Morgan Stanley
Ownership
Ownership Structure
Who owns Morgan Stanley (MS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 75.8% of the shares are freely tradable; institutional investors hold 62.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Mitsubishi UFJ Financial Group Inc Junk | 24.09 | 377,085,167 | +0.0 | 06/30/2026 |
| State Street Corp | 6.36 | 99,560,815 | -1.8 | 06/30/2026 |
| BlackRock Inc | 6.06 | 94,899,620 | -1.6 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.96 | 77,700,641 | +0.0 | 06/30/2026 |
| JPMorgan Chase & Co | 2.83 | 44,363,477 | +1.8 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 1.93 | 30,203,228 | -0.1 | 06/30/2026 |
| Geode Capital Management, LLC | 1.75 | 27,346,327 | -1.3 | 06/30/2026 |
| Fisher Asset Management, LLC | 1.67 | 26,172,995 | +2.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.39 | 37,384,620 | -0.6 | 09/30/2026 |
| Vanguard 500 Index Investor | 2.00 | 31,346,866 | -1.6 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 10% Owner | 375,330,252 | 69,173,365,444 $ | Sep 22, 2026 | direct |
| Yeshaya Sharon | Chief Financial Officer | 136,810 | 25,214,018 $ | Jul 16, 2026 | both |
| Pizzi Michael A. | Head Technology & Operations | 121,770 | 22,442,138 $ | Jul 17, 2026 | direct |
| Schapiro Mary L | Director | 38,518 | 7,098,791 $ | Jul 28, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Mitsubishi Ufj Financial Group Inc | 10% Owner | Other | 1,340,519 | 212.57 | 284,950,638 |
| Sep 15, 2026 | Morgan Stanley | See Remarks | Other | 94 | – | – |
| Jul 30, 2026 | Mitsubishi Ufj Financial Group Inc | 10% Owner | Other | 414,396 | 213.28 | 88,383,622 |
| Jul 28, 2026 | Schapiro Mary L | Director | Other | 2,325 | 0.00 | – |
| Jul 28, 2026 | Schapiro Mary L | Director | Sell | 1,000 | 212.06 | 212,055 |
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | Sell | 7,101 | 216.88 | 1,540,065 |
| Jul 17, 2026 | Pizzi Michael A. | Head Technology & Operations | Sell | 17,064 | 215.00 | 3,668,760 |
| Jul 16, 2026 | Yeshaya Sharon | Chief Financial Officer | Sell | 9,172 | 222.51 | 2,040,862 |
| Jul 16, 2026 | Yeshaya Sharon | Chief Financial Officer | Sell | 6,382 | 222.51 | 1,420,059 |
| Apr 20, 2026 | Eric F Grossman | Insider | Sell | 11,118 | 190.75 | 2,120,759 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.