MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock, par value $0.01 per Share
Symbol: MS on NYSE
Shares outstanding: 1,589,338,716
Price per share: $177.53
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 1,331,939,958
Total reported value: $211,655,384,563
% of total 13F portfolios: 0.08%
Share change: -22,495,648
Value change: -$3,246,365,481
Number of holders: 2,226
Price from insider filings: $177.53

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) based on Schedule 13D/G filings

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 30 Sep 2025, 2,226 institutional investors reported holding 1,331,939,958 shares of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS). This represents 84% of the company’s total 1,589,338,716 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) together control 65% 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%	$59,941,458,146
VANGUARD GROUP INC	7.4%	118,356,160	-0.64%	0.28%	$18,813,895,195
STATE STREET CORP	6.5%	103,315,207	-0.78%	0.57%	$16,422,985,305
BlackRock, Inc.	5.9%	93,668,209	-1.4%	0.26%	$14,889,498,503
JPMORGAN CHASE & CO	2.4%	37,412,736	-4.5%	0.38%	$5,947,168,785
Capital International Investors	1.7%	27,321,214	+0.62%	0.7%	$4,343,522,844
GEODE CAPITAL MANAGEMENT, LLC	1.7%	26,535,849	-0.37%	0.27%	$4,202,893,799
FMR LLC	1.6%	24,795,170	+19%	0.2%	$3,941,440,238
Fisher Asset Management, LLC	1.5%	24,494,146	+1.9%	1.4%	$3,893,589,624
Capital Research Global Investors	1.2%	19,248,911	-0.7%	0.57%	$3,059,809,086
WELLINGTON MANAGEMENT GROUP LLP	1.2%	18,732,898	-2%	0.52%	$2,977,781,466
BANK OF AMERICA CORP /DE/	1.1%	16,842,099	-1.4%	0.2%	$2,677,220,104
GOLDMAN SACHS GROUP INC	0.94%	14,968,473	-5.1%	0.34%	$2,379,388,547
AMERIPRISE FINANCIAL INC	0.9%	14,260,650	+6.1%	0.52%	$2,267,846,892
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.85%	13,457,214	-1.9%	0.66%	$2,139,158,738
NORTHERN TRUST CORP	0.82%	12,963,412	-5.4%	0.26%	$2,060,663,971
PRICE T ROWE ASSOCIATES INC /MD/	0.73%	11,553,696	-5.5%	0.2%	$1,836,577,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.67%	10,680,973	-2.7%	0.27%	$1,697,847,471
UBS Group AG	0.65%	10,332,858	-7.1%	0.32%	$1,642,511,109
SCHRODER INVESTMENT MANAGEMENT GROUP	0.61%	9,712,071	+3.8%	1.2%	$1,543,830,806
FRANKLIN RESOURCES INC	0.57%	9,088,814	-5.6%	0.36%	$1,444,760,408
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.57%	9,088,183	-19%	0.31%	$1,444,657,571
Invesco Ltd.	0.57%	9,083,580	+2.8%	0.23%	$1,443,925,907
Bank of New York Mellon Corp	0.54%	8,658,918	-0.86%	0.25%	$1,376,421,826
Legal & General Group Plc	0.53%	8,411,335	+3.4%	0.3%	$1,337,065,806

