Who owns MS?
Institutional ownership of Morgan Stanley from Form 13F, Q2 2026
2,730 institutional managers reported holding Morgan Stanley (MS) in Form 13F filings for Q2 2026, with 1,348,748,807 shares worth $282B. The largest reported holder was Mitsubishi Ufj Financial Group Inc. Managers that filed both quarters added a net 21,871,907 shares (+1.7%). 323 opened new positions and 89 sold out.
- Funds holding
- 2,730
- Value held
- $282B
- New / sold out
- 323 / 89
- Net shares, same filers
- +1.7%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of MS
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | $78.8B | 28.0% | 377,085,167 | Unchanged |
| State Street Corp | $20.8B | 7.4% | 99,560,815 | Trimmed |
| BlackRock, Inc. | $19.8B | 7.0% | 94,899,620 | Trimmed |
| Vanguard Capital Management LLC | $16.2B | 5.8% | 77,700,641 | Unchanged |
| JPMorgan Chase & Co | $9.4B | 3.3% | 44,363,477 | Added |
| Vanguard Portfolio Management LLC | $6.3B | 2.2% | 30,203,228 | Trimmed |
| Geode Capital Management, LLC | $5.7B | 2.0% | 27,346,327 | Trimmed |
| Fisher Asset Management, LLC | $5.5B | 1.9% | 26,172,995 | Added |
| FMR LLC | $5.2B | 1.8% | 24,903,987 | Added |
| Price T Rowe Associates Inc | $4.0B | 1.4% | 19,246,850 | Added |
| Capital Research Global Investors | $3.8B | 1.3% | 18,070,606 | Trimmed |
| Norges Bank | $3.8B | 1.3% | 17,984,532 | New |
| Bank of America Corp | $3.5B | 1.2% | 16,651,161 | Added |
| Ameriprise Financial Inc | $2.9B | 1.0% | 14,101,563 | Added |
| Goldman Sachs Group Inc | $2.9B | 1.0% | 13,906,759 | Trimmed |
| Northern Trust Corp | $2.6B | 0.9% | 12,514,426 | Trimmed |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.3B | 0.8% | 11,206,144 | Added |
| UBS Group AG | $2.2B | 0.8% | 10,529,270 | Trimmed |
| Schroder Investment Management Group | $2.1B | 0.8% | 10,226,529 | Trimmed |
| Capital World Investors | $2.1B | 0.8% | 10,170,848 | Added |
| Charles Schwab Investment Management Inc | $2.1B | 0.7% | 9,956,067 | Trimmed |
| Bank of New York Mellon Corp | $2.0B | 0.7% | 9,759,983 | Trimmed |
| Invesco Ltd. | $1.9B | 0.7% | 9,205,421 | Added |
| Massachusetts Financial Services Co | $1.9B | 0.7% | 9,212,711 | Trimmed |
| Franklin Resources Inc | $1.7B | 0.6% | 8,358,992 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 1,348,748,807 MS shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Norges Bank New+$3.8B
- Capital World Investors Added+$1.8B
- Voya Investment Management LLC Added+$599M
- Price T Rowe Associates Inc Added+$467M
- FMR LLC Added+$454M
- Viking Global Investors LP New+$339M
- Invesco Ltd. Added+$284M
- Harel Insurance Investments & Financial Services Ltd. Added+$256M
- Robeco Institutional Asset Management B.V. Added+$226M
- SG Americas Securities, LLC Added+$220M
Biggest sellers in Q2 2026
- Millennium Management LLC Trimmed-$725M
- Massachusetts Financial Services Co Trimmed-$528M
- Citadel Advisors LLC Trimmed-$485M
- Capital Research Global Investors Trimmed-$460M
- State Street Corp Trimmed-$372M
- BlackRock, Inc. Trimmed-$313M
- UBS Group AG Trimmed-$291M
- Royal Bank of Canada Trimmed-$257M
- Barclays PLC Trimmed-$253M
- Point72 Asset Management, L.P. Trimmed-$251M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $14.0B and sold $9.3B; 1,056 added and 898 trimmed.
Questions about MS ownership
- Who owns MS stock?
- 2,730 institutional investment managers reported MS positions in their Form 13F filings for Q2 2026, holding 1,348,748,807 shares worth $282B in total. Mitsubishi Ufj Financial Group Inc reported the largest position.
- Are funds buying or selling MS?
- In Q2 2026, 323 managers opened new MS positions, 1,056 added, 898 trimmed and 89 sold out. Managers that filed in both quarters added a net 21,871,907 shares.
- How current is this MS institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to MS by CUSIP. Options are left out. MS news and filings · MS insider trades · Top funds