Also trades as: 0QYU.L (LSE) · $vol 34M · MS-PO (NYSE) · $vol 2M · MS-PF (NYSE) · $vol 2M · MS-PK (NYSE) · $vol 2M · MS-PP (NYSE) · $vol 2M · MS-PI (NYSE) · $vol 2M · MS-PA (NYSE) · $vol 2M · MS-PE (NYSE) · $vol 2M · MS-PQ (NYSE) · $vol 2M · MS-PL (NYSE) · $vol 1M · MS.TO (TSX) · $vol 0M · DWD.DE (XETRA) · $vol 0M
MS Institutional Ownership
Morgan Stanley
1W: -3.1%
1M: -10.2%
3M: -14.3%
YTD: +5.2%
1Y: +22.0%
3Y: +151.4%
5Y: +113.3%
$190.31
+2.30 (+1.22%)
Weekly Expected Move ±3.0%
$179
$185
$190
$196
$202
Overview
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Income Statement
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Institutions
ETF Exposure
Dark Pool
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Supply Chain
Institutional Ownership — MS
2,847
Institutional Holders
+165 vs prior quarter
0.0%
Ownership
+0.00pp
$278B
Total Invested
361
New Positions
1107
Increased
1035
Reduced
88
Closed
1.15
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2963 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377,085,167 | $71.8B | — | +0.0% | 15Q | SEC ↗ |
| 2 | STATE STREET CORP | 99,560,815 | $18.9B | -1,779,379 | -1.8% | 46Q | SEC ↗ |
| 3 | BlackRock, Inc. | 94,899,620 | $18.1B | -1,497,269 | -1.6% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 77,700,641 | $14.8B | -14,491 | -0.0% | 2Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 44,363,477 | $8.4B | +785,198 | +1.8% | 103Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30,203,228 | $5.7B | -37,573 | -0.1% | 2Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 27,346,327 | $5.2B | -356,347 | -1.3% | 92Q | SEC ↗ |
| 8 | Fisher Asset Management, LLC | 26,172,995 | $5.0B | +572,927 | +2.2% | 58Q | SEC ↗ |
| 9 | FMR LLC | 24,903,987 | $4.7B | +2,173,964 | +9.6% | 110Q | SEC ↗ |
| 10 | PRICE T ROWE ASSOCIATES INC /MD | 19,246,850 | $3.7B | +2,232,093 | +13.1% | 16Q | SEC ↗ |
| 11 | Capital Research Global Investors | 18,070,606 | $3.4B | -2,200,114 | -10.9% | 23Q | SEC ↗ |
| 12 | NORGES BANK NEW | 17,984,532 | $3.4B | — | +0.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 16,651,161 | $3.2B | +324,485 | +2.0% | 15Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 14,101,563 | $2.7B | +185,073 | +1.3% | 16Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 13,906,759 | $2.6B | -968,422 | -6.5% | 15Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 12,514,426 | $2.4B | -303,635 | -2.4% | 110Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 11,206,144 | $2.1B | +188,296 | +1.7% | 63Q | SEC ↗ |
| 18 | UBS Group AG | 10,529,270 | $2.0B | -1,394,068 | -11.7% | 47Q | SEC ↗ |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10,226,529 | $1.9B | -18,140 | -0.2% | 110Q | SEC ↗ |
| 20 | Capital World Investors | 10,170,848 | $1.9B | +8,554,426 | +529.2% | 68Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,956,067 | $1.9B | -35,080 | -0.4% | 15Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 9,956,067 | $1.9B | — | +0.0% | 1Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 9,759,983 | $1.9B | -34,305 | -0.4% | 76Q | SEC ↗ |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 9,212,711 | $1.8B | -2,537,145 | -21.6% | 55Q | SEC ↗ |
| 25 | Invesco Ltd. | 9,205,421 | $1.8B | +1,358,963 | +17.3% | 87Q | SEC ↗ |
| 26 | FRANKLIN RESOURCES INC | 8,358,992 | $1.6B | -816,229 | -8.9% | 22Q | SEC ↗ |
