Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 02/04/2026 | 377.09 M | $66.94 B | 0.00% | 24.00% |
| VANGUARD GROUP INC | 01/29/2026 | 119.72 M | $21.25 B | 1.15% | 7.62% |
| STATE STREET CORP | 02/13/2026 | 103.85 M | $18.44 B | 0.52% | 6.61% |
| BLACKROCK, INC. | 02/12/2026 | 95.25 M | $16.91 B | 1.69% | 6.06% |
| JPMORGAN CHASE & CO | 02/11/2026 | 35.71 M | $6.34 B | -4.54% | 2.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 27.07 M | $4.79 B | 2.02% | 1.72% |
| FMR LLC | 02/17/2026 | 26.17 M | $4.65 B | 5.53% | 1.67% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 25.02 M | $4.44 B | 2.14% | 1.59% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 20.54 M | $3.65 B | -24.81% | 1.31% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 16.24 M | $2.88 B | -3.58% | 1.03% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 15.85 M | $2.81 B | -15.38% | 1.01% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 15.43 M | $2.74 B | -19.83% | 0.98% |
| NORGES BANK | 02/10/2026 | 15.42 M | $2.74 B | 100.00% | 0.98% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 15.21 M | $2.70 B | 1.63% | 0.97% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 14.92 M | $2.65 B | 29.12% | 0.95% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 14.18 M | $2.52 B | -0.55% | 0.90% |
| NORTHERN TRUST CORP | 02/17/2026 | 12.81 M | $2.27 B | -1.15% | 0.82% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 12.46 M | $2.21 B | -7.42% | 0.79% |
| UBS GROUP AG | 01/29/2026 | 10.64 M | $1.89 B | 2.99% | 0.68% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 10.30 M | $1.83 B | 6.08% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 9.86 M | $1.75 B | -7.71% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 9.37 M | $1.66 B | 8.23% | 0.60% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 9.17 M | $1.63 B | 0.92% | 0.58% |
| ROYAL BANK OF CANADA | 02/17/2026 | 9.03 M | $1.60 B | 15.85% | 0.58% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 8.77 M | $1.56 B | -3.55% | 0.56% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 8.26 M | $1.47 B | -1.78% | 0.53% |
| INVESCO LTD. | 02/19/2026 | 7.19 M | $1.28 B | -20.79% | 0.46% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 7.17 M | $1.27 B | -12.10% | 0.46% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 6.64 M | $1.18 B | 3.52% | 0.42% |
| AMUNDI | 02/17/2026 | 6.33 M | $1.12 B | 9.68% | 0.40% |
| MORGAN STANLEY | 02/13/2026 | 6.09 M | $1.08 B | -0.90% | 0.39% |
| NUVEEN, LLC | 02/12/2026 | 5.41 M | $961.02 M | -4.36% | 0.34% |
| CITADEL ADVISORS LLC | 02/17/2026 | 5.16 M | $916.48 M | 48.00% | 0.33% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.23 M | $750.13 M | 12.24% | 0.27% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 4.18 M | $741.54 M | -12.79% | 0.27% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 4.00 M | $710.82 M | -0.17% | 0.25% |
| BOSTON PARTNERS | 02/13/2026 | 3.81 M | $676.94 M | -5.56% | 0.24% |
| AXIOM INVESTORS LLC /DE | 02/11/2026 | 3.60 M | $639.12 M | -5.36% | 0.23% |
| BARCLAYS PLC | 02/13/2026 | 3.60 M | $638.82 M | -14.77% | 0.23% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 3.56 M | $631.61 M | 3.15% | 0.23% |
| HSBC HOLDINGS PLC | 03/20/2026 | 3.51 M | $623.79 M | 18.60% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.33 M | $591.17 M | -18.56% | 0.21% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 3.20 M | $568.82 M | 27.98% | 0.20% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 3.15 M | $559.10 M | -13.67% | 0.20% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.90 M | $514.50 M | -11.31% | 0.18% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 2.83 M | $502.29 M | 6.12% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.81 M | $498.72 M | -3.83% | 0.18% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 01/28/2026 | 2.73 M | $485.45 M | -13.15% | 0.17% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 2.68 M | $476.16 M | -3.85% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 2.57 M | $456.86 M | -31.14% | 0.16% |
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Morgan Stanley institutional Ownership - FAQ's
During the previous two years, 3294 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 25.6 M
UBS Group AG: 11.92 M
Bank of New York Mellon Corp: 9.79 M
Nuveen, LLC: 5.6 M
HSBC HOLDINGS PLC: 3.37 M
ENVESTNET ASSET MANAGEMENT INC: 3.1 M
85.80% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.72 B shares in the last 24 months. This purchase volume represents approximately $275.67 B in transactions.