Also trades as: 0QYU.L (LSE) · $vol 37M · MS-PQ (NYSE) · $vol 2M · MS-PA (NYSE) · $vol 2M · MS-PE (NYSE) · $vol 2M · MS-PO (NYSE) · $vol 2M · MS-PF (NYSE) · $vol 1M · MS-PP (NYSE) · $vol 1M · MS-PI (NYSE) · $vol 1M · MS-PK (NYSE) · $vol 1M · MS-PL (NYSE) · $vol 0M · DWD.DE (XETRA) · $vol 0M
MS NYSE
Morgan Stanley
1W: +3.0%
1M: +5.5%
3M: +14.3%
YTD: +10.8%
1Y: +57.3%
3Y: +166.6%
5Y: +166.7%
$201.03
+0.52 (+0.26%)
Weekly Expected Move ±2.8%
$182
$187
$192
$198
$203
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — MS
2,679
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$143B
Total Invested
158
New Positions
973
Increased
1229
Reduced
372
Closed
1.07
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2859 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377,085,167 | $75.8B | — | +0.0% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 155,430,264 | $31.2B | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 119,718,100 | $24.1B | +1,361,940 | +1.2% | 12Q | SEC ↗ |
| 4 | STATE STREET CORP | 101,340,194 | $20.4B | -2,514,557 | -2.4% | 13Q | SEC ↗ |
| 5 | BlackRock, Inc. | 96,396,889 | $19.4B | +1,147,992 | +1.2% | 7Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 43,578,279 | $8.8B | +7,863,826 | +22.0% | 13Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 30,240,801 | $6.1B | — | +0.0% | 1Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 27,702,674 | $5.6B | +632,117 | +2.3% | 13Q | SEC ↗ |
| 9 | Fisher Asset Management, LLC | 25,600,068 | $5.1B | +581,733 | +2.3% | 13Q | SEC ↗ |
| 10 | FMR LLC | 22,730,023 | $4.6B | -3,436,568 | -13.1% | 13Q | SEC ↗ |
| 11 | Capital Research Global Investors | 20,270,720 | $4.1B | +4,838,407 | +31.4% | 13Q | SEC ↗ |
| 12 | PRICE T ROWE ASSOCIATES INC /MD | 17,014,757 | $3.4B | +2,096,981 | +14.1% | 13Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 16,326,676 | $3.3B | +87,533 | +0.5% | 13Q | SEC ↗ |
| 14 | NORGES BANK NEW | 15,415,129 | $3.1B | — | +0.0% | 1Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 14,875,181 | $3.0B | -15,544,228 | -51.1% | 13Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 13,916,490 | $2.8B | -265,171 | -1.9% | 13Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 12,818,061 | $2.6B | +3,948 | +0.0% | 13Q | SEC ↗ |
| 18 | UBS Group AG | 11,923,338 | $2.4B | +1,281,069 | +12.0% | 13Q | SEC ↗ |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 11,749,856 | $2.4B | -708,446 | -5.7% | 13Q | SEC ↗ |
| 20 | UBS AM, a distinct business unit of UB | 11,017,848 | $2.2B | +1,846,193 | +20.1% | 13Q | SEC ↗ |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10,244,669 | $2.1B | -57,859 | -0.6% | 13Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,991,147 | $2.0B | +133,347 | +1.4% | 13Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 9,794,288 | $2.0B | +422,775 | +4.5% | 13Q | SEC ↗ |
| 24 | FRANKLIN RESOURCES INC | 9,175,221 | $1.8B | +408,813 | +4.7% | 13Q | SEC ↗ |
| 25 | Legal & General Group Plc | 8,295,263 | $1.7B | +33,514 | +0.4% | 13Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 7,923,829 | $1.6B | -1,110,944 | -12.3% | 13Q | SEC ↗ |
| 27 | Invesco Ltd. | 7,846,458 | $1.6B | +651,781 | +9.1% | 13Q | SEC ↗ |
| 28 | JANUS HENDERSON GROUP PLC | 7,845,418 | $1.6B | +3,668,469 | +87.8% | 13Q | SEC ↗ |
