Morgan StanleyMS
13F holders, Q4 2025 (December 31)2,532holders +267
213new positions
75sold out
12famous investors
$177.48avg. 13F price*
At the end of Q4 2025, 2,532 institutions reported holding Morgan Stanley (MS) in their 13F filings, up 267 from Q3 2025. 213 opened new positions and 75 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($66.9B), Vanguard Group Inc. ($21.3B) and State Street Corp. ($18.4B). 12 famous investors held it, including Ken Fisher (1.5% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.7% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.6% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 213 | $722.5M |
| Exits | 75 | $421.9M |
All 13F filers, Q3 2025 → Q4 2025: 43,606,188 shares bought and 47,778,087 shares sold, net −4,171,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,532 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $66.9B |
| Vanguard Group Inc. | 0.31% | Add +1.1% | 119,718,100 | $21.3B |
| State Street Corp. | 0.62% | Add +0.5% | 103,854,751 | $18.4B |
| BlackRock, Inc. | 0.29% | Add +1.7% | 95,248,897 | $16.9B |
| JPMorgan Chase & Co. | 0.43% | Reduce -4.5% | 35,714,453 | $6.3B |
| Geode Capital Management, LLC | 0.30% | Add +2.0% | 27,070,557 | $4.8B |
| FMR LLC | 0.24% | Add +5.5% | 26,166,591 | $4.6B |
| Fisher Asset Management | 1.52% | Add +2.1% | 25,018,335 | $4.4B |
| Capital International Investors | 0.57% | Reduce -24.8% | 20,544,097 | $3.6B |
| Bank of America Corp. | 0.21% | Reduce -3.6% | 16,239,143 | $2.9B |
| Wellington Management Group LLP | 0.49% | Reduce -15.4% | 15,852,651 | $2.8B |
| Capital Research Global Investors | 0.51% | Reduce -19.8% | 15,432,313 | $2.7B |
| Norges Bank | 0.29% | — | 15,415,129 | $2.7B |
| Goldman Sachs Group Inc. | 0.38% | Add +1.6% | 15,211,727 | $2.7B |
| T. Rowe Price Associates Inc. | 0.29% | Add +29.1% | 14,917,776 | $2.6B |
| Ameriprise Financial Inc. | 0.57% | Reduce -0.6% | 14,181,661 | $2.5B |
| Northern Trust Corp. | 0.29% | Reduce -1.1% | 12,814,113 | $2.3B |
| Massachusetts Financial Services Co. | 0.71% | Reduce -7.4% | 12,458,302 | $2.2B |
| UBS Group AG | 0.37% | Add +3.0% | 10,642,269 | $1.9B |
| Schroder Investment Management Group | 1.39% | Add +6.1% | 10,302,528 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.27% | Reduce -7.7% | 9,857,800 | $1.8B |
| Bank of New York Mellon Corp | 0.29% | Add +8.2% | 9,371,513 | $1.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.34% | Add +0.9% | 9,171,655 | $1.6B |
| Royal Bank of Canada | 0.28% | Add +15.8% | 9,034,773 | $1.6B |
| Franklin Resources Inc. | 0.39% | Reduce -3.5% | 8,766,408 | $1.6B |
| Legal & General Group Plc | 0.33% | Reduce -1.8% | 8,261,749 | $1.5B |
| Invesco Ltd. | 0.12% | Reduce -20.8% | 7,194,677 | $1.3B |
| Dimensional Fund Advisors LP | 0.27% | Reduce -12.1% | 7,170,017 | $1.3B |
| Bank of Montreal | 0.49% | Add +3.5% | 6,638,226 | $1.2B |
| Amundi | 0.34% | Add +9.7% | 6,326,385 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -0.9% | 6,094,734 | $1.1B |
| Nuveen, LLC | 0.25% | Reduce -4.4% | 5,413,255 | $961.0M |
| Citadel Advisors | 0.63% | Add +48.0% | 5,162,394 | $916.5M |
| Wells Fargo & Company | 0.15% | Add +12.2% | 4,225,369 | $750.1M |
| Janus Henderson Group PLC | 0.33% | Reduce -12.8% | 4,176,949 | $741.5M |
| Deutsche Bank AG | 0.23% | Reduce -0.2% | 4,003,926 | $710.8M |
| Boston Partners | 0.70% | Reduce -5.5% | 3,807,048 | $676.9M |
| Axiom Investors LLC | 5.61% | Reduce -5.4% | 3,600,059 | $639.1M |
| Barclays PLC | 0.26% | Reduce -14.8% | 3,598,399 | $638.8M |
| Voya Investment Management LLC | 0.71% | Add +3.1% | 3,557,792 | $631.6M |
| HSBC Holdings PLC | 0.36% | Add +18.6% | 3,510,340 | $623.8M |
| Alliancebernstein L.P. | 0.18% | Add +28.0% | 3,204,090 | $568.8M |
| Principal Financial Group Inc. | 0.29% | Reduce -13.7% | 3,149,329 | $559.1M |
| BNP Paribas Financial Markets | 0.33% | Reduce -11.3% | 2,898,081 | $514.5M |
| National Pension Service | 0.37% | Add +6.1% | 2,829,303 | $502.3M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -3.8% | 2,809,232 | $498.7M |
