Morgan Stanley
Morgan Stanley (MS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MS · as of Sep 30, 2024
Ownership Breakdown
1,982
Institutional Holders
▲ 39 vs Q2
$141.02B
Total Inst. Value
▲ $9.90B vs Q2
1.58B
Shares Outstanding
freeFloat 75.90%
1.35B
13F Shares Held
▲ 2.27M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MS largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MITSUBISHI UFJ FINANCIAL GROUP INC security brokers, dealers & flotation companies | 377.09M | 23.75% | 23.75% | $39.31T | Nov 12, 2024 | — held |
STATE STREET CORP security brokers, dealers & flotation companies | 110.28M | 6.94% | 6.94% | $11.50T | Nov 14, 2024 | ▲ 10.6K |
VANGUARD GROUP INC security brokers, dealers & flotation companies | 109.44M | 6.89% | 6.89% | $11.41T | Nov 13, 2024 | ▲ 786.0K |
BLACKROCK, INC. security brokers, dealers & flotation companies | 88.78M | 5.59% | 5.59% | $9.25T | Nov 13, 2024 | NEW |
JPMORGAN CHASE & CO security brokers, dealers & flotation companies | 40.99M | 2.58% | 2.58% | $4.27T | Dec 26, 2024 | ▼ 8.60M |
WELLINGTON MANAGEMENT GROUP LLP security brokers, dealers & flotation companies | 31.17M | 1.96% | 1.96% | $3.25T | Nov 14, 2024 | ▼ 7.36M |
CAPITAL INTERNATIONAL INVESTORS security brokers, dealers & flotation companies | 30.02M | 1.89% | 1.89% | $3.13T | Nov 13, 2024 | ▲ 327.6K |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 25.24M | 1.59% | 1.59% | $2.62T | Nov 12, 2024 | ▲ 269.6K |
FMR LLC security brokers, dealers & flotation companies | 22.84M | 1.44% | 1.44% | $2.38T | Nov 13, 2024 | ▼ 340.4K |
FISHER ASSET MANAGEMENT, LLC security brokers, dealers & flotation companies | 22.40M | 1.41% | 1.41% | $2.34T | Nov 12, 2024 | ▲ 590.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
29
Increased
+17.20M shares2
New Positions
first time holders18
Decreased
−24.73M shares0
Sold Out
fully exitedNet shares change (top 50)
7.52M
+17.20M / −24.73M
Net new holders
+13
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MS insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
18
Buy transactions
16
Sell transactions
1.13
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
NALLY DENNIS M director | Jun 1, 2026 | Award | 345.304 | $209.96 | $72.5K | 47.1K | Form 4 ↗ |
NALLY DENNIS M director | Jun 1, 2026 | Award | 1,309.777 | — | — | 46.7K | Form 4 ↗ |
WILKINS RAYFORD JR director | Jun 1, 2026 | Award | 1,309.777 | — | — | 78.3K | Form 4 ↗ |
BUTLER MEGAN director | Jun 1, 2026 | Award | 1,309.777 | — | — | 6.0K | Form 4 ↗ |
BUTLER MEGAN director | Jun 1, 2026 | Tax Withhold | 190 | $209.96 | $39.9K | 5.8K | Form 4 ↗ |
James Erika H director | Jun 1, 2026 | Award | 1,309.777 | — | — | 13.3K | Form 4 ↗ |
GOOD LYNN J director | Jun 1, 2026 | Award | 273.862 | $209.96 | $57.5K | 3.5K | Form 4 ↗ |
GOOD LYNN J director | Jun 1, 2026 | Award | 1,309.777 | — | — | 3.2K | Form 4 ↗ |
TRAQUINA PERRY M director | Jun 1, 2026 | Award | 369.119 | $209.96 | $77.5K | 91.3K | Form 4 ↗ |
TRAQUINA PERRY M director | Jun 1, 2026 | Award | 1,309.777 | — | — | 91.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Morgan Stanley (MS) is primarily owned by institutional investors, who hold approximately 85.7% of total shares outstanding. Company insiders own approximately 24.10%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Morgan Stanley is MITSUBISHI UFJ FINANCIAL GROUP INC, holding approximately 377.09 million shares — equal to 23.75% of outstanding shares — as of September 30, 2024.
A total of 1,982 institutional investors currently hold MS stock, with a combined institutional value of approximately $141.02 billion as of the most recent 13F filing period.
Frequently asked questions
MS ownershipMorgan Stanley (MS) is primarily owned by institutional investors, who hold approximately 85.7% of shares. The largest shareholder is MITSUBISHI UFJ FINANCIAL GROUP INC with a 23.75% stake. Company insiders hold 24.10%. Data sourced from SEC Form 13F as of September 30, 2024.