Morgan Stanley MS Institutional Ownership

NYSE MS

$214.03 -0.17 (-0.08%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

2,465 Institutions

Increased 1,214 49.2%

Unchanged 329 13.3%

Reduced 922 37.4%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

85.20%

▼-0.78 pp QoQ

Shares Held by Institutions

1.33Bn

of 1.56Bn outstanding

▲+9.82% QoQ

Shares Outstanding

1.56Bn

231.08Mn held outside 13F filers

Institutional Investors

2,465

filed 13F for Mar 2026

▼-44 vs prior quarter

Net Shares Added (QoQ)

+118.93Mn

accumulated since last quarter

Value of Holdings

$289.42Bn

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 31 Mar, 2026

Morgan Stanley (NYSE:MS) has 2,465 institutional investors with active 13F positions as of March 2026.

Their combined ownership stood at 85.2% of outstanding shares in March 2026, down from 86.0% in December 2025.
They increased total shares held in Morgan Stanley by 9.82% from the prior quarter, while the number of investors in MS increased 16.27% year over year.
During the quarter, 1,214 of these 2,465 funds increased positions in MS, 922 reduced exposure, and 329 held steady.
In total, institutional investors held 1.33Bn shares in Morgan Stanley as of March 2026, up by 118.93Mn shares quarter on quarter, and down 114.71Mn shares year over year.
Mitsubishi Ufj Financial Group Inc holds the largest position in MS at 377.09Mn shares as of March 31, 2026, or 24.16% of shares outstanding.
Top purchasers of MS stock for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (77.72Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (30.24Mn), PRICE T ROWE ASSOCIATES INC /MD/ (17.01Mn), Jpmorgan Chase & Co (7.86Mn), VANGUARD FIDUCIARY TRUST CO (6.75Mn).
Top sellers of MS stock for the quarter ending March 2026 included Goldman Sachs Group Inc (15.54Mn), Capital International Investors (13.39Mn), WELLINGTON MANAGEMENT GROUP LLP (11.19Mn), HSBC HOLDINGS PLC (3.65Mn), FMR LLC (3.44Mn).
Business Quant data shows the 10 biggest positions in Morgan Stanley as of March 2026 are held by Mitsubishi Ufj Financial Group Inc (377.09Mn), State Street Corp (101.34Mn), BlackRock, Inc. (96.4Mn), VANGUARD CAPITAL MANAGEMENT LLC (77.72Mn), Jpmorgan Chase & Co (43.58Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (30.24Mn), GEODE CAPITAL MANAGEMENT, LLC (27.7Mn), Fisher Asset Management, LLC (25.6Mn), FMR LLC (22.73Mn), Capital Research Global Investors (20.27Mn).

Form 13F Holdings

2,465 Institutional Holders

Report period 31 Mar, 2026

Total shares held 1.33Bn

Of outstanding 85.20%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Mitsubishi Ufj Financial Group Inc	0000067088	377,085,167	24.16%	0	0.00%	$62.06Bn
2	State Street Corp	0000093751	101,340,194	6.49%	▼2,514,557	-2.42%	$16.68Bn
3	BlackRock, Inc.	0002012383	96,396,889	6.18%	▲1,147,992	+1.21%	$15.86Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	77,715,132	4.98%	▲77,715,132	0.00%	$12.79Bn
5	Jpmorgan Chase & Co	0000019617	43,578,279	2.79%	▲7,863,826	+22.02%	$6.90Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	30,240,801	1.94%	▲30,240,801	0.00%	$4.98Bn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	27,702,674	1.77%	▲632,117	+2.34%	$4.54Bn
8	Fisher Asset Management, LLC	0000850529	25,600,068	1.64%	▲581,733	+2.33%	$4.21Bn
9	FMR LLC	0000315066	22,730,023	1.46%	▼3,436,568	-13.13%	$3.74Bn
10	Capital Research Global Investors	0001422848	20,270,720	1.30%	▲4,838,407	+31.35%	$3.34Bn
11	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	17,014,757	1.09%	▲17,014,757	0.00%	$2.80Mn
12	Bank Of America Corp /De/	0000070858	16,326,676	1.05%	▲87,533	+0.54%	$2.69Bn
13	Goldman Sachs Group Inc	0000886982	14,875,181	0.95%	▼15,544,228	-51.10%	$2.45Bn
14	Ameriprise Financial Inc	0000820027	13,916,490	0.89%	▼265,171	-1.87%	$2.29Bn
15	Northern Trust Corp	0000073124	12,818,061	0.82%	▲3,948	+0.03%	$2.11Bn
16	UBS Group AG	0001610520	11,923,338	0.76%	▲1,281,069	+12.04%	$1.96Bn
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	11,749,856	0.75%	▼708,446	-5.69%	$1.93Bn
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	11,017,848	0.71%	▲1,846,193	+20.13%	$1.81Bn
19	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	10,244,669	0.66%	▼57,859	-0.56%	$1.69Bn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	9,991,147	0.64%	▲133,347	+1.35%	$1.64Bn

Showing 1 to 20 of 2,465 holders