| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 77.7M | $16.24B | -0.0% | 4.926% | 0.35% |
| 5 | JPMORGAN CHASE & CO | 44.4M | $9.39B | +1.8% | 2.813% | 0.52% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30.2M | $6.31B | -0.1% | 1.915% | 0.28% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 27.3M | $5.69B | -1.3% | 1.734% | 0.30% |
| 8 | Fisher Asset Management, LLC | 26.2M | $5.47B | +2.2% | 1.659% | 1.63% |
| 9 | FMR LLC | 24.9M | $5.21B | +9.6% | 1.579% | 0.23% |
| 10 | Capital Research Global Investors | 18.1M | $3.78B | -10.8% | 1.146% | 0.53% |
| 11 | NORGES BANK | 18.0M | $3.76B | — | 1.140% | 0.37% |
| 12 | BANK OF AMERICA CORP /DE/ | 16.7M | $3.48B | +2.0% | 1.056% | 0.22% |
| 13 | GOLDMAN SACHS GROUP INC | 15.5M | $3.25B | -8.2% | 0.985% | 0.28% |
| 14 | AMERIPRISE FINANCIAL INC | 14.1M | $2.95B | +1.3% | 0.894% | 0.60% |
| 15 | UBS Group AG | 13.5M | $2.81B | +0.4% | 0.853% | 0.36% |
| 16 | NORTHERN TRUST CORP | 12.5M | $2.62B | -2.4% | 0.793% | 0.30% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 11.2M | $2.34B | +1.7% | 0.711% | 0.43% |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10.2M | $2.14B | -0.2% | 0.648% | 1.52% |
| 19 | Capital World Investors | 10.2M | $2.13B | +529.2% | 0.645% | 0.25% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.0M | $2.08B | -0.4% | 0.631% | 0.28% |
| 21 | Bank of New York Mellon Corp | 9.8M | $2.04B | -0.4% | 0.619% | 0.33% |
| 22 | Invesco Ltd. | 9.2M | $1.92B | +17.3% | 0.584% | 0.15% |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9.2M | $1.92B | -21.6% | 0.584% | 0.61% |
| 24 | FRANKLIN RESOURCES INC | 8.4M | $1.75B | -8.9% | 0.530% | 0.38% |
| 25 | Legal & General Group Plc | 7.5M | $1.57B | -9.7% | 0.475% | 0.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MS — a direct measure of their conviction.
| 84.90% |
| 0.77 pp |
| $154.33B |
| 8.6% |
| Q4 2024 | 2,031 | +12% | 85.67% | +1.81 pp | $168.89B | +24% |
| Q3 2024 | 1,809 | — | 83.86% | — | $136.66B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MS institutional ownership rose by 1.44 percentage points quarter-over-quarter, with a net change of +266 holders.
The top 10 institutions account for 61.5% of all reported 13F value in MS, and the top 25 account for 74.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Morgan Stanley (MS) Institutional Ownership