MS Morgan Stanley
Morgan Stanley (MS) Institutional Ownership
What the institutions did with MS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 375.3M | 67.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 27.9M | 5.0% |
| Fisher Asset Management, LLC | 26.6M | 4.8% |
| Bank of New York Mellon Corp | 8.7M | 1.6% |
| Amundi | 7.9M | 1.4% |
| DIMENSIONAL FUND ADVISORS LP | 7.0M | 1.3% |
| BANK OF MONTREAL /CAN/ | 5.8M | 1.1% |
| BARCLAYS PLC | 3.7M | 0.7% |
| DEUTSCHE BANK AG\ | 3.3M | 0.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 3.0M | 0.5% |
| PRINCIPAL FINANCIAL GROUP INC | 2.6M | 0.5% |
| Sumitomo Mitsui Trust Group, Inc. | 2.4M | 0.4% |
| CITIGROUP INC | 2.4M | 0.4% |
| PNC Financial Services Group, Inc. | 2.3M | 0.4% |
| LPL Financial LLC | 2.2M | 0.4% |
| Swedbank AB | 2.0M | 0.4% |
| Robeco Institutional Asset Management B.V. | 1.9M | 0.3% |
| FIFTH THIRD BANCORP | 1.8M | 0.3% |
| DekaBank Deutsche Girozentrale | 1.7M | 0.3% |
| Thrivent Financial for Lutherans | 1.6M | 0.3% |
| KBC Group NV | 1.3M | 0.2% |
| Harel Insurance Investments & Financial Services Ltd. | 1.3M | 0.2% |
| Alecta Tjanstepension Omsesidigt | 1.2M | 0.2% |
| Hamlin Capital Management, LLC | 1.2M | 0.2% |
| Russell Investments Group, Ltd. | 1.0M | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | Reduced | 377.1M | 375.3M | -1.8M |
| Amundi | Increased | 6.7M | 7.9M | +1.3M |
| Swedbank AB | Increased | 853.7K | 2.0M | +1.2M |
| DekaBank Deutsche Girozentrale | Increased | 587.7K | 1.7M | +1.1M |
| Bank of New York Mellon Corp | Reduced | 9.8M | 8.7M | -1.0M |
| Aberdeen Group plc | Reduced | 1.0M | 117.8K | -919.9K |
| OFI INVEST ASSET MANAGEMENT | Reduced | 1.1M | 239.9K | -847.8K |
| Alphinity Investment Management Pty Ltd | Reduced | 1.0M | 469.8K | -559.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 27.3M | 27.9M | +510.3K |
| Eurizon Capital SGR S.p.A. | Reduced | 1.2M | 718.2K | -472.1K |
| KBC Group NV | Reduced | 1.7M | 1.3M | -414.5K |
| Fisher Asset Management, LLC | Increased | 26.2M | 26.6M | +408.8K |
| Swiss Life Asset Management Ltd | Reduced | 781.1K | 409.9K | -371.2K |
| Achmea Investment Management B.V. | New | 0 | 313.5K | +313.5K |
| TrinityBridge Ltd | Increased | 200 | 306.7K | +306.5K |
| BANK OF MONTREAL /CAN/ | Reduced | 6.1M | 5.8M | -283.8K |
| BARCLAYS PLC | Reduced | 4.0M | 3.7M | -277.8K |
| Squarepoint Ops LLC | Reduced | 1.0M | 770.7K | -266.9K |
| Alecta Tjanstepension Omsesidigt | Increased | 993.5K | 1.2M | +248.0K |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 454.5K | 208.9K | -245.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | 238.7K | 7.7K | -231.0K |
| Calamos Advisors LLC | Increased | 442.4K | 642.2K | +199.8K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 2.8M | 2.6M | -190.0K |
| Thrivent Financial for Lutherans | Reduced | 1.8M | 1.6M | -187.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 347.1K | 164.6K | -182.5K |
| NATIXIS | Increased | 97.4K | 277.9K | +180.5K |
| Focused Investors LLC | Reduced | 1.1M | 927.5K | -176.6K |
| BSN CAPITAL PARTNERS Ltd | Sold Out | 161.3K | 0 | -161.3K |
| MACKENZIE FINANCIAL CORP | Reduced | 813.7K | 653.9K | -159.8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 2.9M | 3.0M | +159.1K |
| DEUTSCHE BANK AG\ | Increased | 3.2M | 3.3M | +145.1K |
| MEITAV INVESTMENT HOUSE LTD | Increased | 452.1K | 587.1K | +135.0K |
| Cardano Risk Management B.V. | Increased | 508.2K | 639.9K | +131.7K |
| Candriam S.C.A. | Reduced | 440.3K | 309.2K | -131.2K |
| HUB Investment Partners, LLC | Reduced | 153.3K | 42.3K | -110.9K |
| DANSKE BANK A/S | Increased | 864.0K | 964.5K | +100.5K |
| IMC-Chicago, LLC | Increased | 109.9K | 198.5K | +88.6K |
| LPL Financial LLC | Increased | 2.1M | 2.2M | +84.2K |
| AGF MANAGEMENT LTD | Reduced | 493.2K | 410.3K | -82.9K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 2.5M | 2.4M | -78.4K |
| Aware Super Pty Ltd as trustee of Aware Super | New | 0 | 73.9K | +73.9K |
| ROCKLAND TRUST CO | Reduced | 80.6K | 9.8K | -70.9K |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | New | 0 | 70.4K | +70.4K |
| iA Global Asset Management Inc. | Reduced | 114.5K | 47.2K | -67.2K |
| Russell Investments Group, Ltd. | Reduced | 1.1M | 1.0M | -61.6K |
| Handelsbanken Fonder AB | Increased | 526.1K | 584.4K | +58.3K |
| Robeco Institutional Asset Management B.V. | Increased | 1.8M | 1.9M | +56.9K |
| TD Waterhouse Canada Inc. | Reduced | 583.3K | 528.4K | -54.9K |
| Douglas Lane & Associates, LLC | Reduced | 731.4K | 676.8K | -54.6K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 54.5K | +54.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 920.9K | 870.7K | -50.2K |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | 168.3K | 118.7K | -49.6K |
| Pictet Asset Management Holding SA | Increased | 919.4K | 967.4K | +48.0K |
| CITIGROUP INC | Increased | 2.3M | 2.4M | +47.8K |
| MARVIN & PALMER ASSOCIATES INC | Sold Out | 47.7K | 0 | -47.7K |
| OP Asset Management Ltd | Increased | 132.6K | 179.1K | +46.5K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 7.0M | 7.0M | -43.2K |
| FACTORY MUTUAL INSURANCE CO | Reduced | 315.6K | 272.6K | -43.0K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 91.8K | 132.7K | +40.9K |
| Allworth Financial LP | Increased | 43.5K | 83.0K | +39.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.