MORGAN STANLEY (MS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,611
Reporting holders
$282.4B
Reported value
85.1%
Of shares outstanding
2.6%
Held as options
+236
Holder change
Institutions report 1,336,362,265 shares against 1,570,566,292 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | $78.8B | 377,085,167 | 100.00% | 31q | HELD |
| STATE STREET CORP | $20.8B | 99,560,815 | 0.62% | 31q | -1.8%-$372.0M |
| BlackRock, Inc. | $19.8B | 94,899,620 | 0.29% | 8q | -1.6%-$313.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.2B | 77,700,641 | 0.35% | 2q | HELD |
| JPMORGAN CHASE & CO | $9.6B | 44,363,477 | 0.53% | 31q | +1.8%+$169.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.3B | 30,203,228 | 0.28% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.7B | 27,346,327 | 0.30% | 31q | -1.3%-$74.2M |
| Fisher Asset Management, LLC | $5.5B | 26,172,995 | 1.63% | 31q | +2.2%+$119.8M |
| FMR LLC | $5.2B | 24,903,987 | 0.23% | 31q | +9.6%+$454.4M |
| Capital Research Global Investors | $3.8B | 18,070,606 | 0.53% | 22q | -10.9%-$459.9M |
| NORGES BANK | $3.8B | 17,984,532 | 0.37% | 32q | +16.7%+$537.1M |
| BANK OF AMERICA CORP /DE/ | $3.5B | 16,651,161 | 0.22% | 31q | +2.0%+$67.8M |
| GOLDMAN SACHS GROUP INC | $3.2B | 13,906,759 | 0.28% | 31q | -6.5%-$226.1M |
| AMERIPRISE FINANCIAL INC | $2.9B | 14,101,563 | 0.60% | 31q | -49.3%-$2.9B |
| UBS Group AG | $2.8B | 10,529,270 | 0.36% | 31q | -11.7%-$372.3M |
| NORTHERN TRUST CORP | $2.6B | 12,514,426 | 0.30% | 31q | -2.4%-$63.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.3B | 11,206,144 | 0.43% | 31q | +1.7%+$39.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.1B | 10,226,529 | 1.52% | 31q | HELD |
| Capital World Investors | $2.1B | 10,170,848 | 0.25% | 31q | +529.2%+$1.8B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1B | 9,956,067 | 0.28% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $2.1B | 9,956,067 | 0.28% | new | NEW |
| Bank of New York Mellon Corp | $2.0B | 9,759,983 | 0.33% | 31q | HELD |
| Invesco Ltd. | $1.9B | 9,205,421 | 0.15% | 31q | +17.3%+$284.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.9B | 9,212,711 | 0.61% | 31q | -21.6%-$528.4M |
| FRANKLIN RESOURCES INC | $1.7B | 8,358,992 | 0.38% | 31q | -8.9%-$170.6M |
| Legal & General Group Plc | $1.6B | 7,494,442 | 0.33% | 31q | -9.7%-$167.4M |
| DIMENSIONAL FUND ADVISORS LP | $1.5B | 7,023,920 | 0.27% | 31q | -2.9%-$44.3M |
| ROYAL BANK OF CANADA | $1.5B | 6,695,389 | 0.22% | 31q | -15.5%-$268.5M |
| VANGUARD FIDUCIARY TRUST CO | $1.4B | 6,709,499 | 0.31% | 2q | -0.7%-$9.2M |
| Amundi | $1.4B | 6,692,356 | 0.34% | 21q | -4.1%-$60.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3B | 570,257 | 0.10% | 31q | +379.1%+$1.1B |
