Morgan Stanley Ownership | Who Owns Morgan Stanley?

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Morgan Stanley Ownership Summary

Morgan Stanley is owned by 59.35% institutional investors, 24.33% insiders, and 16.32% retail investors. 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	59.35%	24.33%	16.32%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mitsubishi ufj financial group	377.09M	24.00%	$62.06B
Vanguard group	119.72M	7.62%	$21.25B
State street	101.34M	6.45%	$16.68B
Blackrock funding, inc. /de	96.40M	6.14%	$15.86B
Blackrock	84.37M	5.27%	$8.20B
Jpmorgan chase	43.58M	2.77%	$6.90B
Geode capital management	27.70M	1.76%	$4.54B
Fisher asset management	25.60M	1.63%	$4.21B
Fmr	22.73M	1.45%	$3.74B
Capital research global investors	20.27M	1.29%	$3.34B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mitsubishi ufj financial group	377.09M	100.00%	$62.06B
Caldwell investment management	250.00K	15.54%	$39.64M
Bridger management	112.29K	14.44%	$18.48M
Focused investors	1.23M	6.57%	$202.15M
Worm capital	48.92K	6.17%	$8.05M
Morangie management	38.78K	5.87%	$6.38M
New republic capital	104.02K	5.77%	$17.12M
Axiom investors llc /de	3.11M	5.70%	$512.61M
Fullerton fund management	414.87K	5.47%	$68.28M
Hamlin capital management	1.29M	5.12%	$212.08M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	15.42M	0.29%	15.42M
Jpmorgan chase	43.58M	0.44%	7.86M
Vanguard fiduciary trust	6.75M	0.28%	6.75M
Capital research global investors	20.27M	0.52%	4.84M
Vanguard global advisers	2.65M	0.24%	2.65M

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	7.16M	0.28%	-13.39M
Wellington management group llp	4.66M	0.14%	-11.19M
Blackrock	84.37M	0.19%	-4.85M
Fmr	22.73M	0.20%	-3.44M
State street	101.34M	0.58%	-2.51M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	15.42M	0.29%	15.42M	$2.74B
Vanguard fiduciary trust	6.75M	0.28%	6.75M	$1.11B
Vanguard global advisers	2.65M	0.24%	2.65M	$435.44M
Vanguard asset management	2.31M	0.33%	2.31M	$379.86M
Winslow capital management	965.44K	0.62%	965.44K	$158.88M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-1.00
Mendota financial group	-2.00
Redwood park advisors	-3.00
Bear mountain capital	-5.00
Cgc financial services	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	2,140	-2.37%	1,345,534,050	-0.85%	84	1.16%	1,028	-0.77%	743	-6.66%

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 Total Stock Mkt Idx Inv	37.95M	2.41%	123.27K
Vanguard US Total Market Shares ETF	38.53M	2.40%	-75.39K
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	31.19M	1.98%	560.27K
Nuveen Multi-Market Income	17.00M	1.05%	17.00M
iShares Core S&P 500 ETF	15.56M	0.99%	45.63K
Fidelity 500 Index	15.36M	0.97%	-7.46K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 20, 2026	GROSSMAN ERIC F	Chief Legal/Admin Officer	Sell	$1.06M
Apr 20, 2026	GROSSMAN ERIC F	Chief Legal/Admin Officer	Sell	$1.06M
Apr 17, 2026	SIMKOWITZ DANIEL A	Co-President	Sell	$2.78M
Apr 16, 2026	SAPERSTEIN ANDREW M	Co-President	Sell	$6.32M
Apr 16, 2026	SAPERSTEIN ANDREW M	Co-President	Sell	$1.23M

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	12
2026 Q1	-	16
2025 Q4	-	1
2025 Q3	-	7
2025 Q2	-	4

MS Ownership FAQ

Who Owns Morgan Stanley?

Morgan Stanley shareholders are primarily institutional investors at 59.35%, followed by 24.33% insiders and 16.32% retail investors. The average institutional ownership in Morgan Stanley's industry, Capital Markets Stocks, is 33.12%, 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 (101.34M shares, 6.45%). Together, they hold 38.07% 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 62.06B$.

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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