Morgan Stanley Ownership | Who Owns Morgan Stanley?
Morgan Stanley Ownership Summary
Morgan Stanley is owned by 84.95% institutional investors, 23.74% insiders. Mitsubishi ufj financial group is the largest institutional shareholder, holding 23.70% of MS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.42% of its assets in Morgan Stanley shares.
MS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley | 84.95% | 23.74% | -8.68% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.92% | 18.86% | 43.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 23.70% | $47.41B |
| Vanguard group | 110.13M | 6.92% | $13.85B |
| State street | 110.27M | 6.89% | $10.72B |
| Blackrock funding, inc. /de | 95.09M | 5.98% | $11.95B |
| Blackrock | 84.37M | 5.27% | $8.20B |
| Jpmorgan chase | 41.03M | 2.58% | $5.16B |
| Capital investors | 29.98M | 1.88% | $3.77B |
| Geode capital management | 25.84M | 1.62% | $3.24B |
| Fmr | 25.56M | 1.61% | $3.21B |
| Fisher asset management | 22.83M | 1.44% | $2.87B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsubishi ufj financial group | 377.09M | 100.00% | $47.41B |
| Bridger management | 187.71K | 12.68% | $23.60M |
| New republic capital | 102.38K | 8.41% | $12.87M |
| Marvin & palmer associates | 54.38K | 5.22% | $6.84M |
| Focused investors | 1.31M | 5.21% | $164.92M |
| Grand jean capital management | 168.58K | 4.92% | $21.19M |
| Hamlin capital management | 1.49M | 4.64% | $187.41M |
| Cunning capital partners, lp | 58.88K | 4.44% | $7.40M |
| Baugh & associates | 69.65K | 4.38% | $8.45M |
| J.p. marvel investment advisors | 198.69K | 4.12% | $24.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M |
| Capital research global investors | 21.79M | 0.56% | 6.74M |
| Blackrock funding, inc. /de | 95.09M | 0.24% | 6.30M |
| Fmr | 25.56M | 0.19% | 2.73M |
| Raymond james financial | 2.58M | 0.12% | 2.58M |
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 |
| Legal & general group | 8.04M | 0.27% | -2.41M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 15.19M | 0.25% | 15.19M | $1.91B |
| Raymond james financial | 2.58M | 0.12% | 2.58M | $324.12M |
| Axiom investors llc /de | 1.56M | 1.44% | 1.56M | $195.74M |
| Menora mivtachim | 1.53M | 1.21% | 1.53M | $192.73M |
| Ofi invest asset management | 530.37K | 1.52% | 530.37K | $64.39M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -1.00 |
| Mendota financial group | -2.00 |
| Tradewinds capital management | -5.00 |
| Innealta capital | -9.00 |
| Tfo-tdc | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 1,884 | 1.95% | 1,369,922,760 | -0.46% | 85 | 1.17% | 857 | 0.71% | 696 | -2.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 38.82M | 2.42% | 582.43K |
| Vanguard US Total Market Shares ETF | 38.53M | 2.40% | -75.39K |
| Vanguard Institutional 500 Index Trust | 34.93M | 2.18% | 555.64K |
| Nuveen Multi-Market Income | 17.00M | 1.05% | 17.00M |
| Fidelity 500 Index | 15.52M | 0.97% | -12.13K |
| SPDR® S&P 500 ETF | 15.39M | 0.96% | -261.72K |
| SPDR® S&P 500® ETF Trust | 14.98M | 0.93% | -78.52K |
| SPDR® S&P 500® ETF | 14.85M | 0.93% | 55.90K |
| iShares Core S&P 500 ETF | 14.34M | 0.89% | -6.57K |
| Vanguard Value Index Inv | 10.61M | 0.66% | 2.44K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2025 | SIMKOWITZ DANIEL A | Co-President | Sell | $3.70M |
| May 02, 2025 | Herz Robert H | - | Sell | $95.46K |
| May 02, 2025 | SAPERSTEIN ANDREW M | Co-President | Sell | $4.80M |
| Apr 15, 2025 | GROSSMAN ERIC F | Chief Legal/Admin Officer | Sell | $1.12M |
| Jan 22, 2025 | CRAWLEY MANDELL | Chief Client Officer | Sell | $1.15M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | 3 |
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