MS Institutional Ownership & Shareholders
MORGAN STANLEY (MS) is currently held by 2,675 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $274.26B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mitsubishi Ufj Financial Group Inc is currently the largest disclosed institutional shareholder of MS tracked by InsiderSet, reporting ownership valued at approximately $78.83B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.50B, representing an estimated loss of -11.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed MS value among the investors covered in this analysis. Major shareholders include Mitsubishi Ufj Financial Group Inc, State Street Corp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in MORGAN STANLEY (MS).
This page ranks the largest institutional MS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,675
Total Reported Value
$274.26B
Largest Holder
Mitsubishi Ufj Financial Group Inc
Largest Position
$78.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 100.00% | 377,085,167 | $78,825,883,310 | $69,496,796,278 | -$9,329,087,032 | -11.84% | |
| State Street Corp | 0.62% | 99,560,815 | $20,812,192,768 | $18,349,058,205 | -$2,463,134,564 | -11.84% | |
| Blackrock, Inc. | 0.30% | 94,899,620 | $19,837,816,616 | $17,489,999,966 | -$2,347,816,650 | -11.84% | |
| Vanguard Capital Management Llc | 0.35% | 77,700,641 | $16,242,541,995 | $14,320,228,136 | -$1,922,313,859 | -11.84% | |
| Jpmorgan Chase & Co | 0.55% | 44,363,477 | $9,392,635,737 | $8,176,188,811 | -$1,216,446,926 | -12.95% | |
| Vanguard Portfolio Management Llc | 0.28% | 30,203,228 | $6,313,682,781 | $5,566,454,920 | -$747,227,861 | -11.84% | |
| Geode Capital Management, Llc | 0.30% | 27,346,327 | $5,692,935,523 | $5,039,928,066 | -$653,007,457 | -11.47% | |
| Fisher Asset Management, Llc | 1.63% | 26,172,995 | $5,471,202,923 | $4,823,682,979 | -$647,519,945 | -11.84% | |
| Fmr Llc | 0.23% | 24,903,987 | $5,205,929,544 | $4,589,804,804 | -$616,124,740 | -11.84% | |
| Price T Rowe Associates Inc | 0.40% | 19,246,850 | $4,023,363,000 | $3,547,194,455 | -$476,168,545 | -11.84% | |
| Capital Research Global Investors | 0.53% | 18,070,606 | $3,777,544,254 | $3,330,412,686 | -$447,131,568 | -11.84% | |
| Norges Bank | 0.37% | 17,984,532 | $3,759,486,569 | $3,314,549,248 | -$444,937,321 | -11.84% | |
| Bank Of America Corp | 0.22% | 16,651,161 | $3,480,758,770 | $3,068,808,972 | -$411,949,798 | -11.84% | |
| Ameriprise Financial Inc | 0.60% | 14,101,563 | $2,949,944,491 | $2,598,918,061 | -$351,026,430 | -11.90% | |
| Goldman Sachs Group Inc | 0.30% | 13,906,759 | $2,907,068,669 | $2,563,015,684 | -$344,052,985 | -11.84% | |
| Northern Trust Corp | 0.30% | 12,514,426 | $2,616,015,610 | $2,306,408,712 | -$309,606,898 | -11.84% | |
| Ubs Group Ag | 0.35% | 10,529,270 | $2,201,038,601 | $1,940,544,461 | -$260,494,140 | -11.84% | |
| Schroder Investment Management Group | 1.52% | 10,226,529 | $2,137,753,622 | $1,884,749,295 | -$253,004,327 | -11.84% | |
| Capital World Investors | 0.25% | 10,170,848 | $2,126,114,066 | $1,874,487,286 | -$251,626,780 | -11.84% | |
| Charles Schwab Investment Management Inc | 0.28% | 9,956,067 | $2,081,216,194 | $1,834,903,148 | -$246,313,046 | -11.84% | |
| Bank Of New York Mellon Corp | 0.33% | 9,759,983 | $2,040,226,816 | $1,798,764,867 | -$241,461,949 | -11.84% | |
| Invesco Ltd. | 0.15% | 9,205,421 | $1,924,301,228 | $1,696,559,090 | -$227,742,138 | -11.84% | |
| Massachusetts Financial Services Co | 0.61% | 9,212,711 | $1,918,704,898 | $1,697,902,637 | -$220,802,261 | -11.51% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.38% | 11,017,848 | $1,813,207,245 | $2,030,589,386 | +$217,382,141 | +11.99% | |
| Legal & General Group Plc | 0.33% | 7,494,442 | $1,566,638,153 | $1,381,225,661 | -$185,412,492 | -11.84% | |
| Dimensional Fund Advisors Lp | 0.27% | 7,023,920 | $1,468,305,414 | $1,294,508,456 | -$173,796,958 | -11.84% | |
| Vanguard Fiduciary Trust Co | 0.31% | 6,709,499 | $1,402,553,671 | $1,236,560,666 | -$165,993,005 | -11.84% | |
| Royal Bank Of Canada | 0.24% | 6,695,389 | $1,399,606,000 | $1,233,960,193 | -$165,645,807 | -11.84% | |
