Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 02/07/2025 | 377.09 M | $47.41 B | 0.00% | 23.82% |
| VANGUARD GROUP INC | 02/11/2025 | 110.13 M | $13.85 B | 0.64% | 6.92% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 95.09 M | $11.95 B | 7.10% | 6.01% |
| JPMORGAN CHASE & CO | 02/12/2025 | 41.03 M | $5.16 B | 0.09% | 2.58% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 29.98 M | $3.77 B | -0.11% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 25.84 M | $3.24 B | 2.39% | 1.62% |
| FMR LLC | 02/13/2025 | 25.56 M | $3.21 B | 11.93% | 1.61% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 22.83 M | $2.87 B | 1.91% | 1.44% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 21.79 M | $2.74 B | 44.81% | 1.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 20.90 M | $2.63 B | -32.97% | 1.31% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 16.88 M | $2.12 B | -11.95% | 1.07% |
| NORGES BANK | 02/12/2025 | 15.19 M | $1.91 B | 100.00% | 0.96% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 14.11 M | $1.77 B | 15.47% | 0.89% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 13.97 M | $1.76 B | -6.67% | 0.88% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 12.84 M | $1.62 B | -2.04% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 11.02 M | $1.39 B | 0.43% | 0.69% |
| UBS GROUP AG | 02/14/2025 | 10.97 M | $1.38 B | 5.14% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 9.21 M | $1.16 B | 8.94% | 0.58% |
| INVESCO LTD. | 02/13/2025 | 8.89 M | $1.12 B | -14.13% | 0.56% |
| ROYAL BANK OF CANADA | 02/14/2025 | 8.68 M | $1.09 B | 15.06% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 8.04 M | $1.01 B | -23.07% | 0.51% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 7.98 M | $1.00 B | -1.45% | 0.50% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 7.72 M | $970.37 M | -1.69% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 7.74 M | $972.68 M | -29.79% | 0.49% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 7.28 M | $915.73 M | 50.81% | 0.46% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 7.16 M | $900.76 M | -19.12% | 0.45% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 02/05/2025 | 5.97 M | $750.48 M | -0.03% | 0.38% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 5.72 M | $718.75 M | -8.69% | 0.36% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 5.66 M | $711.00 M | 0.48% | 0.36% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 5.48 M | $688.79 M | -5.57% | 0.34% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 5.47 M | $688.27 M | -13.30% | 0.34% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 4.87 M | $612.29 M | 0.06% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 4.42 M | $555.47 M | 29.53% | 0.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 4.38 M | $550.75 M | 0.81% | 0.28% |
| AMUNDI | 02/07/2025 | 4.27 M | $544.77 M | -11.17% | 0.27% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 4.25 M | $534.36 M | 4.83% | 0.27% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 4.24 M | $532.70 M | -10.07% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 4.04 M | $507.93 M | -7.69% | 0.25% |
| BOSTON PARTNERS | 02/11/2025 | 3.96 M | $500.08 M | -35.90% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 3.69 M | $463.61 M | 46.39% | 0.23% |
| UBS GROUP AG | 02/14/2025 | 3.48 M | $437.78 M | 28.07% | 0.22% |
| HSBC HOLDINGS PLC | 02/14/2025 | 3.46 M | $435.26 M | 2.35% | 0.22% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 2.89 M | $363.25 M | 1.66% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 2.85 M | $358.42 M | 19.92% | 0.18% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 2.81 M | $352.65 M | 2.65% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 2.58 M | $324.12 M | 100.00% | 0.16% |
| BARCLAYS PLC | 02/13/2025 | 2.52 M | $316.54 M | -58.58% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 2.48 M | $311.87 M | -1.83% | 0.16% |
| ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 2.44 M | $306.68 M | 11.82% | 0.15% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 2.37 M | $298.28 M | -4.92% | 0.15% |
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Morgan Stanley institutional Ownership - FAQ's
During the previous two years, 2631 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were:
MITSUBISHI UFJ FINANCIAL GROUP INC: 377.09 M
VANGUARD GROUP INC: 110.13 M
BlackRock Funding, Inc. /DE: 95.09 M
JPMORGAN CHASE & CO: 41.03 M
Capital International Investors: 29.98 M
GEODE CAPITAL MANAGEMENT, LLC: 25.84 M
85.66% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.55 B shares in the last 24 months. This purchase volume represents approximately $199.81 B in transactions.