Morgan Stanley Ownership | Who Owns Morgan Stanley?
Morgan Stanley Ownership Summary
Morgan Stanley is owned by 85.70% institutional investors, 23.85% insiders. Mitsubishi ufj financial group is the largest institutional shareholder, holding 23.91% of MS shares. Nuveen Real Estate Income is the top mutual fund, with 4.51% of its assets in Morgan Stanley shares.
MS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley | 85.70% | 23.85% | -9.54% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Capital Markets Stocks | 45.78% | 17.11% | 37.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 23.91% | $53.12B |
| Vanguard group | 110.13M | 6.92% | $13.85B |
| State street | 110.27M | 6.89% | $10.72B |
| Blackrock funding, inc. /de | 95.01M | 6.02% | $13.38B |
| Blackrock | 84.37M | 5.27% | $8.20B |
| Jpmorgan chase | 41.03M | 2.58% | $5.16B |
| Capital investors | 27.15M | 1.72% | $3.82B |
| Geode capital management | 25.84M | 1.62% | $3.24B |
| Fmr | 25.56M | 1.61% | $3.21B |
| Fisher asset management | 24.05M | 1.52% | $3.39B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 100.00% | $53.12B |
| Bridger management | 153.69K | 12.77% | $21.65M |
| New republic capital | 102.38K | 8.41% | $12.87M |
| Focused investors | 1.25M | 5.76% | $176.06M |
| Rbf capital | 810.43K | 5.43% | $114.16M |
| Teewinot capital advisers | 467.33K | 5.41% | $65.83M |
| Alphinity investment management pty | 4.17M | 5.03% | $587.63M |
| Hamlin capital management | 1.53M | 4.98% | $215.25M |
| Grand jean capital management | 168.58K | 4.92% | $21.19M |
| J.p. marvel investment advisors | 197.57K | 4.48% | $27.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M |
| Fmr | 25.56M | 0.19% | 2.73M |
| Price t rowe associates inc /md/ | 14.11M | 0.20% | 1.89M |
| Marshall wace, llp | 2.09M | 0.33% | 1.79M |
| Schroder investment management group | 9.36M | 1.11% | 1.78M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 20.90M | 0.48% | -10.28M |
| Blackrock | 84.37M | 0.19% | -4.85M |
| Barclays | 2.52M | 0.09% | -3.56M |
| Bank of new york mellon | 7.74M | 0.19% | -3.28M |
| Massachusetts financial services co /ma/ | 13.71M | 0.61% | -2.59M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M | $1.91B |
| Capitolis liquid global markets | 860.00K | 0.89% | 860.00K | $121.14M |
| Ofi invest asset management | 530.37K | 1.52% | 530.37K | $64.39M |
| Exoduspoint capital management, lp | 218.28K | 0.27% | 218.28K | $30.75M |
| Freestone grove partners lp | 215.43K | 0.23% | 215.43K | $30.35M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -1.00 |
| Mendota financial group | -2.00 |
| Tradewinds capital management | -5.00 |
| Bear mountain capital | -5.00 |
| 1620 investment advisors | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 2,264 | 4.09% | 1,351,412,506 | 0.25% | 85 | 1.18% | 1,131 | 8.54% | 758 | 0.40% |
| Mar 31, 2025 | 2,140 | -2.37% | 1,345,534,050 | -0.85% | 84 | 1.16% | 1,028 | -0.77% | 743 | -6.66% |
| Dec 31, 2024 | 1,970 | 0.87% | 1,224,545,947 | -8.42% | 76 | 1.09% | 928 | -1.17% | 712 | 9.71% |
| Sep 30, 2024 | 1,926 | 0.84% | 1,335,729,418 | -1.07% | 84 | 1.17% | 927 | 4.75% | 639 | -4.05% |
| Jun 30, 2024 | 1,873 | -0.58% | 1,347,786,816 | -1.62% | 84 | 1.15% | 863 | 0.70% | 661 | -5.03% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Nuveen Real Estate Income | 72.40M | 4.51% | - |
| Vanguard US Total Market Shares ETF | 38.53M | 2.40% | -75.39K |
| Vanguard Total Stock Mkt Idx Inv | 37.81M | 2.37% | -879.99K |
| Vanguard Institutional 500 Index Trust | 35.19M | 2.19% | 259.07K |
| Vanguard 500 Index Investor | 30.58M | 1.92% | -4.48M |
| Nuveen Multi-Market Income | 17.00M | 1.05% | 17.00M |
| Fidelity 500 Index | 15.65M | 0.98% | 41.28K |
| SPDR® S&P 500 ETF | 15.39M | 0.96% | -261.72K |
| SPDR® S&P 500® ETF | 14.99M | 0.94% | -62.44K |
| SPDR® S&P 500® ETF Trust | 14.98M | 0.93% | -78.52K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 17, 2025 | YESHAYA SHARON | Chief Financial Officer | Sell | $3.58M |
| Jul 17, 2025 | SMITH CHARLES A | Chief Risk Officer | Sell | $2.81M |
| Jul 17, 2025 | SIMKOWITZ DANIEL A | Co-President | Sell | $4.09M |
| Jul 17, 2025 | SAPERSTEIN ANDREW M | Co-President | Sell | $3.12M |
| Jul 17, 2025 | SAPERSTEIN ANDREW M | Co-President | Sell | $3.02M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 7 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 7 |
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