| 27 | Legal & General Group Plc | 7,494,442 | $1.4B | -800,821 | -9.7% | 27Q | SEC ↗ |
| 28 | DIMENSIONAL FUND ADVISORS LP | 7,023,920 | $1.3B | -211,836 | -2.9% | 102Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 6,709,499 | $1.3B | -44,190 | -0.7% | 2Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 6,695,389 | $1.3B | -1,228,440 | -15.5% | 84Q | SEC ↗ |
| 31 | Amundi | 6,692,356 | $1.3B | -288,920 | -4.1% | 21Q | SEC ↗ |
| 32 | Capital International Investors | 6,284,290 | $1.2B | -873,020 | -12.2% | 19Q | SEC ↗ |
| 33 | BANK OF MONTREAL /CAN | 6,125,821 | $1.2B | -537,471 | -8.1% | 53Q | SEC ↗ |
| 34 | MORGAN STANLEY | 6,085,858 | $1.2B | -41,538 | -0.7% | 60Q | SEC ↗ |
| 35 | Nuveen, LLC | 5,905,402 | $1.1B | +303,511 | +5.4% | 6Q | SEC ↗ |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 5,129,203 | $976M | +471,432 | +10.1% | 40Q | SEC ↗ |
| 37 | Boston Partners | 4,685,095 | $892M | +255,915 | +5.8% | 12Q | SEC ↗ |
| 38 | MARSHALL WACE, LLP | 4,648,847 | $885M | +451,578 | +10.8% | 11Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 4,469,936 | $851M | +138,920 | +3.2% | 110Q | SEC ↗ |
| 40 | VOYA INVESTMENT MANAGEMENT LLC | 4,315,241 | $821M | +2,863,206 | +197.2% | 53Q | SEC ↗ |
| 41 | BARCLAYS PLC | 4,005,043 | $762M | -1,208,811 | -23.2% | 67Q | SEC ↗ |
| 42 | JANUS HENDERSON GROUP PLC | 3,922,709 | $747M | -254,240 | -6.1% | 90Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 3,816,630 | $726M | +1,041,333 | +37.5% | 80Q | SEC ↗ |
| 44 | Jupiter Topco LLC NEW | 3,551,238 | $676M | — | +0.0% | 1Q | SEC ↗ |
| 45 | TWO SIGMA INVESTMENTS, LP | 3,423,546 | $652M | -316,066 | -8.5% | 10Q | SEC ↗ |
| 46 | HSBC HOLDINGS PLC | 3,280,048 | $624M | -86,422 | -2.6% | 110Q | SEC ↗ |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD | 3,226,681 | $614M | +241,705 | +8.1% | 79Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 3,189,941 | $607M | -931,930 | -22.6% | 52Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 3,093,632 | $589M | -6,747 | -0.2% | 79Q | SEC ↗ |
| 50 | National Pension Service | 2,960,629 | $563M | +8,212 | +0.3% | 48Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 17,984,532 | $3.4B |
| Sixth Street Partners Management Co | 9,956,067 | $1.9B |
| Jupiter Topco LLC | 3,551,238 | $676M |
| VIKING GLOBAL INVESTORS LP | 1,622,593 | $309M |
| MEITAV INVESTMENT HOUSE LTD | 452,100 | $86M |
| Nykredit A/S | 439,390 | $84M |
| OSSIAM | 347,404 | $66M |
| Nearwater Capital Markets, Ltd | 340,000 | $65M |
| MILFORD FUNDS LTD | 264,258 | $50M |
| BSN CAPITAL PARTNERS Ltd | 161,268 | $31M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 155,543 | $30M |
| Cornerstone Advisors, LLC | 106,343 | $20M |
| TriCert Investment Counsel Inc. | 101,020 | $19M |
| Delta Global Management LP | 95,521 | $18M |
| Artemis Investment Management LLP | 93,180 | $18M |
| AXXCESS WEALTH MANAGEMENT, LLC | 77,827 | $15M |
| Premier Fund Managers Ltd | 65,800 | $13M |
| L & S Advisors Inc | 54,325 | $10M |
| BAROMETER CAPITAL MANAGEMENT INC. | 51,720 | $10M |
| LDIC Inc. | 48,339 | $9M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 674,111 | $128M |
| Junto Capital Management LP | 565,255 | $108M |
| Freestone Grove Partners LP | 410,395 | $78M |
| Skandinaviska Enskilda Banken AB (p | 269,418 | $51M |
