Morgan Stanley Ownership | Who Owns Morgan Stanley?

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Morgan Stanley Ownership Summary

Morgan Stanley is owned by 86.92% institutional investors, 24.41% insiders. Mitsubishi ufj financial group is the largest institutional shareholder, holding 24.00% 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	86.92%	24.41%	-11.33%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Capital Markets Stocks	49.47%	16.48%	34.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mitsubishi ufj financial group	377.09M	24.00%	$78.83B
Vanguard group	119.72M	7.62%	$21.25B
State street	99.56M	6.34%	$20.81B
Blackrock funding, inc. /de	94.90M	6.04%	$19.84B
Blackrock	84.37M	5.27%	$8.20B
Vanguard capital management	77.70M	4.95%	$16.24B
Jpmorgan chase	44.36M	2.82%	$9.39B
Geode capital management	27.35M	1.74%	$5.69B
Fisher asset management	26.17M	1.67%	$5.47B
Fmr	24.90M	1.59%	$5.21B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mitsubishi ufj financial group	377.09M	100.00%	$78.83B
Bridger management	112.29K	14.44%	$18.48M
Bdf-gestion	14.33K	10.21%	$76.25M
Focused investors	1.10M	7.79%	$230.79M
Worm capital	48.92K	7.66%	$10.23M
Rbf capital	810.43K	7.04%	$169.41M
Morangie management	38.62K	6.71%	$8.07M
Miller wealth advisors	49.30K	6.59%	$18.39M
Fullerton fund management	475.66K	6.39%	$99.43M
Marvin & palmer associates	47.73K	6.28%	$9.98M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	17.98M	0.37%	17.98M
Sixth street partners management company	9.96M	0.28%	9.96M
Ci private wealth	11.62M	0.45%	9.94M
Capital world investors	10.17M	0.25%	8.55M
Voya investment management	4.32M	0.78%	2.86M

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	84.37M	0.19%	-4.85M
Millennium management	529.31K	0.04%	-3.47M
Massachusetts financial services co /ma/	9.21M	0.61%	-2.54M
Kingstone capital partners texas	-	-	-2.44M
Citadel advisors	545.07K	0.01%	-2.32M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	17.98M	0.37%	17.98M	$3.76B
Sixth street partners management company	9.96M	0.28%	9.96M	$2.08B
Viking global investors lp	1.62M	0.97%	1.62M	$339.19M
Meitav investment house	452.10K	0.64%	452.10K	$94.51M
Axa investment managers	367.39K	0.16%	367.39K	$58.40M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-1.00
Mendota financial group	-2.00
Redwood park advisors	-3.00
Legacy wealth managment, llc/id	-4.00
Bear mountain capital	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	2,807	8.42%	1,365,556,723	2.92%	86	1.22%	1,441	16.96%	946	1.39%
Mar 31, 2026	1,965	-25.00%	932,380,995	-30.82%	59	0.81%	925	-31.43%	734	-11.99%
Dec 31, 2025	2,202	-6.50%	1,154,331,609	-13.35%	73	1.02%	1,109	3.36%	732	-10.18%
Sep 30, 2025	2,250	-1.66%	1,323,052,092	-2.24%	84	1.14%	1,025	-10.25%	777	1.57%
Jun 30, 2025	2,264	4.09%	1,351,412,506	0.25%	85	1.18%	1,131	8.54%	758	0.40%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Nuveen Real Estate Income	72.40M	4.51%	-
Core Plus Full Discretion CIT D	43.51M	2.74%	7.40M
Vanguard MStar Total Stk Mkt Idx Invest	37.67M	2.40%	106.55K
Vanguard US Total Market Shares ETF	38.53M	2.40%	-75.39K
Vanguard Morn Total Stk Mkt Idx Investor	37.56M	2.39%	-342.03K
Vanguard Total Stock Mkt Idx Inv	37.56M	2.39%	-342.03K
Loomis Sayles CPFD CIT	34.27M	2.16%	-1.83M
Loomis Sayles Inv Grade Bond CIT	34.27M	2.16%	-1.83M
Vanguard 500 Index Investor	31.47M	2.00%	330.00K
Nuveen Multi-Market Income	17.00M	1.05%	17.00M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 28, 2026	SCHAPIRO MARY L	-	Sell	$212.06K
Jul 16, 2026	YESHAYA SHARON	Chief Financial Officer	Sell	$1.42M
Jul 16, 2026	YESHAYA SHARON	Chief Financial Officer	Sell	$2.04M
Jul 17, 2026	Pizzi Michael A.	Head Technology & Operations	Sell	$3.67M
Jul 17, 2026	Pizzi Michael A.	Head Technology & Operations	Sell	$1.54M

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	5
2026 Q2	-	12
2026 Q1	-	16
2025 Q4	-	1
2025 Q3	-	7

MS Ownership FAQ

Who Owns Morgan Stanley?

Morgan Stanley shareholders are primarily institutional investors at 86.92%, followed by 24.41% insiders and -11.33% retail investors. The average institutional ownership in Morgan Stanley's industry, Capital Markets Stocks, is 49.47%, which Morgan Stanley exceeds.

Who owns the most shares of Morgan Stanley?

Morgan Stanley’s largest shareholders are Mitsubishi ufj financial group (377.09M shares, 24.00%), Vanguard group (119.72M shares, 7.62%), and State street (99.56M shares, 6.34%). Together, they hold 37.96% of Morgan Stanley’s total shares outstanding.

Does Blackrock own Morgan Stanley?

Yes, BlackRock owns 5.27% of Morgan Stanley, totaling 84.37M shares as of Jun 2024. This represents 0.19% of BlackRock's total assets, with a market value of 8.2B$. In the last quarter, BlackRock decreased its holdings by -4.851M shares, a -5.44% change.

Who is Morgan Stanley’s biggest shareholder by percentage of total assets invested?

Mitsubishi ufj financial group is Morgan Stanley’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 377.09M Morgan Stanley shares, valued at 78.83B$.

Who is the top mutual fund holder of Morgan Stanley shares?

Nuveen Real Estate Income is the top mutual fund holder of Morgan Stanley shares, with 4.51% of its total shares outstanding invested in 72.4M Morgan Stanley shares.

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