| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 24% | $60,406,530,598 | 380,010,887 | MITSUBISHI UFJ FINANCIAL GROUP, INC. | 03 Nov 2025 |
As of 31 Dec 2025, 2,132 institutional investors reported holding 1,154,284,452 shares of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS). This represents 73% of the company’s total 1,589,338,716 outstanding shares.
The largest institutional shareholders of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 24% | 377,085,167 | 0% | 100% | $66,943,929,698 |
| VANGUARD GROUP INC | 7.5% | 119,718,100 | +1.2% | 0.31% | $21,253,554,293 |
| STATE STREET CORP | 6.5% | 103,854,751 | +0.52% | 0.62% | $18,437,333,945 |
| BlackRock, Inc. | 6% | 95,248,897 | +1.7% | 0.29% | $16,909,536,677 |
| JPMORGAN CHASE & CO | 2.2% | 35,714,453 | -4.5% | 0.43% | $6,340,387,220 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 27,070,557 | +2% | 0.3% | $4,786,349,512 |
| Fisher Asset Management, LLC | 1.6% | 25,018,335 | +2.1% | 1.5% | $4,441,505,244 |
| Capital International Investors | 1.3% | 20,544,097 | -25% | 0.57% | $3,647,545,244 |
| Capital Research Global Investors | 0.97% | 15,432,313 | -20% | 0.51% | $2,739,708,458 |
| NORGES BANK | 0.97% | 15,415,129 | 0.29% | $2,736,647,851 | |
| GOLDMAN SACHS GROUP INC | 0.96% | 15,207,682 | +1.6% | 0.39% | $2,699,819,685 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.78% | 12,458,302 | -7.4% | 0.71% | $2,211,722,355 |
| UBS Group AG | 0.67% | 10,642,269 | +3% | 0.37% | $1,889,322,017 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.65% | 10,302,528 | +6.1% | 1.4% | $1,829,007,797 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 9,857,800 | -7.7% | 0.27% | $1,750,055,207 |
| Bank of New York Mellon Corp | 0.59% | 9,371,513 | +8.2% | 0.29% | $1,663,724,756 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.58% | 9,171,655 | +0.92% | 0.34% | $1,628,243,912 |
| FRANKLIN RESOURCES INC | 0.55% | 8,766,408 | -3.5% | 0.38% | $1,556,300,029 |
| Legal & General Group Plc | 0.52% | 8,261,749 | -1.8% | 0.33% | $1,466,708,307 |
| DIMENSIONAL FUND ADVISORS LP | 0.45% | 7,170,017 | -12% | 0.27% | $1,272,996,337 |
| BANK OF MONTREAL /CAN/ | 0.42% | 6,638,226 | +3.5% | 0.48% | $1,178,484,340 |
| MORGAN STANLEY | 0.38% | 6,094,734 | -0.9% | 0.06% | $1,081,998,167 |
| Nuveen, LLC | 0.34% | 5,413,255 | -4.4% | 0.25% | $961,015,160 |
| WELLS FARGO & COMPANY/MN | 0.27% | 4,225,369 | +12% | 0.15% | $750,129,729 |
| DEUTSCHE BANK AG\ | 0.25% | 4,003,926 | -0.17% | 0.23% | $710,816,981 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,154,284,452 | $204,832,070,027 | +$302,841,608 | $177.53 | 2,132 |
| 2025 Q3 | 1,332,070,143 | $211,675,933,864 | -$3,230,339,121 | $158.96 | 2,235 |
| 2025 Q2 | 1,352,364,208 | $190,436,564,324 | +$849,936,408 | $140.86 | 2,183 |
| 2025 Q1 | 1,348,170,631 | $157,202,044,845 | -$1,472,755,972 | $116.67 | 2,069 |
| 2024 Q4 | 1,357,226,121 | $170,626,092,865 | +$342,650,083 | $125.72 | 2,088 |
| 2024 Q3 | 1,351,525,801 | $140,959,140,275 | -$69,156,956 | $104.24 | 1,857 |
| 2024 Q2 | 1,348,417,203 | $131,058,598,354 | -$409,556,565 | $97.19 | 1,810 |
| 2024 Q1 | 1,356,531,020 | $127,674,594,623 | -$1,988,972,403 | $94.16 | 1,778 |
