Morgan Stanley (NYSE:MS)
| 84.87 Delayed Data As of 4:00pm ET |  -2.27 / -2.61%Today’s Change | 74.67 Today|||52-Week Range 100.99 | -0.18% Year-to-Date |
Institutional investors hold 62.43% 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 | 35.64% |
| Other institutional | 26.80% |
| Individual stakeholders | 26.79% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2023 | GOLDMAN SACHS & CO. LLC (PRIVATE... Bought 2.2 Million shares of Morgan Stanley |
| 6/30/2023 | BLACKROCK INVESTMENT MANAGEMENT ... Bought 2.1 Million shares of Morgan Stanley |
| 6/30/2023 | BLACKROCK FUND ADVISORS Bought 2.0 Million shares of Morgan Stanley |
Top 10 Owners of Morgan Stanley
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| SSgA Funds Management, Inc. | 6.91% | 114,524,518 | 9,751,762,708 | -1,310,309 | -1.13% |
| The Vanguard Group, Inc. | 6.36% | 105,456,864 | 8,979,651,970 | -1,352,918 | -1.27% |
| BlackRock Fund Advisors | 3.68% | 60,931,843 | 5,188,346,431 | +1,967,802 | +3.34% |
| JPMorgan Investment Management, I... | 2.27% | 37,594,338 | 3,201,157,881 | -886,673 | -2.30% |
| Wellington Management Co. LLP | 2.19% | 36,263,266 | 3,087,817,100 | -10,644,075 | -22.69% |
| Capital Research & Management Co.... | 1.69% | 28,073,015 | 2,390,417,227 | +1,908,648 | +7.29% |
| Capital Research & Management Co.... | 1.48% | 24,463,443 | 2,083,062,171 | +1,341,559 | +5.80% |
| Geode Capital Management LLC | 1.43% | 23,626,016 | 2,011,755,262 | +422,710 | +1.82% |
| Capital Research & Management Co.... | 1.39% | 22,984,469 | 1,957,127,535 | -858,492 | -3.60% |
| T. Rowe Price Associates, Inc. (I... | 1.29% | 21,310,154 | 1,814,559,613 | +143,932 | +0.68% |
Top 10 Mutual Funds Holding Morgan Stanley
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 2.36% | 39,018,819 | 3,322,452,438 | -3,170 | -0.01% |
| Vanguard 500 Index Fund | 1.89% | 31,373,447 | 2,671,449,012 | +177,577 | +0.57% |
| American Funds Investment Company... | 0.91% | 15,049,980 | 1,281,505,797 | +2,528,778 | +20.20% |
| Fidelity 500 Index Fund | 0.89% | 14,805,147 | 1,260,658,267 | +94,975 | +0.65% |
| SPDR S&P 500 ETF Trust | 0.87% | 14,346,721 | 1,221,623,293 | +60,606 | +0.42% |
| MFS Value Fund | 0.74% | 12,215,217 | 1,040,125,728 | -70,851 | -0.58% |
| iShares Core S&P 500 ETF | 0.73% | 12,161,592 | 1,035,559,559 | +14,839 | +0.12% |
| Government Pension Fund - Global ... | 0.66% | 10,956,548 | 932,950,062 | -4,788,073 | -30.41% |
| Vanguard Value ETF | 0.66% | 10,926,948 | 930,429,622 | +35,506 | +0.33% |
| American Funds Growth Fund of Ame... | 0.59% | 9,850,563 | 838,775,439 | 0 | 0.00% |