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MS — MORGAN STANLEY

Reported value held$99.90B
Funds holding (latest)57
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)49
Institutional value$77.52B · 390.21M sh
New / Add / Cut / Exit4 / 17 / 24 / 2
Top-5 / Top-10 concentration49.4% / 67.8%
Institutional holdings change Accumulating +3.0% (+11.39M sh)
Institutional value change Up +30.2%

As of Q2 2026, 49 SEC-registered investment managers reported holding MS (MORGAN STANLEY) in their latest 13F filings, with a combined reported value of $77.52B across 390.21M shares. That is +3.0% by share count (+11.39M shares) versus the previous quarter, while reported value moved +30.2%. Ownership is concentrated: the five largest holders account for 49.4% of reported value and the top ten for 67.8%.

Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 24 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MS is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 119.72M $21.25B 0.31% Add
BlackRock Inc history Q2 2026 94.90M $19.84B 0.31% Reduce
Geode Capital Management history Q2 2026 27.35M $5.69B 0.30% Reduce
Fidelity Management & Research (FMR) history Q2 2026 24.90M $5.21B 0.25% Add
Capital Research Global Investors history Q2 2026 18.07M $3.78B 0.56% Reduce
Norges Bank Investment Management history Q2 2026 17.98M $3.76B 0.38% Add
Bank of America Corp history Q2 2026 16.65M $3.48B 0.23% Add
Goldman Sachs Group history Q2 2026 15.53M $3.25B 0.29% Reduce
UBS Group AG history Q2 2026 13.45M $2.81B 0.38% Hold
Northern Trust Corp history Q2 2026 12.51M $2.62B 0.30% Reduce
Capital World Investors history Q2 2026 10.17M $2.13B 0.27% Add
Charles Schwab Investment Management history Q2 2026 9.96M $2.08B 0.28% Hold
BNY Mellon history Q2 2026 9.76M $2.04B 0.34% Hold
Invesco Ltd history Q2 2026 9.21M $1.92B 0.16% Add
MFS Investment Management history Q2 2026 9.21M $1.92B 0.64% Reduce
Franklin Resources history Q2 2026 8.36M $1.75B 0.40% Reduce
Legal & General Investment Management America history Q2 2026 7.49M $1.57B 0.33% Reduce
Amundi US history Q2 2026 6.69M $1.40B 0.34% Reduce
Morgan Stanley history Q2 2026 6.09M $1.27B 0.07% Reduce
Wellington Management Group history Q2 2026 5.13M $1.07B 0.20% Add

