Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 05/11/2026 | 377.09 M | $62.06 B | 0.00% | 24.00% |
| STATE STREET CORP | 05/15/2026 | 101.34 M | $16.68 B | -2.42% | 6.45% |
| BLACKROCK, INC. | 05/13/2026 | 96.40 M | $15.86 B | 1.21% | 6.14% |
| 05/15/2026 | 77.72 M | $12.79 B | 100.00% | 4.95% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 43.58 M | $6.90 B | 22.02% | 2.77% |
| 05/08/2026 | 30.24 M | $4.98 B | 100.00% | 1.92% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 27.70 M | $4.54 B | 2.34% | 1.76% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 25.60 M | $4.21 B | 2.33% | 1.63% |
| FMR LLC | 05/15/2026 | 22.73 M | $3.74 B | -13.13% | 1.45% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 20.27 M | $3.34 B | 31.35% | 1.29% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 17.01 M | $2.80 B | 14.06% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 16.33 M | $2.69 B | 0.54% | 1.04% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 14.88 M | $2.45 B | -2.21% | 0.95% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 13.92 M | $2.29 B | -1.87% | 0.89% |
| NORTHERN TRUST CORP | 05/14/2026 | 12.82 M | $2.11 B | 0.03% | 0.82% |
| UBS GROUP AG | 05/05/2026 | 11.92 M | $1.96 B | 12.04% | 0.76% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 11.75 M | $1.93 B | -5.69% | 0.75% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 11.02 M | $1.81 B | 20.13% | 0.70% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 10.24 M | $1.69 B | -0.56% | 0.65% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 9.99 M | $1.64 B | 1.35% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 9.79 M | $1.61 B | 4.51% | 0.62% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 9.18 M | $1.51 B | 4.66% | 0.58% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 8.30 M | $1.37 B | 0.41% | 0.53% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.92 M | $1.30 B | -12.30% | 0.50% |
| INVESCO LTD. | 05/12/2026 | 7.85 M | $1.29 B | 9.06% | 0.50% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 7.24 M | $1.19 B | 0.92% | 0.46% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 7.16 M | $1.18 B | -65.16% | 0.46% |
| AMUNDI | 05/18/2026 | 6.98 M | $1.15 B | 10.35% | 0.44% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 6.75 M | $1.11 B | 100.00% | 0.43% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 6.66 M | $1.10 B | 0.38% | 0.42% |
| MORGAN STANLEY | 05/15/2026 | 6.13 M | $1.01 B | 0.54% | 0.39% |
| NUVEEN, LLC | 04/30/2026 | 5.60 M | $921.90 M | 3.48% | 0.36% |
| BARCLAYS PLC | 05/15/2026 | 5.21 M | $858.04 M | 44.89% | 0.33% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 4.66 M | $766.53 M | -70.62% | 0.30% |
| BOSTON PARTNERS | 05/11/2026 | 4.43 M | $729.30 M | 16.34% | 0.28% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.33 M | $712.76 M | 2.50% | 0.28% |
| MARSHALL WACE, LLP | 05/15/2026 | 4.20 M | $690.74 M | 142.08% | 0.27% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.12 M | $678.34 M | 2.95% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 4.00 M | $657.83 M | 75.69% | 0.25% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 3.92 M | $645.54 M | -6.09% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 3.74 M | $615.43 M | 234.85% | 0.24% |
| HSBC HOLDINGS PLC | 04/30/2026 | 3.37 M | $553.76 M | -4.10% | 0.21% |
| AXIOM INVESTORS LLC /DE | 05/14/2026 | 3.11 M | $512.61 M | -13.48% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 3.10 M | $510.23 M | 10.36% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 3.07 M | $505.30 M | -7.80% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 3.07 M | $505.25 M | 19.85% | 0.20% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 3.02 M | $497.32 M | -4.04% | 0.19% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 2.98 M | $491.24 M | 29.30% | 0.19% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 2.95 M | $485.88 M | 4.35% | 0.19% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 2.87 M | $509.29 M | -10.47% | 0.18% |
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Morgan Stanley institutional Ownership - FAQ's
During the previous two years, 3213 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: 101.34 M
BlackRock, Inc.: 96.4 M
JPMORGAN CHASE & CO: 43.58 M
GEODE CAPITAL MANAGEMENT, LLC: 27.7 M
Fisher Asset Management, LLC: 25.6 M
84.43% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.68 B shares in the last 24 months. This purchase volume represents approximately $269.64 B in transactions.