Morgan Stanley MS Institutional Ownership

NYSE MS

$190.32 +2.31 (+1.23%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

2,756 Institutions

Increased 1,473 53.4%

Unchanged 338 12.3%

Reduced 945 34.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

88.06%

▲+3.07 pp QoQ

Shares Held by Institutions

1.37Bn

of 1.55Bn outstanding

▲+3.73% QoQ

Shares Outstanding

1.55Bn

185.47Mn held outside 13F filers

Institutional Investors

2,756

filed 13F for Jun 2026

▲+234 vs prior quarter

Net Shares Added (QoQ)

+49.25Mn

accumulated since last quarter

Value of Holdings

$260.46Bn

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) had 2,756 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 88.06% of outstanding shares in Q2 2026, up from 84.99% in Q1 2026.
Total holdings of Morgan Stanley shares rose 3.15% from Q1 2026, and the number of holders rose 24.03% from Q2 2025.
Across the 2,756 holders of MS, 1,473 added shares, 945 reduced their stakes and 338 left their positions unchanged.
Institutional investors held 1.37Bn Morgan Stanley shares in total at the end of Q2 2026, up 41.77Mn from the prior quarter and up 24.25Mn from a year earlier.
As of June 30, 2026, the biggest holder of Morgan Stanley was Mitsubishi UFJ Financial Group Inc with 377.09Mn shares, or 24.27% of shares outstanding.
The largest position increases in MS for Q2 2026 were by Corient Private Wealth LP (+9.94Mn shares), Capital World Investors (+8.55Mn shares), Voya Investment Management LLC (+2.86Mn shares), T. Rowe Price Associates Inc (+2.23Mn shares) and FMR LLC (+2.17Mn shares).
Holders that trimmed the most Morgan Stanley shares in Q2 2026 while keeping a position were Millennium Management LLC (-3.47Mn shares), Massachusetts Financial Services Co (-2.54Mn shares), Citadel Advisors LLC (-2.32Mn shares), Capital Research Global Investors (-2.2Mn shares) and State Street Corp (-1.78Mn shares).
Morgan Stanley's 10 largest institutional shareholders as of Q2 2026 were Mitsubishi UFJ Financial Group Inc (377.09Mn shares), State Street Corp (99.56Mn shares), BlackRock, Inc. (94.9Mn shares), Vanguard Capital Management LLC (77.7Mn shares), JPMorgan Chase & Co (44.36Mn shares), Vanguard Portfolio Management LLC (30.2Mn shares), Geode Capital Management, LLC (27.35Mn shares), Fisher Asset Management, LLC (26.17Mn shares), FMR LLC (24.9Mn shares) and T. Rowe Price Associates Inc (19.25Mn shares), per Business Quant data.

Form 13F Holdings

2,754 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.37Bn

Of outstanding 88.06%

#	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 2,754 holders