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

Historical Holders 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 as of 30 Sep 2025: 1,330,158,834
Holdings value: $211,365,459,502
% of all portfolios: 0.08%
Share change: -22,474,939
Value change: -$3,243,202,052
Average buys %: +0.01%
Average sells %: -0.01%
Number of holders: 2,224
Price from insider filings: $168.76

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, MORGAN STANLEY - Common Stock, par value $0.01 per Share (MS) has 2,224 institutional shareholders filing 13F forms. They hold 1,330,158,834 shares of 1,589,338,716 outstanding shares (84%) .

Top 25 institutional shareholders own 65% of the company.

Filer	Ownership	Nb Shares	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	Investors
2025 Q4	5,871,996	$1,051,480,325	+$24,932,908			$177.53	111
2025 Q3	1,330,158,834	$211,365,459,502	-$3,243,202,052	$3,771,202,059	$2,668,897,995	$158.96	2,224
2025 Q2	1,352,364,208	$190,436,564,324	+$849,936,326	$3,229,777,880	$2,623,032,382	$140.86	2,183
2025 Q1	1,346,835,063	$157,046,224,366	-$1,476,211,311	$3,266,090,540	$1,922,797,111	$116.67	2,056
2024 Q4	1,356,057,651	$170,477,193,943	+$2,174,164,103	$3,745,720,360	$2,780,350,029	$125.72	2,063
2024 Q3	1,335,892,646	$139,329,555,840	-$1,778,706,422	$3,064,493,251	$2,730,435,120	$104.24	1,860
2024 Q2	1,349,622,726	$131,175,909,161	+$909,163,365	$2,643,079,815	$2,572,280,357	$97.19	1,801
2024 Q1	1,344,616,143	$126,551,875,200	-$3,235,828,254	$3,003,003,894	$3,022,638,397	$94.16	1,781
2023 Q4	3,861,966	$360,181,237	-$95,339,038			$93.25	21
2023 Q3	1,366,719,631	$111,635,039,263	-$757,071,020	$2,026,525,259	$2,276,029,262	$81.67	1,630
2023 Q2	1,376,062,812	$117,535,377,547	-$2,941,517,037	$1,819,786,737	$2,163,425,349	$85.40	1,646
2023 Q1	1,394,055,893	$122,409,042,168	-$205,093,359	$1,911,674,320	$2,254,427,019	$87.80	1,631
2022 Q4	1,393,375,787	$118,512,865,197	-$851,862,257	$2,194,402,025	$2,279,036,792	$85.02	1,637
2022 Q3	1,332,533,468	$105,352,713,090	-$743,128,807	$2,067,919,633	$1,724,585,660	$79.01	1,543
2022 Q2	1,344,100,887	$102,255,674,201	-$2,020,952,723	$1,922,553,236	$1,200,318,632	$76.06	1,566
2022 Q1	1,338,789,856	$117,088,755,974	-$675,898,027	$2,700,790,157	$1,657,471,764	$87.40	1,624
2021 Q4	1,343,403,648	$131,876,783,926	-$2,788,795,415	$4,402,970,128	$1,963,261,628	$98.16	1,678
2021 Q3	1,483,258,017	$144,377,790,045	-$3,480,754,653	$4,018,947,721	$2,136,054,585	$97.31	1,557
2021 Q2	1,519,953,986	$139,350,273,639	-$1,672,640,953	$2,720,349,998	$2,005,944,181	$91.69	1,518
2021 Q1	1,589,241,444	$123,433,598,318	+$824,846,164	$2,378,245,784	$1,582,510,516	$77.66	1,487
2020 Q4	1,554,809,339	$106,605,877,417	+$11,651,650,702	$2,408,147,098	$1,985,176,455	$68.53	1,333
2020 Q3	1,387,429,756	$67,006,586,681	-$458,121,890	$1,823,368,035	$1,258,224,380	$48.35	1,124
2020 Q2	1,405,264,450	$67,871,540,611	+$1,824,761,791	$1,877,755,711	$1,155,940,881	$48.30	1,080
2020 Q1	1,350,680,764	$45,931,153,626	+$1,015,490,302	$1,296,723,206	$563,581,801	$34.00	996
2019 Q4	1,348,580,599	$68,935,358,717	-$996,682,761	$2,330,465,000	$1,187,360,120	$51.12	1,071
2019 Q3	1,368,122,758	$58,380,327,576	-$1,083,425,142	$1,857,844,000	$1,002,869,400	$42.67	992
2019 Q2	1,385,504,315	$60,681,066,748	+$97,764,901	$1,637,696,000	$826,051,200	$43.81	994
2019 Q1	1,423,279,781	$60,071,131,982	-$904,204,267	$1,654,390,000	$830,039,000	$42.20	1,011
2018 Q4	1,446,189,105	$57,336,713,251	-$1,479,899,990	$1,651,530,057	$939,569,000	$39.65	1,017
2018 Q3	1,463,601,231	$68,154,698,636	-$632,193,589	$1,642,138,080	$1,132,396,004	$46.57	1,013
2018 Q2	1,491,097,080	$70,683,809,435	-$887,011,683	$1,511,930,024	$931,324,024	$47.40	1,016
2018 Q1	1,521,912,120	$82,084,347,608	-$1,028,103,166	$1,569,176,627	$543,254,463	$53.96	1,028
2017 Q4	1,542,574,819	$80,909,338,424	-$783,220,838	$2,449,161,375	$645,955,117	$52.47	1,033
2017 Q3	1,557,512,852	$75,021,897,302	-$829,279,720	$2,002,408,009	$853,502,004	$48.17	908
2017 Q2	1,574,421,297	$70,156,887,626	+$222,363,148	$1,978,947,000	$960,403,040	$44.56	903
2017 Q1	1,582,795,498	$67,809,720,496	+$3,426,141,251	$1,669,284,076	$977,858,128	$42.84	906
2016 Q4	1,602,407,554	$67,681,249,193	+$451,776,136	$2,369,582,055	$1,380,102,062	$42.25	869
2016 Q3	1,593,782,137	$51,081,899,724	-$404,337,144	$1,485,094,000	$1,005,861,000	$32.06	768
2016 Q2	1,607,219,718	$41,757,086,159	+$1,109,267,826	$1,113,794,000	$560,557,000	$25.98	727
2016 Q1	1,545,142,391	$38,644,006,501	+$386,022,579	$984,164,000	$500,964,000	$25.01	742
2015 Q4	1,533,076,392	$48,770,183,812	-$450,940,948	$1,400,743,000	$541,696,625	$31.81	798
2015 Q3	1,531,834,260	$48,253,832,992	-$345,961,282	$1,101,719,000	$396,256,000	$31.50	783
2015 Q2	1,542,985,923	$59,845,440,738	-$152,533,561	$1,117,374,000	$445,697,000	$38.79	797
2015 Q1	1,570,819,396	$56,055,132,180	-$2,393,644,234	$1,063,910,000	$305,372,000	$35.69	771
2014 Q4	1,584,261,578	$61,438,301,268	+$1,341,545,485	$1,297,153,000	$508,579,000	$38.80	773
2014 Q3	1,541,838,995	$53,300,314,137	-$24,651,078	$965,622,164	$466,417,000	$34.57	716
2014 Q2	1,544,586,184	$49,933,638,382	+$1,218,357,607	$796,446,000	$413,455,000	$32.33	720
2014 Q1	1,507,095,649	$46,963,972,259	+$230,174,786	$729,378,000	$514,465,000	$31.17	717