Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 08/07/2026 | 377.09 M | $78.83 B | 0.00% | 24.00% |
| STATE STREET CORP | 08/07/2026 | 99.56 M | $20.81 B | -1.76% | 6.34% |
| BLACKROCK, INC. | 08/07/2026 | 94.90 M | $19.84 B | -1.55% | 6.04% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 77.70 M | $16.24 B | -0.02% | 4.95% |
| JPMORGAN CHASE & CO | 08/12/2026 | 44.36 M | $9.39 B | 1.80% | 2.82% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 30.20 M | $6.31 B | -0.12% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 27.35 M | $5.69 B | -1.29% | 1.74% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 26.17 M | $5.47 B | 2.24% | 1.67% |
| FMR LLC | 08/13/2026 | 24.90 M | $5.21 B | 9.56% | 1.59% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 19.25 M | $4.02 B | 13.12% | 1.23% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 18.07 M | $3.78 B | -10.85% | 1.15% |
| NORGES BANK | 08/12/2026 | 17.98 M | $3.76 B | 100.00% | 1.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 16.65 M | $3.48 B | 1.99% | 1.06% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 14.10 M | $2.95 B | 1.33% | 0.90% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 13.91 M | $2.91 B | -6.51% | 0.89% |
| NORTHERN TRUST CORP | 08/13/2026 | 12.51 M | $2.62 B | -2.37% | 0.80% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 11.21 M | $2.34 B | 1.71% | 0.71% |
| UBS GROUP AG | 08/13/2026 | 10.53 M | $2.20 B | -11.69% | 0.67% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 10.23 M | $2.14 B | -0.18% | 0.65% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 10.17 M | $2.13 B | 529.22% | 0.65% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 9.96 M | $2.08 B | -0.35% | 0.63% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 9.96 M | $2.08 B | 100.00% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 9.76 M | $2.04 B | -0.35% | 0.62% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 9.21 M | $1.92 B | -21.59% | 0.59% |
| INVESCO LTD. | 08/14/2026 | 9.21 M | $1.92 B | 17.32% | 0.59% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 8.36 M | $1.75 B | -8.90% | 0.53% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 7.49 M | $1.57 B | -9.65% | 0.48% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 7.02 M | $1.47 B | -2.93% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 6.71 M | $1.40 B | -0.65% | 0.43% |
| ROYAL BANK OF CANADA | 08/14/2026 | 6.70 M | $1.40 B | -15.50% | 0.43% |
| AMUNDI | 08/11/2026 | 6.69 M | $1.40 B | -4.14% | 0.43% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 6.28 M | $1.31 B | -12.20% | 0.40% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 6.13 M | $1.28 B | -8.07% | 0.39% |
| MORGAN STANLEY | 08/13/2026 | 6.09 M | $1.27 B | -0.68% | 0.39% |
| NUVEEN, LLC | 08/11/2026 | 5.91 M | $1.23 B | 5.42% | 0.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.13 M | $1.07 B | 10.12% | 0.33% |
| BOSTON PARTNERS | 08/04/2026 | 4.69 M | $984.68 M | 5.78% | 0.30% |
| MARSHALL WACE, LLP | 08/13/2026 | 4.65 M | $971.79 M | 10.76% | 0.30% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.47 M | $934.40 M | 3.21% | 0.28% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/12/2026 | 4.32 M | $902.06 M | 197.19% | 0.27% |
| BARCLAYS PLC | 08/14/2026 | 4.01 M | $837.21 M | -23.18% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 3.82 M | $797.83 M | 37.52% | 0.24% |
| JUPITER TOPCO LLC | 08/14/2026 | 3.55 M | $742.32 M | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 08/14/2026 | 3.43 M | $716.69 M | 11.67% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 3.42 M | $715.66 M | -8.45% | 0.22% |
| HSBC HOLDINGS PLC | 08/14/2026 | 3.28 M | $686.09 M | -2.57% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.26 M | $682.47 M | 6.33% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 3.23 M | $674.51 M | 8.10% | 0.21% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 3.19 M | $666.83 M | -22.61% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 3.09 M | $646.69 M | -0.22% | 0.20% |
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Morgan Stanley institutional Ownership - FAQ's
During the previous two years, 3655 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were:
MITSUBISHI UFJ FINANCIAL GROUP INC: 377.09 M
STATE STREET CORP: 99.56 M
BlackRock, Inc.: 94.9 M
VANGUARD CAPITAL MANAGEMENT LLC: 77.7 M
JPMORGAN CHASE & CO: 44.36 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 30.2 M
86.47% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.82 B shares in the last 24 months. This purchase volume represents approximately $291.46 B in transactions.