MORGAN STANLEY (MS) Institutional Shareholders
MORGAN STANLEY (MS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $271.33B in MS holdings during the latest filing period.
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 $81.74B, representing an estimated gain of +3.70% 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
2,696
Total Reported Value
$271.33B
Largest Holder
Mitsubishi Ufj Financial Group Inc
Largest Position
$78.83B
Insider Transactions (90d)
24
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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 | $81,740,751,651 | +$2,914,868,341 | +3.70% | |
| State Street Corp | 0.62% | 99,560,815 | $20,812,192,768 | $21,581,797,868 | +$769,605,100 | +3.70% | |
| Blackrock, Inc. | 0.30% | 94,899,620 | $19,837,816,616 | $20,571,390,627 | +$733,574,011 | +3.70% | |
| Vanguard Capital Management Llc | 0.35% | 77,700,641 | $16,242,541,995 | $16,843,167,950 | +$600,625,955 | +3.70% | |
| Jpmorgan Chase & Co | 0.55% | 44,363,477 | $9,392,635,737 | $9,616,670,909 | +$224,035,172 | +2.39% | |
| Vanguard Portfolio Management Llc | 0.28% | 30,203,228 | $6,313,682,781 | $6,547,153,734 | +$233,470,953 | +3.70% | |
| Geode Capital Management, Llc | 0.30% | 27,346,327 | $5,692,935,523 | $5,927,863,304 | +$234,927,781 | +4.13% | |
| Fisher Asset Management, Llc | 1.63% | 26,172,995 | $5,471,202,923 | $5,673,520,126 | +$202,317,203 | +3.70% | |
| Fmr Llc | 0.23% | 24,903,987 | $5,205,929,544 | $5,398,437,262 | +$192,507,718 | +3.70% | |
| Capital Research Global Investors | 0.53% | 18,070,606 | $3,777,544,254 | $3,917,165,263 | +$139,621,009 | +3.70% | |
| Norges Bank | 0.37% | 17,984,532 | $3,759,486,569 | $3,898,507,002 | +$139,020,433 | +3.70% | |
| Bank Of America Corp | 0.22% | 16,651,161 | $3,480,758,770 | $3,609,472,170 | +$128,713,400 | +3.70% | |
| Ameriprise Financial Inc | 0.60% | 14,101,563 | $2,949,944,491 | $3,056,795,812 | +$106,851,321 | +3.62% | |
| Goldman Sachs Group Inc | 0.30% | 13,906,759 | $2,907,068,669 | $3,014,568,148 | +$107,499,479 | +3.70% | |
| Northern Trust Corp | 0.30% | 12,514,426 | $2,616,015,610 | $2,712,752,124 | +$96,736,514 | +3.70% | |
| Ubs Group Ag | 0.35% | 10,529,270 | $2,201,038,601 | $2,282,429,858 | +$81,391,257 | +3.70% | |
| Schroder Investment Management Group | 1.52% | 10,226,529 | $2,137,753,622 | $2,216,804,691 | +$79,051,069 | +3.70% | |
| Capital World Investors | 0.25% | 10,170,848 | $2,126,114,066 | $2,204,734,721 | +$78,620,655 | +3.70% | |
| Charles Schwab Investment Management Inc | 0.28% | 9,956,067 | $2,081,216,194 | $2,158,176,644 | +$76,960,450 | +3.70% | |
| Sixth Street Partners Management Company, L.P. | 0.28% | 9,956,067 | $2,081,216,194 | $2,158,176,644 | +$76,960,450 | +3.70% | |
| Bank Of New York Mellon Corp | 0.33% | 9,759,983 | $2,040,226,816 | $2,115,671,515 | +$75,444,699 | +3.70% | |
| Invesco Ltd. | 0.15% | 9,205,421 | $1,924,301,228 | $1,995,459,110 | +$71,157,882 | +3.70% | |
| Massachusetts Financial Services Co | 0.61% | 9,212,711 | $1,918,704,898 | $1,997,039,363 | +$78,334,465 | +4.08% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.38% | 11,017,848 | $1,813,207,245 | $2,388,338,911 | +$575,131,666 | +31.72% | |
