Morgan Stanley (MS) Ownership

131.69 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Mitsubishi UFJ Financial Group Inc Junk is the biggest individual institutional holder of Morgan Stanley (MS), owning a total of 377.1 million shares. Combined, the top 31 institutional holders of MS own 77.79% of the company with a total of 1.3 billion shares.

In the latest ownership report on June 30th 2024, the top 31 institutional holders increased their combined ownership of MS by 3 million shares. 11 institutions bought 17,460,606 total additional shares and increased their ownership by an average of 11.84%. However 9 institutions sold 14,464,650 total shares and decreased their ownership by an average of 4.15%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Morgan Stanley increased by a net total of 2,995,956 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	23.406%	0.000%	377,085,167	0	2024-06-30
State Street Corp	6.845%	-1.166%	110,268,763	-1,300,915	2024-06-30
Vanguard Group Inc	6.744%	0.197%	108,650,157	214,039	2024-06-30
BlackRock Inc	5.237%	-5.437%	84,368,261	-4,851,220	2024-06-30
JPMorgan Chase & Co	3.079%	-1.360%	49,595,731	-683,895	2024-06-30
Wellington Management Company LLP	2.392%	-10.187%	38,531,143	-4,370,526	2024-06-30
Capital Research & Mgmt Co - Division 3	1.843%	4.245%	29,690,060	1,208,990	2024-06-30
Geode Capital Management, LLC	1.550%	1.746%	24,971,096	428,558	2024-06-30
FMR Inc	1.439%	34.269%	23,176,614	5,915,271	2024-06-30
Fisher Asset Management, LLC	1.354%	4.961%	21,814,109	1,031,032	2024-06-30
Bank of America Corp	1.305%	-7.553%	21,016,146	-1,717,010	2024-06-30
Massachusetts Financial Services Company	1.210%	-1.701%	19,490,842	-337,264	2024-06-30
NORGES BANK	0.891%	39.635%	14,346,860	4,072,278	2024-06-30
Goldman Sachs Group Inc	0.853%	39.143%	13,739,561	3,865,111	2024-06-30
Ameriprise Financial Inc	0.808%	-2.116%	13,015,331	-281,368	2024-06-30
Bank of New York Mellon Corp	0.799%	2.415%	12,875,677	303,654	2024-06-30
T. Rowe Price Associates, Inc.	0.784%	-2.008%	12,632,804	-258,801	2024-06-30
Morgan Stanley - Brokerage Accounts	0.753%	1.533%	12,137,700	183,240	2024-06-30
Northern Trust Corp	0.743%	1.316%	11,967,496	155,478	2024-06-30
Charles Schwab Investment Management Inc	0.680%	0.763%	10,956,373	82,955	2024-06-30
Amvescap Plc.	0.670%	-5.786%	10,806,492	-663,651	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mitsubishi UFJ Financial Group Inc Junk	23.406%	0.000%	377,085,167	0	2024-06-30
State Street Corporation	6.896%	-2.060%	111,569,678	-2,346,167	2024-03-31
State Street Corp	6.845%	-1.166%	110,268,763	-1,300,915	2024-06-30
Vanguard Group Inc	6.744%	0.197%	108,650,157	214,039	2024-06-30
BlackRock Inc	5.237%	-5.437%	84,368,261	-4,851,220	2024-06-30
JPMorgan Chase & Co	3.079%	-1.360%	49,595,731	-683,895	2024-06-30
Wellington Management Company LLP	2.392%	-10.187%	38,531,143	-4,370,526	2024-06-30
Capital Research & Mgmt Co - Division 3	1.843%	4.245%	29,690,060	1,208,990	2024-06-30
Geode Capital Management, LLC	1.550%	1.746%	24,971,096	428,558	2024-06-30
FMR Inc	1.439%	34.269%	23,176,614	5,915,271	2024-06-30
Capital World Investors	1.400%	-3.601%	22,984,469	-858,492	2023-06-30
Fisher Asset Management, LLC	1.354%	4.961%	21,814,109	1,031,032	2024-06-30
Bank of America Corp	1.305%	-7.553%	21,016,146	-1,717,010	2024-06-30
Massachusetts Financial Services Company	1.210%	-1.701%	19,490,842	-337,264	2024-06-30
OFI Invest Asset Management	1.173%	0.000%	19,431,194	19,431,194	2023-03-31
Royal Bank of Canada	0.921%	-1.642%	14,972,560	-249,942	2023-12-31
NORGES BANK	0.891%	39.635%	14,346,860	4,072,278	2024-06-30
Goldman Sachs Group Inc	0.853%	39.143%	13,739,561	3,865,111	2024-06-30
Ameriprise Financial Inc	0.808%	-2.116%	13,015,331	-281,368	2024-06-30
Bank of New York Mellon Corp	0.799%	2.415%	12,875,677	303,654	2024-06-30
T. Rowe Price Associates, Inc.	0.784%	-2.008%	12,632,804	-258,801	2024-06-30
Eagle Capital Management LLC	0.753%	-9.782%	12,611,416	-1,367,469	2022-09-30
Morgan Stanley - Brokerage Accounts	0.753%	1.533%	12,137,700	183,240	2024-06-30
Northern Trust Corp	0.743%	1.316%	11,967,496	155,478	2024-06-30
Franklin Resources Inc	0.703%	3.093%	11,533,381	346,006	2023-09-30
Nuveen Asset Management, LLC	0.673%	-3.587%	11,319,153	-421,117	2022-09-30
Charles Schwab Investment Management Inc	0.680%	0.763%	10,956,373	82,955	2024-06-30
Amvescap Plc.	0.670%	-5.786%	10,806,492	-663,651	2024-06-30
Legal & General Group PLC	0.642%	-0.890%	10,384,942	-93,253	2024-03-31
Capital Research Global Investors	0.638%	-39.800%	10,317,997	-6,821,626	2024-03-31
Manufacturers Life Insurance Co	0.604%	-9.313%	10,107,886	-1,037,965	2022-09-30

Mutual Fund Ownership

Nuveen Pref & Income Opps Fund is the biggest individual fund holder of Morgan Stanley (MS), owning a total of 138 million shares. Combined, the top 40 mutual fund holders of MS own 53.44% of the company with a total of 866.3 million shares.

