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Morgan Stanley (MS) institutional ownership

Latest close $214.54 Jul 27, 2026
Market cap$333.9B 52-week range SectorFinancial Services
Funds holding · Q1 2026
2,291
reported MS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $3.6B
1,210 buyers · 1,081 sellers

Morgan Stanley (MS) price and institutional activity

Dates

Q1 2026

$10.5B bought by 1210 investors
JPMorgan Chase & Co$1.4BCapital Research Global Investors$838M +1,208 more
$14.1B sold by 1081 investors
Norges-$2.7BCapital International Investors-$2.3B +1,079 more
Bought Sold Totals per quarter; hover a bar for the names.

Morgan Stanley (MS) institutional activity · 2,291

Investor Type Est. change Change Δ Own Date
Norges · Exited −$2.7B
Change −15.4M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$2.7B −15.4M −100.0% Q1 2026
Capital International Investors · Reduced −$2.3B
Change −13.4M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$2.3B −13.4M Q1 2026
Wellington Management Group LLP · Reduced −$1.9B
Change −11.2M Δ Own −70.6% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −$1.9B −11.2M −70.6% Q1 2026
JPMorgan Chase & Co · Added +$1.4B
Change +7.9M Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +$1.4B +7.9M Q1 2026
Capital Research Global Investors · Added +$838M
Change +4.8M Δ Own +31.4% Date Q1 2026
Capital Research Global Investors Added· Q1 2026 +$838M +4.8M +31.4% Q1 2026
FMR LLC · Reduced −$595M
Change −3.4M Δ Own −13.1% Date Q1 2026
FMR LLC Reduced· Q1 2026 −$595M −3.4M −13.1% Q1 2026
Two Sigma Investments, LP · Added +$454M
Change +2.6M Δ Own +234.8% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +$454M +2.6M +234.8% Q1 2026
State Street · Reduced −$435M
Change −2.5M Date Q1 2026
State Street Reduced· Q1 2026 −$435M −2.5M Q1 2026
Marshall Wace, LLP · Added +$427M
Change +2.5M Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +$427M +2.5M Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$398M −2.3M −44.5% Q1 2026
Voya Investment Management LLC · Reduced −$365M
Change −2.1M Date Q1 2026
Voya Investment Management LLC Reduced· Q1 2026 −$365M −2.1M Q1 2026
T. Rowe Price Associates · Added +$363M
Change +2.1M Date Q1 2026
T. Rowe Price Associates Added· Q1 2026 +$363M +2.1M Q1 2026
UBS AM · Added +$320M
Change +1.8M Date Q1 2026
UBS AM Added· Q1 2026 +$320M +1.8M Q1 2026
Alphinity Investment Management Pty Ltd · Reduced −$310M
Change −1.8M Date Q1 2026
Alphinity Investment Management Pty Ltd Reduced· Q1 2026 −$310M −1.8M Q1 2026
Millennium Management LLC · Added +$298M
Change +1.7M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$298M +1.7M Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 2291

Famous investor activity in Morgan Stanley (MS)

Morgan Stanley (MS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Pizzi Michael A. · Officer 2 operations −$5.2M
Price $215.00–$216.88 Qty −24K Owned 122K ΔOwn −16.6% Trade date Jul 17, 2026 Filed date Jul 17, 2026
Pizzi Michael A. Officer 2 operations $215.00–$216.88 −24K −$5.2M 122K −16.6% Jul 17, 2026 Jul 17, 2026
Yeshaya Sharon · Officer 2 operations −$3.5M
Price $222.51 Qty −16K Owned 0 Trade date Jul 16, 2026 Filed date Jul 17, 2026
Yeshaya Sharon Officer 2 operations $222.51 −16K −$3.5M 0 Jul 16, 2026 Jul 17, 2026
Nally Dennis M. · Director 2 operations 2K
Price $209.96 Owned 47K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Nally Dennis M. Director 2 operations $209.96 2K 47K Jun 1, 2026 Jun 2, 2026
Wilkins Rayford Jr · Director Grant (A) 1K
Owned 78K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Wilkins Rayford Jr Director Grant (A) 1K 78K Jun 1, 2026 Jun 2, 2026
Butler Megan · Director Tax withholding or exercise payment (F) -$40K
Price $209.96 Qty -190 Owned 6K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Butler Megan Director Tax withholding or exercise payment (F) $209.96 -190 -$40K 6K Jun 1, 2026 Jun 2, 2026
Butler Megan · Director Grant (A) 1K
Owned 6K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Butler Megan Director Grant (A) 1K 6K Jun 1, 2026 Jun 2, 2026
James Erika H. · Director Grant (A) 1K
Owned 13K Trade date Jun 1, 2026 Filed date Jun 2, 2026
James Erika H. Director Grant (A) 1K 13K Jun 1, 2026 Jun 2, 2026
Good Lynn J. · Director 2 operations 2K
Price $209.96 Owned 4K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Good Lynn J. Director 2 operations $209.96 2K 4K Jun 1, 2026 Jun 2, 2026
Traquina Perry M. · Director 2 operations 2K
Price $209.96 Owned 91K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Traquina Perry M. Director 2 operations $209.96 2K 91K Jun 1, 2026 Jun 2, 2026
Peterson Douglas L. · Director 2 operations 2K
Price $209.96 Owned 12K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Peterson Douglas L. Director 2 operations $209.96 2K 12K Jun 1, 2026 Jun 2, 2026
Miscik Judith A. · Director Grant (A) 1K
Owned 66K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Miscik Judith A. Director Grant (A) 1K 66K Jun 1, 2026 Jun 2, 2026
Herz Robert H. · Director Grant (A) 1K
Owned 103K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Herz Robert H. Director Grant (A) 1K 103K Jun 1, 2026 Jun 2, 2026
Leibowitz Shelley B. · Director Grant (A) 1K
Owned 48K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Leibowitz Shelley B. Director Grant (A) 1K 48K Jun 1, 2026 Jun 2, 2026
Glocer Thomas H. · Director 2 operations 2K
Price $209.96 Owned 125K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Glocer Thomas H. Director 2 operations $209.96 2K 125K Jun 1, 2026 Jun 2, 2026
Schapiro Mary L. · Director Grant (A) 1K
Owned 42K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Schapiro Mary L. Director Grant (A) 1K 42K Jun 1, 2026 Jun 2, 2026
15 of 91
15 of 91 Sign in to continue to older insider transactions.

Morgan Stanley (MS) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Mitsubishi Ufj Financial Group Inc 379.0M
% of shares outstanding 22.9% Filing date Oct 16, 2023
Mitsubishi Ufj Financial Group Inc 379.0M 22.9% Oct 16, 2023
State Street Corp
% of shares outstanding 7.0% Filing date Jan 30, 2024
State Street Corp 7.0% Jan 30, 2024
Vanguard Group Inc 109.0M
% of shares outstanding 6.6% Filing date Feb 13, 2024
Vanguard Group Inc 109.0M 6.6% Feb 13, 2024
Vanguard Capital Management 89.9M
% of shares outstanding 5.7% Filing date Apr 30, 2026
Vanguard Capital Management 89.9M 5.7% Apr 30, 2026
BlackRock Inc. 90.5M
% of shares outstanding 5.5% Filing date Jan 31, 2024
BlackRock Inc. 90.5M 5.5% Jan 31, 2024
T. Rowe Price Associates 25.2M
% of shares outstanding 1.4% Filing date Feb 14, 2022
T. Rowe Price Associates 25.2M 1.4% Feb 14, 2022
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Morgan Stanley (MS) ownership FAQ

Who owns MS?

2,291 reporting institutions disclosed MS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.