Morgan Stanley Ownership | Who Owns Morgan Stanley?
Morgan Stanley Ownership Summary
Morgan Stanley is owned by 84.22% institutional investors, 24.10% 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 | 84.22% | 24.10% | -8.32% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 24.00% | $59.94B |
| Vanguard group | 118.36M | 7.53% | $18.81B |
| State street | 103.32M | 6.58% | $16.42B |
| Blackrock funding, inc. /de | 93.67M | 5.96% | $14.89B |
| Blackrock | 84.37M | 5.27% | $8.20B |
| Jpmorgan chase | 37.41M | 2.38% | $5.95B |
| Capital investors | 27.32M | 1.74% | $4.34B |
| Geode capital management | 26.54M | 1.69% | $4.20B |
| Fmr | 24.80M | 1.58% | $3.94B |
| Fisher asset management | 24.49M | 1.56% | $3.89B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 100.00% | $59.94B |
| Bridger management | 153.69K | 13.16% | $24.43M |
| Bradyco | 45.33K | 8.17% | $7.21M |
| Marvin & palmer associates | 52.60K | 6.41% | $8.63B |
| Focused investors | 1.30M | 6.33% | $206.89M |
| Teewinot capital advisers | 500.53K | 6.19% | $79.56M |
| Rbf capital | 810.43K | 5.74% | $128.83M |
| Hamlin capital management | 1.51M | 5.47% | $240.57M |
| New republic capital | 102.67K | 5.00% | $16.32M |
| Grand jean capital management | 168.58K | 4.92% | $21.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M |
| Fmr | 24.80M | 0.20% | 3.97M |
| Bnp paribas arbitrage, snc | 3.27M | 0.28% | 1.47M |
| Millennium management | 3.69M | 0.23% | 1.17M |
| Balyasny asset management | 1.23M | 0.26% | 1.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 84.37M | 0.19% | -4.85M |
| Kingstone capital partners texas | - | - | -2.44M |
| Ubs asset management americas | 9.09M | 0.31% | -2.10M |
| Ontario teachers pension plan board | - | - | -1.79M |
| Jpmorgan chase | 37.41M | 0.36% | -1.75M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M | $1.91B |
| 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 |
| Azora capital lp | 205.63K | 1.51% | 205.63K | $32.69M |
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 |
| 1620 investment advisors | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,926 | 0.84% | 1,335,729,418 | -1.07% | 84 | 1.17% | 927 | 4.75% | 639 | -4.05% |
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 | 15.66M | 0.98% | 6.73K |
| SPDR® S&P 500 ETF | 15.39M | 0.96% | -261.72K |
| SPDR® S&P 500® ETF | 14.93M | 0.94% | 183.68K |
| iShares Core S&P 500 ETF | 14.86M | 0.93% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 31, 2025 | PICK EDWARD | Chairman and CEO | Sell | $16.43M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 7 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
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