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 holders | 35.92% |
| Other institutional | 27.00% |
| Individual stakeholders | 26.28% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 8.8 Million shares of Morgan Stanley |
| 12/31/2022 | RBC GLOBAL ASSET MANAGEMENT (UK)... Bought 5.9 Million shares of Morgan Stanley |
| 12/31/2022 | JPMORGAN INVESTMENT MANAGEMENT, ... Bought 1.6 Million shares of Morgan Stanley |
Top 10 Owners of Morgan Stanley
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| SSgA Funds Management, Inc. | 7.14% | 120,747,195 | 11,652,104,318 | -594,058 | -0.49% |
| The Vanguard Group, Inc. | 6.34% | 107,189,825 | 10,343,818,113 | -1,012,330 | -0.94% |
| BlackRock Fund Advisors | 3.54% | 59,815,768 | 5,772,221,612 | -2,401,823 | -3.86% |
| Wellington Management Co. LLP | 2.72% | 45,993,894 | 4,438,410,771 | -3,215,552 | -6.53% |
| JPMorgan Investment Management, I... | 2.11% | 35,571,844 | 3,432,682,946 | +1,594,547 | +4.69% |
| Capital Research & Management Co.... | 1.48% | 24,977,981 | 2,410,375,167 | +8,776,196 | +54.17% |
| Capital Research & Management Co.... | 1.46% | 24,652,287 | 2,378,945,696 | +720,909 | +3.01% |
| Geode Capital Management LLC | 1.38% | 23,258,148 | 2,244,411,282 | +97,672 | +0.42% |
| Fidelity Management & Research Co... | 1.29% | 21,831,776 | 2,106,766,384 | -279,517 | -1.26% |
| Capital Research & Management Co.... | 1.27% | 21,397,151 | 2,064,825,072 | -7,059,720 | -24.81% |
Top 10 Mutual Funds Holding Morgan Stanley
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 2.31% | 39,011,721 | 3,764,631,077 | +155,592 | +0.40% |
| Vanguard 500 Index Fund | 1.81% | 30,624,568 | 2,955,270,812 | +79,118 | +0.26% |
| Fidelity 500 Index Fund | 0.85% | 14,425,499 | 1,392,060,654 | -19,106 | -0.13% |
| SPDR S&P 500 ETF Trust | 0.83% | 14,094,276 | 1,360,097,634 | -143,655 | -1.01% |
| MFS Value Fund | 0.74% | 12,501,312 | 1,206,376,608 | 0 | 0.00% |
| iShares Core S&P 500 ETF | 0.70% | 11,742,272 | 1,133,129,248 | -23,640 | -0.20% |
| Vanguard Value Index Fund | 0.67% | 11,260,015 | 1,086,591,448 | +92,992 | +0.83% |
| SPDR Series - Financial Select Se... | 0.67% | 11,245,618 | 1,085,202,137 | -38,052 | -0.34% |
| American Funds Growth Fund of Ame... | 0.66% | 11,229,066 | 1,083,604,869 | +2,460,714 | +28.06% |
| Vanguard Equity Income Fund | 0.66% | 11,162,893 | 1,077,219,175 | -555,961 | -4.74% |