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Who owns MSWhat MS owns

Who owns MORGAN STANLEY?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of MS from SEC Form 13F filings across 2,735 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 2,735 institutions disclosed 1.35B shares of MORGAN STANLEY worth $281.78B — about 86.8% of shares outstanding; the largest disclosed holder is MITSUBISHI UFJ FINANCIAL GROUP INC. Source: SEC Form 13F filings, parsed by EvidInvest.

2,735

13F holders

$281.78B

value, 2026 filers

86.8%

of shares outstanding (1.35B sh)

402

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MITSUBISHI UFJ FINANCIAL GROUP INC377.1M$78.83B100.0%24.3%0.0%
2STATE STREET CORP99.6M$20.81B0.6%6.4%-1.8%
3BlackRock, Inc.94.9M$19.84B0.3%6.1%-1.6%
4VANGUARD CAPITAL MANAGEMENT LLC77.7M$16.24B0.3%5%0.0%
5JPMORGAN CHASE & CO44.4M$9.39B0.5%2.9%+1.8%
6VANGUARD PORTFOLIO MANAGEMENT LLC30.2M$6.31B0.3%1.9%-0.1%
7GEODE CAPITAL MANAGEMENT, LLC27.3M$5.69B0.3%1.8%-1.3%
8Fisher Asset Management, LLC26.2M$5.47B1.6%1.7%+2.2%
9FMR LLC24.9M$5.21B0.2%1.6%+9.6%
10PRICE T ROWE ASSOCIATES INC /MD/19.2M$4.02B0.4%1.2%+13.1%
11Capital Research Global Investors18.1M$3.78B0.5%1.2%-10.9%
12NORGES BANKNEW18.0M$3.76B0.4%1.2%new
13BANK OF AMERICA CORP /DE/16.7M$3.48B0.2%1.1%+2.0%
14AMERIPRISE FINANCIAL INC14.1M$2.95B0.6%0.9%+1.3%
15GOLDMAN SACHS GROUP INC13.9M$2.91B0.3%0.9%-6.5%
16NORTHERN TRUST CORP12.5M$2.62B0.3%0.8%-2.4%
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11.2M$2.34B0.4%0.7%+1.7%
18UBS Group AG10.5M$2.20B0.3%0.7%-11.7%
19SCHRODER INVESTMENT MANAGEMENT GROUP10.2M$2.14B1.5%0.7%-0.2%
20Capital World Investors10.2M$2.13B0.3%0.7%+529.2%
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC10.0M$2.08B0.3%0.6%-0.4%
22Bank of New York Mellon Corp9.8M$2.04B0.3%0.6%-0.4%
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/9.2M$1.92B0.6%0.6%-21.6%
24Invesco Ltd.9.2M$1.92B0.2%0.6%+17.3%
25FRANKLIN RESOURCES INC8.4M$1.75B0.4%0.5%-8.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.