Morgan Stanley Ownership | Who Owns Morgan Stanley?

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Morgan Stanley Ownership Summary

Morgan Stanley is owned by 73.48% institutional investors, 24.04% insiders, and 2.49% 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	73.48%	24.04%	2.49%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.28%	14.21%	57.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mitsubishi ufj financial group	377.09M	24.00%	$66.94B
Vanguard group	119.72M	7.62%	$21.25B
State street	103.32M	6.58%	$16.42B
Blackrock funding, inc. /de	95.25M	6.06%	$16.91B
Blackrock	84.37M	5.27%	$8.20B
Jpmorgan chase	35.71M	2.27%	$6.34B
Geode capital management	27.07M	1.72%	$4.79B
Fisher asset management	25.02M	1.59%	$4.44B
Fmr	24.80M	1.58%	$3.94B
Capital investors	20.54M	1.31%	$3.65B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mitsubishi ufj financial group	377.09M	100.00%	$66.94B
Bridger management	153.69K	13.16%	$24.43M
Focused investors	1.26M	7.12%	$223.50M
Marvin & palmer associates	50.82K	6.37%	$9.02M
Teewinot capital advisers	500.53K	6.19%	$79.56M
Hamlin capital management	1.40M	5.94%	$247.90M
Rbf capital	810.43K	5.74%	$128.83M
Axiom investors llc /de	3.60M	5.61%	$639.12M
Bradyco	25.33K	5.58%	$4.50M
Morangie management	37.05K	5.23%	$6.58M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	15.42M	0.29%	15.42M
Fmr	24.80M	0.20%	3.97M
Blackrock funding, inc. /de	95.25M	0.29%	1.58M
Vanguard group	119.72M	0.31%	1.36M
Thrivent financial for lutherans	1.41M	0.44%	1.35M

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	20.54M	0.57%	-6.78M
Capital world investors	608.95K	0.01%	-5.05M
Blackrock	84.37M	0.19%	-4.85M
Capital research global investors	15.43M	0.51%	-3.82M
Kingstone capital partners texas	-	-	-2.44M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	15.42M	0.29%	15.42M	$2.74B
Junto capital management lp	1.07M	3.48%	1.07M	$170.04M
Axa investment managers	367.39K	0.16%	367.39K	$58.40M
Samlyn capital	254.57K	0.56%	254.57K	$40.47M
Border to coast pensions partnership	253.34K	0.78%	253.34K	$45.06M

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 %
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%
Dec 31, 2024	1,970	0.87%	1,224,545,947	-8.42%	76	1.09%	928	-1.17%	712	9.71%

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 US Total Market Shares ETF	38.53M	2.40%	-75.39K
Vanguard Total Stock Mkt Idx Inv	37.56M	2.37%	122.77K
Vanguard Institutional 500 Index Trust	35.19M	2.19%	259.07K
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	30.77M	1.94%	191.82K
Nuveen Multi-Market Income	17.00M	1.05%	17.00M
iShares Core S&P 500 ETF	15.38M	0.97%	2.37M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 30, 2026	SIMKOWITZ DANIEL A	Co-President	Sell	$6.02M
Jan 20, 2026	YESHAYA SHARON	Chief Financial Officer	Sell	$2.94M
Jan 20, 2026	SMITH CHARLES A	Chief Risk Officer	Sell	$1.55M
Jan 20, 2026	SAPERSTEIN ANDREW M	Co-President	Sell	$2.08M
Jan 20, 2026	SAPERSTEIN ANDREW M	Co-President	Sell	$347.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	16
2025 Q4	-	1
2025 Q3	-	7
2025 Q2	-	4
2025 Q1	-	9

MS Ownership FAQ

Who Owns Morgan Stanley?

Morgan Stanley shareholders are primarily institutional investors at 73.48%, followed by 24.04% insiders and 2.48% retail investors. The average institutional ownership in Morgan Stanley's industry, Capital Markets Stocks, is 28.28%, 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 (103.32M shares, 6.58%). Together, they hold 38.20% 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 66.94B$.

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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