Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,532 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mitsubishi Ufj Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
377,085,167
shares
|
$55.5 Billion
0.0% of portfolio
|
Q1 2020
Reduced 1.43%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
119,123,487
shares
|
$17.5 Billion
0.28% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
104,124,618
shares
|
$15.3 Billion
0.57% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
84,368,261
shares
|
$12.4 Billion
0.19% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
38,579,764
shares
|
$5.68 Billion
0.35% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,153,727
shares
|
$4 Billion
0.69% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
26,633,092
shares
|
$3.92 Billion
0.27% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
24,045,186
shares
|
$3.54 Billion
1.37% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,384,370
shares
|
$2.86 Billion
0.57% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,124,172
shares
|
$2.82 Billion
0.51% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
17,074,635
shares
|
$2.51 Billion
0.18% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
15,865,987
shares
|
$2.34 Billion
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,771,472
shares
|
$2.32 Billion
0.31% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
13,714,110
shares
|
$2.02 Billion
0.65% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,703,501
shares
|
$2.02 Billion
0.27% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,438,530
shares
|
$1.98 Billion
0.49% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
12,223,738
shares
|
$1.8 Billion
0.2% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,190,724
shares
|
$1.65 Billion
0.33% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,121,603
shares
|
$1.64 Billion
0.28% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
10,980,120
shares
|
$1.62 Billion
0.28% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
9,623,305
shares
|
$1.42 Billion
0.38% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
9,357,200
shares
|
$1.38 Billion
1.18% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,341,223
shares
|
$1.38 Billion
0.25% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
8,834,557
shares
|
$1.3 Billion
0.22% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
8,136,401
shares
|
$1.2 Billion
0.29% of portfolio
|
Q2 2025
Reduced 0.92%
|