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Data sourced from public SEC filings.

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Morgan Stanley

MS

5 institutional investors and hedge funds own MS, holding 3,037,116 shares worth $588.4M (latest 13F filings).

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Who owns Morgan Stanley stock?

Institutional holders of MS — largest position first.

Super Fund
Position
Shares
Curr. Value
Port. %
Activity
Alphinity Investment ManagementEquity
1,029,422
$215,190,375
3.58%
+8.95%
Winslow Capital ManagementEquity
965,439
$158,882,296
0.62%
+100%
Cardano Risk ManagementEquity
508,175
$106,229,000
0.82%
-8.34%
Pzena Investment ManagementEquity
454,492
$95,007,008
0.28%
-4.59%
Eagle Capital ManagementEquity
79,588
$13,097,797
0.04%
0%

Ownership Statistics

Total Shares Held: 3,037,116
Total Value Reported: $588,406,476
Average Allocation per Portfolio 1.07%
Largest Single Portfolio Allocation: 3.58%
Largest Shareholder: Alphinity Investment Management
Change in Total Shares Held (Q on Q): +981,893
Percentage Change in Shares Held (Q on Q): 47.78%
Number of Super Fund Holders: 5
Number of New Holders (Q on Q): 1
Number of Funds with Additions (Q on Q): 2
Number of Funds with Reductions (Q on Q): 2
Number of Funds Fully Divested (Q on Q): 0
Number of Funds with No Change (Q on Q): 1

Ownership Distribution

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Ownership History

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Company Profile

Fundamental Data