Morgan Stanley Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 11/12/2024 | 377.09 M | $39.31 B | 0.00% | 23.75% |
| STATE STREET CORP | 11/14/2024 | 110.28 M | $11.50 B | 0.01% | 6.94% |
| VANGUARD GROUP INC | 11/13/2024 | 109.44 M | $11.41 B | 0.72% | 6.89% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 88.78 M | $9.25 B | 100.00% | 5.59% |
| JPMORGAN CHASE & CO | 11/08/2024 | 40.99 M | $4.27 B | -17.34% | 2.58% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 31.17 M | $3.25 B | -19.10% | 1.96% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 30.02 M | $3.13 B | 1.10% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 25.24 M | $2.62 B | 1.08% | 1.59% |
| FMR LLC | 11/13/2024 | 22.84 M | $2.38 B | -1.47% | 1.44% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 22.40 M | $2.34 B | 2.71% | 1.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 20.83 M | $2.17 B | -0.90% | 1.31% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 19.17 M | $2.00 B | -1.65% | 1.21% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 15.05 M | $1.57 B | 73.88% | 0.95% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 14.97 M | $1.56 B | 8.92% | 0.94% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 13.11 M | $1.37 B | 0.74% | 0.83% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 12.22 M | $1.27 B | -3.25% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 11.02 M | $1.15 B | -14.42% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 10.97 M | $1.14 B | 0.14% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 10.45 M | $1.09 B | -1.39% | 0.66% |
| UBS GROUP AG | 11/14/2024 | 10.43 M | $1.09 B | 4.70% | 0.66% |
| INVESCO LTD. | 11/12/2024 | 10.36 M | $1.08 B | -4.16% | 0.65% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 8.86 M | $923.48 M | -1.35% | 0.56% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 8.10 M | $844.55 M | -8.29% | 0.51% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 7.85 M | $881.49 M | 75.19% | 0.49% |
| ROYAL BANK OF CANADA | 11/14/2024 | 7.55 M | $786.79 M | -2.86% | 0.48% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 6.31 M | $658.22 M | -6.55% | 0.40% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 6.26 M | $651.84 M | 1.59% | 0.39% |
| BOSTON PARTNERS | 11/12/2024 | 6.18 M | $648.42 M | -13.62% | 0.39% |
| MORGAN STANLEY | 11/14/2024 | 6.11 M | $637.05 M | 0.70% | 0.38% |
| UBS GROUP AG | 11/14/2024 | 6.09 M | $635.15 M | 5.52% | 0.38% |
| BARCLAYS PLC | 11/19/2024 | 6.08 M | $633.59 M | 13.48% | 0.38% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 11/08/2024 | 5.97 M | $622.44 M | 100.00% | 0.38% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 5.80 M | $604.78 M | -1.88% | 0.37% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 5.63 M | $586.71 M | 0.34% | 0.35% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 4.83 M | $503.34 M | 3.40% | 0.30% |
| AMUNDI | 11/13/2024 | 4.81 M | $513.55 M | -9.30% | 0.30% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 4.71 M | $491.16 M | 0.77% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 4.38 M | $456.22 M | 0.54% | 0.28% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 4.35 M | $452.98 M | 4.66% | 0.27% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 4.05 M | $422.66 M | 1.75% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 3.41 M | $355.55 M | -17.97% | 0.21% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 2.84 M | $296.26 M | 0.41% | 0.18% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 2.73 M | $284.87 M | 1.06% | 0.17% |
| UBS GROUP AG | 11/14/2024 | 2.72 M | $283.43 M | 3.45% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2.60 M | $271.11 M | -17.68% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.53 M | $263.41 M | 0.58% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 2.52 M | $262.58 M | 49.93% | 0.16% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 2.50 M | $260.10 M | 1.09% | 0.16% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.46 M | $256.63 M | -4.59% | 0.16% |
| RHUMBLINE ADVISERS | 11/12/2024 | 2.43 M | $252.92 M | -3.57% | 0.15% |
Morgan Stanleyinstitutional Ownership - FAQ's
During the previous two years, 2512 institutional investors and hedge funds held shares of Morgan Stanley. The most heavily invested institutionals were:
MITSUBISHI UFJ FINANCIAL GROUP INC: 377.09 M
STATE STREET CORP: 110.28 M
VANGUARD GROUP INC: 109.44 M
BlackRock Funding, Inc. /DE: 88.78 M
JPMORGAN CHASE & CO: 40.99 M
WELLINGTON MANAGEMENT GROUP LLP: 31.17 M
84.20% of Morgan Stanley stock is owned by institutional investors.
Institutional investors have bought a total of 1.63 B shares in the last 24 months. This purchase volume represents approximately $201.35 B in transactions.