Morgan Stanley (MS) Ownership

179.76 ↑2.78 (1.57%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Mitsubishi UFJ Financial Group Inc Junk is the biggest individual institutional holder of Morgan Stanley (MS), owning a total of 377.1 million shares. Combined, the top 36 institutional holders of MS own 80.11% of the company with a total of 1.3 billion shares.

In the latest ownership report on June 30th 2025, the top 36 institutional holders decreased their combined ownership of MS by 9.9 million shares. 8 institutions bought 6,339,979 total additional shares and increased their ownership by an average of 4.71%. However 11 institutions sold 16,281,639 total shares and decreased their ownership by an average of 6.22%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Morgan Stanley decreased by a net total of -9,941,660 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	23.622%	0.000%	377,085,167	0	2025-06-30
Vanguard Group Inc	7.462%	1.150%	119,123,487	1,354,142	2025-06-30
State Street Corp	6.523%	-2.820%	104,124,618	-3,021,615	2025-06-30
BlackRock Inc	5.952%	-1.274%	95,012,109	-1,226,243	2025-06-30
JPMorgan Chase & Co	2.453%	1.501%	39,158,809	579,045	2025-06-30
Capital Research & Mgmt Co - Division 3	1.701%	0.629%	27,153,727	169,621	2025-06-30
Geode Capital Management, LLC	1.668%	-0.110%	26,633,092	-29,297	2025-06-30
Fisher Asset Management, LLC	1.506%	3.216%	24,045,186	749,150	2025-06-30
FMR Inc	1.305%	-11.496%	20,823,553	-2,704,842	2025-06-30
Capital Research Global Investors	1.214%	-2.896%	19,384,370	-578,058	2025-06-30
Wellington Management Company LLP	1.198%	-0.937%	19,124,172	-180,871	2025-06-30
Bank of America Corp	1.070%	-19.110%	17,074,635	-4,033,904	2025-06-30
NORGES BANK	0.994%	4.422%	15,865,987	671,906	2025-06-30
Goldman Sachs Group Inc	0.988%	-4.862%	15,771,472	-806,044	2025-06-30
Massachusetts Financial Services Company	0.859%	-15.896%	13,714,110	-2,591,994	2025-06-30
Northern Trust Corp	0.858%	-0.751%	13,703,501	-103,652	2025-06-30
Ameriprise Financial Inc	0.842%	2.868%	13,438,530	374,711	2025-06-30
T. Rowe Price Associates, Inc.	0.766%	7.982%	12,223,738	903,590	2025-06-30
UBS Asset Mgmt Americas Inc	0.701%	15.931%	11,190,724	1,537,814	2025-06-30
UBS Group AG	0.697%	-8.289%	11,121,603	-1,005,119	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	23.622%	0.000%	377,085,167	0	2025-06-30
Vanguard Group Inc	7.462%	1.150%	119,123,487	1,354,142	2025-06-30
