MS Institutional Ownership
Who owns Morgan Stanley and what the big funds did with it last quarter, from every SEC 13F filing. 2,742 funds reported holding MS at Jun 30, 2026, together owning 85.9% of the company.
- ▲1,402 buying vs 1,005 selling
- ▲Held by funds +1.3 pts
- ▲Funds holding +230
- ▼Superinvestors: 3 added, 4 cut
- ▼Put/call 1.51 to 1.66
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,742 | 2,512 | +9.2% |
| In funds' top 10 | 52 | 46 | +13.0% |
| 13F shares | 1.35B | 1.33B | +1.6% |
| Held by funds | 85.9% | 84.6% | +1.3 pts |
| New positions | 326 | 141 | +131.2% |
| Increased | 1,076 | 1,026 | +4.9% |
| Reduced | 914 | 928 | −1.5% |
| Sold out | 91 | 161 | −43.5% |
| Calls (shares) | 1.8M | 1.8M | −2.4% |
| Puts (shares) | 2.9M | 2.8M | +5.9% |
| Put/call ratio | 1.66 | 1.51 | +10.2% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MS
All superinvestors →
Who owns MS
share of fund held shares- Index and passive funds28.9%
- Active managers and hedge funds25.1%
- Banks and brokers42.3%
- Pensions, insurers and other3.8%
The top 10 holders own 60.9% of all MS shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,070 funds changed their position- Swedbank ABAdded+1.2M sh
- DekaBank Deutsche GirozentraleAdded+1.1M sh
- Alphinity Investment Management Pty LtdTrimmed−560K sh
- KBC Group NVTrimmed−414K sh
- Achmea Investment Management B.V.New+313K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mitsubishi Ufj Financial Group Inc | 24.01% | 377M | $78.8B | 0 |
| 2 | State Street Corp | 6.34% | 99.6M | $20.8B | −1.8M |
| 3 | BlackRock, Inc. | 6.04% | 94.9M | $19.8B | −1.5M |
| 4 | Vanguard Capital Management LLC | 4.95% | 77.7M | $16.2B | −14K |
| 5 | Jpmorgan Chase & Co | 2.82% | 44.4M | $9.4B | +785K |
| 6 | Vanguard Portfolio Management LLC | 1.92% | 30.2M | $6.3B | −38K |
| 7 | Geode Capital Management, LLC | 1.74% | 27.3M | $5.7B | −356K |
| 8 | Fisher Asset Management, LLC | 1.67% | 26.2M | $5.5B | +573K |
| 9 | Fmr LLC | 1.59% | 24.9M | $5.2B | +2.2M |
| 10 | Price T Rowe Associates Inc /md/ | 1.23% | 19.2M | $4B | +2.2M |
- Norges Bank+18M sh+$3.8B
- Capital World Investors+8.6M sh+$1.8B
- Voya Investment Management LLC+2.9M sh+$599M
- Price T Rowe Associates Inc /md/+2.2M sh+$467M
- Fmr LLC+2.2M sh+$454M
- Viking Global Investors LP+1.6M sh+$339M
- Invesco Ltd.+1.4M sh+$284M
- Harel Insurance Investments & Financial Services Ltd.+1.2M sh+$256M
- Millennium Management LLC−3.5M sh−$725M
- Massachusetts Financial Services Co /ma/−2.5M sh−$528M
- Citadel Advisors LLC−2.3M sh−$485M
- Capital Research Global Investors−2.2M sh−$460M
- State Street Corp−1.8M sh−$372M
- BlackRock, Inc.−1.5M sh−$313M
- UBS Group AG−1.4M sh−$291M
- Royal Bank of Canada−1.2M sh−$257M
MS institutional ownership FAQ
Who owns the most MS stock?
In Q2 2026 13F filings the largest holder of MS was Mitsubishi Ufj Financial Group Inc, followed by State Street Corp and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of MS is owned by institutions?
Funds that file 13F reports held 85.9% of MS's shares at Jun 30, 2026, compared with 84.6% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying MS?
In Q2 2026, 1,402 funds bought MS (326 of them new positions) and 1,005 sold (91 sold out completely). Among well known investors, 3 added and 4 cut. Our fund sentiment for MS is neutral.
What is MS's institutional put/call ratio?
Funds reported $615M of MS puts against $369M of calls, a put/call ratio of 1.66 (1.51 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this MS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.