Morgan StanleyMS
13F holders, Q2 2025 (June 30)2,207holders +103
218new positions
116sold out
10famous investors
$140.81avg. 13F price*
At the end of Q2 2025, 2,207 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 103 from Q1 2025. 218 opened new positions and 116 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($53.1B), Vanguard Group Inc. ($16.8B) and State Street Corp. ($14.7B). 10 famous investors held it, including Ken Fisher (1.3% of Fisher Asset Management's portfolio), Ken Griffin (0.5% of Citadel Advisors's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 218 | $591.5M |
| Exits | 116 | $307.9M |
All 13F filers, Q1 2025 → Q2 2025: 37,311,549 shares bought and 48,699,861 shares sold, net −11,388,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,207 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $53.1B |
| Vanguard Group Inc. | 0.27% | Add +1.1% | 119,123,487 | $16.8B |
| State Street Corp. | 0.55% | Reduce -2.8% | 104,124,618 | $14.7B |
| BlackRock, Inc. | 0.26% | Reduce -1.3% | 95,012,109 | $13.4B |
| JPMorgan Chase & Co. | 0.38% | Add +1.5% | 39,158,809 | $5.5B |
| Capital International Investors | 0.66% | Add +0.6% | 27,153,727 | $3.8B |
| Geode Capital Management, LLC | 0.26% | Reduce -0.1% | 26,633,092 | $3.7B |
| Fisher Asset Management | 1.34% | Add +3.2% | 24,045,186 | $3.4B |
| FMR LLC | 0.17% | Reduce -11.5% | 20,823,553 | $2.9B |
| Capital Research Global Investors | 0.55% | Reduce -2.9% | 19,384,370 | $2.7B |
| Wellington Management Group LLP | 0.49% | Reduce -0.9% | 19,124,172 | $2.7B |
| Bank of America Corp. | 0.19% | Reduce -19.1% | 17,074,635 | $2.4B |
| Norges Bank | 0.28% | Add +3.6% | 15,865,987 | $2.2B |
| Goldman Sachs Group Inc. | 0.36% | Reduce -4.9% | 15,771,472 | $2.2B |
| Massachusetts Financial Services Co. | 0.61% | Reduce -15.9% | 13,714,110 | $1.9B |
| Northern Trust Corp. | 0.27% | Reduce -0.8% | 13,703,501 | $1.9B |
| Ameriprise Financial Inc. | 0.47% | Add +2.9% | 13,438,530 | $1.9B |
| T. Rowe Price Associates Inc. | 0.20% | Add +8.0% | 12,223,738 | $1.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.32% | Add +15.9% | 11,190,724 | $1.6B |
| UBS Group AG | 0.33% | Reduce -8.3% | 11,121,603 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.27% | Add +0.3% | 10,980,120 | $1.5B |
| Franklin Resources Inc. | 0.36% | Add +18.1% | 9,623,305 | $1.4B |
| Schroder Investment Management Group | 1.11% | Add +23.4% | 9,357,200 | $1.3B |
| Royal Bank of Canada | 0.26% | Reduce -0.5% | 9,341,223 | $1.3B |
| Invesco Ltd. | 0.21% | Reduce -1.4% | 8,834,557 | $1.2B |
| Bank of New York Mellon Corp | 0.23% | Add +13.9% | 8,733,818 | $1.2B |
| Legal & General Group Plc | 0.28% | Reduce -0.9% | 8,136,401 | $1.1B |
| Dimensional Fund Advisors LP | 0.26% | Reduce -0.2% | 8,023,833 | $1.1B |
| Bank of Montreal | 0.46% | Add +14.6% | 6,402,618 | $901.9M |
| Morgan Stanley | 0.06% | Reduce -2.2% | 6,016,114 | $847.4M |
| Amundi | 0.28% | Add +12.4% | 5,843,655 | $815.2M |
| Capital World Investors | 0.12% | Add +0.4% | 5,643,069 | $794.9M |
| Nuveen, LLC | 0.21% | Reduce -16.5% | 5,493,015 | $773.7M |
| Janus Henderson Group PLC | 0.38% | Add +8.5% | 5,469,124 | $770.3M |
| Manufacturers Life Insurance Company, The | 0.59% | Reduce -33.1% | 4,667,050 | $657.4M |
| Deutsche Bank AG | 0.24% | Add +4.0% | 4,584,245 | $645.7M |
| Alphinity Investment Management Pty Ltd | 5.03% | Reduce -22.0% | 4,171,730 | $587.6M |
| Wells Fargo & Company | 0.13% | Reduce -0.6% | 4,107,018 | $578.5M |
| Principal Financial Group Inc. | 0.30% | Reduce -1.2% | 4,021,051 | $566.4M |
| Boston Partners | 0.61% | Add +0.3% | 3,867,159 | $544.7M |
| Citadel Advisors | 0.48% | Add +122.4% | 3,853,351 | $542.8M |
| Voya Investment Management LLC | 0.56% | Reduce -8.5% | 3,470,112 | $488.8M |
| HSBC Holdings PLC | 0.31% | Reduce -8.3% | 3,370,723 | $474.2M |
| Axiom Investors LLC | 3.77% | Add +4.7% | 3,259,245 | $459.1M |
| Barclays PLC | 0.17% | Reduce -48.9% | 3,072,419 | $432.8M |
| Envestnet Asset Management Inc. | 0.13% | Add +3.5% | 3,048,457 | $429.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.25% | Reduce -5.1% | 2,839,512 | $400.0M |