In the latest ownership report on October 31st 2024, the top 40 fund holders increased their combined ownership of MS by 21 thousand shares. 2 funds bought 84,016 total additional shares and increased their ownership by an average of 0.28%. However 1 funds sold 62,860 total shares and decreased their ownership by an average of 0.73%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Morgan Stanley increased by a net total of 21,156 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	0.942%	0.415%	15,170,507	62,672	2024-10-31
iShares Core S&P 500 ETF	0.861%	0.154%	13,868,830	21,344	2024-10-31
The Financial Select Sector SPDR® ETF	0.531%	-0.730%	8,548,786	-62,860	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Nuveen Pref & Income Opps Fund	8.530%	0.000%	138,000,000	138,000,000	2024-07-31
Nuveen Real Asset Income and Growth	6.947%	0.000%	112,400,000	112,400,000	2024-07-31
Nuveen Global High Income	5.402%	0.000%	87,400,000	87,400,000	2024-07-31
Nuveen Real Estate Income	4.475%	0.000%	72,400,000	72,400,000	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.392%	1.833%	39,257,144	706,601	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.392%	-0.195%	38,527,267	-75,394	2024-09-30
Vanguard Institutional 500 Index Trust	2.025%	-0.322%	32,629,834	-105,476	2024-09-30
Vanguard 500 Index Investor	1.893%	0.569%	31,373,447	177,577	2023-08-31
Nuveen Multi-Market Income	1.055%	0.000%	17,000,000	17,000,000	2024-09-30
Fidelity 500 Index	0.951%	-0.666%	15,314,148	-102,591	2024-09-30
SPDR® S&P 500® ETF Trust	0.942%	0.415%	15,170,507	62,672	2024-10-31
SPDR® S&P 500 ETF Trust	0.922%	0.699%	14,976,085	104,020	2024-05-30
Fidelity® 500 Index	0.906%	0.640%	14,867,404	94,610	2023-11-30
iShares Core S&P 500 ETF	0.861%	0.154%	13,868,830	21,344	2024-10-31
MFS Large Cap Value (SMA)	0.741%	29,252,400.000%	12,286,068	12,286,026	2023-06-30
MFS Large Cap Value Equity	0.704%	-2.163%	11,342,716	-250,808	2024-09-30
MFS Value A	0.704%	-0.711%	11,342,716	-81,215	2024-09-30
Vanguard Value Index Inv	0.638%	1.835%	10,281,557	185,272	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.600%	0.000%	9,850,563	0	2023-06-30
American Funds Growth Fund of Amer A	0.595%	0.000%	9,850,563	0	2023-06-30
JPM US Equity Income-MA	0.592%	97,261.100%	9,716,642	9,706,662	2023-09-30
K2 Alternative Strategies R6	0.585%	-0.023%	9,500,000	-2,168	2024-04-30
American Funds Capital Income Bldr A	0.565%	14.024%	9,109,598	1,120,402	2024-09-30
American Funds Washington Mutual A	0.550%	0.000%	8,864,253	0	2024-09-30
Capital Group Wash Mutual Invtrs Comp	0.550%	0.000%	8,864,253	0	2024-09-30
American Funds Invmt Co of Amer A	0.533%	42.803%	8,584,224	2,572,974	2024-09-30
Capital Group Investment Co of Amer Comp	0.533%	42.803%	8,584,224	2,572,974	2024-09-30
The Financial Select Sector SPDR® ETF	0.531%	-0.730%	8,548,786	-62,860	2024-10-31
Financial Select Sector SPDR® ETF	0.520%	0.032%	8,458,057	2,736	2024-05-30
JPMorgan Equity Income I	0.512%	-0.564%	8,240,745	-46,773	2024-09-30
JPM US Equity Income-Composite	0.512%	-13.718%	8,240,745	-1,310,238	2024-09-30
Vanguard Institutional Index I	0.492%	-1.409%	7,920,116	-113,216	2024-09-30
Vanguard Wellington™ Inv	0.469%	-27.208%	7,552,011	-2,822,798	2024-09-30
American Funds American Mutual A	0.432%	11.894%	6,966,179	740,473	2024-09-30
Capital Group American Mutual Comp	0.432%	11.894%	6,966,179	740,473	2024-09-30
JPMorgan US Equity L	0.414%	9.821%	6,763,670	604,851	2023-12-31
JPM US Equity-MA	0.416%	88,697.000%	6,763,670	6,756,053	2023-12-31
Franklin Income A1	0.389%	0.000%	6,380,000	0	2023-09-30
Vanguard Equity-Income Inv	0.371%	-17.685%	6,083,857	-1,307,055	2023-09-30
State St S&P 500® Indx SL Cl III	0.372%	-0.629%	6,021,716	-38,100	2024-09-30