| 29 | DIMENSIONAL FUND ADVISORS LP | 7,235,756 | $1.5B | +65,739 | +0.9% | 13Q | SEC ↗ |
| 30 | Capital International Investors | 7,157,310 | $1.4B | -13,386,787 | -65.2% | 13Q | SEC ↗ |
| 31 | Amundi | 6,981,276 | $1.4B | +654,891 | +10.4% | 13Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 6,753,689 | $1.4B | — | +0.0% | 1Q | SEC ↗ |
| 33 | BANK OF MONTREAL /CAN | 6,663,292 | $1.3B | +25,066 | +0.4% | 13Q | SEC ↗ |
| 34 | MORGAN STANLEY | 6,094,734 | $1.2B | -55,464 | -0.9% | 12Q | SEC ↗ |
| 35 | Nuveen, LLC | 5,601,891 | $1.1B | +188,636 | +3.5% | 5Q | SEC ↗ |
| 36 | BARCLAYS PLC | 5,213,854 | $1.0B | +1,615,455 | +44.9% | 13Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 5,162,394 | $1.0B | +1,674,173 | +48.0% | 12Q | SEC ↗ |
| 38 | WELLINGTON MANAGEMENT GROUP LLP | 4,657,771 | $$936M | -11,194,880 | -70.6% | 13Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 4,225,369 | $$849M | +460,688 | +12.2% | 12Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 4,121,871 | $$829M | +117,945 | +2.9% | 13Q | SEC ↗ |
| 41 | Boston Partners | 3,807,048 | $$765M | -223,919 | -5.6% | 10Q | SEC ↗ |
| 42 | HSBC HOLDINGS PLC | 3,366,470 | $$677M | -3,654,210 | -52.0% | 13Q | SEC ↗ |
| 43 | ALLIANCEBERNSTEIN L.P. | 3,204,090 | $$644M | +700,598 | +28.0% | 12Q | SEC ↗ |
| 44 | AXIOM INVESTORS LLC /DE | 3,114,846 | $$626M | -485,213 | -13.5% | 6Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 3,100,379 | $$623M | +291,147 | +10.4% | 13Q | SEC ↗ |
| 46 | PRINCIPAL FINANCIAL GROUP INC | 3,021,966 | $$608M | -127,363 | -4.0% | 13Q | SEC ↗ |
| 47 | National Pension Service | 2,952,417 | $$594M | +123,114 | +4.4% | 13Q | SEC ↗ |
| 48 | BNP PARIBAS FINANCIAL MARKETS | 2,775,297 | $$558M | -122,784 | -4.2% | 13Q | SEC ↗ |
| 49 | Mitsubishi UFJ Asset Management Co., L | 2,686,910 | $$540M | +177,730 | +7.1% | 13Q | SEC ↗ |
| 50 | Vanguard Global Advisers, LLC NEW | 2,645,928 | $$532M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 155,430,264 | $31.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,240,801 | $6.1B |
| NORGES BANK | 15,415,129 | $3.1B |
| VANGUARD FIDUCIARY TRUST CO | 6,753,689 | $1.4B |
| Vanguard Global Advisers, LLC | 2,645,928 | $$532M |
| VANGUARD ASSET MANAGEMENT, Ltd | 2,308,186 | $$464M |
| Winslow Capital Management, LLC | 965,439 | $$194M |
| Capitolis Liquid Global Markets LLC | 919,795 | $$185M |
| Alyeska Investment Group, L.P. | 813,389 | $$164M |
| RENAISSANCE TECHNOLOGIES LLC | 674,111 | $$136M |
| Vanguard Investments Australia, Ltd | 590,393 | $$119M |
| Cardano Risk Management B.V. | 554,412 | $$111M |
| CIBC Bancorp USA Inc. | 505,906 | $$102M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 496,558 | $$100M |
| Fullerton Fund Management Co Ltd. | 414,871 | $$83M |
| AXA Investment Managers S.A. | 367,386 | $$74M |
| SEB Asset Management AB | 319,636 | $$64M |
| INTERNATIONAL ASSETS INVESTMENT MAN | 259,923 | $$52M |
| Caldwell Investment Management Ltd. | 250,000 | $$50M |
| CIBC WORLD MARKETS CORP | 167,654 | $$34M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 2,436,717 | $$490M |
| Nearwater Capital Markets, Ltd | 916,809 | $$184M |
| MENORA MIVTACHIM HOLDINGS LTD. | 527,449 | $$106M |
| Freestone Grove Partners LP | 410,395 | $$83M |
