Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,628 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Financial Group Inc
|
Nov 07, 2025 Q3 2025 |
377,085,167
shares
|
$60.1 Billion
0.0% of portfolio
|
Q1 2020
Reduced 1.43%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
118,356,160
shares
|
$18.9 Billion
0.29% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
103,315,207
shares
|
$16.5 Billion
0.59% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
84,368,261
shares
|
$13.5 Billion
0.19% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
37,412,736
shares
|
$5.97 Billion
0.39% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
27,321,214
shares
|
$4.36 Billion
0.74% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,535,849
shares
|
$4.23 Billion
0.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
24,494,146
shares
|
$3.91 Billion
1.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
19,248,911
shares
|
$3.07 Billion
0.6% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,732,898
shares
|
$2.99 Billion
0.55% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16,842,099
shares
|
$2.69 Billion
0.19% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
14,968,473
shares
|
$2.39 Billion
0.3% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,260,650
shares
|
$2.27 Billion
0.55% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
13,457,214
shares
|
$2.15 Billion
0.71% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,963,412
shares
|
$2.07 Billion
0.27% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
11,553,696
shares
|
$1.84 Billion
0.2% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
10,680,973
shares
|
$1.7 Billion
0.28% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
10,332,858
shares
|
$1.65 Billion
0.27% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
9,712,071
shares
|
$1.55 Billion
1.27% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
9,088,814
shares
|
$1.45 Billion
0.38% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,088,183
shares
|
$1.45 Billion
0.32% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
9,083,580
shares
|
$1.45 Billion
0.24% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,411,335
shares
|
$1.34 Billion
0.31% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,156,617
shares
|
$1.3 Billion
0.29% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,798,781
shares
|
$1.24 Billion
0.21% of portfolio
|
Q2 2025
Reduced 0.5%
|
|