Morgan Stanley (MS) Ownership

96.74 ↑0.23 (0.24%)

As of January 27, 2023, 3:55pm 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 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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	22.311%	0.000%	377,085,167	0	2022-09-30
State Street Corporation	7.180%	-1.108%	121,341,253	-1,359,994	2022-09-30
Vanguard Group Inc	6.725%	-4.728%	113,663,163	-5,641,042	2022-09-30
BlackRock Inc	5.347%	-4.006%	90,370,009	-3,770,987	2022-09-30
Wellington Management Company LLP	2.912%	11.013%	49,209,446	4,881,848	2022-09-30
JPMorgan Chase & Co	2.587%	2.902%	43,722,452	1,233,144	2022-09-30
Capital Research Global Investors	1.684%	4.481%	28,456,871	1,220,461	2022-09-30
FMR Inc	1.519%	-5.807%	25,670,203	-1,582,532	2022-09-30
Capital Research & Mgmt Co - Division 3	1.416%	5.379%	23,931,378	1,221,636	2022-09-30
Bank of America Corp	1.373%	-3.943%	23,202,669	-952,345	2022-09-30
Geode Capital Management, LLC	1.370%	-2.272%	23,160,476	-538,432	2022-09-30
Massachusetts Financial Services Company	1.263%	-0.673%	21,340,359	-144,682	2022-09-30
Fisher Asset Management, LLC	1.090%	68.928%	18,416,436	7,514,505	2022-09-30
Capital World Investors	0.959%	229.655%	16,201,785	11,287,013	2022-09-30
Ameriprise Financial Inc	0.903%	-10.183%	15,265,542	-1,730,741	2022-09-30
Northern Trust Corp	0.800%	-3.189%	13,513,842	-445,125	2022-09-30
Bank of New York Mellon Corp	0.783%	-2.417%	13,235,217	-327,760	2022-09-30
Eagle Capital Management LLC	0.746%	-9.782%	12,611,416	-1,367,469	2022-09-30
Nuveen Asset Management, LLC	0.670%	-3.587%	11,319,153	-421,117	2022-09-30
T. Rowe Price Associates, Inc.	0.613%	-26.217%	10,358,018	-3,680,505	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	22.311%	0.000%	377,085,167	0	2022-09-30
State Street Corporation	7.180%	-1.108%	121,341,253	-1,359,994	2022-09-30
Vanguard Group Inc	6.725%	-4.728%	113,663,163	-5,641,042	2022-09-30
BlackRock Inc	5.347%	-4.006%	90,370,009	-3,770,987	2022-09-30
Wellington Management Company LLP	2.912%	11.013%	49,209,446	4,881,848	2022-09-30
JPMorgan Chase & Co	2.587%	2.902%	43,722,452	1,233,144	2022-09-30
Capital Research Global Investors	1.684%	4.481%	28,456,871	1,220,461	2022-09-30
FMR Inc	1.519%	-5.807%	25,670,203	-1,582,532	2022-09-30
Capital Research & Mgmt Co - Division 3	1.416%	5.379%	23,931,378	1,221,636	2022-09-30
Bank of America Corp	1.373%	-3.943%	23,202,669	-952,345	2022-09-30
Geode Capital Management, LLC	1.370%	-2.272%	23,160,476	-538,432	2022-09-30
Massachusetts Financial Services Company	1.263%	-0.673%	21,340,359	-144,682	2022-09-30
Fisher Asset Management, LLC	1.090%	68.928%	18,416,436	7,514,505	2022-09-30
Capital World Investors	0.959%	229.655%	16,201,785	11,287,013	2022-09-30
Ameriprise Financial Inc	0.903%	-10.183%	15,265,542	-1,730,741	2022-09-30
Northern Trust Corp	0.800%	-3.189%	13,513,842	-445,125	2022-09-30
Bank of New York Mellon Corp	0.783%	-2.417%	13,235,217	-327,760	2022-09-30
Eagle Capital Management LLC	0.746%	-9.782%	12,611,416	-1,367,469	2022-09-30
Nuveen Asset Management, LLC	0.670%	-3.587%	11,319,153	-421,117	2022-09-30
Franklin Resources Inc	0.615%	17.756%	10,389,587	1,566,606	2022-06-30
T. Rowe Price Associates, Inc.	0.613%	-26.217%	10,358,018	-3,680,505	2022-09-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	0.861%	-0.573%	14,545,699	-83,888	2022-12-31
Financial Select Sector SPDR® ETF	0.650%	-0.027%	10,992,056	-3,010	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.298%	0.523%	38,837,262	202,109	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.275%	-6.815%	38,450,411	-2,811,847	2022-09-30
Vanguard 500 Index Investor	1.816%	0.133%	30,683,287	40,643	2022-11-30
Capital Group Investment Co of Amer Comp	0.914%	0.000%	15,452,627	0	2022-09-30
American Funds Invmt Co of Amer A	0.914%	0.000%	15,452,627	0	2022-09-30
SPDR® S&P 500 ETF Trust	0.861%	-0.573%	14,545,699	-83,888	2022-12-31
Fidelity® 500 Index	0.859%	-0.073%	14,521,032	-10,544	2022-11-30
MFS Large Cap Value Equity	0.761%	-1.328%	12,862,494	-173,089	2022-09-30
MFS Value A	0.750%	-1.431%	12,678,402	-184,092	2022-11-30
iShares Core S&P 500 ETF	0.701%	-0.020%	11,838,602	-2,358	2022-12-30
Vanguard Equity-Income Inv	0.672%	-3.102%	11,355,320	-363,534	2022-10-31
Vanguard Value Index Inv	0.653%	-3.236%	11,040,609	-369,247	2022-11-30
Financial Select Sector SPDR® ETF	0.650%	-0.027%	10,992,056	-3,010	2022-12-31
Vanguard Wellington™ Inv	0.626%	-0.805%	10,575,740	-85,793	2022-10-31
JPM US Equity Income-Composite	0.575%	0.000%	9,716,642	0	2022-09-30
JPMorgan Equity Income I	0.575%	0.000%	9,716,642	0	2022-11-30
Vanguard Institutional Index I	0.561%	-1.111%	9,484,303	-106,522	2022-11-30
American Funds American Mutual A	0.557%	42.571%	9,409,482	2,809,632	2022-09-30
Capital Group American Mutual Comp	0.557%	42.571%	9,409,482	2,809,632	2022-09-30
Capital Group Growth Fnd of Amer Comp	0.519%	29.183%	8,768,352	1,980,830	2022-09-30
American Funds Growth Fund of Amer A	0.519%	29.183%	8,768,352	1,980,830	2022-09-30