State Street Corporation	6.896%	-2.060%	111,569,678	-2,346,167	2024-03-31
State Street Corp	6.523%	-2.820%	104,124,618	-3,021,615	2025-06-30
BlackRock Inc	5.952%	-1.274%	95,012,109	-1,226,243	2025-06-30
JPMorgan Chase & Co	2.453%	1.501%	39,158,809	579,045	2025-06-30
Capital Research & Mgmt Co - Division 3	1.701%	0.629%	27,153,727	169,621	2025-06-30
Geode Capital Management, LLC	1.668%	-0.110%	26,633,092	-29,297	2025-06-30
Fisher Asset Management, LLC	1.506%	3.216%	24,045,186	749,150	2025-06-30
Capital World Investors	1.400%	-3.601%	22,984,469	-858,492	2023-06-30
FMR Inc	1.305%	-11.496%	20,823,553	-2,704,842	2025-06-30
OFI Invest Asset Management	1.173%	0.000%	19,431,194	19,431,194	2023-03-31
Capital Research Global Investors	1.214%	-2.896%	19,384,370	-578,058	2025-06-30
Wellington Management Company LLP	1.198%	-0.937%	19,124,172	-180,871	2025-06-30
Bank of America Corp	1.070%	-19.110%	17,074,635	-4,033,904	2025-06-30
NORGES BANK	0.994%	4.422%	15,865,987	671,906	2025-06-30
Goldman Sachs Group Inc	0.988%	-4.862%	15,771,472	-806,044	2025-06-30
Goldman Sachs Asset Management, L.P.	0.931%	8.923%	14,965,570	1,226,009	2024-09-30
Massachusetts Financial Services Company	0.859%	-15.896%	13,714,110	-2,591,994	2025-06-30
Northern Trust Corp	0.858%	-0.751%	13,703,501	-103,652	2025-06-30
Ameriprise Financial Inc	0.842%	2.868%	13,438,530	374,711	2025-06-30
Eagle Capital Management LLC	0.753%	-9.782%	12,611,416	-1,367,469	2022-09-30
T. Rowe Price Associates, Inc.	0.766%	7.982%	12,223,738	903,590	2025-06-30
Morgan Stanley - Brokerage Accounts	0.753%	1.533%	12,137,700	183,240	2024-06-30
Franklin Resources Inc	0.703%	3.093%	11,533,381	346,006	2023-09-30
UBS Asset Mgmt Americas Inc	0.701%	15.931%	11,190,724	1,537,814	2025-06-30
UBS Group AG	0.697%	-8.289%	11,121,603	-1,005,119	2025-06-30
Bank of New York Mellon Corp	0.686%	-14.420%	11,019,072	-1,856,605	2024-09-30
Charles Schwab Investment Management Inc	0.686%	-0.617%	10,951,700	-67,994	2025-03-31
Amvescap Plc.	0.670%	-5.786%	10,806,492	-663,651	2024-06-30
Legal & General Group PLC	0.650%	-1.385%	10,450,703	-146,790	2024-09-30
Manufacturers Life Insurance Co	0.604%	-9.313%	10,107,886	-1,037,965	2022-09-30
Dimensional Fund Advisors, Inc.	0.504%	-8.289%	8,102,065	-732,307	2024-09-30
Franklin Resources Inc USD	0.489%	75.190%	7,850,848	3,369,520	2024-09-30
Royal Bank of Canada	0.470%	-2.855%	7,547,847	-221,825	2024-09-30
Nuveen Asset Management, LLC	0.361%	-1.876%	5,801,821	-110,892	2024-09-30

