Morgan Stanley (NYSE:MS)

86.12
Delayed Data
As of 4:00pm ET
 -0.12 / -0.14%
Today’s Change
72.05
Today|||52-Week Range
100.99
+1.29%
Year-to-Date
Institutional investors hold 62.91% 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 holders35.92%
Other institutional27.00%
Individual stakeholders26.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2022CAPITAL RESEARCH & MANAGEMENT CO...  Bought 8.8 Million shares of Morgan Stanley
12/31/2022RBC GLOBAL ASSET MANAGEMENT (UK)...  Bought 5.9 Million shares of Morgan Stanley
12/31/2022JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 1.6 Million shares of Morgan Stanley

Top 10 Owners of Morgan Stanley

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SSgA Funds Management, Inc.7.14%120,747,19511,652,104,318-594,058-0.49%
The Vanguard Group, Inc.6.34%107,189,82510,343,818,113-1,012,330-0.94%
BlackRock Fund Advisors3.54%59,815,7685,772,221,612-2,401,823-3.86%
Wellington Management Co. LLP2.72%45,993,8944,438,410,771-3,215,552-6.53%
JPMorgan Investment Management, I...2.11%35,571,8443,432,682,946+1,594,547+4.69%
Capital Research & Management Co....1.48%24,977,9812,410,375,167+8,776,196+54.17%
Capital Research & Management Co....1.46%24,652,2872,378,945,696+720,909+3.01%
Geode Capital Management LLC1.38%23,258,1482,244,411,282+97,672+0.42%
Fidelity Management & Research Co...1.29%21,831,7762,106,766,384-279,517-1.26%
Capital Research & Management Co....1.27%21,397,1512,064,825,072-7,059,720-24.81%

Top 10 Mutual Funds Holding Morgan Stanley

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...2.31%39,011,7213,764,631,077+155,592+0.40%
Vanguard 500 Index Fund1.81%30,624,5682,955,270,812+79,118+0.26%
Fidelity 500 Index Fund0.85%14,425,4991,392,060,654-19,106-0.13%
SPDR S&P 500 ETF Trust0.83%14,094,2761,360,097,634-143,655-1.01%
MFS Value Fund0.74%12,501,3121,206,376,60800.00%
iShares Core S&P 500 ETF0.70%11,742,2721,133,129,248-23,640-0.20%
Vanguard Value Index Fund0.67%11,260,0151,086,591,448+92,992+0.83%
SPDR Series - Financial Select Se...0.67%11,245,6181,085,202,137-38,052-0.34%
American Funds Growth Fund of Ame...0.66%11,229,0661,083,604,869+2,460,714+28.06%
Vanguard Equity Income Fund0.66%11,162,8931,077,219,175-555,961-4.74%