View all 57 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 88.78M 95.09M 96.24M 95.01M 93.67M 95.25M 96.40M 94.90M
Geode Capital Management 23.67M 23.85M 23.64M 23.70M 23.16M 23.26M 23.20M 23.63M 23.62M 23.86M 24.54M 24.97M 25.24M 25.84M 26.66M 26.63M 26.54M 27.07M 27.70M 27.35M
Fidelity Management & Research (FMR) 43.03M 43.72M 34.37M 27.25M 25.67M 25.41M 27.01M 19.38M 23.47M 17.25M 17.26M 23.18M 22.84M 25.56M 23.53M 20.82M 24.80M 26.17M 22.73M 24.90M
Capital Research Global Investors 9.55M 13.27M 26.64M 27.24M 28.46M 21.40M 26.16M 28.07M 23.49M 17.14M 10.32M 8.66M 15.05M 21.79M 19.96M 19.38M 19.25M 15.43M 20.27M 18.07M
Norges Bank Investment Management — — — — — 11.25M — — — 10.27M — 14.35M — 15.19M — 15.87M — 15.42M — 17.98M
Bank of America Corp 24.34M 25.54M 28.59M 26.76M 26.29M 23.89M 24.39M 26.15M 25.16M 25.28M 25.65M 24.14M 23.40M 21.94M 23.22M 18.37M 18.10M 16.24M 16.33M 16.65M
Goldman Sachs Group 13.95M 13.74M 15.68M 12.89M 13.39M 12.98M 11.79M 13.00M 15.32M 13.18M 12.59M 15.86M 16.47M 15.00M 17.06M 16.25M 15.56M 15.95M 16.93M 15.53M
UBS Group AG 12.95M 13.79M 9.99M 8.96M 10.25M 14.55M 13.57M 14.24M 15.52M 16.26M 18.76M 18.37M 19.24M 16.48M 14.86M 13.30M 14.74M 13.02M 13.40M 13.45M
Northern Trust Corp 15.16M 14.94M 14.33M 13.96M 13.51M 13.41M 13.39M 12.83M 13.11M 12.31M 11.81M 11.97M 11.17M 13.40M 13.81M 13.70M 12.96M 12.81M 12.82M 12.51M
Capital World Investors 4.93M 4.94M 4.91M 4.91M 16.20M 24.98M 23.84M 22.98M 7.18M 7.21M 5.61M 5.61M 5.63M 5.66M 5.62M 5.64M 5.66M 608.95K 1.62M 10.17M
Charles Schwab Investment Management 7.09M 7.01M 7.07M 7.02M 8.39M 8.43M 8.44M 8.46M 8.44M 8.82M 10.87M 10.96M 10.97M 11.02M 10.95M 10.98M 10.68M 9.86M 9.99M 9.96M
BNY Mellon 14.13M 14.35M 13.21M 13.56M 13.24M 14.15M 14.63M 12.74M 13.16M 14.77M 12.57M 12.88M 11.02M 7.74M 7.67M 8.73M 8.66M 9.37M 9.79M 9.76M
Invesco Ltd 9.17M 8.59M 9.93M 10.04M 9.74M 9.39M 6.93M 5.91M 6.67M 10.78M 11.47M 10.81M 10.36M 8.89M 8.96M 8.83M 9.08M 7.19M 7.85M 9.21M
MFS Investment Management 19.99M 19.78M — 21.49M 21.34M 20.94M 20.60M 20.32M 19.62M 20.20M 19.83M 19.49M 19.17M 16.88M 16.31M 13.71M 13.46M 12.46M 11.75M 9.21M
Franklin Resources 4.93M 6.30M 8.82M 10.39M 9.65M 9.65M 11.60M 11.19M 11.53M 8.43M 6.52M 4.48M 7.85M 7.72M 8.15M 9.62M 9.09M 8.77M 9.18M 8.36M
Legal & General Investment Management America 9.64M 9.33M 9.79M 9.96M 9.35M 8.71M 8.69M 8.84M 8.46M 10.48M 10.32M 10.60M 10.45M 8.04M 8.21M 8.14M 8.41M 8.26M 8.30M 7.49M
Amundi US 3.45M 3.69M 3.89M 4.41M 4.32M 5.31M 5.15M 3.76M 4.61M 5.42M 5.72M 5.30M 4.81M 4.27M 5.20M 5.84M 5.77M 6.33M 6.98M 6.69M
Morgan Stanley 127.03K 126.74K 133.76K 4.92M 4.67M 5.70M 6.39M 5.75M 5.82M 5.83M 5.98M 6.07M 6.11M 6.08M 6.15M 6.02M 6.15M 6.09M 6.13M 6.09M
Wellington Management Group 42.70M 42.27M 37.68M 44.33M 49.21M 45.99M 46.91M 36.26M 32.82M 38.45M 42.90M 38.53M 31.17M 20.90M 19.31M 19.12M 18.73M 15.85M 4.66M 5.13M
Citadel Advisors 10.40M 7.06M 8.10M 7.26M 7.39M 7.14M 7.00M 6.56M 6.15M 11.77M 6.96M 6.81M 4.54M 7.61M 6.86M 9.07M 8.84M 9.20M 7.28M 5.00M

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