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MSMorgan Stanley

Financials · Brokers & Investment Banks · NYSE
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Who owns MS

Institutions that file 13Fs hold 86% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
86.3%
2,730 holders, +223 from Mar 31, 2026
Shares they hold, quarter on quarter
+1.6%
355 new, 992 added, 841 cut, 132 sold out
Top 10 holders
61%
of the shares institutions hold
Superinvestors holding itWho ↓
1
Andreas Halvorsen

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
MITSUBISHI UFJ FINANCIAL GROUP INC 377.09M$78.8B 24.13% Held
STATE STREET CORP 99.56M$20.8B 6.37% Reduced -1.8%
BlackRock, Inc. 94.90M$19.8B 6.07% Reduced -1.6%
VANGUARD CAPITAL MANAGEMENT LLC 77.70M$16.2B 4.97% Held
JPMORGAN CHASE & CO 44.36M$9.4B 2.84% Added +1.8%
VANGUARD PORTFOLIO MANAGEMENT LLC 30.20M$6.3B 1.93% Held
GEODE CAPITAL MANAGEMENT, LLC 27.35M$5.7B 1.75% Reduced -1.3%
Fisher Asset Management, LLC 26.17M$5.5B 1.67% Added +2.2%
FMR LLC 24.90M$5.2B 1.59% Added +9.6%
PRICE T ROWE ASSOCIATES INC /MD/ 19.25M$4.0M 1.23% Added +13.1%
Capital Research Global Investors 18.07M$3.8B 1.16% Reduced -10.9%
NORGES BANK 17.98M$3.8B 1.15% New
BANK OF AMERICA CORP /DE/ 16.65M$3.5B 1.07% Added +2.0%
AMERIPRISE FINANCIAL INC 14.10M$2.9B 0.90% Added +1.3%
GOLDMAN SACHS GROUP INC 13.91M$2.9B 0.89% Reduced -6.5%
NORTHERN TRUST CORP 12.51M$2.6B 0.80% Reduced -2.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 11.21M$2.3B 0.72% Added +1.7%
UBS Group AG 10.53M$2.2B 0.67% Reduced -11.7%
SCHRODER INVESTMENT MANAGEMENT GROUP 10.23M$2.1B 0.65% Held
Capital World Investors 10.17M$2.1B 0.65% Added +529.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9.96M$2.1B 0.64% Held
Bank of New York Mellon Corp 9.76M$2.0B 0.62% Held
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 9.21M$1.9B 0.59% Reduced -21.6%
Invesco Ltd. 9.21M$1.9B 0.59% Added +17.3%
FRANKLIN RESOURCES INC 8.36M$1.7B 0.53% Reduced -8.9%
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • NORGES BANK +17.98M, new
  • Capital World Investors +8.55M
  • Jupiter Topco LLC +3.55M, new
  • VOYA INVESTMENT MANAGEMENT LLC +2.86M
  • PRICE T ROWE ASSOCIATES INC /MD/ +2.23M
  • FMR LLC +2.17M
  • VIKING GLOBAL INVESTORS LP +1.62M, new
  • Invesco Ltd. +1.36M
  • Harel Insurance Investments & Financial Services Ltd. +1.22M
  • Robeco Institutional Asset Management B.V. +1.08M

Sold the most shares

  • JANUS HENDERSON GROUP PLC -3.92M, sold out
  • MILLENNIUM MANAGEMENT LLC -3.47M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -2.54M
  • CITADEL ADVISORS LLC -2.32M
  • Capital Research Global Investors -2.20M
  • STATE STREET CORP -1.78M
  • BlackRock, Inc. -1.50M
  • UBS Group AG -1.39M
  • ROYAL BANK OF CANADA -1.23M
  • BARCLAYS PLC -1.21M
Superinvestors

Superinvestors holding MS

Their latest 13F
InvestorQuarterSharesValue% of portfolioLast quarter
Andreas Halvorsen Viking Global Investors Jun 30, 20261.62M$339.2M 0.97% New
More than 5%

13D filings: owners who may push for change

Schedule 13D, last year
Jul 15, 2026 13D/A 24.1% of MS's shares ▲ up from 23.9% on Apr 13, 2026
Mitsubishi Ufj Financial Group, Inc. · 380.51M shares · event Jul 15, 2026
Item 4, purpose of the transaction: On April 18, 2018, MUFG entered into a sales plan (the "Plan") with the Company and Morgan Stanley & Co. LLC ("MS & Co.") to sell shares of Common Stock to the Company, through its agent MS & Co., as part of the Company's share repurchase program. The Plan was filed as Exhibit 20 to the thirteenth amendment to the Schedule 13D. On December 10, 2020, the Company provided written notice to MUFG pursuant to Paragraph F.2(i) of the Plan to suspend the Plan effective immediately. On July 15, 2026, MUFG provided written notice to the Company that Sales (as defined in the Plan) shall resume with July 30, 2026 as the first Sale Day.
Read the filing ↗
Apr 13, 2026 13D/A 23.9% of MS's shares unchanged since Nov 4, 2025
Mitsubishi Ufj Financial Group, Inc. · 380.31M shares · event Apr 13, 2026
Item 4, purpose of the transaction: On April 13, 2026, MUFG and the Company entered into the Eighth Amendment to the Investor Agreement (the "Eighth Amendment to Investor Agreement") to amend the standstill and preemptive right provisions in the Amended Investor Agreement previously disclosed in the Schedule 13D. The Amended Investor Agreement provided that the standstill provisions will terminate, unless extended, upon the earlier of (a) April 13, 2026 or (b) the date on which MUFG's Economic Interest Percentage is less than 10%. The Eighth Amendment to Investor Agreement extended this period so that the standstill provisions will terminate, unless extended, upon the earlier of October 13, 2028 or (b) the date on which MUFG'…
Read the filing ↗
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