Morgan StanleyMS
13F holders, Q3 2025 (September 30)2,265holders +58
170new positions
106sold out
10famous investors
$158.90avg. 13F price*
At the end of Q3 2025, 2,265 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 58 from Q2 2025. 170 opened new positions and 106 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($59.9B), Vanguard Group Inc. ($18.8B) and State Street Corp. ($16.4B). 10 famous investors held it, including Ken Fisher (1.4% of Fisher Asset Management's portfolio), Israel Englander (0.5% of Millennium Management's portfolio) and Ken Griffin (0.5% of Citadel Advisors's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $456.2M |
| Exits | 106 | $280.7M |
All 13F filers, Q2 2025 → Q3 2025: 30,266,051 shares bought and 34,931,874 shares sold, net −4,665,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,265 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $59.9B |
| Vanguard Group Inc. | 0.28% | Reduce -0.6% | 118,356,160 | $18.8B |
| State Street Corp. | 0.57% | Reduce -0.8% | 103,315,207 | $16.4B |
| BlackRock, Inc. | 0.26% | Reduce -1.4% | 93,668,209 | $14.9B |
| JPMorgan Chase & Co. | 0.38% | Reduce -4.5% | 37,412,736 | $5.9B |
| Capital International Investors | 0.70% | Add +0.6% | 27,321,214 | $4.3B |
| Geode Capital Management, LLC | 0.27% | Reduce -0.4% | 26,535,849 | $4.2B |
| FMR LLC | 0.21% | Add +19.1% | 24,795,170 | $3.9B |
| Fisher Asset Management | 1.41% | Add +1.9% | 24,494,146 | $3.9B |
| Capital Research Global Investors | 0.57% | Reduce -0.7% | 19,248,911 | $3.1B |
| Wellington Management Group LLP | 0.52% | Reduce -2.0% | 18,732,898 | $3.0B |
| Bank of America Corp. | 0.20% | Reduce -1.4% | 16,842,099 | $2.7B |
| Goldman Sachs Group Inc. | 0.34% | Reduce -5.1% | 14,968,473 | $2.4B |
| Ameriprise Financial Inc. | 0.52% | Add +6.1% | 14,260,650 | $2.3B |
| Massachusetts Financial Services Co. | 0.66% | Reduce -1.9% | 13,457,214 | $2.1B |
| Northern Trust Corp. | 0.26% | Reduce -5.4% | 12,963,412 | $2.1B |
| T. Rowe Price Associates Inc. | 0.20% | Reduce -5.5% | 11,553,696 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.27% | Reduce -2.7% | 10,680,973 | $1.7B |
| UBS Group AG | 0.32% | Reduce -7.1% | 10,332,858 | $1.6B |
| Schroder Investment Management Group | 1.21% | Add +3.8% | 9,712,071 | $1.5B |
| Franklin Resources Inc. | 0.37% | Reduce -5.5% | 9,088,814 | $1.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.31% | Reduce -18.8% | 9,088,183 | $1.4B |
| Invesco Ltd. | 0.23% | Add +2.8% | 9,083,580 | $1.4B |
| Bank of New York Mellon Corp | 0.25% | Reduce -0.9% | 8,658,918 | $1.4B |
| Legal & General Group Plc | 0.30% | Add +3.4% | 8,411,335 | $1.3B |
| Dimensional Fund Advisors LP | 0.28% | Add +1.6% | 8,156,617 | $1.3B |
| Royal Bank of Canada | 0.22% | Reduce -16.5% | 7,798,781 | $1.2B |
| Bank of Montreal | 0.44% | Add +0.1% | 6,412,397 | $1.0B |
| Morgan Stanley | 0.06% | Add +2.2% | 6,150,198 | $977.6M |
| Amundi | 0.29% | Reduce -1.3% | 5,767,833 | $911.9M |
| Nuveen, LLC | 0.24% | Add +3.0% | 5,660,008 | $899.7M |
| Capital World Investors | 0.12% | Add +0.3% | 5,657,875 | $899.4M |
| Janus Henderson Group PLC | 0.35% | Reduce -12.4% | 4,789,326 | $761.3M |
| Barclays PLC | 0.25% | Add +37.4% | 4,222,036 | $671.1M |
| Boston Partners | 0.66% | Add +4.2% | 4,030,967 | $640.1M |
| Deutsche Bank AG | 0.21% | Reduce -12.5% | 4,010,721 | $637.5M |
| Axiom Investors LLC | 4.45% | Add +16.7% | 3,803,964 | $604.7M |
| Wells Fargo & Company | 0.12% | Reduce -8.3% | 3,764,681 | $598.4M |
| Manufacturers Life Insurance Company, The | 0.50% | Reduce -19.5% | 3,757,627 | $597.3M |
| Principal Financial Group Inc. | 0.29% | Reduce -9.3% | 3,647,827 | $579.9M |
| Millennium Management | 0.46% | Add +589.3% | 3,522,227 | $559.9M |
| Citadel Advisors | 0.45% | Reduce -9.5% | 3,488,221 | $554.5M |
| Voya Investment Management LLC | 0.62% | Reduce -0.6% | 3,449,166 | $548.3M |
| BNP Paribas Financial Markets | 0.41% | Add +81.8% | 3,267,640 | $519.4M |
| Alphinity Investment Management Pty Ltd | 4.88% | Reduce -24.5% | 3,148,534 | $500.5M |
| HSBC Holdings PLC | 0.28% | Reduce -12.2% | 2,959,751 | $469.3M |
