Who Owns Morgan Stanley Stock?
NYSE: MSFinanceInvestment Bankers/Brokers/ServiceUSD
Market open · Delayed 15 min · as of Oct 9, 2:55 PM ET
Ownership breakdown
- Held by institutions
- 63.15%
- Held by insiders
- 24.32%
- Institutional holders
- 3,473
- Institutions 63.1%
- Insiders 24.3%
- Public and other 12.5%
Who owns Morgan Stanley stock?
Institutional investors own about 63.1% of Morgan Stanley's shares, spread across 3,473 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 24.32% of MS.
The largest institutional holders are Mitsubishi UFJ Financial Group Inc (23.91%), State Street Corporation (6.31%) and Blackrock Inc. (6.02%). Together, the top 10 institutions control 52.1% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their MS positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Mitsubishi UFJ Financial Group Inc | 377.09M | 23.91% | 0.0% |
| State Street Corporation | 99.56M | 6.31% | -1.8% |
| Blackrock Inc. | 94.90M | 6.02% | -1.6% |
| Vanguard Capital Management LLC | 77.70M | 4.93% | -0.0% |
| JPMORGAN CHASE & CO | 44.36M | 2.81% | +1.8% |
| Vanguard Portfolio Management LLC | 30.20M | 1.91% | -0.1% |
| Geode Capital Management, LLC | 27.35M | 1.73% | -1.3% |
| Fisher Asset Management, LLC | 26.17M | 1.66% | +2.2% |
| FMR, LLC | 24.90M | 1.58% | +9.6% |
| Price (T.Rowe) Associates Inc | 19.25M | 1.22% | +13.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MS
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 37.55M | 2.38% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 31.06M | 1.97% |
| iShares Trust-iShares Core S&P 500 ETF | 15.96M | 1.01% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 15.56M | 0.99% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 14.66M | 0.93% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 11.26M | 0.71% |
| Investment Co of America | 9.14M | 0.58% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | 8.03M | 0.51% |
| Fidelity Contrafund | 7.41M | 0.47% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | 6.78M | 0.43% |
Frequently asked questions
Who is the largest shareholder of Morgan Stanley?
Mitsubishi UFJ Financial Group Inc is the largest institutional shareholder of MS, owning 23.91% of shares outstanding (377.09M shares) as of its latest 13F filing.
What percentage of Morgan Stanley is owned by institutions?
Institutions own about 63.1% of MS shares and 83.4% of the public float.
How much of Morgan Stanley do insiders own?
Insiders, such as officers and directors, own about 24.32% of MS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.