| Capital International Investors | $1.3B | 6,284,290 | 0.27% | 19q | -12.2%-$182.6M |
| BANK OF MONTREAL /CAN/ | $1.3B | 6,125,821 | 0.42% | 31q | -8.1%-$112.4M |
| MORGAN STANLEY | $1.3B | 6,085,858 | 0.07% | 35q | -0.7%-$8.7M |
| Nuveen, LLC | $1.2B | 5,905,402 | 0.29% | 6q | +5.4%+$63.4M |
| JANE STREET GROUP, LLC | $1.2B | 98,462 | 0.10% | 31q | -48.0%-$1.1B |
| BNP PARIBAS FINANCIAL MARKETS | $1.1B | 3,816,630 | 0.37% | 31q | +37.5%+$295.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 5,129,203 | 0.18% | 31q | +10.1%+$98.5M |
| CITADEL ADVISORS LLC | $1.0B | 545,065 | 0.12% | 31q | -81.0%-$4.4B |
| Boston Partners | $984.7M | 4,685,095 | 0.87% | 12q | +5.8%+$53.8M |
| MARSHALL WACE, LLP | $971.8M | 4,648,847 | 0.77% | 11q | +10.8%+$94.4M |
| WELLS FARGO & COMPANY/MN | $946.2M | 4,469,936 | 0.15% | 31q | -48.4%-$887.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $902.1M | 4,315,241 | 0.78% | 31q | +197.2%+$598.5M |
| BARCLAYS PLC | $857.5M | 4,005,043 | 0.16% | 31q | -23.2%-$258.8M |
| Jupiter Topco LLC | $742.3M | 3,551,238 | 0.30% | new | FIRST |
| TWO SIGMA INVESTMENTS, LP | $718.2M | 3,423,546 | 0.52% | 10q | -8.5%-$66.3M |
| HSBC HOLDINGS PLC | $713.6M | 3,280,048 | 0.30% | 31q | -2.6%-$18.8M |
| Corient Private Wealth LP | $702.8M | 23,233,315 | 0.45% | 15q | +1278.0%+$651.8M |
| CITIGROUP INC | $677.3M | 2,335,296 | 0.22% | 31q | +24.7%+$134.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $674.5M | 3,226,681 | 0.37% | 31q | +8.1%+$50.5M |
| DEUTSCHE BANK AG\ | $666.8M | 3,189,941 | 0.19% | 34q | -22.6%-$194.8M |
| ENVESTNET ASSET MANAGEMENT INC | $646.7M | 3,093,632 | 0.15% | 31q | HELD |
| National Pension Service | $618.9M | 2,960,629 | 0.40% | 31q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $602.9M | 2,884,044 | 0.33% | 31q | +7.3%+$41.2M |
| PRINCIPAL FINANCIAL GROUP INC | $593.0M | 2,836,822 | 0.29% | 31q | -6.1%-$38.7M |
| AXIOM INVESTORS LLC /DE | $582.6M | 2,787,121 | 5.04% | 7q | -10.5%-$68.5M |
| Optiver Holding B.V. | $581.4M | options only | 0.16% | 15q | OPTIONS |
| Vanguard Global Advisers, LLC | $543.6M | 2,600,250 | 0.25% | 2q | -1.7%-$9.5M |
| NEUBERGER BERMAN GROUP LLC | $543.0M | 2,597,715 | 0.36% | 31q | +9.0%+$44.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $534.1M | 2,554,813 | 0.36% | 2q | +10.7%+$51.6M |
| Sumitomo Mitsui Trust Group, Inc. | $523.2M | 2,502,924 | 0.30% | 31q | -1.5%-$8.2M |
| PNC Financial Services Group, Inc. | $475.1M | 2,272,593 | 0.24% | 31q | -5.8%-$29.1M |
| Allianz Asset Management GmbH | $467.8M | 2,563,529 | 0.42% | 40q | -1.9%-$9.1M |
