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Ownership

Who owns MORGAN STANLEY, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

MITSUBISHI UFJ FINANCIAL GROUP, INC. July 15, 2026

MITSUBISHI UFJ FINANCIAL GROUP, INC.: 24.1% · 380,511,118 shares

Vanguard Capital Management April 30, 2026

Vanguard Capital Management: 5.7% · 89,855,360 shares

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Super investors holding MS

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of MORGAN STANLEY they hold. Together these 2984 managers report 94.29% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
MITSUBISHI UFJ FINANCIAL GROUP INC $78.8B 377,085,167 100.00% 24.01% June 30, 2026
VANGUARD GROUP INC $21.3B 119,718,100 0.31% 7.62% December 31, 2025

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Funds holding MS

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 23.67% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $7.85B 0.34% 2.39% June 30, 2026
VANGUARD 500 INDEX FUND $6.49B 0.39% 1.98% June 30, 2026

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