MS Institutional Ownership
Top institutional (13F) holders of MS and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
63
Institutional value
$145.12B
Top holder
STATE STREET CORPORATION
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| STATE STREET CORPORATIONholding company | 6.4% | Sep 22, 2026 | $20.81B |
| BlackRock, Inc.holding company | 6.1% | Aug 7, 2026 | $19.84B |
| Vanguard Capital Managementinvestment advisor | 5.0% | Aug 13, 2026 | $16.24B |
| JPMORGAN CHASE & COholding company | 2.8% | Aug 12, 2026 | $9.39B |
| Vanguard Portfolio Managementinvestment advisor | 1.9% | Aug 13, 2026 | $6.31B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 1.8% | Nov 6, 2026 | $5.22B |
| FMR LLCinvestment advisor | 1.6% | Aug 13, 2026 | $5.21B |
| Fisher Asset Management, LLCinvestment advisor | 1.7% | Nov 6, 2026 | $5B |
| T. Rowe Price Associates, Inc.investment advisor | 1.2% | Aug 14, 2026 | $4.02B |
| Capital Research Global Investorsinvestment advisor | 1.2% | Aug 12, 2026 | $3.78B |
| Norges Bankother | 1.2% | Aug 12, 2026 | $3.76B |
| BANK OF AMERICA CORP /DE/holding company | 1.1% | Aug 14, 2026 | $3.48B |
| GOLDMAN SACHS GROUP INCinvestment advisor | 1.0% | Aug 14, 2026 | $3.25B |
| Ameriprise Financial, Inc.holding company | 0.9% | Aug 14, 2026 | $2.95B |
| UBS Group AGbank | 0.9% | Aug 13, 2026 | $2.81B |
| NORTHERN TRUST CORPinvestment advisor | 0.8% | Aug 13, 2026 | $2.62B |
| Capital World Investorsinvestment advisor | 0.7% | Aug 12, 2026 | $2.13B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.6% | Aug 14, 2026 | $2.08B |
| Invesco Ltd.holding company | 0.6% | Aug 14, 2026 | $1.92B |
| Massachusetts Financial Services Companyinvestment advisor | 0.6% | Aug 3, 2026 | $1.92B |
| FRANKLIN RESOURCES INCinvestment advisor | 0.5% | Aug 13, 2026 | $1.75B |
| Bank of New York Mellon Corpholding company | 0.6% | Nov 5, 2026 | $1.64B |
| ROYAL BANK OF CANADAholding company | 0.4% | Aug 14, 2026 | $1.46B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 0.4% | Aug 14, 2026 | $1.33B |
| Capital International Investorsinvestment advisor | 0.4% | Aug 12, 2026 | $1.31B |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC.holding company | SC 13D/A | 24.1% | Jul 15, 2026 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 5.7% | Apr 30, 2026 |
Institutional ownership for companies related to MS
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.