Morgan Stanley Ownership | Who Owns Morgan Stanley?
Morgan Stanley Ownership Summary
Morgan Stanley is owned by 84.11% institutional investors, 23.67% insiders. Mitsubishi ufj financial group is the largest institutional shareholder, holding 23.55% of MS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.36% of its assets in Morgan Stanley shares.
MS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley | 84.11% | 23.67% | -7.78% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Capital Markets Stocks | 44.07% | 16.08% | 39.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 23.55% | $36.65B |
| State street | 110.27M | 6.89% | $10.72B |
| Vanguard group | 108.65M | 6.79% | $10.56B |
| Blackrock | 84.37M | 5.27% | $8.20B |
| Jpmorgan chase | 49.60M | 3.10% | $4.82B |
| Wellington management group llp | 38.53M | 2.41% | $3.74B |
| Capital investors | 29.69M | 1.85% | $2.89B |
| Geode capital management | 24.97M | 1.56% | $2.42B |
| Fmr | 23.18M | 1.45% | $2.25B |
| Fisher asset management | 21.81M | 1.36% | $2.12B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 100.00% | $36.65B |
| Bridger management | 187.71K | 9.39% | $18.24M |
| New republic capital | 102.38K | 8.41% | $12.87M |
| Surience private wealth | 35.36K | 5.74% | $4.45M |
| Teewinot capital advisers | 555.92K | 5.33% | $54.03M |
| Focused investors | 1.65M | 5.21% | $160.33M |
| Hamlin capital management | 1.49M | 4.64% | $187.41M |
| Rbf capital | 810.43K | 4.53% | $78.77M |
| Baugh & associates | 69.65K | 4.38% | $8.45M |
| Grand jean capital management | 169.59K | 4.11% | $16.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 14.35M | 0.21% | 14.35M |
| Fmr | 23.18M | 0.14% | 5.92M |
| Ubs asset management americas | 8.07M | 0.23% | 2.12M |
| National bank of canada /fi/ | 2.35M | 0.32% | 1.73M |
| Capital investors | 29.69M | 0.59% | 1.21M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 68.63K | 0.00% | -5.15M |
| Blackrock | 84.37M | 0.19% | -4.85M |
| Wellington management group llp | 38.53M | 0.67% | -4.37M |
| Franklin resources | 4.48M | 0.13% | -2.04M |
| Ontario teachers pension plan board | - | - | -1.79M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 14.35M | 0.21% | 14.35M | $1.39B |
| Corebridge financial | 350.70K | 0.19% | 350.70K | $34.08M |
| Susquehanna fundamental investments | 206.07K | 0.46% | 206.07K | $20.03M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 201.33K | 0.22% | 201.33K | $19.57M |
| Mirae asset global etfs | 177.19K | 0.04% | 177.19K | $17.22M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -1.00 |
| Mendota financial group | -2.00 |
| Tradewinds capital management | -3.00 |
| Innealta capital | -9.00 |
| Tfo-tdc | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,926 | 0.84% | 1,335,729,418 | -1.07% | 84 | 1.17% | 927 | 4.75% | 639 | -4.05% |
| Jun 30, 2024 | 1,873 | -0.58% | 1,347,786,816 | -1.62% | 84 | 1.15% | 863 | 0.70% | 661 | -5.03% |
| Mar 31, 2024 | 1,884 | 1.95% | 1,369,922,760 | -0.46% | 85 | 1.17% | 857 | 0.71% | 696 | -2.25% |
| Dec 31, 2023 | 1,848 | 5.54% | 1,376,314,990 | 0.72% | 85 | 1.21% | 851 | 7.31% | 712 | 15.40% |
| Sep 30, 2023 | 1,751 | -0.79% | 1,366,459,102 | -1.44% | 84 | 1.17% | 793 | 4.48% | 617 | -8.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 37.88M | 2.36% | -336.26K |
| Vanguard Institutional 500 Index Trust | 33.60M | 2.09% | 102.17K |
| Nuveen Multi-Market Income | 17.00M | 1.05% | 17.00M |
| SPDR® S&P 500® ETF Trust | 15.53M | 0.96% | 116.80K |
| Fidelity 500 Index | 15.39M | 0.96% | 104.60K |
| iShares Core S&P 500 ETF | 14.57M | 0.90% | 10.23K |
| Capital Group Investment Co of Amer Comp | 11.39M | 0.71% | 2.81M |
| American Funds Invmt Co of Amer A | 11.39M | 0.71% | 2.81M |
| American Funds Capital Income Bldr A | 10.31M | 0.64% | 1.21M |
| Vanguard Value Index Inv | 10.29M | 0.64% | -107.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 22, 2025 | CRAWLEY MANDELL | Chief Client Officer | Sell | $1.15M |
| Jan 21, 2025 | GROSSMAN ERIC F | Chief Legal/Admin Officer | Sell | $1.78M |
| Jan 21, 2025 | SIMKOWITZ DANIEL A | Co-President | Sell | $3.01M |
| Jan 21, 2025 | SIMKOWITZ DANIEL A | Co-President | Sell | $1.99M |
| Jan 21, 2025 | SAPERSTEIN ANDREW M | Co-President | Sell | $2.56M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | - |
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