Institutional Holders of MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	16,119,644	$2,870,790,142	-$45,000,267		$266,295	$177.53	450
2025 Q3	1,331,939,958	$211,655,384,563	-$3,246,365,481	$3,771,202,059	$2,668,897,995	$158.96	2,226
2025 Q2	1,352,364,208	$190,436,564,324	+$849,936,408	$3,229,777,880	$2,623,032,382	$140.86	2,183
2025 Q1	1,348,170,631	$157,202,044,845	-$1,472,755,972	$3,266,090,540	$1,922,797,111	$116.67	2,069
2024 Q4	1,357,226,121	$170,626,092,865	+$342,650,083	$3,745,720,360	$2,780,350,029	$125.72	2,088
2024 Q3	1,351,525,801	$140,959,140,275	-$69,156,956	$3,064,493,251	$2,730,435,120	$104.24	1,857
2024 Q2	1,348,417,203	$131,058,598,354	-$409,556,565	$2,643,079,815	$2,572,280,357	$97.19	1,810
2024 Q1	1,356,531,020	$127,674,594,623	-$1,988,972,403	$3,003,003,894	$3,022,638,397	$94.16	1,778
2023 Q4	1,375,375,295	$128,215,936,324	-$663,918,978	$2,944,647,957	$3,604,481,882	$93.25	1,748
2023 Q3	1,378,893,496	$112,629,342,585	-$779,942,788	$2,023,258,459	$2,271,104,899	$81.67	1,653
2023 Q2	1,388,539,402	$118,600,861,581	-$2,045,319,240	$1,819,749,096	$2,163,359,526	$85.40	1,668
2023 Q1	1,412,450,138	$124,014,722,436	-$93,166,118	$1,911,292,320	$2,254,014,019	$87.80	1,654
2022 Q4	1,413,824,746	$120,251,932,682	-$889,103,533	$2,194,402,025	$2,279,036,792	$85.02	1,662
2022 Q3	1,425,974,667	$112,735,650,865	-$1,060,312,537	$2,068,271,182	$1,724,922,041	$79.01	1,562
2022 Q2	1,440,378,308	$109,591,191,671	-$2,444,229,929	$1,925,392,394	$1,201,527,312	$76.06	1,584
2022 Q1	1,474,788,040	$128,981,120,975	-$2,076,857,272	$2,714,403,120	$1,665,031,120	$87.40	1,648
2021 Q4	1,495,187,575	$146,777,504,941	-$3,347,834,618	$4,505,299,128	$2,015,664,424	$98.16	1,694
2021 Q3	1,527,547,219	$148,689,250,215	-$3,615,682,318	$4,186,783,129	$2,179,355,585	$97.31	1,569
2021 Q2	1,565,656,188	$143,540,696,348	-$1,701,050,755	$2,866,551,998	$2,178,617,181	$91.69	1,530
2021 Q1	1,590,531,856	$123,534,605,898	+$927,132,238	$2,560,315,784	$1,692,241,516	$77.66	1,497
2020 Q4	1,579,330,529	$108,282,778,746	+$11,953,776,302	$2,764,369,171	$2,169,793,009	$68.53	1,347
2020 Q3	1,405,772,623	$67,891,543,561	-$461,167,291	$1,823,114,035	$1,257,804,380	$48.35	1,134
2020 Q2	1,414,531,287	$68,320,490,469	+$2,004,866,712	$1,879,554,570	$1,155,684,560	$48.30	1,092
2020 Q1	1,378,718,844	$46,883,688,039	+$861,275,431	$1,296,478,000	$563,225,800	$34.00	1,011
2019 Q4	1,349,282,977	$68,972,047,964	-$798,720,663	$2,330,465,000	$1,187,358,120	$51.12	1,081
2019 Q3	1,368,903,573	$58,413,898,224	-$1,013,241,375	$1,857,715,000	$1,002,804,400	$42.67	1,002
2019 Q2	1,392,014,223	$60,966,261,332	-$744,877,347	$1,637,696,000	$826,051,200	$43.81	1,009
2019 Q1	1,424,357,152	$60,116,788,196	-$910,681,363	$1,654,363,000	$830,039,000	$42.20	1,026
2018 Q4	1,447,559,408	$57,391,063,458	-$1,269,912,019	$1,651,050,000	$939,560,000	$39.65	1,030
2018 Q3	1,475,826,735	$68,724,538,671	-$751,387,936	$1,642,138,000	$1,132,396,000	$46.57	1,024
2018 Q2	1,491,484,126	$70,702,855,885	-$1,560,523,425	$1,511,930,000	$931,323,000	$47.40	1,025
2018 Q1	1,523,222,103	$82,155,037,479	-$1,023,871,607	$1,569,176,496	$543,254,408	$53.96	1,034
2017 Q4	1,543,677,203	$80,967,184,075	-$820,955,815	$2,449,161,372	$645,955,116	$52.47	1,039
2017 Q3	1,558,926,146	$75,089,997,005	-$712,718,506	$2,002,398,000	$853,448,000	$48.17	917
2017 Q2	1,574,714,759	$70,170,032,611	+$197,299,542	$1,978,925,000	$960,339,000	$44.56	908
2017 Q1	1,583,112,986	$67,824,583,314	+$3,393,190,623	$1,669,284,000	$977,858,000	$42.84	912
2016 Q4	1,603,007,152	$67,715,966,645	+$461,318,364	$2,369,565,000	$1,380,016,000	$42.25	878
2016 Q3	1,594,043,792	$51,090,418,438	-$403,917,337	$1,483,457,000	$1,005,342,000	$32.06	773
2016 Q2	1,607,461,766	$41,763,370,603	+$1,104,414,264	$1,111,496,000	$560,224,000	$25.98	732
2016 Q1	1,561,648,932	$39,056,832,013	+$360,885,274	$983,233,000	$500,172,000	$25.01	749
2015 Q4	1,543,929,557	$49,114,038,662	-$443,531,200	$1,400,711,000	$541,694,625	$31.81	806
2015 Q3	1,555,804,558	$49,008,885,699	-$374,948,816	$1,101,680,000	$396,252,000	$31.50	793
2015 Q2	1,566,027,634	$60,739,164,608	-$199,006,750	$1,117,359,000	$445,697,000	$38.79	806
2015 Q1	1,571,686,363	$56,086,074,189	-$510,840,407	$1,059,456,000	$300,574,000	$35.69	780
2014 Q4	1,584,807,973	$61,459,497,463	+$1,417,120,939	$1,296,685,000	$507,448,000	$38.80	780
2014 Q3	1,547,315,287	$53,486,927,210	+$89,561,607	$965,612,164	$466,417,000	$34.57	723
2014 Q2	1,545,321,399	$49,957,405,651	+$1,201,069,677	$796,446,000	$413,455,000	$32.33	727
2014 Q1	1,507,828,793	$46,986,823,841	+$292,237,222	$729,378,000	$514,448,000	$31.17	722