Who owns Morgan Stanley (MS)
Which tracked institutional funds hold MS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MS is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 1598 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MS’s largest tracked holder by dollar value, MITSUBISHI UFJ FINANCIAL GROUP INC, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 99.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2615 tracked filers holding MS, 1213 increased or opened the position and 1151 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- VIKING GLOBAL INVESTORS LP$339M
- Temasek Holdings (Private) Ltd$10M
- SOROS FUND MANAGEMENT LLC$4M
Full exits 1592
- MITSUBISHI UFJ FINANCIAL GROUP INC$62.1B
- VANGUARD CAPITAL MANAGEMENT LLC$12.8B
- JPMORGAN CHASE & CO$6.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$5.0B
- GEODE CAPITAL MANAGEMENT, LLC$4.5B
- Fisher Asset Management, LLC$4.2B
Largest adds
- BlackRock, Inc.$4.3B
- STATE STREET CORP$4.1B
- NORGES BANK$2.0B
- Capital World Investors$1.9B
- FMR LLC$1.5B
- PRICE T ROWE ASSOCIATES INC /MD/$1.2B
Largest trims
- MILLENNIUM MANAGEMENT LLC$547M
- CITADEL ADVISORS LLC$358M
- Point72 Asset Management, L.P.$187M
- D. E. Shaw & Co., Inc.$91M
- BALYASNY ASSET MANAGEMENT L.P.$61M
- Schonfeld Strategic Advisors LLC$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 377,085,167 | $62.1B | 26.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 99,560,815 | $20.8B | 9.0% | 2026-Q2 |
| BlackRock, Inc. added | 94,899,620 | $19.8B | 8.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 77,715,132 | $12.8B | 5.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 43,578,279 | $6.9B | 3.0% | 2026-Q1 |
| FMR LLC added | 24,903,987 | $5.2B | 2.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 30,240,801 | $5.0B | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 27,702,674 | $4.5B | 2.0% | 2026-Q1 |
| Fisher Asset Management, LLC added | 25,600,068 | $4.2B | 1.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,246,850 | $4.0B | 1.7% | 2026-Q2 |
| Capital Research Global Investors trimmed | 18,070,606 | $3.8B | 1.6% | 2026-Q2 |
| NORGES BANK added | 17,984,532 | $3.8B | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 14,875,181 | $2.4B | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 13,916,490 | $2.3B | 1.0% | 2026-Q1 |
| Capital World Investors added | 10,170,848 | $2.1B | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 12,818,061 | $2.1B | 0.9% | 2026-Q1 |
| UBS Group AG added | 11,923,338 | $2.0B | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 11,749,856 | $1.9B | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 9,205,421 | $1.9B | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 11,017,848 | $1.8B | 0.8% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 10,244,669 | $1.7B | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 9,991,147 | $1.6B | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 9,794,288 | $1.6B | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 9,175,221 | $1.5B | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 8,295,263 | $1.4B | 0.6% | 2026-Q1 |
| Capital International Investors trimmed | 6,284,290 | $1.3B | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,923,829 | $1.3B | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,235,756 | $1.2B | 0.5% | 2026-Q1 |
| Amundi added | 6,981,276 | $1.1B | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,753,689 | $1.1B | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 6,663,292 | $1.1B | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,129,203 | $1.1B | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 4,648,847 | $972M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 5,601,891 | $922M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 5,213,854 | $858M | 0.4% | 2026-Q1 |
| Boston Partners added | 4,429,180 | $729M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 3,423,546 | $716M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,331,016 | $713M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,121,871 | $678M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 3,922,709 | $646M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,366,470 | $554M | 0.2% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE trimmed | 3,114,846 | $513M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,100,379 | $510M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,868,763 | $509M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 3,021,966 | $497M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,984,976 | $491M | 0.2% | 2026-Q1 |
| National Pension Service added | 2,952,417 | $486M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,775,297 | $457M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,686,910 | $442M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,645,928 | $435M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 2,613,380 | $430M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,542,196 | $418M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 2,422,284 | $399M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,411,894 | $397M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,383,354 | $392M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,308,186 | $380M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 2,150,577 | $354M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,149,365 | $354M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 2,131,499 | $351M | 0.2% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP new | 1,622,593 | $339M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 1,992,841 | $328M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,977,078 | $325M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,969,551 | $324M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 1,872,878 | $308M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 1,850,620 | $305M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,815,816 | $299M | 0.1% | 2026-Q1 |
| KBC Group NV added | 1,814,373 | $299M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,799,762 | $296M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,790,507 | $295M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,685,994 | $277M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,638,520 | $270M | 0.1% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 1,635,037 | $269M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,562,523 | $257M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,537,355 | $253M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 1,501,131 | $247M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 1,498,694 | $247M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,452,035 | $239M | 0.1% | 2026-Q1 |
| Cullen Capital Management, LLC trimmed | 1,433,565 | $236M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,410,293 | $232M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,400,026 | $230M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,382,293 | $227M | 0.1% | 2026-Q1 |
| SAMLYN CAPITAL, LLC trimmed | 1,323,544 | $218M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,031,476 | $216M | 0.1% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 1,331,983 | $215M | 0.1% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 1,288,720 | $212M | 0.1% | 2026-Q1 |
| COMMERCE BANK added | 1,286,011 | $212M | 0.1% | 2026-Q1 |
| Alecta Tjanstepension Omsesidigt added | 1,279,100 | $210M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,252,759 | $206M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,247,157 | $205M | 0.1% | 2026-Q1 |
| Focused Investors LLC trimmed | 1,228,350 | $202M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,227,123 | $202M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,199,201 | $197M | 0.1% | 2026-Q1 |
| Evercore Wealth Management, LLC trimmed | 1,177,393 | $194M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 915,529 | $191M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 1,151,520 | $190M | 0.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,123,489 | $185M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 1,122,601 | $183M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 119,718,100 | $21.3B | 9.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,069,000 | $190M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.