$190.26
+2.23 (+1.18%)
Market Cap
$302.9B
Shares Outstanding
1,587,860,269
Institutional Holders
20
Total Inst. Value
$59.3M
% of Float Held
0.1%
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
10
Closed Positions
2
Increased
1
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EDGAR LOMAX CO/VA | $42.6M | 365,425 |
| 2 | MORGAN STANLEY | $10.8M | 166,602 |
| 3 | SHAKER INVESTMENTS LLC/OHNew | $2.2M | 18,958 |
| 4 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVNew | $1.0M | 8,867 |
| 5 | Mariner, LLC | $747K | 11,567 |
| 6 | CITADEL ADVISORS LLCNew | $506K | 7,834 |
| 7 | HARBOUR INVESTMENTS, INC. | $310K | 4,802 |
| 8 | NATURAL INVESTMENTS, LLC | $238K | 3,690 |
| 9 | Arbor Investment Advisors, LLCNew | $211K | 3,277 |
| 10 | Cambridge Investment Research Advisors, Inc.New | $200K | 3,102 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SHAKER INVESTMENTS LLC/OHNew | +19K | $2.2M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVNew | +9K | $1.0M |
| Mariner, LLC | +3K | $747K |
| CITADEL ADVISORS LLCNew | +8K | $506K |
| Arbor Investment Advisors, LLCNew | +3K | $211K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -73K | $10.8M |
| NATURAL INVESTMENTS, LLC | -3K | $238K |
| EDGAR LOMAX CO/VA | -1K | $42.6M |
| HARBOUR INVESTMENTS, INC. | -441 | $310K |
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Frequently Asked Questions
How many institutional investors hold MS?
As of Q1 2025, 20 institutional investors report holding MS (Morgan Stanley) in their 13F filings.
What percentage of Morgan Stanley is owned by institutions?
Institutional investors hold approximately 0.1% of Morgan Stanley's float as reported in SEC 13F filings.
Which hedge fund owns the most MS?
The largest institutional holder of MS is EDGAR LOMAX CO/VA with $42.6M in shares.
Are institutions buying or selling MS?
This quarter, 10 institutions opened new positions in MS and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.