Morgan StanleyMS
13F holders, Q2 2026 (June 30)2,744holders +232
323new positions
85sold out
14famous investors
$208.99avg. 13F price*
At the end of Q2 2026, 2,744 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 232 from Q1 2026. 323 opened new positions and 85 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($78.8B), State Street Corp. ($20.8B) and BlackRock, Inc. ($19.8B). 14 famous investors held it, including Ken Fisher (1.6% of Fisher Asset Management's portfolio), Andreas Halvorsen (1.0% of Viking Global Investors's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 323 | $1.0B |
| Exits | 85 | $460.6M |
All 13F filers, Q1 2026 → Q2 2026: 48,300,392 shares bought and 44,890,777 shares sold, net +3,409,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,744 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $78.8B |
| State Street Corp. | 0.62% | Reduce -1.8% | 99,560,815 | $20.8B |
| BlackRock, Inc. | 0.30% | Reduce -1.6% | 94,899,620 | $19.8B |
| Vanguard Capital Management LLC | 0.35% | Reduce -0.0% | 77,700,641 | $16.2B |
| JPMorgan Chase & Co. | 0.55% | Add +1.8% | 44,363,477 | $9.4B |
| Vanguard Portfolio Management LLC | 0.28% | Reduce -0.1% | 30,203,228 | $6.3B |
| Geode Capital Management, LLC | 0.30% | Reduce -1.3% | 27,346,327 | $5.7B |
| Fisher Asset Management | 1.63% | Add +2.2% | 26,172,995 | $5.5B |
| FMR LLC | 0.23% | Add +9.6% | 24,903,987 | $5.2B |
| T. Rowe Price Associates Inc. | 0.40% | Add +13.1% | 19,246,850 | $4.0B |
| Capital Research Global Investors | 0.53% | Reduce -10.8% | 18,070,606 | $3.8B |
| Norges Bank | 0.37% | — | 17,984,532 | $3.8B |
| Bank of America Corp. | 0.22% | Add +2.0% | 16,651,161 | $3.5B |
| Ameriprise Financial Inc. | 0.60% | Add +1.3% | 14,101,563 | $2.9B |
| Goldman Sachs Group Inc. | 0.31% | Reduce -6.5% | 13,906,759 | $2.9B |
| Northern Trust Corp. | 0.30% | Reduce -2.4% | 12,514,426 | $2.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.43% | Add +1.7% | 11,206,144 | $2.3B |
| UBS Group AG | 0.35% | Reduce -11.7% | 10,529,270 | $2.2B |
| Schroder Investment Management Group | 1.52% | Reduce -0.2% | 10,226,529 | $2.1B |
| Capital World Investors | 0.25% | Add +529.2% | 10,170,848 | $2.1B |
| Charles Schwab Investment Management Inc. | 0.28% | Reduce -0.3% | 9,956,067 | $2.1B |
| Bank of New York Mellon Corp | 0.33% | Reduce -0.3% | 9,759,983 | $2.0B |
| Invesco Ltd. | 0.15% | Add +17.3% | 9,205,421 | $1.9B |
| Massachusetts Financial Services Co. | 0.61% | Reduce -21.6% | 9,212,711 | $1.9B |
| Franklin Resources Inc. | 0.38% | Reduce -8.9% | 8,358,992 | $1.7B |
| Legal & General Group Plc | 0.33% | Reduce -9.7% | 7,494,442 | $1.6B |
| Dimensional Fund Advisors LP | 0.27% | Reduce -2.9% | 7,023,920 | $1.5B |
| Vanguard Fiduciary Trust Co. | 0.31% | Reduce -0.7% | 6,709,499 | $1.4B |
| Royal Bank of Canada | 0.24% | Reduce -15.5% | 6,695,389 | $1.4B |
| Amundi | 0.34% | Reduce -4.1% | 6,692,356 | $1.4B |
| Capital International Investors | 0.27% | Reduce -12.2% | 6,284,290 | $1.3B |
| Bank of Montreal | 0.47% | Reduce -8.1% | 6,125,821 | $1.3B |
| Morgan Stanley | 0.07% | Reduce -0.7% | 6,085,858 | $1.3B |
| Nuveen, LLC | 0.29% | Add +5.4% | 5,905,402 | $1.2B |
| Wellington Management Group LLP | 0.19% | Add +10.1% | 5,129,203 | $1.1B |
| Boston Partners | 0.88% | Add +5.8% | 4,685,095 | $984.7M |
| Marshall Wace, LLP | 0.83% | Add +10.8% | 4,648,847 | $971.8M |
| Wells Fargo & Company | 0.16% | Add +3.2% | 4,469,936 | $934.4M |
| Voya Investment Management LLC | 0.90% | Add +197.2% | 4,315,241 | $902.1M |
| Barclays PLC | 0.26% | Reduce -23.2% | 4,005,043 | $837.2M |
| BNP Paribas Financial Markets | 0.42% | Add +37.5% | 3,816,630 | $797.8M |
| Jupiter Topco LLC | 0.30% | — | 3,551,238 | $742.3M |
| Two Sigma Investments, LP | 0.56% | Reduce -8.4% | 3,423,546 | $715.7M |
| HSBC Holdings PLC | 0.33% | Reduce -2.6% | 3,280,048 | $686.1M |
| Canada Pension Plan Investment Board | 0.37% | Add +8.1% | 3,226,681 | $674.5M |
| Deutsche Bank AG | 0.19% | Reduce -22.6% | 3,189,941 | $666.8M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -0.2% | 3,093,632 | $646.7M |
