Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $168 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
|
$47.9 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
|
$15 Billion
0.26% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
111,280,579
shares
|
$14.1 Billion
0.57% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
84,368,261
shares
|
$10.7 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
|
$4.9 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
|
$3.43 Billion
0.64% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
25,844,753
shares
|
$3.28 Billion
0.26% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
22,833,937
shares
|
$2.9 Billion
1.16% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
19,962,428
shares
|
$2.54 Billion
0.53% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
18,810,288
shares
|
$2.39 Billion
0.2% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
17,056,916
shares
|
$2.17 Billion
0.33% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
16,306,104
shares
|
$2.07 Billion
0.67% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
14,112,508
shares
|
$1.79 Billion
0.2% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,403,197
shares
|
$1.7 Billion
0.24% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
12,844,090
shares
|
$1.63 Billion
0.43% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
10,967,351
shares
|
$1.39 Billion
0.26% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
10,951,700
shares
|
$1.39 Billion
0.25% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,210,293
shares
|
$1.17 Billion
0.28% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
8,959,754
shares
|
$1.14 Billion
0.21% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,684,616
shares
|
$1.1 Billion
0.23% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8,040,164
shares
|
$1.02 Billion
0.28% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
8,037,341
shares
|
$1.02 Billion
0.24% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,718,509
shares
|
$981 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
7,282,156
shares
|
$925 Million
0.91% of portfolio
|
Q4 2024
Added 50.81%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,164,838
shares
|
$910 Million
0.83% of portfolio
|
Q4 2024
Reduced 19.12%
|