Morgan Stanley (MS) Ownership

96.74 ↑0.23 (0.24%)
As of January 27, 2023, 3:55pm EST.

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 21 institutional holders of MS own 62.86% of the company with a total of 1.1 billion shares.

In the latest ownership report on September 30th 2022, the top 21 institutional holders increased their combined ownership of MS by 5.4 million shares. 6 institutions bought 27,358,607 total additional shares and increased their ownership by an average of 53.73%. However 13 institutions sold 21,962,731 total shares and decreased their ownership by an average of 5.99%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Morgan Stanley increased by a net total of 5,395,876 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Mitsubishi UFJ Financial Group Inc Junk22.311%0.000%377,085,16702022-09-30
State Street Corporation7.180%-1.108%121,341,253-1,359,9942022-09-30
Vanguard Group Inc6.725%-4.728%113,663,163-5,641,0422022-09-30
BlackRock Inc5.347%-4.006%90,370,009-3,770,9872022-09-30
Wellington Management Company LLP2.912%11.013%49,209,4464,881,8482022-09-30
JPMorgan Chase & Co2.587%2.902%43,722,4521,233,1442022-09-30
Capital Research Global Investors1.684%4.481%28,456,8711,220,4612022-09-30
FMR Inc1.519%-5.807%25,670,203-1,582,5322022-09-30
Capital Research & Mgmt Co - Division 31.416%5.379%23,931,3781,221,6362022-09-30
Bank of America Corp1.373%-3.943%23,202,669-952,3452022-09-30
Geode Capital Management, LLC1.370%-2.272%23,160,476-538,4322022-09-30
Massachusetts Financial Services Company1.263%-0.673%21,340,359-144,6822022-09-30
Fisher Asset Management, LLC1.090%68.928%18,416,4367,514,5052022-09-30
Capital World Investors0.959%229.655%16,201,78511,287,0132022-09-30
Ameriprise Financial Inc0.903%-10.183%15,265,542-1,730,7412022-09-30
Northern Trust Corp0.800%-3.189%13,513,842-445,1252022-09-30
Bank of New York Mellon Corp0.783%-2.417%13,235,217-327,7602022-09-30
Eagle Capital Management LLC0.746%-9.782%12,611,416-1,367,4692022-09-30
Nuveen Asset Management, LLC0.670%-3.587%11,319,153-421,1172022-09-30
T. Rowe Price Associates, Inc.0.613%-26.217%10,358,018-3,680,5052022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Mitsubishi UFJ Financial Group Inc Junk22.311%0.000%377,085,16702022-09-30
State Street Corporation7.180%-1.108%121,341,253-1,359,9942022-09-30
Vanguard Group Inc6.725%-4.728%113,663,163-5,641,0422022-09-30
BlackRock Inc5.347%-4.006%90,370,009-3,770,9872022-09-30
Wellington Management Company LLP2.912%11.013%49,209,4464,881,8482022-09-30
JPMorgan Chase & Co2.587%2.902%43,722,4521,233,1442022-09-30
Capital Research Global Investors1.684%4.481%28,456,8711,220,4612022-09-30
FMR Inc1.519%-5.807%25,670,203-1,582,5322022-09-30
Capital Research & Mgmt Co - Division 31.416%5.379%23,931,3781,221,6362022-09-30
Bank of America Corp1.373%-3.943%23,202,669-952,3452022-09-30
Geode Capital Management, LLC1.370%-2.272%23,160,476-538,4322022-09-30
Massachusetts Financial Services Company1.263%-0.673%21,340,359-144,6822022-09-30
Fisher Asset Management, LLC1.090%68.928%18,416,4367,514,5052022-09-30
Capital World Investors0.959%229.655%16,201,78511,287,0132022-09-30
Ameriprise Financial Inc0.903%-10.183%15,265,542-1,730,7412022-09-30
Northern Trust Corp0.800%-3.189%13,513,842-445,1252022-09-30
Bank of New York Mellon Corp0.783%-2.417%13,235,217-327,7602022-09-30
Eagle Capital Management LLC0.746%-9.782%12,611,416-1,367,4692022-09-30
Nuveen Asset Management, LLC0.670%-3.587%11,319,153-421,1172022-09-30
Franklin Resources Inc0.615%17.756%10,389,5871,566,6062022-06-30
T. Rowe Price Associates, Inc.0.613%-26.217%10,358,018-3,680,5052022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Morgan Stanley (MS), owning a total of 38.8 million shares. Combined, the top 21 mutual fund holders of MS own 18.61% of the company with a total of 314.6 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders decreased their combined ownership of MS by 87 thousand shares. None of the mutual funds bought any additional shares. However 2 funds sold 86,898 total shares and decreased their ownership by an average of 0.3%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Morgan Stanley decreased by a net total of -86,898 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500 ETF Trust0.861%-0.573%14,545,699-83,8882022-12-31
Financial Select Sector SPDR® ETF0.650%-0.027%10,992,056-3,0102022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.298%0.523%38,837,262202,1092022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.275%-6.815%38,450,411-2,811,8472022-09-30
Vanguard 500 Index Investor1.816%0.133%30,683,28740,6432022-11-30
Capital Group Investment Co of Amer Comp0.914%0.000%15,452,62702022-09-30
American Funds Invmt Co of Amer A0.914%0.000%15,452,62702022-09-30
SPDR® S&P 500 ETF Trust0.861%-0.573%14,545,699-83,8882022-12-31
Fidelity® 500 Index0.859%-0.073%14,521,032-10,5442022-11-30
MFS Large Cap Value Equity0.761%-1.328%12,862,494-173,0892022-09-30
MFS Value A0.750%-1.431%12,678,402-184,0922022-11-30
iShares Core S&P 500 ETF0.701%-0.020%11,838,602-2,3582022-12-30
Vanguard Equity-Income Inv0.672%-3.102%11,355,320-363,5342022-10-31
Vanguard Value Index Inv0.653%-3.236%11,040,609-369,2472022-11-30
Financial Select Sector SPDR® ETF0.650%-0.027%10,992,056-3,0102022-12-31
Vanguard Wellington™ Inv0.626%-0.805%10,575,740-85,7932022-10-31
JPM US Equity Income-Composite0.575%0.000%9,716,64202022-09-30
JPMorgan Equity Income I0.575%0.000%9,716,64202022-11-30
Vanguard Institutional Index I0.561%-1.111%9,484,303-106,5222022-11-30
American Funds American Mutual A0.557%42.571%9,409,4822,809,6322022-09-30
Capital Group American Mutual Comp0.557%42.571%9,409,4822,809,6322022-09-30
Capital Group Growth Fnd of Amer Comp0.519%29.183%8,768,3521,980,8302022-09-30
American Funds Growth Fund of Amer A0.519%29.183%8,768,3521,980,8302022-09-30

Discussions

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jchonnee

$MS we need one good push to moon this.

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micmic

$MS out of the way

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