Morgan Stanley (MS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

380,378,588Shares held by institutions

$60,229,145,624Value of institutional holdings

86.30%Institutional ownership %

-2.32%Shares Changed QoQ

2,216No. 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 held 83.9% of outstanding shares in December 2025, down from 87.3% in September 2025.
Their total shares held in MS decreased -2.4% quarter over quarter, and separately, investors owning Morgan Stanley increased 17.97% from a year ago.
Of these 2,481 funds, 1,313 grew their exposure to Morgan Stanley, 844 cut back, and 324 maintained positions.
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.
Mitsubishi Ufj Financial Group Inc is the top holder of Morgan Stanley as of December 31, 2025, with 377.09Mn shares representing 23.72% of outstanding stock.
Top purchasers of MS stock for the quarter ending December 2025 included NORGES BANK (15.42Mn), Corient Private Wealth LLC (3.34Mn), BALYASNY ASSET MANAGEMENT L.P. (1.77Mn), CITADEL ADVISORS LLC (1.67Mn), BlackRock, Inc. (1.58Mn).
Leading sellers of Morgan Stanley shares for the quarter ending December 2025 were Jpmorgan Chase & Co (39.11Mn), Bank Of America Corp /De/ (17.45Mn), Capital International Investors (6.78Mn), Capital World Investors (5.05Mn), Capital Research Global Investors (3.82Mn).
Per Business Quant data, the top 10 holders of Morgan Stanley for the quarter ending December 2025 are 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).

2,488 Institutional Holders

380,378,588 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,580,688	1.69%	$0.00
Mitsubishi Ufj Financial Group Inc	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	309,411	2.99%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	4,060,929	137.21%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	1,361,940	1.15%	$0.00
Nuveen, LLC	31 Dec, 2025	-246,753	-4.36%	$0.00
Barclays Plc	31 Dec, 2025	-6,701,790	-65.06%	$0.00
State Street Corp	31 Dec, 2025	539,544	0.52%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	3,339,751	259.25%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	670,619	183.60%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-39,111,019	-52.27%	$0.00
National Pension Service	31 Dec, 2025	163,227	6.12%	$0.00
PEAK6 LLC	31 Dec, 2025	-6,838	-7.79%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	534,708	2.02%	$0.00
Alphinity Investment Management Pty Ltd	31 Dec, 2025	-414,049	-13.15%	$0.00
World Investment Advisors	31 Dec, 2025	35,410	169.70%	$0.00
FMR LLC	31 Dec, 2025	1,371,421	5.53%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	629,600	47.47%	$0.00
Cornerstone Planning, LLC	31 Dec, 2025	20,302	0.00%	$0.00
Fisher Asset Management, LLC	31 Dec, 2025	524,189	2.14%	$0.00

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