| Alphinity Investment Management Pty Ltd | 4.91% | Reduce -13.2% | 2,734,485 | $485.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.28% | Reduce -3.9% | 2,682,122 | $476.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.31% | Add +5.2% | 2,509,180 | $456.4M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -0.7% | 2,424,435 | $430.4M |
| Manufacturers Life Insurance Company, The | 0.35% | Reduce -37.2% | 2,358,594 | $418.9M |
| Canada Pension Plan Investment Board | 0.27% | Reduce -1.2% | 2,308,502 | $409.8M |
| Lord, Abbett & Co. LLC | 1.31% | Reduce -0.0% | 2,298,004 | $408.0M |
| Allianz Asset Management GmbH | 0.47% | Add +12.8% | 2,287,307 | $406.1M |
| Neuberger Berman Group LLC | 0.30% | Reduce -3.5% | 2,275,708 | $404.0M |
| Millennium Management | 0.30% | Reduce -35.4% | 2,275,184 | $403.9M |
| Balyasny Asset Management L.P. | 0.77% | Add +378.8% | 2,234,175 | $396.6M |
| FIL Ltd | 0.29% | Add +6.5% | 2,206,917 | $391.8M |
| Rhumbline Advisers | 0.31% | Reduce -2.4% | 2,184,870 | $387.9M |
| California Public Employees Retirement System | 0.22% | Add +3.4% | 2,135,228 | $379.1M |
| Public Employees Retirement Association of Colorado | 1.31% | Add +7.1% | 2,009,091 | $356.7M |
| Qube Research & Technologies Ltd | 0.50% | Add +47.5% | 1,955,992 | $347.2M |
| Raymond James Financial Inc. | 0.11% | Reduce -3.1% | 1,952,638 | $346.7M |
| LPL Financial LLC | 0.09% | Reduce -0.7% | 1,929,475 | $342.5M |
| California State Teachers Retirement System | 0.33% | Reduce -0.3% | 1,850,246 | $328.5M |
| KBC Group NV | 0.73% | Add +2.0% | 1,811,371 | $321.6M |
| Prudential Financial Inc. | 0.37% | Add +12.9% | 1,739,300 | $308.8M |
| Marshall Wace, LLP | 0.30% | Reduce -40.9% | 1,733,867 | $307.8M |
| Holocene Advisors, LP | 0.65% | Add +281.4% | 1,729,735 | $307.1M |
| Ensign Peak Advisors, Inc | 0.54% | Reduce -13.2% | 1,715,426 | $304.5M |
| Fayez Sarofim & Co | 0.71% | Reduce -7.5% | 1,668,931 | $296.3M |
| Stifel Financial Corp. | 0.26% | Add +1.7% | 1,636,077 | $290.5M |
| New York State Common Retirement Fund | 0.37% | Reduce -0.9% | 1,556,555 | $276.3M |
| Fifth Third Bancorp | 0.86% | Add +0.1% | 1,533,317 | $272.2M |
| HighTower Advisors, LLC | 0.29% | Add +1.0% | 1,541,454 | $269.2M |
| Cullen Capital Management, LLC | 2.92% | Reduce -3.7% | 1,504,927 | $267.2M |
| Citigroup Inc. | 0.18% | Reduce -32.1% | 1,504,718 | $267.1M |
| Samlyn Capital, LLC | 4.23% | Add +486.5% | 1,493,069 | $265.1M |
| Corient Private Wealth LP | 0.36% | Add +16.9% | 1,505,907 | $263.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.29% | Add +335.8% | 1,433,451 | $254.6M |
| Thrivent Financial for Lutherans | 0.45% | Add +2332.9% | 1,406,495 | $249.7M |
| Hamlin Capital Management, LLC | 5.94% | Reduce -7.7% | 1,396,357 | $247.9M |
| Bessemer Group Inc. | 0.37% | Reduce -3.6% | 1,367,726 | $242.8M |
| 1832 Asset Management L.P. | 0.29% | Add +30.0% | 1,300,524 | $230.9M |
| Focused Investors LLC | 7.12% | Reduce -3.3% | 1,258,950 | $223.5M |
| Evercore Wealth Management, LLC | 3.17% | Reduce -2.2% | 1,216,602 | $216.0M |
| Commerce Bank | 1.14% | Reduce -0.5% | 1,159,874 | $205.9M |
| Aberdeen Group plc | 0.31% | Reduce -1.8% | 1,120,122 | $198.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.33% | Add +1.0% | 1,123,672 | $198.3M |
| Two Sigma Investments, LP | 0.31% | Reduce -9.6% | 1,116,813 | $198.3M |
| Jane Street Group, LLC | 0.24% | Add +231.8% | 1,113,961 | $197.8M |
| American Century Companies Inc. | 0.10% | Add +8.7% | 1,101,293 | $195.5M |
| Nomura Asset Management International Inc. | 0.29% | — | 1,076,158 | $191.1M |
| Clark Capital Management Group, Inc. | 1.17% | Add +10.2% | 1,072,718 | $190.4M |
| Two Sigma Advisers, LP | 0.37% | Add +4.4% | 1,069,000 | $189.8M |
| Blue Sparrow, LLC | 3.57% | — | 1,066,701 | $189.4M |
| Natixis Advisors, LLC | 0.27% | Add +0.4% | 1,059,010 | $188.0M |
| Aviva PLC | 0.32% | Add +5.7% | 1,056,402 | $187.5M |
| State Board of Administration of Florida Retirement System | 0.33% | Reduce -2.6% | 1,034,738 | $183.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -0.9% | 971,456 | $182.5M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.