| Marshall Wace, LLP | 0.52% | Add +40.2% | 2,933,604 | $466.3M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -4.2% | 2,920,977 | $464.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Reduce -1.8% | 2,789,651 | $443.4M |
| National Pension Service | 0.33% | Add +2.8% | 2,666,076 | $423.8M |
| Alliancebernstein L.P. | 0.13% | Reduce -3.3% | 2,503,492 | $398.0M |
| PNC Financial Services Group, Inc. | 0.24% | Add +8.3% | 2,440,371 | $387.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.27% | Add +3.0% | 2,385,773 | $379.2M |
| Neuberger Berman Group LLC | 0.27% | Add +2.8% | 2,357,594 | $374.8M |
| Canada Pension Plan Investment Board | 0.26% | Add +5.0% | 2,335,780 | $371.3M |
| Lord, Abbett & Co. LLC | 1.14% | Add +0.2% | 2,298,937 | $365.4M |
| Rhumbline Advisers | 0.29% | Reduce -1.1% | 2,239,539 | $356.0M |
| Citigroup Inc. | 0.24% | Reduce -16.7% | 2,215,597 | $352.2M |
| FIL Ltd | 0.26% | Reduce -3.8% | 2,071,836 | $329.3M |
| California Public Employees Retirement System | 0.20% | Add +0.8% | 2,065,318 | $328.3M |
| Allianz Asset Management GmbH | 0.40% | Add +23.3% | 2,027,932 | $322.4M |
| Raymond James Financial Inc. | 0.10% | Reduce -10.4% | 2,014,439 | $320.2M |
| Ensign Peak Advisors, Inc | 0.52% | Reduce -1.0% | 1,975,396 | $314.0M |
| LPL Financial LLC | 0.09% | Reduce -3.7% | 1,943,688 | $309.0M |
| Public Employees Retirement Association of Colorado | 1.10% | Add +2.2% | 1,875,496 | $298.1M |
| California State Teachers Retirement System | 0.30% | Add +0.1% | 1,856,681 | $295.1M |
| Fayez Sarofim & Co | 0.67% | Reduce -2.2% | 1,803,873 | $286.7M |
| KBC Group NV | 0.68% | Reduce -1.3% | 1,776,082 | $282.3M |
| Stifel Financial Corp. | 0.23% | Add +0.3% | 1,609,425 | $255.8M |
| Macquarie Group Ltd. | 0.29% | Add +17.1% | 1,581,565 | $251.4M |
| New York State Common Retirement Fund | 0.32% | Add +3.8% | 1,570,255 | $249.6M |
| Cullen Capital Management, LLC | 2.72% | Reduce -4.5% | 1,562,592 | $248.4M |
| Prudential Financial Inc. | 0.29% | Add +42.4% | 1,539,924 | $244.8M |
| Fifth Third Bancorp | 0.78% | Add +1.2% | 1,531,436 | $243.4M |
| Hamlin Capital Management, LLC | 5.47% | Reduce -1.0% | 1,513,401 | $240.6M |
| HighTower Advisors, LLC | 0.27% | Add +4.3% | 1,526,862 | $238.9M |
| Squarepoint Ops LLC | 0.51% | Reduce -11.2% | 1,490,948 | $237.0M |
| Bessemer Group Inc. | 0.35% | Add +0.8% | 1,419,601 | $225.7M |
| Qube Research & Technologies Ltd | 0.30% | Add +12.4% | 1,326,392 | $210.8M |
| Focused Investors LLC | 6.33% | Add +4.1% | 1,301,500 | $206.9M |
| CANADA LIFE ASSURANCE Co | 0.29% | Add +2.3% | 1,264,037 | $203.6M |
| Corient Private Wealth LP | 0.32% | Add +2.6% | 1,288,216 | $200.8M |
| Evercore Wealth Management, LLC | 2.90% | Reduce -1.4% | 1,244,132 | $197.8M |
| Two Sigma Investments, LP | 0.32% | Add +150.3% | 1,234,969 | $196.3M |
| Commerce Bank | 1.03% | Reduce -0.8% | 1,165,878 | $185.3M |
| Aberdeen Group plc | 0.28% | Reduce -0.6% | 1,140,060 | $180.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.30% | Reduce -6.2% | 1,112,683 | $176.9M |
| Junto Capital Management LP | 3.56% | New | 1,069,683 | $170.0M |
| State Board of Administration of Florida Retirement System | 0.30% | Reduce -6.5% | 1,062,009 | $168.8M |
| Natixis Advisors, LLC | 0.24% | Reduce -2.2% | 1,055,139 | $167.7M |
| D. E. Shaw & Co. | 0.14% | Add +253.6% | 1,043,704 | $165.9M |
| Two Sigma Advisers, LP | 0.33% | Add +8623.9% | 1,023,836 | $162.7M |
| New York State Teachers Retirement System | 0.32% | Reduce -4.0% | 1,022,823 | $162.6M |
| American Century Companies Inc. | 0.08% | Reduce -7.5% | 1,013,589 | $161.1M |
| 1832 Asset Management L.P. | 0.27% | Add +18646.1% | 1,000,291 | $159.0M |
| Aviva PLC | 0.29% | Add +7.5% | 999,861 | $158.9M |
| Clark Capital Management Group, Inc. | 0.97% | Add +11.2% | 973,640 | $154.8M |
| Adage Capital Partners Gp, L.L.C. | 0.24% | Reduce -11.2% | 964,234 | $153.3M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -0.2% | 979,863 | $152.8M |
| Alecta Tjanstepension Omsesidigt | 0.67% | No change | 942,000 | $149.7M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.