Morgan Stanley MS Institutional Ownership

NYSE MS

$184.52 +5.03 (+2.80%)

As of: Oct 26, 2026 · 3:28 PM EDT

Institutions by Trading Activity

2,740 Institutions

Increased 1,466 53.5%

Unchanged 335 12.2%

Reduced 939 34.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

85.67%

▲+1.70 pp QoQ

Shares Held by Institutions

1.35Bn

of 1.57Bn outstanding

▲+1.53% QoQ

Shares Outstanding

1.57Bn

225.32Mn held outside 13F filers

Institutional Investors

2,740

filed 13F for Jun 2026

▲+239 vs prior quarter

Net Shares Added (QoQ)

+20.27Mn

accumulated since last quarter

Value of Holdings

$241.70Bn

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

Updated Oct 22, 2026

Morgan Stanley (NYSE:MS) had 2,740 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 85.67% of outstanding shares in Q2 2026, up from 83.97% in Q1 2026.
Total holdings of Morgan Stanley shares rose 1.53% from Q1 2026, and the number of holders rose 24.32% from Q2 2025.
Looking at the 2,740 holders of MS individually, 1,466 added to their positions, 939 reduced their stakes and 335 left their positions unchanged.
Institutional investors held 1.35Bn shares of Morgan Stanley in total at the end of Q2 2026, up 20.27Mn from the prior quarter and up 2.42Mn 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 23.99% of shares outstanding.
The largest position increases in MS for Q2 2026 were by Capital World Investors (+8.55Mn shares), Voya Investment Management LLC (+2.86Mn shares), T. Rowe Price Associates Inc (+2.23Mn shares), FMR LLC (+2.17Mn shares) and Invesco Ltd. (+1.36Mn shares).
Holders that trimmed the most shares of Morgan Stanley 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

2,743 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.35Bn

Of outstanding 85.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Mitsubishi Ufj Financial Group Inc	0000067088	377,085,167	23.99%	0	0.00%	$78.83Bn
2	State Street Corp	0000093751	99,560,815	6.33%	▼1,779,379	-1.76%	$20.81Bn
3	BlackRock, Inc.	0002012383	94,899,620	6.04%	▼1,497,269	-1.55%	$19.84Bn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	77,700,641	4.94%	▼14,491	-0.02%	$16.24Bn
5	Jpmorgan Chase & Co	0000019617	44,363,477	2.82%	▲785,198	+1.80%	$9.39Bn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	30,203,228	1.92%	▼37,573	-0.12%	$6.31Bn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	27,346,327	1.74%	▼356,347	-1.29%	$5.69Bn
8	Fisher Asset Management, LLC	0000850529	26,172,995	1.67%	▲572,927	+2.24%	$5.47Bn
9	FMR LLC	0000315066	24,903,987	1.58%	▲2,173,964	+9.56%	$5.21Bn
10	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	19,246,850	1.22%	▲2,232,093	+13.12%	$4.02Mn
11	Capital Research Global Investors	0001422848	18,070,606	1.15%	▼2,200,114	-10.85%	$3.78Bn
12	NORGES BANK	0001374170	17,984,532	1.14%	▲17,984,532	0.00%	$3.76Bn
13	Bank Of America Corp /De/	0000070858	16,651,161	1.06%	▲324,485	+1.99%	$3.48Bn
14	Ameriprise Financial Inc	0000820027	14,101,563	0.90%	▲185,073	+1.33%	$2.95Bn
15	Goldman Sachs Group Inc	0000886982	13,906,759	0.88%	▼968,422	-6.51%	$2.91Bn
16	Northern Trust Corp	0000073124	12,514,426	0.80%	▼303,635	-2.37%	$2.62Bn
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	11,206,144	0.71%	▲188,296	+1.71%	$2.34Bn
18	UBS Group AG	0001610520	10,529,270	0.67%	▼1,394,068	-11.69%	$2.20Bn
19	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	10,226,529	0.65%	▼18,140	-0.18%	$2.14Bn
20	Capital World Investors	0001422849	10,170,848	0.65%	▲8,554,426	+529.22%	$2.13Bn

Showing 1 to 20 of 2,743 holders