Morgan Stanley Ownership | Who Owns Morgan Stanley?

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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	46.04%	16.84%	37.12%

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
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
New republic capital	102.67K	5.00%	$16.32M
Hamlin capital management	1.53M	4.98%	$215.25M
Grand jean capital management	168.58K	4.92%	$21.19M
Morangie management	35.38K	4.85%	$5.62M

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
Exoduspoint capital management, lp	218.28K	0.27%	218.28K	$30.75M
Freestone grove partners lp	215.43K	0.23%	215.43K	$30.35M
Fjarde ap-fonden (the fourth swedish national pensionfund)	201.33K	0.22%	201.33K	$19.57M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-1.00
Mendota financial group	-2.00
Bear mountain capital	-5.00
1620 investment advisors	-9.00
Innealta capital	-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	15.66M	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
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 Q4	-	-
2025 Q3	-	7
2025 Q2	-	4
2025 Q1	-	9
2024 Q4	-	1

MS Ownership FAQ

Who Owns Morgan Stanley?

Morgan Stanley shareholders are primarily institutional investors at 85.70%, followed by 23.85% insiders and -9.55% retail investors. The average institutional ownership in Morgan Stanley's industry, Capital Markets Stocks, is 46.04%, 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, 23.91%), Vanguard group (110.13M shares, 6.92%), and State street (110.27M shares, 6.89%). Together, they hold 37.72% 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 53.12B$.

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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