MORGAN STANLEY (MS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $205.32B 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 $62.06B in its March 31, 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 $83.82B, representing an estimated gain of +35.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
2,469
Total Reported Value
$205.32B
Largest Holder
Mitsubishi Ufj Financial Group Inc
Largest Position
$62.06B
Insider Transactions (90d)
18
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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 | $62,056,905,933 | $83,818,490,921 | +$21,761,584,988 | +35.07% | |
| State Street Corp | 0.58% | 101,340,194 | $16,677,555,727 | $22,525,898,322 | +$5,848,342,595 | +35.07% | |
| Blackrock, Inc. | 0.28% | 96,396,889 | $15,864,035,928 | $21,427,100,487 | +$5,563,064,559 | +35.07% | |
| Vanguard Capital Management Llc | 0.32% | 77,715,132 | $12,789,579,273 | $17,274,519,541 | +$4,484,940,268 | +35.07% | |
| Vanguard Portfolio Management Llc | 0.26% | 30,240,801 | $4,976,728,621 | $6,721,925,246 | +$1,745,196,625 | +35.07% | |
| Geode Capital Management, Llc | 0.28% | 27,702,674 | $4,541,014,540 | $6,157,750,377 | +$1,616,735,837 | +35.60% | |
| Fisher Asset Management, Llc | 1.43% | 25,600,068 | $4,213,003,465 | $5,690,383,115 | +$1,477,379,650 | +35.07% | |
| Fmr Llc | 0.20% | 22,730,023 | $3,740,679,804 | $5,052,429,512 | +$1,311,749,708 | +35.07% | |
| Capital Research Global Investors | 0.52% | 20,270,720 | $3,335,450,432 | $4,505,775,642 | +$1,170,325,210 | +35.09% | |
| Bank Of America Corp | 0.20% | 16,326,676 | $2,686,881,013 | $3,629,093,541 | +$942,212,528 | +35.07% | |
| Goldman Sachs Group Inc | 0.32% | 14,875,181 | $2,448,008,421 | $3,306,455,233 | +$858,446,812 | +35.07% | |
| Ameriprise Financial Inc | 0.53% | 13,916,490 | $2,289,142,671 | $3,093,357,397 | +$804,214,726 | +35.13% | |
| Northern Trust Corp | 0.28% | 12,818,061 | $2,109,468,300 | $2,849,198,599 | +$739,730,299 | +35.07% | |
| Ubs Group Ag | 0.35% | 11,923,338 | $1,962,223,734 | $2,650,319,571 | +$688,095,837 | +35.07% | |
| Massachusetts Financial Services Co | 0.65% | 11,749,856 | $1,932,488,630 | $2,611,757,992 | +$679,269,362 | +35.15% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.38% | 11,017,848 | $1,813,207,245 | $2,449,047,253 | +$635,840,008 | +35.07% | |
| Schroder Investment Management Group | 1.38% | 10,244,669 | $1,685,965,177 | $2,277,185,025 | +$591,219,848 | +35.07% | |
| Charles Schwab Investment Management Inc | 0.25% | 9,991,147 | $1,644,424,820 | $2,220,832,155 | +$576,407,335 | +35.05% | |
| Bank Of New York Mellon Corp | 0.30% | 9,794,288 | $1,611,845,781 | $2,177,074,337 | +$565,228,556 | +35.07% | |
| Franklin Resources Inc | 0.37% | 9,175,221 | $1,509,966,035 | $2,039,468,124 | +$529,502,089 | +35.07% | |
| Legal & General Group Plc | 0.32% | 8,295,263 | $1,365,151,439 | $1,843,871,060 | +$478,719,621 | +35.07% | |
| Royal Bank Of Canada | 0.25% | 7,923,829 | $1,304,025,000 | $1,761,308,710 | +$457,283,710 | +35.07% | |
| Invesco Ltd. | 0.20% | 7,846,458 | $1,291,291,670 | $1,744,110,684 | +$452,819,014 | +35.07% | |