| Legal & General Group Plc | 0.33% | 7,494,442 | $1,566,638,153 | $1,624,570,192 | +$57,932,039 | +3.70% | |
| Dimensional Fund Advisors Lp | 0.27% | 7,023,920 | $1,468,305,414 | $1,522,575,138 | +$54,269,724 | +3.70% | |
| Vanguard Fiduciary Trust Co | 0.31% | 6,709,499 | $1,402,553,671 | $1,454,418,098 | +$51,864,427 | +3.70% | |
| Royal Bank Of Canada | 0.24% | 6,695,389 | $1,399,606,000 | $1,451,359,474 | +$51,753,474 | +3.70% | |
| Amundi | 0.34% | 6,692,356 | $1,398,966,735 | $1,450,702,010 | +$51,735,275 | +3.70% | |
| Capital International Investors | 0.27% | 6,284,290 | $1,314,201,234 | $1,362,245,543 | +$48,044,309 | +3.66% | |
| Bank Of Montreal | 0.47% | 6,125,821 | $1,280,541,705 | $1,327,894,218 | +$47,352,513 | +3.70% | |
| Morgan Stanley | 0.07% | 6,085,858 | $1,272,188,131 | $1,319,231,439 | +$47,043,308 | +3.70% | |
| Nuveen, Llc | 0.29% | 5,905,402 | $1,234,465,191 | $1,280,113,992 | +$45,648,801 | +3.70% | |
| Wellington Management Group Llp | 0.18% | 5,129,203 | $1,072,208,595 | $1,111,857,334 | +$39,648,739 | +3.70% | |
| Boston Partners | 0.87% | 4,685,095 | $984,679,714 | $1,015,588,043 | +$30,908,329 | +3.14% | |
| Marshall Wace, Llp | 0.82% | 4,648,847 | $971,794,975 | $1,007,730,564 | +$35,935,589 | +3.70% | |
| Wells Fargo & Company/Mn | 0.16% | 4,469,936 | $934,395,136 | $968,948,027 | +$34,552,891 | +3.70% | |
| Voya Investment Management Llc | 0.78% | 4,315,241 | $902,057,978 | $935,414,792 | +$33,356,814 | +3.70% | |
| Barclays Plc | 0.26% | 4,005,043 | $837,214,188 | $868,173,171 | +$30,958,983 | +3.70% | |
| Bnp Paribas Financial Markets | 0.42% | 3,816,630 | $797,828,335 | $827,330,885 | +$29,502,550 | +3.70% | |
| Two Sigma Investments, Lp | 0.54% | 3,423,546 | $715,658,056 | $742,122,066 | +$26,464,010 | +3.70% | |
| Hsbc Holdings Plc | 0.33% | 3,280,048 | $686,092,750 | $711,016,005 | +$24,923,255 | +3.63% | |
| Canada Pension Plan Investment Board | 0.37% | 3,226,681 | $674,505,396 | $699,447,640 | +$24,942,244 | +3.70% | |
| Deutsche Bank Ag\ | 0.19% | 3,189,941 | $666,825,267 | $691,483,511 | +$24,658,244 | +3.70% | |
| Envestnet Asset Management Inc | 0.15% | 3,093,632 | $646,690,329 | $670,606,609 | +$23,916,280 | +3.70% | |
| Janus Henderson Group Plc | 0.32% | 3,922,709 | $645,541,598 | $850,325,630 | +$204,784,032 | +31.72% | |
| National Pension Service | 0.40% | 2,960,629 | $618,889,886 | $641,775,548 | +$22,885,662 | +3.70% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.33% | 2,884,044 | $602,880,558 | $625,174,218 | +$22,293,660 | +3.70% | |
| Principal Financial Group Inc | 0.29% | 2,836,822 | $593,009,269 | $614,937,905 | +$21,928,636 | +3.70% | |
| Axiom Investors Llc | 5.04% | 2,787,121 | $582,619,774 | $604,164,219 | +$21,544,445 | +3.70% |
Frequently asked questions about MS
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Who owns the most MS stock?
The largest holders of MS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORGAN STANLEY (MS).
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Is MS widely held by superinvestors?
Many widely followed stocks like MS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MS is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.