| California Public Employees Retirement System | $442.3M | 2,115,910 | 0.25% | 31q | -12.6%-$64.0M |
| RHUMBLINE ADVISERS | $437.6M | 2,093,599 | 0.33% | 31q | -2.6%-$11.7M |
| LPL Financial LLC | $433.8M | 2,073,037 | 0.10% | 31q | +4.0%+$16.8M |
| TD Asset Management Inc | $433.4M | 2,073,338 | 0.38% | 31q | -2.7%-$12.2M |
| ALLIANCEBERNSTEIN L.P. | $431.6M | 2,622,343 | 0.14% | 31q | -8.6%-$40.6M |
| RAYMOND JAMES FINANCIAL INC | $411.7M | 1,969,367 | 0.11% | 7q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $392.3M | 1,876,903 | 0.55% | 13q | +20.1%+$65.7M |
| IMC-Chicago, LLC | $385.5M | 109,930 | 0.09% | 19q | +11.5%+$39.6M |
| AMERICAN CENTURY COMPANIES INC | $384.5M | 1,839,245 | 0.17% | 31q | +31.4%+$91.8M |
| Robeco Institutional Asset Management B.V. | $383.3M | 1,833,588 | 0.47% | 38q | +143.2%+$225.7M |
| Ensign Peak Advisors, Inc | $378.0M | 1,808,366 | 0.62% | 27q | -51.1%-$395.7M |
| FIFTH THIRD BANCORP | $377.8M | 1,807,355 | 0.61% | 31q | HELD |
| STIFEL FINANCIAL CORP | $345.5M | 1,652,591 | 0.29% | 31q | +0.9%+$2.9M |
| FIL Ltd | $343.8M | 1,644,681 | 0.25% | 31q | +9.7%+$30.5M |
| VIKING GLOBAL INVESTORS LP | $339.2M | 1,622,593 | 0.97% | new | NEW |
| Fayez Sarofim & Co | $328.9M | 1,573,250 | 0.77% | 22q | -3.8%-$12.9M |
| Qube Research & Technologies Ltd | $323.2M | 1,424,082 | 0.30% | 20q | +32.6%+$79.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $300.7M | 1,438,355 | 0.38% | 31q | -6.4%-$20.7M |
| Cullen Capital Management, LLC | $295.5M | 1,413,521 | 2.91% | 31q | -1.4%-$4.2M |
| HighTower Advisors, LLC | $289.5M | 1,409,310 | 0.28% | 31q | +5.8%+$15.9M |
| Squarepoint Ops LLC | $287.0M | 1,037,571 | 0.32% | 25q | -13.5%-$44.7M |
| Winslow Capital Management, LLC | $286.8M | 1,372,032 | 0.99% | 2q | +42.1%+$85.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $277.7M | 1,328,385 | 0.53% | 31q | +124.5%+$154.0M |
| PRUDENTIAL FINANCIAL INC | $265.0M | 1,267,462 | 0.29% | 34q | -30.2%-$114.6M |
| COMMERCE BANK | $255.0M | 1,219,953 | 1.12% | 31q | -5.1%-$13.8M |
| MILLENNIUM MANAGEMENT LLC | $251.6M | 529,314 | 0.09% | 31q | -86.8%-$1.6B |
| D. E. Shaw & Co., Inc. | $250.4M | 1,031,476 | 0.12% | 31q | -44.7%-$202.2M |
| Eurizon Capital SGR S.p.A. | $249.6M | 1,190,383 | 0.67% | 3q | +156.4%+$152.3M |
| Hamlin Capital Management, LLC | $246.3M | 1,178,300 | 5.54% | 13q | -8.6%-$23.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $236.1M | 1,129,349 | 0.18% | 31q | -8.0%-$20.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $232.5M | 1,122,424 | 0.36% | 7q | HELD |
| SEI INVESTMENTS CO | $232.0M | 1,110,058 | 0.20% | 31q | -21.3%-$62.8M |
| Focused Investors LLC | $230.8M | 1,104,050 | 7.79% | 31q | -10.1%-$26.0M |