| Dimensional Fund Advisors Lp | 0.25% | 7,235,756 | $1,190,584,698 | $1,608,363,844 | +$417,779,146 | +35.09% | |
| Capital International Investors | 0.28% | 7,157,310 | $1,177,063,139 | $1,590,926,867 | +$413,863,728 | +35.16% | |
| Amundi | 0.31% | 6,981,276 | $1,148,905,770 | $1,551,798,029 | +$402,892,259 | +35.07% | |
| Vanguard Fiduciary Trust Co | 0.28% | 6,753,689 | $1,111,454,599 | $1,501,209,991 | +$389,755,392 | +35.07% | |
| Bank Of Montreal | 0.45% | 6,663,292 | $1,096,577,905 | $1,481,116,546 | +$384,538,641 | +35.07% | |
| Morgan Stanley | 0.06% | 6,127,396 | $1,008,385,851 | $1,361,997,583 | +$353,611,732 | +35.07% | |
| Storebrand Asset Management As | 0.31% | 11,575,553 | $926,548,182 | $2,573,013,921 | +$1,646,465,739 | +177.70% | |
| Nuveen, Llc | 0.25% | 5,601,891 | $921,903,218 | $1,245,188,331 | +$323,285,113 | +35.07% | |
| Barclays Plc | 0.31% | 5,213,854 | $858,043,951 | $1,158,935,467 | +$300,891,516 | +35.07% | |
| Wellington Management Group Llp | 0.14% | 4,657,771 | $766,529,374 | $1,035,329,338 | +$268,799,964 | +35.07% | |
| Boston Partners | 0.76% | 4,429,180 | $729,303,785 | $984,518,130 | +$255,214,345 | +34.99% | |
| Wells Fargo & Company/Mn | 0.14% | 4,331,016 | $712,755,266 | $962,698,236 | +$249,942,970 | +35.07% | |
| Marshall Wace, Llp | 0.74% | 4,197,269 | $690,744,559 | $932,968,953 | +$242,224,394 | +35.07% | |
| Deutsche Bank Ag\ | 0.22% | 4,121,871 | $678,336,312 | $916,209,486 | +$237,873,174 | +35.07% | |
| Millennium Management Llc | 0.49% | 3,997,261 | $657,829,243 | $888,511,175 | +$230,681,932 | +35.07% | |
| Janus Henderson Group Plc | 0.32% | 3,922,709 | $645,541,598 | $871,939,757 | +$226,398,159 | +35.07% | |
| Two Sigma Investments, Lp | 0.51% | 3,739,612 | $615,427,947 | $831,240,955 | +$215,813,008 | +35.07% | |
| Hsbc Holdings Plc | 0.33% | 3,366,470 | $553,760,105 | $748,298,952 | +$194,538,847 | +35.13% | |
| Axiom Investors Llc | 5.70% | 3,114,846 | $512,610,206 | $692,367,969 | +$179,757,763 | +35.07% | |
| Envestnet Asset Management Inc | 0.14% | 3,100,379 | $510,229,362 | $689,152,244 | +$178,922,882 | +35.07% | |
| Alliancebernstein L.P. | 0.16% | 2,868,763 | $509,291,495 | $637,668,640 | +$128,377,145 | +25.21% | |
| Principal Financial Group Inc | 0.27% | 3,021,966 | $497,324,944 | $671,722,602 | +$174,397,658 | +35.07% | |
| Canada Pension Plan Investment Board | 0.32% | 2,984,976 | $491,237,500 | $663,500,465 | +$172,262,965 | +35.07% | |
| National Pension Service | 0.37% | 2,952,417 | $485,879,266 | $656,263,251 | +$170,383,985 | +35.07% | |
| Citadel Advisors Llc | 0.33% | 2,865,020 | $471,496,342 | $636,836,646 | +$165,340,304 | +35.07% | |
| Bnp Paribas Financial Markets | 0.30% | 2,775,297 | $456,730,627 | $616,893,017 | +$160,162,390 | +35.07% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.30% | 2,686,910 | $442,184,779 | $597,246,355 | +$155,061,576 | +35.07% |
Frequently asked questions about MS
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).
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.
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.