Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377.1M | $78.83B | 0.0% | 23.907% | 100.00% |
| 2 | STATE STREET CORP | 99.6M | $20.81B | -1.8% | 6.312% | 0.31% |
| 3 | BlackRock, Inc. | 94.9M | $19.84B | -1.6% | 6.017% | 0.29% |
| 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.
Filings activity in MS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,750 | +11% | 87.22% | +1.44 pp | $278.81B | +29% |
| Q1 2026 | 2,484 | +0.5% | 85.78% | 1.34 pp | $216.23B | 9.0% |
| Q4 2025 | 2,471 | +12% | 87.12% | +0.85 pp | $237.52B | +12% |
| Q3 2025 | 2,216 | +3.2% | 86.27% | +0.46 pp | $212.67B | +14% |
| Q2 2025 | 2,148 | +6.3% | 85.81% | +0.91 pp | $186.47B | +21% |
| Q1 2025 | 2,021 | 0.5% | 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.
Quick answers to the most common questions about buying MS stock.
Based on Q2 2026 13F filings, institutional ownership of Morgan Stanley stands at 87.2%, held across 2,750 reporting institutions.
MITSUBISHI UFJ FINANCIAL GROUP INC is the largest reported institutional holder of MS, with approximately 377,085,167 shares worth $78.83B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MS, including Fisher Asset Management, LLC.
Our composite Smart Money Score for MS is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
318 institutions opened new positions in MS during Q2 2026, while 88 fully exited. 2,157 added to existing positions and 180 trimmed.
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