Who owns Morgan Stanley?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 86.5% of Morgan Stanley's shares, through 2,854 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were Mitsubishi Ufj Financial Group Inc (24.0%), State Street Corp (6.3%), BlackRock, Inc. (6.0%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 86.5%
- Institutional holders
- 2,854
- The 10 largest hold
- 52.3%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 75.6%
- Holdings as of
- 30 Jun 2026
Who owns the shares
Shares free to trade
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | Mitsubishi Ufj Financial Group Inc | 377,085,167 | 24.00% | 78.83B USD | 0 |
| 2 | State Street Corp | 99,560,815 | 6.34% | 20.81B USD | -1,779,379 |
| 3 | BlackRock, Inc. | 94,899,620 | 6.04% | 19.84B USD | -1,497,269 |
| 4 | Vanguard Capital Management LLC | 77,700,641 | 4.95% | 16.24B USD | -14,491 |
| 5 | JPMorgan Chase & Co | 44,363,477 | 2.82% | 9.39B USD | +785,198 |
| 6 | Vanguard Portfolio Management LLC | 30,203,228 | 1.92% | 6.31B USD | -37,573 |
| 7 | Geode Capital Management, LLC | 27,346,327 | 1.74% | 5.69B USD | -356,347 |
| 8 | Fisher Asset Management, LLC | 26,172,995 | 1.67% | 5.47B USD | +572,927 |
| 9 | FMR LLC | 24,903,987 | 1.59% | 5.21B USD | +2,173,964 |
| 10 | Price T Rowe Associates Inc | 19,246,850 | 1.23% | 4.02B USD | +2,232,093 |
| 11 | Capital Research Global Investors | 18,070,606 | 1.15% | 3.78B USD | -2,200,114 |
| 12 | Norges Bank | 17,984,532 | 1.14% | 3.76B USD | New position |
| 13 | Bank Of America Corp | 16,651,161 | 1.06% | 3.48B USD | +324,485 |
| 14 | Ameriprise Financial Inc | 14,101,563 | 0.90% | 2.95B USD | +185,073 |
| 15 | Goldman Sachs Group Inc | 13,906,759 | 0.89% | 2.91B USD | -968,422 |
| 16 | Northern Trust Corp | 12,514,426 | 0.80% | 2.62B USD | -303,635 |
| 17 | UBS AM | 11,206,144 | 0.71% | 2.34B USD | +188,296 |
| 18 | UBS Group AG | 10,529,270 | 0.67% | 2.20B USD | -1,394,068 |
| 19 | Schroder Investment Management Group | 10,226,529 | 0.65% | 2.14B USD | -18,140 |
| 20 | Capital World Investors | 10,170,848 | 0.65% | 2.13B USD | +8,554,426 |
| 21 | Sixth Street Partners Management Company, L.P. | 9,956,067 | 0.63% | 2.08B USD | New position |
| 22 | Charles Schwab Investment Management Inc | 9,956,067 | 0.63% | 2.08B USD | -35,080 |
| 23 | Bank Of New York Mellon Corp | 9,759,983 | 0.62% | 2.04B USD | -34,305 |
| 24 | Massachusetts Financial Services Co | 9,212,711 | 0.59% | 1.92B USD | -2,537,145 |
| 25 | Invesco Ltd. | 9,205,421 | 0.59% | 1.92B USD | +1,358,963 |
All institutions last quarter
- Bought or added
- 1,831 · 365 new
- Sold or cut
- 1,080 · 121 sold out
- Net shares bought
- +31.31M · 6.55B USD
- Institutional ownership
- 84.5% → 86.5%
Biggest buyers last quarter
- Norges BankNew position
- Sixth Street Partners Management Company, L.P.New position
- Capital World Investors+8,554,426
- Jupiter Topco LLCNew position
- Voya Investment Management LLC+2,863,206
Biggest sellers last quarter
- Massachusetts Financial Services Co-2,537,145
- Capital Research Global Investors-2,200,114
- State Street Corp-1,779,379
- BlackRock, Inc.-1,497,269
- UBS Group AG-1,394,068
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about Morgan Stanley's shareholders
Source: Financial Modeling Prep
