Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,406 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Financial Group Inc
|
May 09, 2025 Q1 2025 |
377,085,167
shares
|
$53.4 Billion
0.0% of portfolio
|
Q1 2020
Reduced 1.43%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
117,769,345
shares
|
$16.7 Billion
0.26% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
107,146,233
shares
|
$15.2 Billion
0.53% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
84,368,261
shares
|
$11.9 Billion
0.19% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
38,579,764
shares
|
$5.46 Billion
0.35% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
26,984,106
shares
|
$3.82 Billion
0.64% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
26,662,389
shares
|
$3.77 Billion
0.25% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
23,296,036
shares
|
$3.3 Billion
1.2% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
21,108,539
shares
|
$2.99 Billion
0.2% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
19,962,428
shares
|
$2.83 Billion
0.53% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
19,305,043
shares
|
$2.73 Billion
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,577,516
shares
|
$2.35 Billion
0.32% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
16,306,104
shares
|
$2.31 Billion
0.67% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
13,807,153
shares
|
$1.95 Billion
0.24% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,063,819
shares
|
$1.85 Billion
0.43% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,126,722
shares
|
$1.72 Billion
0.27% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
11,320,148
shares
|
$1.6 Billion
0.16% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
10,951,700
shares
|
$1.55 Billion
0.25% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
9,652,910
shares
|
$1.37 Billion
0.3% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,387,904
shares
|
$1.33 Billion
0.24% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
8,959,754
shares
|
$1.27 Billion
0.21% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
8,211,563
shares
|
$1.16 Billion
0.27% of portfolio
|
Q4 2023
Added 2.28%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
8,146,933
shares
|
$1.15 Billion
0.29% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
8,037,341
shares
|
$1.14 Billion
0.24% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
7,580,656
shares
|
$1.07 Billion
0.94% of portfolio
|
Q1 2025
Added 4.1%
|