Morgan Stanley MS Institutional Ownership

NYSE MS

$214.38 +1.67 (+0.79%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

2,747 Institutions

Increased 1,466 53.4%

Unchanged 336 12.2%

Reduced 945 34.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

88.05%

▲+2.78 pp QoQ

Shares Held by Institutions

1.37Bn

of 1.55Bn outstanding

▲+3.70% QoQ

Shares Outstanding

1.55Bn

185.64Mn held outside 13F filers

Institutional Investors

2,747

filed 13F for Jun 2026

▲+228 vs prior quarter

Net Shares Added (QoQ)

+48.79Mn

accumulated since last quarter

Value of Holdings

$293.35Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Morgan Stanley (NYSE:MS) appears in 2,747 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 88.1% of Morgan Stanley's outstanding shares in June 2026, up from 85.3% in March 2026.
They increased total shares held in Morgan Stanley by 3.7% from the prior quarter, while the number of investors in MS increased 23.63% year over year.
Among the 2,747 funds, 1,466 bought more Morgan Stanley shares, 945 sold down, and 336 held their ground.
The aggregate institutional position in Morgan Stanley amounted to 1.37Bn shares as of June 2026, up by 48.79Mn shares quarter on quarter, and down 7.63Mn shares year over year.
Mitsubishi Ufj Financial Group Inc leads ownership in MS with 377.09Mn shares as of June 30, 2026, equal to 24.27% of outstanding shares.
The largest buyers of Morgan Stanley for the quarter ending June 2026 were NORGES BANK (17.98Mn), Sixth Street Partners Management Company, L.P. (9.96Mn), Corient Private Wealth LP (9.94Mn), Capital World Investors (8.55Mn), Jupiter Topco LLC (3.55Mn).
Leading sellers of Morgan Stanley shares for the quarter ending June 2026 were MILLENNIUM MANAGEMENT LLC (3.47Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (2.54Mn), CITADEL ADVISORS LLC (2.32Mn), Capital Research Global Investors (2.2Mn), State Street Corp (1.78Mn).
Per Business Quant, the top 10 investors in MS for the quarter ending June 2026 include Mitsubishi Ufj Financial Group Inc (377.09Mn), State Street Corp (99.56Mn), BlackRock, Inc. (94.9Mn), VANGUARD CAPITAL MANAGEMENT LLC (77.7Mn), Jpmorgan Chase & Co (44.36Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (30.2Mn), GEODE CAPITAL MANAGEMENT, LLC (27.35Mn), Fisher Asset Management, LLC (26.17Mn), FMR LLC (24.9Mn), PRICE T ROWE ASSOCIATES INC /MD/ (19.25Mn).

Form 13F Holdings

2,750 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.37Bn

Of outstanding 88.05%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Mitsubishi Ufj Financial Group Inc	0000067088	377,085,167	24.27%	0	0.00%	$78.83Bn
2	State Street Corp	0000093751	99,560,815	6.41%	▼1,779,379	-1.76%	$20.81Bn
3	BlackRock, Inc.	0002012383	94,899,620	6.11%	▼1,497,269	-1.55%	$19.84Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	77,700,641	5.00%	▼14,491	-0.02%	$16.24Bn
5	Jpmorgan Chase & Co	0000019617	44,363,477	2.85%	▲785,198	+1.80%	$9.39Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	30,203,228	1.94%	▼37,573	-0.12%	$6.31Bn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	27,346,327	1.76%	▼356,347	-1.29%	$5.69Bn
8	Fisher Asset Management, LLC	0000850529	26,172,995	1.68%	▲572,927	+2.24%	$5.47Bn
9	FMR LLC	0000315066	24,903,987	1.60%	▲2,173,964	+9.56%	$5.21Bn
10	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	19,246,850	1.24%	▲2,232,093	+13.12%	$4.02Mn
11	Capital Research Global Investors	0001422848	18,070,606	1.16%	▼2,200,114	-10.85%	$3.78Bn
12	NORGES BANK	0001374170	17,984,532	1.16%	▲17,984,532	0.00%	$3.76Bn
13	Bank Of America Corp /De/	0000070858	16,651,161	1.07%	▲324,485	+1.99%	$3.48Bn
14	Ameriprise Financial Inc	0000820027	14,101,563	0.91%	▲185,073	+1.33%	$2.95Bn
15	Goldman Sachs Group Inc	0000886982	13,906,759	0.89%	▼968,422	-6.51%	$2.91Bn
16	Northern Trust Corp	0000073124	12,514,426	0.81%	▼303,635	-2.37%	$2.62Bn
17	Corient Private Wealth LP	0001948780	11,623,125	0.75%	▲9,937,131	+589.39%	$352.76Mn
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	11,206,144	0.72%	▲188,296	+1.71%	$2.34Bn
19	UBS Group AG	0001610520	10,529,270	0.68%	▼1,394,068	-11.69%	$2.20Bn
20	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	10,226,529	0.66%	▼18,140	-0.18%	$2.14Bn

Showing 1 to 20 of 2,750 holders