Morgan Stanley (MS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,596,205,128Shares Outstanding

381,855,194Shares held by institutions

$65,503,439,979Value of institutional holdings

82.84%Institutional ownership %

1.43%Shares Changed QoQ

2,388No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Morgan Stanley (NYSE:MS) currently has 2388 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in Morgan Stanley edged down to 82.8% in December 2025, compared to 84.1% in September 2025.
The company experienced a 1.43% quarterly change in institutional shares held, alongside an increase of 14.37% in total owners annually.
Among the 2388 institutional holders of Morgan Stanley, 1257 added to their stakes while 810 trimmed their positions and 321 held steady.
Collectively, institutional investors increased their stake in Morgan Stanley to 1.32Bn shares as of December 2025, a change that is up by 18.64Mn shares quarter on quarter and down 45.97Mn shares year over year.
MITSUBISHI UFJ FINANCIAL GROUP INC's holding of 377.09Mn shares as of December 31, 2025 makes it the primary institutional investor in Morgan Stanley, owning 23.62% of the stock.
Among the most significant buyers of Morgan Stanley during December 2025 were NORGES BANK (15.42Mn), UBS Group AG (2.69Mn), BALYASNY ASSET MANAGEMENT L.P. (1.77Mn), CITADEL ADVISORS LLC (1.67Mn), BlackRock, Inc. (1.58Mn).
Leading sellers of Morgan Stanley stock in December 2025 included Capital International Investors (6.78Mn), Capital World Investors (5.05Mn), Capital Research Global Investors (3.82Mn), MILLENNIUM MANAGEMENT LLC (2.99Mn), WELLINGTON MANAGEMENT GROUP LLP (2.88Mn).
The top 10 institutional holders of Morgan Stanley for the quarter ending December 2025 included MITSUBISHI UFJ FINANCIAL GROUP INC (377.09Mn), VANGUARD GROUP INC (119.72Mn), STATE STREET CORP (103.85Mn), BlackRock, Inc. (95.25Mn), JPMORGAN CHASE & CO (35.71Mn), GEODE CAPITAL MANAGEMENT, LLC (27.07Mn), FMR LLC (26.17Mn), Fisher Asset Management, LLC (25.02Mn), Capital International Investors (20.54Mn), BANK OF AMERICA CORP /DE/ (16.24Mn).

2,388 Institutional Holders

381,855,194 Total Shares Held

Rows:

Download Data

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	-1,698,283	-4.54%	$6,340,387,220.00
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	-602,956	-3.58%	$2,882,935,091.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	15,947,982	385,509	2.48%	$2,831,245,144.00
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
UBS Group AG	31 Dec, 2025	13,020,619	2,687,761	26.01%	$2,311,550,493.00
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
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

1 - 20 of 2,388

Research Tools