MORGAN STANLEY (MS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,348,823,978 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $196.2M options CALL+PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.0B | 19,246,850 | 0.40% | 31q | +13.1%+$466.6M |
| 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 incl. $339.6M options CALL+PUT | 13,906,759 | 0.28% | 31q | -6.5%-$226.1M |
| AMERIPRISE FINANCIAL INC | $2.9B | 14,101,563 | 0.60% | 31q | +1.3%+$38.7M |
| UBS Group AG | $2.8B incl. $610.6M options CALL+PUT | 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 |
| 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 incl. $64.0M options CALL+PUT | 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 incl. $1.2B options CALL+PUT | 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 incl. $1.2B options CALL+PUT | 98,462 | 0.10% | 31q | -48.0%-$1.1B |
| BNP PARIBAS FINANCIAL MARKETS | $1.1B incl. $284.3M options CALL+PUT | 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 incl. $930.6M options CALL+PUT | 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 incl. $11.9M options CALL+PUT | 4,469,936 | 0.15% | 31q | +3.2%+$29.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $902.1M | 4,315,241 | 0.78% | 31q | +197.2%+$598.5M |
| BARCLAYS PLC | $857.5M incl. $20.3M options CALL+PUT | 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 incl. $2.5M options CALL+PUT | 3,423,546 | 0.52% | 10q | -8.5%-$66.3M |
| HSBC HOLDINGS PLC | $713.6M incl. $27.5M options CALL+PUT | 3,280,048 | 0.30% | 31q | -2.6%-$18.8M |
| CITIGROUP INC | $677.3M incl. $189.1M options CALL+PUT | 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 |
| Allianz Asset Management GmbH | $596.1M incl. $27.4M options CALL+PUT | 2,720,431 | 0.48% | 40q | +4.1%+$23.5M |
| 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 CALL+PUT | 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 |
| LORD, ABBETT & CO. LLC | $447.5M | 2,140,714 | 1.28% | 25q | HELD |
| 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 incl. $418.1K options PUT | 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 incl. $362.5M options CALL+PUT | 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 | -2.3%-$8.8M |
| FIFTH THIRD BANCORP | $377.8M | 1,807,355 | 0.61% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $374.3M | 1,790,634 | 0.34% | 31q | HELD |
| Thrivent Financial for Lutherans | $371.1M | 1,775,349 | 0.62% | 31q | -10.2%-$42.2M |
| KBC Group NV | $352.3M | 1,685,231 | 0.76% | 31q | -7.1%-$27.0M |
| 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 incl. $25.5M options CALL+PUT | 1,424,082 | 0.30% | 20q | +32.6%+$79.4M |
| Corient Private Wealth LP | $319.5M | 1,528,373 | 0.44% | 15q | -9.3%-$33.0M |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $301.9M | 1,444,027 | 1.04% | 31q | -3.8%-$11.9M |
| 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 incl. $70.1M options CALL+PUT | 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 |
| ACADIAN ASSET MANAGEMENT LLC | $284.4M | 1,360,434 | 0.34% | 31q | -1.6%-$4.6M |
| SG Americas Securities, LLC | $280.4M incl. $13.2M options CALL+PUT | 1,278,356 | 0.16% | 31q | +467.6%+$231.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $277.7M | 1,328,385 | 0.53% | 31q | +124.5%+$154.0M |
| NATIXIS ADVISORS, LLC | $269.1M | 1,287,190 | 0.30% | 31q | +21.2%+$47.1M |
| PRUDENTIAL FINANCIAL INC | $265.0M | 1,267,462 | 0.29% | 34q | -30.2%-$114.6M |
| BESSEMER GROUP INC | $256.7M | 1,227,982 | 0.35% | 31q | +66.4%+$102.5M |
