Morgan Stanley (NYSE:MS)
| 87.07 BATS BZX Real-Time Price As of 1:22pm ET |  -0.44 / -0.50%Today’s Change | 72.05 Today|||52-Week Range 109.73 | -11.30% Year-to-Date |
Institutional investors hold 62.68% of MS's outstanding shares This is below the norm for stocks in the Investment Banks/Brokers industry and implies that this is not a key holding for them.
| Mutual fund holders | 35.67% |
| Other institutional | 27.01% |
| Individual stakeholders | 25.88% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 11.3 Million shares of Morgan Stanley |
| 9/30/2022 | FISHER ASSET MANAGEMENT LLC Bought 7.5 Million shares of Morgan Stanley |
| 9/30/2022 | WELLINGTON MANAGEMENT CO. LLP Bought 4.9 Million shares of Morgan Stanley |
Top 10 Owners of Morgan Stanley
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| SSgA Funds Management, Inc. | 7.07% | 121,341,253 | 9,970,610,759 | -1,359,994 | -1.11% |
| The Vanguard Group, Inc. | 6.30% | 108,202,155 | 8,890,971,076 | -5,471,085 | -4.81% |
| BlackRock Fund Advisors | 3.54% | 60,694,309 | 4,987,251,371 | -1,523,282 | -2.45% |
| Wellington Management Co. LLP | 2.87% | 49,209,446 | 4,043,540,178 | +4,881,848 | +11.01% |
| JPMorgan Investment Management, I... | 1.98% | 33,977,297 | 2,791,914,494 | +856,097 | +2.58% |
| Capital Research & Management Co.... | 1.66% | 28,456,871 | 2,338,301,090 | +1,220,461 | +4.48% |
| Capital Research & Management Co.... | 1.39% | 23,931,378 | 1,966,441,330 | +1,221,636 | +5.38% |
| Geode Capital Management LLC | 1.35% | 23,160,476 | 1,903,096,313 | -538,432 | -2.27% |
| Fidelity Management & Research Co... | 1.29% | 22,111,293 | 1,816,884,946 | -1,912,061 | -7.96% |
| Massachusetts Financial Services ... | 1.24% | 21,340,359 | 1,753,537,299 | -144,682 | -0.67% |
Top 10 Mutual Funds Holding Morgan Stanley
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 2.25% | 38,635,153 | 3,174,650,522 | +184,742 | +0.48% |
| Vanguard 500 Index Fund | 1.79% | 30,642,644 | 2,517,906,057 | +297,524 | +0.98% |
| Government Pension Fund - Global ... | 0.92% | 15,744,621 | 1,293,735,508 | -3,703,243 | -19.04% |
| American Funds Investment Company... | 0.90% | 15,452,627 | 1,269,742,361 | 0 | 0.00% |
| SPDR S&P 500 ETF Trust | 0.88% | 15,089,992 | 1,239,944,643 | -154,830 | -1.02% |
| Fidelity 500 Index Fund | 0.85% | 14,531,576 | 1,194,059,600 | +65,201 | +0.45% |
| MFS Value Fund | 0.75% | 12,862,494 | 1,056,911,132 | -173,089 | -1.33% |
| iShares Core S&P 500 ETF | 0.71% | 12,117,963 | 995,733,020 | 0 | 0.00% |
| Vanguard Equity Income Fund | 0.68% | 11,718,854 | 962,938,233 | -164,359 | -1.38% |
| Vanguard Value Index Fund | 0.67% | 11,409,856 | 937,547,868 | +108,616 | +0.96% |