| Capital International Investors | 0.27% | 6,284,290 | $1,314,201,234 | $1,158,194,647 | -$156,006,587 | -11.87% | |
| Bank Of Montreal | 0.47% | 6,125,821 | $1,280,541,705 | $1,128,988,810 | -$151,552,895 | -11.84% | |
| Morgan Stanley | 0.07% | 6,085,858 | $1,272,188,131 | $1,121,623,629 | -$150,564,502 | -11.84% | |
| Nuveen, Llc | 0.29% | 5,905,402 | $1,234,465,191 | $1,088,365,589 | -$146,099,602 | -11.84% | |
| Wellington Management Group Llp | 0.18% | 5,129,203 | $1,072,208,595 | $945,312,113 | -$126,896,482 | -11.84% | |
| Boston Partners | 0.87% | 4,685,095 | $984,679,714 | $863,463,009 | -$121,216,706 | -12.31% | |
| Marshall Wace, Llp | 0.82% | 4,648,847 | $971,794,975 | $856,782,502 | -$115,012,473 | -11.84% | |
| Wells Fargo & Company/Mn | 0.16% | 4,469,936 | $934,395,136 | $823,809,205 | -$110,585,931 | -11.84% | |
| Voya Investment Management Llc | 0.78% | 4,315,241 | $902,057,978 | $795,298,916 | -$106,759,062 | -11.84% | |
| Barclays Plc | 0.26% | 4,005,043 | $837,214,188 | $738,129,425 | -$99,084,763 | -11.84% | |
| Bnp Paribas Financial Markets | 0.42% | 3,816,630 | $797,828,335 | $703,404,909 | -$94,423,426 | -11.84% | |
| Two Sigma Investments, Lp | 0.54% | 3,423,546 | $715,658,056 | $630,959,528 | -$84,698,528 | -11.84% | |
| Hsbc Holdings Plc | 0.33% | 3,280,048 | $686,092,750 | $604,512,846 | -$81,579,904 | -11.89% | |
| Canada Pension Plan Investment Board | 0.37% | 3,226,681 | $674,505,396 | $594,677,308 | -$79,828,088 | -11.84% | |
| Deutsche Bank Ag\ | 0.19% | 3,189,941 | $666,825,267 | $587,906,126 | -$78,919,141 | -11.84% | |
| Envestnet Asset Management Inc | 0.15% | 3,093,632 | $646,690,329 | $570,156,378 | -$76,533,951 | -11.83% | |
| Janus Henderson Group Plc | 0.32% | 3,922,709 | $645,541,598 | $722,955,269 | +$77,413,671 | +11.99% | |
| National Pension Service | 0.40% | 2,960,629 | $618,889,886 | $545,643,925 | -$73,245,961 | -11.84% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.33% | 2,884,044 | $602,880,558 | $531,529,309 | -$71,351,249 | -11.84% | |
| Axiom Investors Llc | 5.04% | 2,787,121 | $582,619,774 | $513,666,400 | -$68,953,374 | -11.84% | |
| Allianz Asset Management Gmbh | 0.53% | 2,720,431 | $568,678,897 | $501,375,433 | -$67,303,464 | -11.84% | |
| Vanguard Global Advisers, Llc | 0.25% | 2,600,250 | $543,556,260 | $479,226,075 | -$64,330,185 | -11.84% |
Frequently asked questions about MS
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Who are the largest institutional holders of MS?
The largest institutional holders of MS reported in the latest SEC Form 13F filings include Mitsubishi Ufj Financial Group Inc , State Street Corp , Blackrock, Inc. , Vanguard Capital Management Llc , and Jpmorgan Chase & Co . InsiderSet ranks institutional holders by their latest reported MS position.
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What is MS institutional ownership?
This page tracks MS positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY (MS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own MS?
InsiderSet currently tracks 2,675 institutional managers reporting MS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MS shareholders.
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How much MS stock do institutions own?
Institutional investment managers disclosed approximately $274.26B in MS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was MS institutional ownership last updated?
The latest MS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional MS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MS position after the reporting date.
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Are institutions buying or selling MS?
Institutional buying and selling can be analyzed by comparing MS positions across consecutive 13F reporting periods. InsiderSet's MS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MS ownership changes.
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How has MS institutional ownership changed over time?
InsiderSet tracks MS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.