Morgan Stanley Ownership | Who Owns Morgan Stanley?

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Morgan Stanley Ownership Summary

Morgan Stanley is owned by 76.97% institutional investors, 23.89% insiders. Mitsubishi ufj financial group is the largest institutional shareholder, holding 23.70% of MS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.40% of its assets in Morgan Stanley shares.

MS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Morgan Stanley	76.97%	23.89%	-0.85%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mitsubishi ufj financial group	377.09M	23.70%	$47.41B
Vanguard group	110.13M	6.92%	$13.85B
State street	110.27M	6.89%	$10.72B
Blackrock funding, inc. /de	95.09M	5.98%	$11.95B
Blackrock	84.37M	5.27%	$8.20B
Jpmorgan chase	41.03M	2.58%	$5.16B
Capital investors	29.98M	1.88%	$3.77B
Geode capital management	25.84M	1.62%	$3.24B
Fmr	25.56M	1.61%	$3.21B
Fisher asset management	22.83M	1.44%	$2.87B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mitsubishi ufj financial group	377.09M	100.00%	$47.41B
Bridger management	187.71K	12.68%	$23.60M
New republic capital	102.38K	8.41%	$12.87M
Surience private wealth	35.36K	5.74%	$4.45M
Rbf capital	810.43K	5.27%	$101.89M
Marvin & palmer associates	54.38K	5.22%	$6.84M
Focused investors	1.31M	5.21%	$164.92M
Grand jean capital management	168.58K	4.92%	$21.19M
Hamlin capital management	1.49M	4.64%	$187.41M
Cunning capital partners, lp	58.88K	4.44%	$7.40M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	15.19M	0.25%	15.19M
Capital research global investors	21.79M	0.56%	6.74M
Blackrock funding, inc. /de	95.09M	0.24%	6.30M
Fmr	25.56M	0.19%	2.73M
Raymond james financial	2.58M	0.12%	2.58M

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	20.90M	0.48%	-10.28M
Blackrock	84.37M	0.19%	-4.85M
Barclays	2.52M	0.09%	-3.56M
Bank of new york mellon	7.74M	0.19%	-3.28M
Legal & general group	8.04M	0.27%	-2.41M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	15.19M	0.25%	15.19M	$1.91B
Raymond james financial	2.58M	0.12%	2.58M	$324.12M
Axiom investors llc /de	1.56M	1.44%	1.56M	$195.74M
Menora mivtachim	1.53M	1.21%	1.53M	$192.73M
Ofi invest asset management	530.37K	1.52%	530.37K	$64.39M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-1.00
Mendota financial group	-2.00
Innealta capital	-9.00
Tfo-tdc	-12.00
Strengthening families & communities	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	1,970	0.87%	1,224,545,947	-8.42%	76	1.09%	928	-1.17%	712	9.71%
Sep 30, 2024	1,926	0.84%	1,335,729,418	-1.07%	84	1.17%	927	4.75%	639	-4.05%
Jun 30, 2024	1,873	-0.58%	1,347,786,816	-1.62%	84	1.15%	863	0.70%	661	-5.03%
Mar 31, 2024	1,884	1.95%	1,369,922,760	-0.46%	85	1.17%	857	0.71%	696	-2.25%
Dec 31, 2023	1,848	5.54%	1,376,314,990	0.72%	85	1.21%	851	7.31%	712	15.40%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	38.53M	2.40%	-75.39K
Vanguard Total Stock Mkt Idx Inv	38.12M	2.36%	132.56K
Vanguard Institutional 500 Index Trust	34.40M	2.13%	231.51K
Nuveen Multi-Market Income	17.00M	1.05%	17.00M
Fidelity 500 Index	15.54M	0.96%	69.19K
SPDR® S&P 500 ETF	15.39M	0.96%	-261.72K
iShares Core S&P 500 ETF	15.10M	0.94%	43.74K
SPDR® S&P 500® ETF Trust	14.98M	0.93%	-78.52K
SPDR® S&P 500® ETF	14.81M	0.92%	-248.63K
Capital Group Investment Co of Amer Comp	11.39M	0.71%	2.81M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 22, 2025	CRAWLEY MANDELL	Chief Client Officer	Sell	$1.15M
Jan 21, 2025	GROSSMAN ERIC F	Chief Legal/Admin Officer	Sell	$1.78M
Jan 21, 2025	SIMKOWITZ DANIEL A	Co-President	Sell	$3.01M
Jan 21, 2025	SIMKOWITZ DANIEL A	Co-President	Sell	$1.99M
Jan 21, 2025	SAPERSTEIN ANDREW M	Co-President	Sell	$2.56M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	9
2024 Q4	-	1
2024 Q3	-	7
2024 Q2	-	3
2024 Q1	-	10

MS Ownership FAQ

Who Owns Morgan Stanley?

Morgan Stanley shareholders are primarily institutional investors at 76.97%, followed by 23.89% insiders and -0.86% retail investors. The average institutional ownership in Morgan Stanley's industry, Capital Markets Stocks, is 34.70%, which Morgan Stanley exceeds.

Who owns the most shares of Morgan Stanley?

Morgan Stanley’s largest shareholders are Mitsubishi ufj financial group (377.09M shares, 23.70%), Vanguard group (110.13M shares, 6.92%), and State street (110.27M shares, 6.89%). Together, they hold 37.51% of Morgan Stanley’s total shares outstanding.

Does Blackrock own Morgan Stanley?

Yes, BlackRock owns 5.27% of Morgan Stanley, totaling 84.37M shares as of Jun 2024. This represents 0.19% of BlackRock's total assets, with a market value of 8.2B$. In the last quarter, BlackRock decreased its holdings by -4.851M shares, a -5.44% change.

Who is Morgan Stanley’s biggest shareholder by percentage of total assets invested?

Mitsubishi ufj financial group is Morgan Stanley’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 377.09M Morgan Stanley shares, valued at 47.41B$.

Who is the top mutual fund holder of Morgan Stanley shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Morgan Stanley shares, with 2.40% of its total shares outstanding invested in 38.53M Morgan Stanley shares.

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