MORGAN STANLEY MS
$213.93
+1.0% 52w: $129.58 – $227.09
Latest 13F among current holders filed 9 days ago (Jun 25, 2026)
Price — last 12 months
research preview data129.58178.34227.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.5K
-35 QoQ
13F value
$218.04B
-9.5% QoQ
Smart-money holders
227
signal tier ≥ 2
New smart buyers
22
Q1 2026
Options barometer
0.7×
$1.93B calls / $2.76B puts
Institutional value by quarter
Number of holders
Who owns MS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC ★2 | Fundamental diversified | 377.1M | $62.06B | 100.0% | Held |
| STATE STREET CORP | Index provider | 101.3M | $16.68B | 0.6% | -2.4% |
| BlackRock, Inc. | Index provider | 96.4M | $15.86B | 0.3% | +1.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 77.7M | $12.79B | 0.3% | — |
| JPMORGAN CHASE & CO | Bank broker | 43.6M | $6.90B | 0.5% | +22.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 30.2M | $4.98B | 0.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 27.7M | $4.54B | 0.3% | +2.3% |
| Fisher Asset Management, LLC | Long only active | 25.6M | $4.21B | 1.4% | +2.3% |
| FMR LLC | Long only active | 22.7M | $3.74B | 0.2% | -13.1% |
| Capital Research Global Investors | Long only active | 20.3M | $3.34B | 0.5% | +31.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 17.0M | $2.80B | 0.3% | +14.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 16.3M | $2.69B | 0.2% | +0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 14.9M | $2.45B | 0.3% | -2.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 13.9M | $2.29B | 0.5% | -1.9% |
| NORTHERN TRUST CORP | Index provider | 12.8M | $2.11B | 0.3% | 0.0% |
| UBS Group AG | Bank broker | 11.9M | $1.96B | 0.3% | +12.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 11.7M | $1.93B | 0.7% | -5.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 11.0M | $1.81B | 0.4% | +20.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 10.2M | $1.69B | 1.4% | -0.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 10.0M | $1.64B | 0.3% | +1.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 9.8M | $1.61B | 0.3% | +4.5% |
| FRANKLIN RESOURCES INC | Long only active | 9.2M | $1.51B | 0.4% | +4.7% |
| Legal & General Group Plc | Diversified mechanical | 8.3M | $1.37B | 0.3% | +0.4% |
| ROYAL BANK OF CANADA | Bank broker | 7.9M | $1.30B | 0.2% | -12.3% |
| Invesco Ltd. | Index provider | 7.8M | $1.29B | 0.2% | +9.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 7.2M | $1.19B | 0.2% | +0.9% |
| Capital International Investors | Long only active | 7.2M | $1.18B | 0.3% | -65.2% |
| Amundi | Diversified mechanical | 7.0M | $1.15B | 0.3% | +10.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 6.8M | $1.11B | 0.3% | — |
| BANK OF MONTREAL /CAN/ | Bank broker | 6.7M | $1.10B | 0.5% | +0.4% |
| MORGAN STANLEY | Bank broker | 6.1M | $1.01B | 0.1% | +0.5% |
| Nuveen, LLC | Diversified mechanical | 5.6M | $921.9M | 0.2% | +3.5% |
| BARCLAYS PLC | Bank broker | 5.2M | $858.0M | 0.3% | +44.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 4.7M | $766.5M | 0.1% | -70.6% |
| Boston Partners | Other | 4.4M | $729.3M | 0.8% | +16.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.3M | $712.8M | 0.1% | +2.5% |
| MARSHALL WACE, LLP | Quant stat arb | 4.2M | $690.7M | 0.7% | +142.1% |
| DEUTSCHE BANK AG\ | Bank broker | 4.1M | $678.3M | 0.2% | +2.9% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 4.0M | $657.8M | 0.5% | +75.7% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 3.9M | $645.5M | 0.3% | -6.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 3.7M | $615.4M | 0.5% | +234.8% |
| HSBC HOLDINGS PLC | Bank broker | 3.4M | $553.8M | 0.3% | -52.0% |
| AXIOM INVESTORS LLC /DE ★2 | Fundamental diversified | 3.1M | $512.6M | 5.7% | -13.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.1M | $510.2M | 0.1% | +10.4% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 2.9M | $509.3M | 0.2% | -10.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 3.0M | $497.3M | 0.3% | -4.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 3.0M | $491.2M | 0.3% | +29.3% |
| National Pension Service | Other | 3.0M | $485.9M | 0.4% | +4.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 2.9M | $471.5M | 0.3% | -44.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 2.8M | $456.7M | 0.3% | -4.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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