| Harel Insurance Investments & Financial Services Ltd. | $256.1M | 1,225,291 | 1.24% | 24q | +134399.6%+$255.9M |
| COMMERCE BANK | $255.0M | 1,219,953 | 1.12% | 31q | -5.1%-$13.8M |
| MILLENNIUM MANAGEMENT LLC | $251.6M incl. $141.0M options CALL+PUT | 529,314 | 0.09% | 31q | -86.8%-$1.6B |
| D. E. Shaw & Co., Inc. | $250.4M incl. $34.8M options CALL+PUT | 1,031,476 | 0.12% | 31q | -44.7%-$202.2M |
Showing the largest 100 of 2,772 reported holders. The count of 2,768 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,768 managers that file Form 13F reported holding Morgan Stanley (MS), $289.3B in all, or about 86% of the shares outstanding. 360 managers opened a position and 118 sold out completely, against 2,526 holders the quarter before. Largest holders: Mitsubishi Ufj Financial Group Inc, State Street Corp and Blackrock, Inc.. Largest new positions: Viking Global Investors Lp ($339.2M), Meitav Investment House Ltd ($94.5M) and Ossiam ($72.6M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-17 | Pizzi Michael A. | Head Technology & Operations | Sold | 24,165 | $5.2M ×2 |
| 2026-07-16 | YESHAYA SHARON | Chief Financial Officer | Sold | 15,554 | $3.5M ×2 |
| 2026-07-28 | SCHAPIRO MARY L | Director | Sold | 1,000 | $212.1K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,049 | $7.6B | 40,501,273 | 48 | 380 | 337 | 0.0% |
| Q2 2026 | 2,768 | $289.3B | 1,348,823,978 | 334 | 1,005 | 851 | 2.6% |
| Q1 2026 | 2,526 | $224.0B | 1,327,801,673 | 140 | 954 | 866 | 2.6% |
| Q4 2025 | 2,550 | $247.9B | 1,357,007,258 | 223 | 868 | 757 | 2.9% |
| Q3 2025 | 2,287 | $226.1B | 1,371,165,931 | 176 | 777 | 756 | 3.6% |
| Q2 2025 | 2,229 | $199.5B | 1,363,548,586 | 226 | 809 | 705 | 3.8% |
| Q1 2025 | 2,117 | $166.2B | 1,371,094,274 | 153 | 815 | 683 | 3.8% |
| Q4 2024 | 2,137 | $179.1B | 1,361,608,449 | 211 | 636 | 731 | 4.5% |
| Q3 2024 | 1,900 | $152.8B | 1,393,984,732 | 154 | 687 | 611 | 4.9% |
| Q2 2024 | 1,846 | $143.2B | 1,401,619,817 | 146 | 657 | 599 | 4.8% |
| Q1 2024 | 1,822 | $141.7B | 1,422,576,228 | 136 | 636 | 642 | 5.5% |
| Q4 2023 | 1,791 | $143.3B | 1,445,408,459 | 139 | 550 | 693 | 6.0% |
| Q3 2023 | 1,683 | $119.0B | 1,387,695,562 | 97 | 602 | 570 | 4.8% |
| Q2 2023 | 1,707 | $124.4B | 1,395,640,269 | 103 | 593 | 626 | 4.2% |
| Q1 2023 | 1,691 | $132.9B | 1,466,009,015 | 123 | 593 | 595 | 4.3% |
| Q4 2022 | 1,695 | $127.1B | 1,423,951,716 | 140 | 521 | 603 | 4.8% |
| Q3 2022 | 1,566 | $217.7B | 3,811,024,405 | 96 | 554 | 558 | 2.4% |
| Q2 2022 | 1,599 | $232.0B | 5,535,963,077 | 97 | 542 | 604 | 1.9% |
| Q1 2022 | 1,669 | $264.8B | 3,955,993,248 | 124 | 609 | 580 | 2.1% |
| Q4 2021 | 1,713 | $306.4B | 3,458,820,623 | 117 | 597 | 544 | 3.3% |
| Q3 2021 | 1,589 | $317.1B | 3,876,692,728 | 114 | 488 | 600 | 2.6% |
| Q2 2021 | 1,557 | $318.8B | 4,498,752,905 | 133 | 524 | 566 | 2.2% |
| Q1 2021 | 1,511 | $292.8B | 4,878,942,877 | 217 | 579 | 440 | 1.7% |
| Q4 2020 | 1,378 | $283.6B | 5,205,460,546 | 238 | 567 | 314 | 2.4% |
| Q3 2020 | 1,151 | $206.1B | 5,171,489,183 | 118 | 395 | 372 | 1.7% |
| Q2 2020 | 1,113 | $172.8B | 4,289,159,828 | 186 | 361 | 364 | 2.0% |
| Q1 2020 | 1,040 | $113.3B | 4,529,227,454 | 130 | 346 | 365 | 1.9% |
| Q4 2019 | 1,095 | $143.9B | 3,849,122,506 | 109 | 314 | 386 | 2.8% |
| Q3 2019 | 1,016 | $138.6B | 4,405,887,844 | 85 | 326 | 367 | 2.3% |
| Q2 2019 | 1,023 | $102.3B | 3,199,418,965 | 82 | 324 | 370 | 4.0% |
| Q1 2019 | 1,049 | $147.7B | 4,306,046,215 | 91 | 335 | 390 | 1.9% |
| Q4 2018 | 1,053 | $104.6B | 4,812,556,058 | 13 | 15 | 16 | 2.9% |