| Prana Capital Management, LP | 327,342 | $$66M |
| Skandinaviska Enskilda Banken AB (p | 269,418 | $$54M |
| AXXCESS WEALTH MANAGEMENT, LLC | 266,450 | $$54M |
| Achmea Investment Management B.V. | 265,884 | $$53M |
| NewEdge Advisors, LLC | 258,831 | $$52M |
| Azora Capital LP | 205,630 | $$41M |
| Magellan Asset Management Ltd | 164,869 | $$33M |
| Orbis Allan Gray Ltd | 115,346 | $$23M |
| CAPITAL FUND MANAGEMENT S.A. | 114,545 | $$23M |
| TEXAS PERMANENT SCHOOL FUND CORP | 105,159 | $$21M |
| Trivest Advisors Ltd | 96,700 | $$19M |
| Pacer Advisors, Inc. | 94,744 | $$19M |
| Jain Global LLC | 94,433 | $$19M |
| Twin Tree Management, LP | 69,387 | $$14M |
| Premier Fund Managers Ltd | 62,200 | $$13M |
| CAXTON ASSOCIATES LLP | 61,636 | $$12M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +7,863,826 | +22.0% | 43,578,279 |
| Capital Research Global Investors | +4,838,407 | +31.4% | 20,270,720 |
| JANUS HENDERSON GROUP PLC | +3,668,469 | +87.8% | 7,845,418 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,096,981 | +14.1% | 17,014,757 |
| UBS AM, a distinct business unit of | +1,846,193 | +20.1% | 11,017,848 |
| CITADEL ADVISORS LLC | +1,674,173 | +48.0% | 5,162,394 |
| BARCLAYS PLC | +1,615,455 | +44.9% | 5,213,854 |
| TD Asset Management Inc | +1,583,588 | +289.0% | 2,131,499 |
| VANGUARD GROUP INC | +1,361,940 | +1.2% | 119,718,100 |
| UBS Group AG | +1,281,069 | +12.0% | 11,923,338 |
| BlackRock, Inc. | +1,147,992 | +1.2% | 96,396,889 |
| Capital World Investors | +1,007,472 | +165.4% | 1,616,422 |
| Point72 Asset Management, L.P. | +796,332 | +122.5% | 1,446,420 |
| ALLIANCEBERNSTEIN L.P. | +700,598 | +28.0% | 3,204,090 |
| TUDOR INVESTMENT CORP ET AL | +690,636 | +3197.4% | 712,236 |
| SEI INVESTMENTS CO | +666,754 | +89.7% | 1,410,293 |
| Amundi | +654,891 | +10.4% | 6,981,276 |
| Invesco Ltd. | +651,781 | +9.1% | 7,846,458 |
| GEODE CAPITAL MANAGEMENT, LLC | +632,117 | +2.3% | 27,702,674 |
| Fisher Asset Management, LLC | +581,733 | +2.3% | 25,600,068 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -15,544,228 | -51.1% | 14,875,181 |
| Capital International Investors | -13,386,787 | -65.2% | 7,157,310 |
| WELLINGTON MANAGEMENT GROUP LLP | -11,194,880 | -70.6% | 4,657,771 |
| HSBC HOLDINGS PLC | -3,654,210 | -52.0% | 3,366,470 |
| FMR LLC | -3,436,568 | -13.1% | 22,730,023 |
| Corient Private Wealth LLC | -2,941,973 | -63.6% | 1,685,994 |
| STATE STREET CORP | -2,514,557 | -2.4% | 101,340,194 |
| VOYA INVESTMENT MANAGEMENT LLC | -2,105,757 | -59.2% | 1,452,035 |
| Alphinity Investment Management Pty | -1,789,627 | -65.4% | 944,858 |
| Balyasny Asset Management L.P. | -1,375,614 | -61.6% | 858,561 |
| 1832 Asset Management L.P. | -1,271,163 | -97.7% | 29,361 |
| MILLENNIUM MANAGEMENT LLC | -1,247,043 | -35.4% | 2,275,184 |
| MARSHALL WACE, LLP | -1,199,737 | -40.9% | 1,733,867 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,131,471 | -48.0% | 1,227,123 |
| Holocene Advisors, LP | -1,118,318 | -64.7% | 611,417 |
| ROYAL BANK OF CANADA | -1,110,944 | -12.3% | 7,923,829 |
| Swedbank AB | -936,417 | -51.7% | 875,865 |
| JANE STREET GROUP, LLC | -924,694 | -83.0% | 189,267 |
| Qube Research & Technologies Ltd | -881,658 | -45.1% | 1,074,334 |
| RBF Capital, LLC | -810,432 | -50.0% | 810,432 |