| 2023 Q4 | 1,375,375,295 | $128,215,936,324 | -$663,918,978 | $93.25 | 1,748 |
| 2023 Q3 | 1,378,893,496 | $112,629,342,585 | -$779,942,788 | $81.67 | 1,653 |
| 2023 Q2 | 1,388,539,402 | $118,600,861,581 | -$2,045,319,240 | $85.40 | 1,668 |
| 2023 Q1 | 1,412,450,138 | $124,014,722,436 | -$93,166,118 | $87.80 | 1,654 |
| 2022 Q4 | 1,413,824,746 | $120,251,932,682 | -$889,103,533 | $85.02 | 1,662 |
| 2022 Q3 | 1,425,974,667 | $112,735,650,865 | -$1,060,312,537 | $79.01 | 1,562 |
| 2022 Q2 | 1,440,378,308 | $109,591,191,671 | -$2,444,229,929 | $76.06 | 1,584 |
| 2022 Q1 | 1,474,788,040 | $128,981,120,975 | -$2,076,857,272 | $87.40 | 1,648 |
| 2021 Q4 | 1,495,187,575 | $146,777,504,941 | -$3,347,834,618 | $98.16 | 1,694 |
| 2021 Q3 | 1,527,547,219 | $148,689,250,215 | -$3,615,682,318 | $97.31 | 1,569 |
| 2021 Q2 | 1,565,656,188 | $143,540,696,348 | -$1,701,050,755 | $91.69 | 1,530 |
| 2021 Q1 | 1,590,531,856 | $123,534,605,898 | +$927,132,238 | $77.66 | 1,497 |
| 2020 Q4 | 1,579,330,529 | $108,282,778,746 | +$11,953,776,302 | $68.53 | 1,347 |
| 2020 Q3 | 1,405,772,623 | $67,891,543,561 | -$461,167,291 | $48.35 | 1,134 |
| 2020 Q2 | 1,414,531,287 | $68,320,490,469 | +$2,004,866,712 | $48.30 | 1,092 |
| 2020 Q1 | 1,378,718,844 | $46,883,688,039 | +$861,275,431 | $34.00 | 1,011 |
| 2019 Q4 | 1,349,282,977 | $68,972,047,964 | -$798,720,663 | $51.12 | 1,081 |
| 2019 Q3 | 1,368,903,573 | $58,413,898,224 | -$1,013,241,375 | $42.67 | 1,002 |
| 2019 Q2 | 1,392,014,223 | $60,966,261,332 | -$744,877,347 | $43.81 | 1,009 |
| 2019 Q1 | 1,424,357,152 | $60,116,788,196 | -$910,681,363 | $42.20 | 1,026 |
| 2018 Q4 | 1,447,559,408 | $57,391,063,458 | -$1,269,912,019 | $39.65 | 1,030 |
| 2018 Q3 | 1,475,826,735 | $68,724,538,671 | -$751,387,936 | $46.57 | 1,024 |
| 2018 Q2 | 1,491,484,126 | $70,702,855,885 | -$1,560,523,425 | $47.40 | 1,025 |
| 2018 Q1 | 1,523,222,103 | $82,155,037,479 | -$1,023,871,607 | $53.96 | 1,034 |
| 2017 Q4 | 1,543,677,203 | $80,967,184,075 | -$820,955,815 | $52.47 | 1,039 |
| 2017 Q3 | 1,558,926,146 | $75,089,997,005 | -$712,718,506 | $48.17 | 917 |
| 2017 Q2 | 1,574,714,759 | $70,170,032,611 | +$197,299,542 | $44.56 | 908 |
| 2017 Q1 | 1,583,112,986 | $67,824,583,314 | +$3,393,190,623 | $42.84 | 912 |
| 2016 Q4 | 1,603,007,152 | $67,715,966,645 | +$461,318,364 | $42.25 | 878 |
| 2016 Q3 | 1,594,043,792 | $51,090,418,438 | -$403,917,337 | $32.06 | 773 |
| 2016 Q2 | 1,607,461,766 | $41,763,370,603 | +$1,104,414,264 | $25.98 | 732 |
| 2016 Q1 | 1,561,648,932 | $39,056,832,013 | +$360,885,274 | $25.01 | 749 |
| 2015 Q4 | 1,543,929,557 | $49,114,038,662 | -$443,531,200 | $31.81 | 806 |
| 2015 Q3 | 1,555,804,558 | $49,008,885,699 | -$374,948,816 | $31.50 | 793 |
| 2015 Q2 | 1,566,027,634 | $60,739,164,608 | -$199,006,750 | $38.79 | 806 |
| 2015 Q1 | 1,571,686,363 | $56,086,074,189 | -$510,840,407 | $35.69 | 780 |
| 2014 Q4 | 1,584,807,973 | $61,459,497,463 | +$1,417,120,939 | $38.80 | 780 |
| 2014 Q3 | 1,547,315,287 | $53,486,927,210 | +$89,561,607 | $34.57 | 723 |
| 2014 Q2 | 1,545,321,399 | $49,957,405,651 | +$1,201,069,677 | $32.33 | 727 |
| 2014 Q1 | 1,507,828,793 | $46,986,823,841 | +$292,237,222 | $31.17 | 722 |