MS Ownership

Morgan Stanley - Institutional & insider holdings

Ownership Breakdown

Institutions

70+

Stock Price

$166.51

Top Institutional Holders

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HolderSharesValue% Owned
Mitsubishi UFJ Financial Group Inc Junk377.09M$62.79B2362.19%
Vanguard Group Inc119.12M$19.84B746.23%
BlackRock Inc95.01M$15.82B595.19%
JPMorgan Chase & Co39.16M$6.52B245.30%
Geode Capital Management, LLC26.63M$4.43B166.84%
Fisher Asset Management, LLC24.05M$4.00B150.63%
FMR Inc20.82M$3.47B130.45%
Wellington Management Company LLP19.12M$3.18B119.80%
NORGES BANK15.87M$2.64B99.39%
Goldman Sachs Group Inc15.77M$2.63B98.80%
Fidelity 500 Index15.66M$2.61B98.09%
SPDR® S&P 500® ETF14.93M$2.49B93.52%
iShares Core S&P 500 ETF14.86M$2.48B93.12%
Massachusetts Financial Services Company13.71M$2.28B85.91%
Northern Trust Corp13.70M$2.28B85.84%

Recent Insider Trading

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Recent Buys (5)

James Erika H

Insider

522 shares$0

2026-01-16

Worster Victoria

Chief Accounting Officer

4.72K shares$0

2026-01-16

Worster Victoria

Chief Accounting Officer

320 shares$61.19K

2026-01-16

YESHAYA SHARON

Chief Financial Officer

36.97K shares$0

2026-01-16

YESHAYA SHARON

Chief Financial Officer

16.16K shares$3.09M

2026-01-16

Recent Sells (0)

No recent insider sales

Understanding Stock Ownership

Institutional Ownership

Large investors like hedge funds and mutual funds that manage $100M+ must disclose their holdings quarterly via 13F filings. High institutional ownership often indicates strong fundamentals.

Insider Ownership

Company executives and directors must report their trades via SEC Form 4. Insider buying can signal confidence, while selling may occur for various reasons including diversification.

Why It Matters

Ownership structure reveals who believes in the company. Institutional investors conduct deep research, while insider buying shows internal confidence. Track ownership changes for investment signals.

Data Sources

Institutional data from SEC 13F filings (quarterly), insider trades from Form 4 filings (within 2 business days), and company proxy statements (annual ownership disclosures).

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Frequently Asked Questions

Who owns MS?

MS (Morgan Stanley) is owned by institutional investors (multiple), company insiders (various holdings), and retail investors. The largest institutional holders are disclosed in quarterly SEC 13F filings.

What is MS institutional ownership?

MS has significant institutional ownership from hedge funds, mutual funds, and investment firms. Check the holdings table above for detailed data.

What is MS insider ownership?

Company insiders hold shares of MS. Insider trading activity is tracked through SEC Form 4 filings.

Are MS insiders buying or selling?

Recent insider activity shows 5 buy transactions ($3.15M) and 0 sell transactions ($0). Insider buying exceeds selling, which could be a positive signal.

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