Management LLC35,013$3.30M1.4%-3.9%0.002%
5/14/2024 Fayez Sarofim & Co1,158,776$109.11M0.3%-20.6%0.071%
5/14/2024 LGT Group Foundation19,191$1.81M0.0%+26.3%0.001%
5/14/2024 Shell Asset Management Co.2,391$225K0.0%-38.1%0.000%
5/14/2024 Payden & Rygel Investment Group212,600$20.02M0.9%N/A0.013%
5/14/2024 Crewe Advisors LLC2,726$257K0.0%N/A0.000%
5/14/2024 MQS Management LLC6,087$573K0.3%N/A0.000%
5/14/2024 Ossiam229,007$21.56M0.4%-37.8%0.014%
5/14/2024 Natixis92,602$8.72M0.0%-89.2%0.006%
5/14/2024 InterOcean Capital Group LLC10,289$969K0.0%-2.9%0.001%
5/14/2024 Pitcairn Co.33,861$3.19M0.2%-10.3%0.002%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund125,000$11.77M0.0%-49.6%0.008%
5/14/2024 CANADA LIFE ASSURANCE Co1,420,042$133.76M0.3%+6.8%0.087%
5/14/2024 American International Group Inc.376,736$35.47M0.1%-1.5%0.023%
5/14/2024 Lake Street Advisors Group LLC35,077$3.30M0.2%+345.1%0.002%
5/13/2024 Bessemer Group Inc.779,451$73.39M0.1%+433.4%0.048%
5/13/2024 New Age Alpha Advisors LLC25,000$2.35M1.4%-0.6%0.002%
5/13/2024 UniSuper Management Pty Ltd754,631$71.06M0.7%+2.4%0.046%
5/13/2024 Clearbridge Investments LLC649,871$61.19M0.0%-3.6%0.040%
5/13/2024Cedar Wealth Management LLC684$64K0.0%+29.8%0.000%
5/13/2024 Texas Capital Bank Wealth Management Services Inc79,013$7.44M0.8%+17.2%0.005%
5/13/2024 Texas Capital Bancshares Inc TX9,390$884K0.4%+35.3%0.001%
5/13/2024 O Shaughnessy Asset Management LLC194,537$18.32M0.2%+11.4%0.012%
5/13/2024 Ameritas Investment Partners Inc.49,616$4.67M0.2%+7.5%0.003%
5/13/2024 Penobscot Investment Management Company Inc.13,071$1.23M0.1%+5.4%0.001%
5/11/2024 Resurgent Financial Advisors LLC7,145$673K0.4%-17.5%0.000%
5/11/2024 Covestor Ltd1,409$133K0.1%+110.3%0.000%
5/11/2024 Beaumont Financial Advisors LLC2,272$214K0.0%-10.0%0.000%
5/11/2024 Orion Capital Management LLC8,844$833K0.4%+3.5%0.001%
5/11/2024 Ironwood Investment Counsel LLC15,974$1.50M0.3%+3.1%0.001%
5/11/2024 Jacobi Capital Management LLC3,298$311K0.0%+30.7%0.000%
5/11/2024 Edgestream Partners L.P.4,303$405K0.0%+58.0%0.000%
5/10/2024 Allstate Corp3,884$366K0.0%-6.9%0.000%
5/10/2024 Ontario Teachers Pension Plan Board5,816,843$547.71M4.7%+5.8%0.358%
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5/10/2024 Osaic Holdings Inc.183,922$17.32M0.0%-37.5%0.011%
5/10/2024 Connors Investor Services Inc.235,830$22.21M2.3%+0.3%0.014%
5/10/2024 Acadian Asset Management LLC1,248$117K0.0%-72.6%0.000%
5/10/2024 TIAA Trust National Association48,206$4.54M0.0%-70.1%0.003%
5/10/2024 Vanguard Group Inc.108,436,118$10.21B0.2%-0.6%6.666%
5/10/2024 Cornerstone Advisors LLC90,200$8.49M0.4%-5.8%0.006%
5/10/2024 Viawealth LLC2,968$279K0.2%-11.9%0.000%
5/10/2024 Intech Investment Management LLC74,544$7.02M0.1%-73.2%0.005%
5/10/2024 Hoey Investments Inc.20,335$1.92M0.4%-2.0%0.001%
5/10/2024 Nicolet Advisory Services LLC6,877$647K0.1%-16.8%0.000%
(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, 1,836 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. ($10.21B), State Street Corp ($9.78B), BlackRock Inc. ($7.74B), Wellington Management Group LLP ($3.59B), Capital International Investors ($2.68B), and Geode Capital Management LLC ($2.01B).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 1,569 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 ($25.34M), Capital Research Global Investors ($15.28M), Price T Rowe Associates Inc. MD ($12.70M), Norges Bank ($10.27M), Fisher Asset Management LLC ($9.45M), 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 203,002,910 shares in the last 24 months. This purchase volume represents approximately $17.57B in transactions.

Which Morgan Stanley major shareholders have been selling company stock?

Of the 1,205 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 ($19.43M), Capital Research Global Investors ($13.17M), State Street Corp ($10.42M), Vanguard Group Inc. ($8.06M), FMR LLC ($7.11M), Price T Rowe Associates Inc. MD ($6.87M), and LSV Asset Management ($4.30M).

How much institutional selling is happening at Morgan Stanley?

Institutional investors have sold a total of 176,183,316 shares in the last 24 months. This volume of shares sold represents approximately $14.87B in transactions.


This page (NYSE:MS) was last updated on 5/17/2024 by MarketBeat.com Staff

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