Morgan StanleyMS
13F holders, Q1 2026 (March 31)2,512holders −20
140new positions
154sold out
13famous investors
$164.28avg. 13F price*
At the end of Q1 2026, 2,512 institutions reported holding Morgan Stanley (MS) in their 13F filings, down 20 from Q4 2025. 140 opened new positions and 154 sold out. The largest holders were Mitsubishi Ufj Financial Group Inc. ($62.1B), State Street Corp. ($16.7B) and BlackRock, Inc. ($15.9B). 13 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 Steve Cohen (0.4% of Point72 Asset Management's portfolio).
- Company
- Morgan Stanley
- Sector
- Finance
- CUSIP
- 617446448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $808.4M |
| Exits | 154 | $353.0M |
All 13F filers, Q4 2025 → Q1 2026: 60,696,619 shares bought and 64,252,278 shares sold, net −3,555,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,512 holders
| Mitsubishi Ufj Financial Group Inc. | 100.00% | No change | 377,085,167 | $62.1B |
| State Street Corp. | 0.58% | Reduce -2.4% | 101,340,194 | $16.7B |
| BlackRock, Inc. | 0.28% | Add +1.2% | 96,396,889 | $15.9B |
| Vanguard Capital Management LLC | 0.32% | — | 77,715,132 | $12.8B |
| JPMorgan Chase & Co. | 0.47% | Add +22.0% | 43,578,279 | $6.9B |
| Vanguard Portfolio Management LLC | 0.26% | — | 30,240,801 | $5.0B |
| Geode Capital Management, LLC | 0.28% | Add +2.3% | 27,702,674 | $4.5B |
| Fisher Asset Management | 1.43% | Add +2.3% | 25,600,068 | $4.2B |
| FMR LLC | 0.20% | Reduce -13.1% | 22,730,023 | $3.7B |
| Capital Research Global Investors | 0.52% | Add +31.4% | 20,270,720 | $3.3B |
| T. Rowe Price Associates Inc. | 0.32% | Add +14.1% | 17,014,757 | $2.8B |
| Bank of America Corp. | 0.20% | Add +0.5% | 16,326,676 | $2.7B |
| Goldman Sachs Group Inc. | 0.32% | Reduce -2.2% | 14,875,181 | $2.4B |
| Ameriprise Financial Inc. | 0.53% | Reduce -1.9% | 13,916,490 | $2.3B |
| Northern Trust Corp. | 0.28% | Add +0.0% | 12,818,061 | $2.1B |
| UBS Group AG | 0.35% | Add +12.0% | 11,923,338 | $2.0B |
| Massachusetts Financial Services Co. | 0.65% | Reduce -5.7% | 11,749,856 | $1.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.38% | Add +20.1% | 11,017,848 | $1.8B |
| Schroder Investment Management Group | 1.38% | Reduce -0.6% | 10,244,669 | $1.7B |
| Charles Schwab Investment Management Inc. | 0.25% | Add +1.4% | 9,991,147 | $1.6B |
| Bank of New York Mellon Corp | 0.30% | Add +4.5% | 9,794,288 | $1.6B |
| Franklin Resources Inc. | 0.38% | Add +4.7% | 9,175,221 | $1.5B |
| Legal & General Group Plc | 0.32% | Add +0.4% | 8,295,263 | $1.4B |
| Royal Bank of Canada | 0.25% | Reduce -12.3% | 7,923,829 | $1.3B |
| Invesco Ltd. | 0.13% | Add +9.1% | 7,846,458 | $1.3B |
| Dimensional Fund Advisors LP | 0.25% | Add +0.9% | 7,235,756 | $1.2B |
| Capital International Investors | 0.28% | Reduce -65.2% | 7,157,310 | $1.2B |
| Amundi | 0.31% | Add +10.3% | 6,981,276 | $1.1B |
| Vanguard Fiduciary Trust Co. | 0.28% | — | 6,753,689 | $1.1B |
| Bank of Montreal | 0.45% | Add +0.4% | 6,663,292 | $1.1B |
| Morgan Stanley | 0.06% | Add +0.5% | 6,127,396 | $1.0B |
| Nuveen, LLC | 0.25% | Add +3.5% | 5,601,891 | $921.9M |
| Barclays PLC | 0.31% | Add +44.9% | 5,213,854 | $858.0M |
| Wellington Management Group LLP | 0.14% | Reduce -70.6% | 4,657,771 | $766.5M |
| Boston Partners | 0.76% | Add +16.3% | 4,429,180 | $729.3M |
| Wells Fargo & Company | 0.14% | Add +2.5% | 4,331,016 | $712.8M |
| Marshall Wace, LLP | 0.75% | Add +142.1% | 4,197,269 | $690.7M |
| Deutsche Bank AG | 0.22% | Add +3.0% | 4,121,871 | $678.3M |
| Millennium Management | 0.52% | Add +75.7% | 3,997,261 | $657.8M |
| Janus Henderson Group PLC | 0.31% | Reduce -6.1% | 3,922,709 | $645.5M |
| Two Sigma Investments, LP | 0.53% | Add +234.8% | 3,739,612 | $615.4M |
| HSBC Holdings PLC | 0.33% | Reduce -4.1% | 3,366,470 | $553.8M |
| Axiom Investors LLC | 5.70% | Reduce -13.5% | 3,114,846 | $512.6M |
| Envestnet Asset Management Inc. | 0.14% | Add +10.4% | 3,100,379 | $510.2M |
| Alliancebernstein L.P. | 0.16% | Reduce -10.5% | 2,868,763 | $509.3M |
| Principal Financial Group Inc. | 0.27% | Reduce -4.0% | 3,021,966 | $497.3M |
| Canada Pension Plan Investment Board | 0.32% | Add +29.3% | 2,984,976 | $491.2M |