| Caldwell Investment Management Ltd. | 250,000 | $48M |
| Hound Partners, LLC | 141,570 | $27M |
| Vinva Investment Management Ltd | 132,754 | $25M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 124,852 | $24M |
| ExodusPoint Capital Management, LP | 118,759 | $23M |
| Trivest Advisors Ltd | 96,700 | $18M |
| Optiver Holding B.V. | 90,811 | $17M |
| Wealth High Governance Asset Manage | 73,231 | $14M |
| SIMPLEX TRADING, LLC | 73,071 | $14M |
| Twin Tree Management, LP | 69,387 | $13M |
| Think Investments LP | 67,800 | $13M |
| Aquatic Capital Management LLC | 58,592 | $11M |
| Prana Capital Management, LP | 57,609 | $11M |
| DUPONT CAPITAL MANAGEMENT CORP | 57,317 | $11M |
| FJ Capital Management LLC | 56,089 | $11M |
| Wealth High Governance Capital Ltda | 46,769 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | +8,554,426 | +529.2% | 10,170,848 |
| VOYA INVESTMENT MANAGEMENT LLC | +2,863,206 | +197.2% | 4,315,241 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,232,093 | +13.1% | 19,246,850 |
| FMR LLC | +2,173,964 | +9.6% | 24,903,987 |
| Invesco Ltd. | +1,358,963 | +17.3% | 9,205,421 |
| Harel Insurance Investments & Finan | +1,224,380 | +134399.6% | 1,225,291 |
| Robeco Institutional Asset Manageme | +1,079,631 | +143.2% | 1,833,588 |
| SG Americas Securities, LLC | +1,053,137 | +467.6% | 1,278,356 |
| BNP PARIBAS FINANCIAL MARKETS | +1,041,333 | +37.5% | 3,816,630 |
| JPMORGAN CHASE & CO | +785,198 | +1.8% | 44,363,477 |
| Zurcher Kantonalbank (Zurich Canton | +736,736 | +124.5% | 1,328,385 |
| Eurizon Capital SGR S.p.A. | +726,155 | +156.4% | 1,190,383 |
| Fisher Asset Management, LLC | +572,927 | +2.2% | 26,172,995 |
| BESSEMER GROUP INC | +490,150 | +66.4% | 1,227,982 |
| WELLINGTON MANAGEMENT GROUP LLP | +471,432 | +10.1% | 5,129,203 |
| 1832 Asset Management L.P. | +470,846 | +1603.6% | 500,207 |
| CITIGROUP INC | +462,418 | +24.7% | 2,335,296 |
| MARSHALL WACE, LLP | +451,578 | +10.8% | 4,648,847 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +451,229 | +379.1% | 570,257 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | +444,002 | +89.4% | 940,560 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -3,467,947 | -86.8% | 529,314 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -2,537,145 | -21.6% | 9,212,711 |
| CITADEL ADVISORS LLC | -2,319,955 | -81.0% | 545,065 |
| Capital Research Global Investors | -2,200,114 | -10.9% | 18,070,606 |
| STATE STREET CORP | -1,779,379 | -1.8% | 99,560,815 |
| BlackRock, Inc. | -1,497,269 | -1.6% | 94,899,620 |
| UBS Group AG | -1,394,068 | -11.7% | 10,529,270 |
| ROYAL BANK OF CANADA | -1,228,440 | -15.5% | 6,695,389 |
| BARCLAYS PLC | -1,208,811 | -23.2% | 4,005,043 |
| Point72 Asset Management, L.P. | -1,201,025 | -83.0% | 245,395 |
| Alyeska Investment Group, L.P. | -1,038,081 | -92.4% | 85,408 |
| GOLDMAN SACHS GROUP INC | -968,422 | -6.5% | 13,906,759 |
| DEUTSCHE BANK AG | -931,930 | -22.6% | 3,189,941 |
| Capital International Investors | -873,020 | -12.2% | 6,284,290 |
| D. E. Shaw & Co., Inc. | -832,802 | -44.7% | 1,031,476 |
| FRANKLIN RESOURCES INC | -816,229 | -8.9% | 8,358,992 |
| Legal & General Group Plc | -800,821 | -9.7% | 7,494,442 |
| SAMLYN CAPITAL, LLC | -600,426 | -45.4% | 723,118 |
| PRUDENTIAL FINANCIAL INC | -548,354 | -30.2% | 1,267,462 |
| BANK OF MONTREAL /CAN | -537,471 | -8.1% | 6,125,821 |