| Citigroup Inc. | 0.26% | Reduce -0.9% | 2,661,035 | $374.8M |
| National Pension Service | 0.32% | Add +8.0% | 2,592,686 | $365.2M |
| Alliancebernstein L.P. | 0.12% | Reduce -1.4% | 2,587,544 | $364.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.26% | Add +7.6% | 2,317,323 | $326.4M |
| Lord, Abbett & Co. LLC | 1.09% | Add +23.6% | 2,295,379 | $323.3M |
| Neuberger Berman Group LLC | 0.25% | Add +14.3% | 2,293,334 | $323.0M |
| Rhumbline Advisers | 0.27% | Reduce -2.1% | 2,264,771 | $319.0M |
| PNC Financial Services Group, Inc. | 0.20% | Add +0.1% | 2,253,747 | $317.5M |
| Raymond James Financial Inc. | 0.11% | Reduce -8.2% | 2,247,993 | $316.7M |
| Canada Pension Plan Investment Board | 0.27% | Reduce -1.4% | 2,223,850 | $313.3M |
| FIL Ltd | 0.26% | Add +32.1% | 2,152,901 | $303.3M |
| Marshall Wace, LLP | 0.35% | Add +600.8% | 2,092,341 | $294.7M |
| California Public Employees Retirement System | 0.18% | Reduce -24.4% | 2,047,882 | $288.5M |
| LPL Financial LLC | 0.09% | Add +4.5% | 2,017,525 | $284.2M |
| Ensign Peak Advisors, Inc | 0.48% | Reduce -18.1% | 1,995,635 | $281.1M |
| Federated Hermes, Inc. | 0.52% | Reduce -10.6% | 1,970,570 | $277.6M |
| California State Teachers Retirement System | 0.29% | Reduce -0.3% | 1,855,318 | $261.3M |
| Fayez Sarofim & Co | 0.62% | Reduce -9.2% | 1,844,057 | $259.8M |
| Public Employees Retirement Association of Colorado | 1.00% | Reduce -2.4% | 1,834,801 | $258.4M |
| KBC Group NV | 0.68% | Add +273.6% | 1,799,625 | $253.5M |
| BNP Paribas Financial Markets | 0.20% | Reduce -22.7% | 1,797,450 | $253.2M |
| Squarepoint Ops LLC | 0.52% | Add +750.2% | 1,679,297 | $236.5M |
| Allianz Asset Management GmbH | 0.31% | Reduce -23.4% | 1,645,224 | $231.7M |
| Cullen Capital Management, LLC | 2.62% | Reduce -1.6% | 1,636,014 | $230.4M |
| Stifel Financial Corp. | 0.22% | Reduce -0.9% | 1,604,613 | $226.0M |
| Hamlin Capital Management, LLC | 4.98% | Add +0.8% | 1,528,105 | $215.2M |
| Fifth Third Bancorp | 0.74% | Reduce -0.1% | 1,513,135 | $213.1M |
| New York State Common Retirement Fund | 0.28% | Reduce -0.8% | 1,512,664 | $213.1M |
| HighTower Advisors, LLC | 0.25% | Add +5.1% | 1,464,109 | $202.9M |
| Bessemer Group Inc. | 0.32% | Reduce -4.1% | 1,409,071 | $198.5M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +20466.4% | 1,356,355 | $191.1M |
| Macquarie Group Ltd. | 0.23% | Reduce -3.0% | 1,350,320 | $190.2M |
| Evercore Wealth Management, LLC | 2.76% | Add +1.6% | 1,261,942 | $177.8M |
| Corient Private Wealth LP | 0.24% | Reduce -0.2% | 1,255,179 | $176.8M |
| Focused Investors LLC | 5.76% | Reduce -2.1% | 1,249,900 | $176.1M |
| CANADA LIFE ASSURANCE Co | 0.28% | Add +0.2% | 1,236,150 | $174.3M |
| Balyasny Asset Management L.P. | 0.40% | Add +1430.0% | 1,231,064 | $173.4M |
| Rokos Capital Management LLP | 2.94% | Add +3.4% | 1,230,466 | $173.3M |
| National Bank of Canada | 0.18% | Add +3.7% | 1,215,126 | $171.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.30% | Reduce -1.4% | 1,186,683 | $167.2M |
| Qube Research & Technologies Ltd | 0.23% | Reduce -30.1% | 1,180,424 | $166.3M |
| Commerce Bank | 0.98% | Reduce -1.1% | 1,175,100 | $165.5M |
| Aberdeen Group plc | 0.27% | Add +8.3% | 1,146,379 | $160.9M |
| State Board of Administration of Florida Retirement System | 0.28% | Add +1.4% | 1,136,149 | $160.0M |
| American Century Companies Inc. | 0.08% | Reduce -43.2% | 1,095,548 | $154.3M |
| Adage Capital Partners Gp, L.L.C. | 0.26% | Add +0.7% | 1,085,434 | $152.9M |
| Prudential Financial Inc. | 0.20% | Reduce -33.0% | 1,081,545 | $152.3M |
| Natixis Advisors, LLC | 0.24% | Add +1.7% | 1,078,625 | $151.9M |
| New York State Teachers Retirement System | 0.31% | Reduce -6.9% | 1,065,312 | $150.1M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +1.3% | 982,218 | $141.6M |
| Victory Capital Management Inc. | 0.09% | Add +27.8% | 996,216 | $140.5M |
| Korea Investment CORP | 0.30% | Reduce -9.7% | 945,678 | $133.2M |
| Alecta Tjanstepension Omsesidigt | 0.62% | Add +61.0% | 942,000 | $132.6M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.