Mutual Fund Ownership

Nuveen Pref & Income Opps Fund is the biggest individual fund holder of Morgan Stanley (MS), owning a total of 138 million shares. Combined, the top 45 mutual fund holders of MS own 58.28% of the company with a total of 0.9 billion shares.

In the latest ownership report on August 31st 2025, the top 45 fund holders increased their combined ownership of MS by 146 thousand shares. 1 funds bought 183,678 total additional shares and increased their ownership by an average of 1.25%. However 2 funds sold 38,026 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Morgan Stanley increased by a net total of 145,652 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	0.935%	1.246%	14,928,771	183,678	2025-08-31
iShares Core S&P 500 ETF	0.931%	0.000%	14,864,769	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.551%	-0.316%	8,796,518	-27,904	2025-08-31
State St S&P 500® Indx SL Cl III	0.413%	-0.153%	6,593,878	-10,122	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Nuveen Pref & Income Opps Fund	8.530%	0.000%	138,000,000	138,000,000	2024-07-31
Nuveen Real Asset Income and Growth	6.947%	0.000%	112,400,000	112,400,000	2024-07-31
Nuveen Global High Income	5.402%	0.000%	87,400,000	87,400,000	2024-07-31
Nuveen Real Estate Income	4.531%	0.000%	72,400,000	0	2025-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.392%	1.833%	39,257,144	706,601	2023-03-31
Vanguard US Total Market Shares ETF	2.398%	-0.195%	38,527,267	-75,394	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.368%	-2.275%	37,806,858	-879,985	2025-07-31
Vanguard Institutional 500 Index Trust	2.202%	0.742%	35,192,730	259,066	2025-05-31
Vanguard 500 Index Investor	1.916%	-12.773%	30,580,655	-4,477,869	2025-07-31
Nuveen Multi-Market Income	1.064%	0.000%	17,000,000	17,000,000	2024-09-30
Fidelity 500 Index	0.981%	0.043%	15,659,004	6,730	2025-07-31
SPDR® S&P 500 ETF	0.958%	-1.672%	15,391,586	-261,718	2025-03-31
SPDR® S&P 500® ETF Trust	0.929%	-0.521%	14,983,739	-78,516	2025-03-31
SPDR® S&P 500 ETF Trust	0.922%	0.699%	14,976,085	104,020	2024-05-30
SPDR® S&P 500® ETF	0.935%	1.246%	14,928,771	183,678	2025-08-31
Fidelity® 500 Index	0.906%	0.640%	14,867,404	94,610	2023-11-30
iShares Core S&P 500 ETF	0.931%	0.000%	14,864,769	0	2025-08-31
MFS Large Cap Value (SMA)	0.741%	29,252,400.000%	12,286,068	12,286,026	2023-06-30
Vanguard Value Index Inv	0.668%	-0.122%	10,664,309	-13,063	2025-07-31
Capital Group Growth Fnd of Amer Comp	0.600%	0.000%	9,850,563	0	2023-06-30
American Funds Growth Fund of Amer A	0.595%	0.000%	9,850,563	0	2023-06-30
JPM US Equity Income-MA	0.592%	97,261.100%	9,716,642	9,706,662	2023-09-30
K2 Alternative Strategies R6	0.585%	-0.023%	9,500,000	-2,168	2024-04-30
Capital Group Investment Co of Amer Comp	0.586%	0.512%	9,347,374	47,638	2025-06-30
American Funds Invmt Co of Amer A	0.586%	0.512%	9,347,374	47,638	2025-06-30
Capital Group Wash Mutual Invtrs Comp	0.554%	0.000%	8,846,550	0	2025-06-30
American Funds Washington Mutual A	0.554%	0.000%	8,846,550	0	2025-06-30
The Financial Select Sector SPDR® ETF	0.551%	-0.316%	8,796,518	-27,904	2025-08-31
Financial Select Sector SPDR® ETF	0.520%	0.032%	8,458,057	2,736	2024-05-30
MFS Large Cap Value Equity	0.518%	-16.463%	8,266,667	-1,629,123	2025-06-30
MFS Value A	0.515%	-0.581%	8,218,616	-48,051	2025-07-31
American Funds Capital Income Bldr A	0.491%	-6.831%	7,839,864	-574,829	2025-06-30
Vanguard Wellington™ Inv	0.470%	-27.208%	7,552,011	-2,822,798	2024-09-30
Vanguard Institutional Index I	0.468%	-1.108%	7,467,561	-83,644	2025-07-31
Capital Group American Mutual Comp	0.460%	3.642%	7,349,354	258,271	2025-06-30
American Funds American Mutual A	0.460%	3.642%	7,349,354	258,271	2025-06-30
JPMorgan US Equity L	0.414%	9.821%	6,763,670	604,851	2023-12-31
JPM US Equity-MA	0.416%	88,697.000%	6,763,670	6,756,053	2023-12-31
Vanguard Dividend Appreciation ETF	0.417%	0.195%	6,654,167	12,926	2025-07-31
State St S&P 500® Indx SL Cl III	0.413%	-0.153%	6,593,878	-10,122	2025-08-31
Franklin Income A1	0.389%	0.000%	6,380,000	0	2023-09-30
Loomis Sayles Strategic Alpha	0.386%	0.000%	6,230,000	6,230,000	2024-12-31
Vanguard Equity-Income Inv	0.371%	-17.685%	6,083,857	-1,307,055	2023-09-30
JPMorgan Equity Income I	0.325%	-3.127%	5,192,832	-167,614	2025-06-30
JPM US Equity Income-Composite	0.325%	-9.298%	5,192,832	-532,308	2025-06-30