Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 11/07/2025 | 377.09 M | $59.94 B | 0.00% | 24.00% |
| VANGUARD GROUP INC | 11/07/2025 | 118.36 M | $18.81 B | -0.64% | 7.53% |
| STATE STREET CORP | 11/14/2025 | 103.32 M | $16.42 B | -0.78% | 6.58% |
| BLACKROCK, INC. | 11/12/2025 | 93.67 M | $14.89 B | -1.41% | 5.96% |
| JPMORGAN CHASE & CO | 11/26/2025 | 37.41 M | $5.95 B | -4.46% | 2.38% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 27.32 M | $4.34 B | 0.62% | 1.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 26.54 M | $4.20 B | -0.37% | 1.69% |
| FMR LLC | 11/13/2025 | 24.80 M | $3.94 B | 19.07% | 1.58% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 24.49 M | $3.89 B | 1.87% | 1.56% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 19.25 M | $3.06 B | -0.70% | 1.23% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 18.73 M | $2.98 B | -2.05% | 1.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 16.84 M | $2.68 B | -1.36% | 1.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 14.97 M | $2.38 B | -5.09% | 0.95% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 14.26 M | $2.27 B | 6.12% | 0.91% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 13.46 M | $2.14 B | -1.87% | 0.86% |
| NORTHERN TRUST CORP | 11/14/2025 | 12.96 M | $2.06 B | -5.40% | 0.83% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 11.55 M | $1.84 B | -5.48% | 0.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 10.68 M | $1.70 B | -2.72% | 0.68% |
| UBS GROUP AG | 11/13/2025 | 10.33 M | $1.64 B | -7.09% | 0.66% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 9.71 M | $1.54 B | 3.79% | 0.62% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 9.09 M | $1.44 B | -5.55% | 0.58% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 9.09 M | $1.44 B | -18.79% | 0.58% |
| INVESCO LTD. | 11/13/2025 | 9.08 M | $1.44 B | 2.82% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 8.66 M | $1.38 B | -0.86% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 8.41 M | $1.34 B | 3.38% | 0.54% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 8.16 M | $1.30 B | 1.65% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.80 M | $1.24 B | -16.51% | 0.50% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 6.41 M | $1.02 B | 0.15% | 0.41% |
| MORGAN STANLEY | 11/14/2025 | 6.15 M | $977.64 M | 2.23% | 0.39% |
| AMUNDI | 11/14/2025 | 5.77 M | $911.92 M | -1.30% | 0.37% |
| NUVEEN, LLC | 11/12/2025 | 5.66 M | $899.71 M | 3.04% | 0.36% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 5.66 M | $899.38 M | 0.26% | 0.36% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 4.79 M | $761.30 M | -12.43% | 0.30% |
| BARCLAYS PLC | 11/12/2025 | 4.22 M | $671.13 M | 37.42% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 4.09 M | $649.94 M | 11.77% | 0.26% |
| BOSTON PARTNERS | 11/13/2025 | 4.03 M | $640.10 M | 4.24% | 0.26% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.01 M | $637.54 M | -12.51% | 0.26% |
| AXIOM INVESTORS LLC /DE | 11/14/2025 | 3.80 M | $604.68 M | 16.71% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.76 M | $598.43 M | -8.34% | 0.24% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 3.76 M | $597.31 M | -19.49% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 3.74 M | $594.05 M | 8.98% | 0.24% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 3.65 M | $579.86 M | -9.28% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 3.52 M | $559.89 M | 589.29% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 3.49 M | $554.49 M | -9.48% | 0.22% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 3.45 M | $548.28 M | -0.60% | 0.22% |
| JANE STREET GROUP, LLC | 11/14/2025 | 3.36 M | $533.72 M | 1.42% | 0.21% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 3.27 M | $519.42 M | 81.79% | 0.21% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 11/05/2025 | 3.15 M | $500.49 M | -24.53% | 0.20% |
| HSBC HOLDINGS PLC | 11/13/2025 | 2.96 M | $469.29 M | -12.19% | 0.19% |
| MARSHALL WACE, LLP | 11/13/2025 | 2.93 M | $466.33 M | 40.21% | 0.19% |
Morgan Stanley institutional Ownership - FAQ's
During the previous two years, 3043 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were:
MITSUBISHI UFJ FINANCIAL GROUP INC: 377.09 M
VANGUARD GROUP INC: 118.36 M
STATE STREET CORP: 103.32 M
BlackRock, Inc.: 93.67 M
JPMORGAN CHASE & CO: 37.41 M
Capital International Investors: 27.32 M
84.52% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.68 B shares in the last 24 months. This purchase volume represents approximately $293.12 B in transactions.