Morgan Stanley (MS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,590,000,000Shares Outstanding

1,352,821,680Shares held by institutions

$252,585,335,873Value of institutional holdings

85.08%Institutional ownership %

-1.74%Shares Changed QoQ

2,495No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Morgan Stanley (NYSE:MS) has 2,481 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 83.9% of Morgan Stanley's outstanding shares in December 2025, down from 87.3% in September 2025.
Their total shares held in MS decreased -2.4% from the prior quarter, while the number of investors in Morgan Stanley increased 17.97% year over year.
Activity in MS broke down as 1,313 buyers, 844 sellers, and 324 unchanged among 2,481 total holders.
Altogether, these fund groups held 1.33Bn shares in MS by December 2025, down by 32.78Mn shares quarter on quarter, and down 59.88Mn shares year over year.
As of December 31, 2025, the biggest holder of Morgan Stanley is LVM CAPITAL MANAGEMENT LTD/MI at 191.46K shares, representing 0.01% of shares outstanding.
Leading buyers of Morgan Stanley shares for the quarter ending December 2025 were Hilltop National Bank (364), Hickory Point Bank & Trust (271), First County Bank /CT/ (241), Somerset Trust Co (182), Rise Advisors, LLC (61).
The largest sellers of Morgan Stanley for the quarter ending December 2025 were LVM CAPITAL MANAGEMENT LTD/MI (1.28K), Investors Research Corp (1.1K), First Financial Bank - Trust Division (449), ADIRONDACK TRUST CO (326), Coastline Trust Co (65).
Per Business Quant, the top 10 investors in MS for the quarter ending December 2025 include LVM CAPITAL MANAGEMENT LTD/MI (191.46K), Coastline Trust Co (20.7K), Somerset Trust Co (16.84K), Investors Research Corp (6.9K), ADIRONDACK TRUST CO (5.52K), First Financial Bank - Trust Division (4.25K), First County Bank /CT/ (3.16K), Bangor Savings Bank (2.07K), NEVILLE RODIE & SHAW INC (1.93K), Rise Advisors, LLC (1.75K).

2,495 Institutional Holders

1,352,821,680 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Mitsubishi Ufj Financial Group Inc	31 Dec, 2025	377,085,167	0	0.00%	$66,943,929,698.00
VANGUARD GROUP INC	31 Dec, 2025	119,718,100	1,361,940	1.15%	$21,253,554,293.00
State Street Corp	31 Dec, 2025	103,854,751	539,544	0.52%	$18,437,333,945.00
BlackRock, Inc.	31 Dec, 2025	95,248,897	1,580,688	1.69%	$16,909,536,677.00
Jpmorgan Chase & Co	31 Dec, 2025	35,714,453	-39,111,019	-52.27%	$6,340,387,220.00
Goldman Sachs Group Inc	31 Dec, 2025	30,419,409	15,450,936	103.22%	$5,400,357,563.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	27,070,557	534,708	2.02%	$4,786,349,512.00
FMR LLC	31 Dec, 2025	26,166,591	1,371,421	5.53%	$4,645,354,775.00
Fisher Asset Management, LLC	31 Dec, 2025	25,018,335	524,189	2.14%	$4,441,505,244.00
Capital International Investors	31 Dec, 2025	20,544,097	-6,777,117	-24.81%	$3,647,545,244.00
Bank Of America Corp /De/	31 Dec, 2025	16,239,143	-17,445,055	-51.79%	$2,882,935,091.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	15,852,651	-2,880,247	-15.38%	$2,814,321,133.00
Capital Research Global Investors	31 Dec, 2025	15,432,313	-3,816,598	-19.83%	$2,739,708,458.00
NORGES BANK	31 Dec, 2025	15,415,129	15,415,129	0.00%	$2,736,647,851.00
Ameriprise Financial Inc	31 Dec, 2025	14,181,661	-78,989	-0.55%	$2,518,353,099.00
Northern Trust Corp	31 Dec, 2025	12,814,113	-149,299	-1.15%	$2,274,889,481.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	12,458,302	-998,912	-7.42%	$2,211,722,355.00
UBS Group AG	31 Dec, 2025	10,642,269	309,411	2.99%	$1,889,322,017.00
SCHRODER INVESTMENT MANAGEMENT GROUP	31 Dec, 2025	10,302,528	590,457	6.08%	$1,829,007,797.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	9,857,800	-823,173	-7.71%	$1,750,055,207.00

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