| Russell Investments Group, Ltd. | $230.7M | 1,100,822 | 0.20% | 31q | +4.7%+$10.3M |
| Evercore Wealth Management, LLC | $227.5M | 1,088,168 | 3.22% | 30q | -7.6%-$18.7M |
| AVIVA PLC | $227.3M | 1,087,518 | 0.33% | 31q | HELD |
| TORONTO DOMINION BANK | $225.2M | 602,354 | 0.26% | 31q | +16.5%+$32.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-15 | 13D/A | MITSUBISHI UFJ FINANCIAL GROUP, INC. | 24.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,611 | $282.4B | 1,336,362,265 | 321 | 973 | 780 | 2.6% |
| Q1 2026 | 2,375 | $220.7B | 1,308,374,376 | 132 | 906 | 809 | 2.6% |
| Q4 2025 | 2,407 | $241.3B | 1,319,946,283 | 213 | 832 | 716 | 2.9% |
| Q3 2025 | 2,146 | $220.7B | 1,338,984,509 | 167 | 738 | 698 | 3.6% |
| Q2 2025 | 2,075 | $193.9B | 1,325,783,624 | 216 | 750 | 650 | 3.7% |
| Q1 2025 | 1,960 | $162.1B | 1,337,874,336 | 144 | 752 | 625 | 3.7% |
| Q4 2024 | 1,969 | $174.1B | 1,324,076,239 | 199 | 585 | 667 | 4.4% |
| Q3 2024 | 1,732 | $148.9B | 1,358,890,413 | 145 | 632 | 550 | 4.8% |
| Q2 2024 | 1,672 | $139.1B | 1,362,249,828 | 132 | 603 | 540 | 4.8% |
| Q1 2024 | 1,639 | $137.1B | 1,376,997,723 | 125 | 574 | 573 | 5.5% |
| Q4 2023 | 1,604 | $138.8B | 1,400,328,183 | 129 | 497 | 614 | 6.0% |
| Q3 2023 | 1,483 | $114.3B | 1,332,718,200 | 89 | 537 | 495 | 4.8% |
| Q2 2023 | 1,481 | $119.0B | 1,335,238,299 | 90 | 512 | 539 | 4.2% |
| Q1 2023 | 1,443 | $125.6B | 1,372,521,778 | 108 | 514 | 501 | 4.0% |
| Q4 2022 | 1,341 | $111.0B | 1,248,513,812 | 116 | 442 | 431 | 4.5% |
| Q3 2022 | 1,591 | $118.6B | 1,434,503,037 | 98 | 569 | 565 | 4.4% |
| Q2 2022 | 1,612 | $114.0B | 1,441,481,165 | 98 | 546 | 607 | 3.8% |
| Q1 2022 | 1,681 | $134.6B | 1,476,188,395 | 126 | 620 | 577 | 4.1% |
| Q4 2021 | 1,723 | $156.8B | 1,503,445,916 | 118 | 600 | 549 | 5.9% |
| Q3 2021 | 1,594 | $156.1B | 1,528,053,302 | 114 | 489 | 605 | 4.7% |
| Q2 2021 | 1,563 | $149.9B | 1,569,054,217 | 132 | 527 | 569 | 4.0% |
| Q1 2021 | 1,523 | $128.7B | 1,593,765,717 | 218 | 583 | 443 | 3.9% |
| Q4 2020 | 1,385 | $117.0B | 1,589,478,391 | 239 | 575 | 312 | 5.9% |
| Q3 2020 | 1,156 | $71.6B | 1,407,379,284 | 118 | 397 | 374 | 5.0% |
| Q2 2020 | 1,117 | $72.1B | 1,419,343,274 | 186 | 361 | 366 | 4.9% |
| Q1 2020 | 1,043 | $49.4B | 1,390,147,747 | 131 | 348 | 365 | 4.3% |
| Q4 2019 | 1,101 | $74.2B | 1,374,237,125 | 110 | 318 | 386 | 5.4% |
| Q3 2019 | 1,023 | $61.9B | 1,377,447,466 | 87 | 330 | 367 | 5.1% |
| Q2 2019 | 1,028 | $66.6B | 1,411,031,819 | 82 | 326 | 372 | 6.1% |
| Q1 2019 | 1,052 | $63.3B | 1,432,204,515 | 91 | 336 | 392 | 4.5% |
| Q4 2018 | 1,055 | $61.7B | 1,473,320,023 | 13 | 15 | 17 | 4.9% |