| National Pension Service | 0.37% | Add +4.3% | 2,952,417 | $485.9M |
| Citadel Advisors | 0.34% | Reduce -44.5% | 2,865,020 | $471.5M |
| BNP Paribas Financial Markets | 0.31% | Reduce -4.2% | 2,775,297 | $456.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.30% | Add +7.1% | 2,686,910 | $442.2M |
| Vanguard Global Advisers, LLC | 0.23% | — | 2,645,928 | $435.4M |
| Allianz Asset Management GmbH | 0.50% | Add +14.3% | 2,613,380 | $430.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.27% | Reduce -5.2% | 2,542,196 | $418.4M |
| California Public Employees Retirement System | 0.25% | Add +13.4% | 2,422,284 | $398.6M |
| PNC Financial Services Group, Inc. | 0.23% | Reduce -0.5% | 2,411,894 | $396.9M |
| Neuberger Berman Group LLC | 0.30% | Add +4.7% | 2,383,354 | $392.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.32% | — | 2,308,186 | $379.9M |
| Lord, Abbett & Co. LLC | 1.21% | Reduce -6.4% | 2,150,577 | $353.9M |
| Rhumbline Advisers | 0.30% | Reduce -1.6% | 2,149,365 | $353.7M |
| TD Asset Management Inc | 0.28% | Add +289.0% | 2,131,499 | $350.8M |
| LPL Financial LLC | 0.09% | Add +3.3% | 1,992,841 | $328.0M |
| Thrivent Financial for Lutherans | 0.63% | Add +40.6% | 1,977,078 | $325.3M |
| Raymond James Financial Inc. | 0.10% | Add +0.9% | 1,969,551 | $324.0M |
| Citigroup Inc. | 0.20% | Add +24.5% | 1,872,878 | $308.2M |
| D. E. Shaw & Co. | 0.26% | Add +90.3% | 1,864,278 | $306.8M |
| Ensign Peak Advisors, Inc | 0.57% | Add +7.9% | 1,850,620 | $304.6M |
| Prudential Financial Inc. | 0.37% | Add +4.4% | 1,815,816 | $298.8M |
| KBC Group NV | 0.75% | Add +0.2% | 1,814,373 | $298.6M |
| Fifth Third Bancorp | 0.54% | Add +17.4% | 1,799,762 | $296.2M |
| California State Teachers Retirement System | 0.31% | Reduce -3.2% | 1,790,507 | $294.7M |
| Corient Private Wealth LP | 0.40% | Add +12.0% | 1,685,994 | $276.9M |
| Stifel Financial Corp. | 0.25% | Add +0.1% | 1,638,520 | $269.7M |
| Fayez Sarofim & Co | 0.69% | Reduce -2.0% | 1,635,037 | $269.1M |
| Capital World Investors | 0.04% | Add +165.4% | 1,616,422 | $266.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.43% | Add +54.8% | 1,562,523 | $257.1M |
| New York State Common Retirement Fund | 0.35% | Reduce -1.2% | 1,537,355 | $253.0M |
| Public Employees Retirement Association of Colorado | 0.97% | Reduce -25.3% | 1,501,131 | $247.0M |
| FIL Ltd | 0.19% | Reduce -32.1% | 1,498,694 | $246.6M |
| Voya Investment Management LLC | 0.29% | Reduce -59.2% | 1,452,035 | $239.0M |
| Point72 Asset Management | 0.43% | Add +122.5% | 1,446,420 | $238.0M |
| Cullen Capital Management, LLC | 2.42% | Reduce -4.7% | 1,433,565 | $235.9M |
| Sei Investments Co. | 0.21% | Add +89.7% | 1,410,293 | $232.1M |
| American Century Companies Inc. | 0.12% | Add +27.1% | 1,400,026 | $230.4M |
| Acadian Asset Management LLC | 0.32% | Add +55.6% | 1,382,293 | $227.5M |
| Samlyn Capital, LLC | 3.74% | Reduce -11.3% | 1,323,544 | $217.8M |
| HighTower Advisors, LLC | 0.23% | Reduce -13.6% | 1,331,983 | $215.1M |
| Hamlin Capital Management, LLC | 5.12% | Reduce -7.7% | 1,288,720 | $212.1M |
| Commerce Bank | 1.02% | Add +10.9% | 1,286,011 | $211.6M |
| Alecta Tjanstepension Omsesidigt | 1.03% | Add +35.8% | 1,279,100 | $210.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.47% | Add +69.6% | 1,252,759 | $206.2M |
| National Bank of Canada | 0.21% | Add +57.6% | 1,247,157 | $205.2M |
| Focused Investors LLC | 6.57% | Reduce -2.4% | 1,228,350 | $202.1M |
| Manufacturers Life Insurance Company, The | 0.18% | Reduce -48.0% | 1,227,123 | $201.9M |
| Squarepoint Ops LLC | 0.43% | Add +75.1% | 1,199,201 | $197.4M |
| Evercore Wealth Management, LLC | 3.05% | Reduce -3.2% | 1,177,393 | $193.8M |
| Aberdeen Group plc | 0.31% | Add +2.8% | 1,151,520 | $189.5M |
| Alyeska Investment Group, L.P. | 0.52% | Add +38.1% | 1,123,489 | $184.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.32% | Reduce -0.1% | 1,122,601 | $183.4M |
| Aviva PLC | 0.30% | Add +2.8% | 1,085,430 | $178.6M |
"% of holder's portfolio" is MS's weight in each manager's 13F, not the share of Morgan Stanley the manager owns.