MORGAN STANLEY
2,603 institutions still hold MORGAN STANLEY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
MS Q1 2026 institutional ownership is a $212.6B book across 2,405 holders. Mitsubishi UFJ Financial Group is the largest holder at $62.1B (377.1M shares, UNCHANGED, value declined -$4.9B due to mark-to-market only -- not a sale). State Street is second at $16.7B (101.3M shares, -1.6%, -$1.8B). BlackRock is third at $15.9B (96.4M shares, +1.2%, +$147M despite value decline). Vanguard Capital Management is fourth at $12.8B (77.7M shares, NEW after three-way split). JPMorgan is fifth at $6.9B (43.6M shares, +15.7%, +$561M). Vanguard Portfolio Management $5.0B (NEW); Vanguard Fiduciary Trust $1.1B (NEW) -- total Vanguard passive ~$18.9B. Geode Capital $4.5B (+2.6%, value decline). Fisher Asset $4.2B (+2.4%, value decline). Capital Research Global $3.3B (+29.6%, +$596M) -- notable active add. Goldman Sachs $2.8B (+6.6%, value decline). Bank of America $2.7B (+0.6%). MassFinancial $1.9B (-10.3%, -$279M). Morgan Stanley internal not listed. UBS Group $2.2B (+2.9%, value decline). Northern Trust $2.1B (UNCHANGED, value decline). Ameriprise $2.3B (-1.5%, -$229M). UBS AM $1.8B (+33.0%, +$185M). Schroder Investment $1.7B (-3.5%, -$143M). Charles Schwab $1.6B (+1.4%, value decline). BNY Mellon $1.6B (+4.5%, value decline). Capital International Investors $1.2B (-92.4%, -$2.5B) -- massive exit. Invesco $1.3B (+8.5%). RBC $1.4B (-9.3%, -$429M). New positions: Vanguard three-way. Sellers: MUFG (mark-to-market only, not active selling), State Street -$1.8B, Capital International -$2.5B, Fidelity -$905M, RBC -$429M, MassFinancial -$279M, Ameriprise -$229M, Fisher -$229M value-decline, Schroder -$143M. Buyers: Capital Research Global +$596M, JPMorgan +$561M, Barclays +$282M, UBS AM +$185M, Invesco +$14M. The 75.50 whaleScore reflects AUM. Smart-money-signal read: MS Q1 2026 flows are net-bearish. The largest holders by value (MUFG mark-to-market, State Street -$1.8B, Capital International -$2.5B) show meaningful reductions. Active buyers (Capital Research Global +$596M, JPMorgan +$561M, Barclays +$282M) are smaller in aggregate than the sellers. The MUFG position is effectively static (UNCHANGED shares) -- the -$4.9B value decline is Q1 stock price mark-to-market only. The net read: cautious on Morgan Stanley. Large holders reducing exposure with modest offsetting adds from active managers. Fidelity's -19.5% reduction from a top-10 holder is notable.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.