| National Pension Service | 0.40% | Add +0.3% | 2,960,629 | $618.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.33% | Add +7.3% | 2,884,044 | $602.9M |
| Principal Financial Group Inc. | 0.29% | Reduce -6.1% | 2,836,822 | $593.0M |
| Axiom Investors LLC | 5.04% | Reduce -10.5% | 2,787,121 | $582.6M |
| Allianz Asset Management GmbH | 0.53% | Add +4.1% | 2,720,431 | $568.7M |
| Vanguard Global Advisers, LLC | 0.25% | Reduce -1.7% | 2,600,250 | $543.6M |
| Neuberger Berman Group LLC | 0.36% | Add +9.0% | 2,597,715 | $543.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.36% | Add +10.7% | 2,554,813 | $534.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.30% | Reduce -1.5% | 2,502,924 | $523.2M |
| Citigroup Inc. | 0.23% | Add +24.7% | 2,335,296 | $488.2M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -5.8% | 2,272,593 | $475.1M |
| Lord, Abbett & Co. LLC | 1.34% | Reduce -0.5% | 2,140,714 | $447.5M |
| California Public Employees Retirement System | 0.25% | Reduce -12.7% | 2,115,910 | $442.3M |
| Rhumbline Advisers | 0.33% | Reduce -2.6% | 2,093,599 | $437.6M |
| TD Asset Management Inc | 0.38% | Reduce -2.7% | 2,073,338 | $433.4M |
| LPL Financial LLC | 0.10% | Add +4.0% | 2,073,037 | $433.3M |
| Alliancebernstein L.P. | 0.14% | Reduce -8.6% | 2,622,343 | $431.6M |
| Raymond James Financial Inc. | 0.11% | Reduce -0.0% | 1,969,367 | $411.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.56% | Add +20.1% | 1,876,903 | $392.3M |
| American Century Companies Inc. | 0.17% | Add +31.4% | 1,839,245 | $384.5M |
| Robeco Institutional Asset Management B.V. | 0.47% | Add +143.2% | 1,833,588 | $383.3M |
| Ensign Peak Advisors, Inc | 0.62% | Reduce -2.3% | 1,808,366 | $378.0M |
| Fifth Third Bancorp | 0.61% | Add +0.4% | 1,807,355 | $377.8M |
| California State Teachers Retirement System | 0.34% | Add +0.0% | 1,790,634 | $374.3M |
| Thrivent Financial for Lutherans | 0.64% | Reduce -10.2% | 1,775,349 | $371.1M |
| KBC Group NV | 0.76% | Reduce -7.1% | 1,685,231 | $352.3M |
| Stifel Financial Corp. | 0.29% | Add +0.9% | 1,652,591 | $345.5M |
| FIL Ltd | 0.25% | Add +9.7% | 1,644,681 | $343.8M |
| Viking Global Investors | 0.97% | New | 1,622,593 | $339.2M |
| Fayez Sarofim & Co | 0.77% | Reduce -3.8% | 1,573,250 | $328.9M |
| Corient Private Wealth LP | 0.44% | Reduce -9.3% | 1,528,373 | $319.5M |
| Public Employees Retirement Association of Colorado | 1.04% | Reduce -3.8% | 1,444,027 | $301.9M |
| New York State Common Retirement Fund | 0.38% | Reduce -6.4% | 1,438,355 | $300.7M |
| Qube Research & Technologies Ltd | 0.33% | Add +32.5% | 1,424,082 | $297.7M |
| Cullen Capital Management, LLC | 2.91% | Reduce -1.4% | 1,413,521 | $295.5M |
| HighTower Advisors, LLC | 0.28% | Add +5.8% | 1,409,310 | $289.5M |
| Winslow Capital Management, LLC | 0.99% | Add +42.1% | 1,372,032 | $286.8M |
| Acadian Asset Management LLC | 0.34% | Reduce -1.6% | 1,360,434 | $284.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.53% | Add +124.5% | 1,328,385 | $277.7M |
| Natixis Advisors, LLC | 0.30% | Add +21.2% | 1,287,190 | $269.1M |
| SG Americas Securities, LLC | 0.15% | Add +467.6% | 1,278,356 | $267.2M |
| Prudential Financial Inc. | 0.29% | Reduce -30.2% | 1,267,462 | $265.0M |
| Bessemer Group Inc. | 0.35% | Add +66.4% | 1,227,982 | $256.7M |
| Harel Insurance Investments & Financial Services Ltd. | 1.25% | Add +134399.6% | 1,225,291 | $256.1M |
| Commerce Bank | 1.12% | Reduce -5.1% | 1,219,953 | $255.0M |
| Eurizon Capital SGR S.p.A. | 0.67% | Add +156.4% | 1,190,383 | $249.6M |
| Hamlin Capital Management, LLC | 5.54% | Reduce -8.6% | 1,178,300 | $246.3M |
| Manufacturers Life Insurance Company, The | 0.19% | Reduce -8.0% | 1,129,349 | $236.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.36% | Reduce -0.0% | 1,122,424 | $232.5M |
| Sei Investments Co. | 0.20% | Reduce -21.3% | 1,110,058 | $232.0M |
| Focused Investors LLC | 7.79% | Reduce -10.1% | 1,104,050 | $230.8M |
| Russell Investments Group, Ltd. | 0.20% | Add +4.7% | 1,100,822 | $230.7M |
| Evercore Wealth Management, LLC | 3.22% | Reduce -7.6% | 1,088,168 | $227.5M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.