Morgan Stanley 13F holders
2,756 funds reported a position in Morgan Stanley in their 13F for the quarter ended 30 June 2026, together 1.35 billion shares worth $281.92 billion. Against the quarter before, 288 opened a position, 1,069 added, 917 trimmed and 91 sold out; together they bought a net 2.6 million shares. The largest holders: Mitsubishi Ufj Financial Group Inc., State Street Corp. and BlackRock, Inc.
Funds holding2,756+237 on Q1 2026
Shares they held1.35Bworth $281.92 billion
Net bought on the quarter2.6M sharesabout $548.8 million at the funds' values
Funds buying to selling1,357 to 1,008opened or added, to cut or sold
Opened 288Added 1,069Held 450Trimmed 917Sold out 91
What each fund did in MS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,566 reported a position in Morgan Stanley: 57 opened one, 641 added, 547 trimmed and 104 sold out, a net 2.7 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Morgan Stanley in a 13F for the quarter ended 30 September 2026, and 11 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 27.9 million shares worth $5.22 billion, 0.3% of its reported book. Sold out: Renaissance Technologies. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 510,340 shares, about $95.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 27,856,667 | $5.22 billion | 0.3% | +510,340 | added | 30 September 2026 | 13F |
| FMR LLC | 24,903,987 | $5.21 billion | 0.2% | +2,173,964 | added | 30 June 2026, an earlier quarter | 13F |
| Capital Research Global Investors | 18,070,606 | $3.78 billion | 0.5% | -2,200,114 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 17,984,532 | $3.76 billion | 0.4% | held | 30 June 2026, an earlier quarter | 13F | |
| Two Sigma Investments | 3,423,546 | $715.7 million | 0.6% | -316,066 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Viking Global Investors | 1,622,593 | $339.2 million | 1.0% | +1,622,593 | new | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 545,065 | $113.9 million | 0.1% | -2,319,955 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 529,314 | $110.6 million | 0.1% | -3,467,947 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 245,395 | $51.3 million | 0.1% | -1,201,025 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 85,408 | $17.9 million | 0.0% | -1,038,081 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Soros Fund Management | 19,096 | $4.0 million | 0.1% | +19,096 | new | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 18,729 | $3.9 million | 0.0% | +3,967 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -674,111 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc. | 377,085,167 | 27.95% | $78.83 billion | 100.00% | no change | 13F |
| State Street Corp. | 99,560,815 | 7.38% | $20.81 billion | 0.62% | -1,779,379 | 13F |
| BlackRock, Inc. | 94,899,620 | 7.03% | $19.84 billion | 0.30% | -1,497,269 | 13F |
| Vanguard Capital Management LLC | 77,700,641 | 5.76% | $16.24 billion | 0.35% | -14,491 | 13F |
| JPMorgan Chase & Co. | 44,363,477 | 3.29% | $9.39 billion | 0.55% | +785,198 | 13F |
| Vanguard Portfolio Management LLC | 30,203,228 | 2.24% | $6.31 billion | 0.28% | -37,573 | 13F |
| Geode Capital Management, LLC | 27,346,327 | 2.03% | $5.69 billion | 0.30% | -356,347 | 13F |
| Fisher Asset Management, LLC | 26,172,995 | 1.94% | $5.47 billion | 1.63% | +572,927 | 13F |
| FMR LLC | 24,903,987 | 1.85% | $5.21 billion | 0.23% | +2,173,964 | 13F |
| Price T Rowe Associates Inc. | 19,246,850 | 1.43% | $4.02 billion | 0.40% | +2,232,093 | 13F |
| Capital Research Global Investors | 18,070,606 | 1.34% | $3.78 billion | 0.53% | -2,200,114 | 13F |
| Norges Bank | 17,984,532 | 1.33% | $3.76 billion | 0.38% | 13F | |
| Bank of America Corp. | 16,651,161 | 1.23% | $3.48 billion | 0.22% | +324,485 | 13F |
| Ameriprise Financial Inc. | 14,101,563 | 1.05% | $2.95 billion | 0.60% | +185,073 | 13F |
| Goldman Sachs Group Inc. | 13,906,759 | 1.03% | $2.91 billion | 0.30% | -968,422 | 13F |
| Northern Trust Corp. | 12,514,426 | 0.93% | $2.62 billion | 0.30% | -303,635 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 11,206,144 | 0.83% | $2.34 billion | 0.43% | +188,296 | 13F |
| UBS Group AG | 10,529,270 | 0.78% | $2.20 billion | 0.35% | -1,394,068 | 13F |
| Schroder Investment Management Group | 10,226,529 | 0.76% | $2.14 billion | 1.52% | -18,140 | 13F |
| Capital World Investors | 10,170,848 | 0.75% | $2.13 billion | 0.25% | +8,554,426 | 13F |
| Charles Schwab Investment Management Inc. | 9,956,067 | 0.74% | $2.08 billion | 0.28% | -35,080 | 13F |
| Bank of New York Mellon Corp | 9,759,983 | 0.72% | $2.04 billion | 0.34% | -34,305 | 13F |
| Invesco Ltd. | 9,205,421 | 0.68% | $1.92 billion | 0.15% | +1,358,963 | 13F |
| Massachusetts Financial Services Co. | 9,212,711 | 0.68% | $1.92 billion | 0.61% | -2,537,145 | 13F |
| Franklin Resources Inc. | 8,358,992 | 0.62% | $1.75 billion | 0.38% | -816,229 | 13F |
| Legal & General Group Plc | 7,494,442 | 0.56% | $1.57 billion | 0.33% | -800,821 | 13F |
| Dimensional Fund Advisors LP | 7,023,920 | 0.52% | $1.47 billion | 0.27% | -211,836 | 13F |
| Vanguard Fiduciary Trust Co. | 6,709,499 | 0.50% | $1.40 billion | 0.31% | -44,190 | 13F |
| Royal Bank of Canada | 6,695,389 | 0.50% | $1.40 billion | 0.24% | -1,228,440 | 13F |
| Amundi | 6,692,356 | 0.50% | $1.40 billion | 0.34% | -288,920 | 13F |
| Capital International Investors | 6,284,290 | 0.47% | $1.31 billion | 0.27% | -873,020 | 13F |
| Bank of Montreal | 6,125,821 | 0.45% | $1.28 billion | 0.47% | -537,471 | 13F |
| Morgan Stanley | 6,085,858 | 0.45% | $1.27 billion | 0.07% | -41,538 | 13F |
| Nuveen, LLC | 5,905,402 | 0.44% | $1.23 billion | 0.29% | +303,511 | 13F |
| Wellington Management Group LLP | 5,129,203 | 0.38% | $1.07 billion | 0.18% | +471,432 | 13F |
| Boston Partners | 4,685,095 | 0.35% | $984.7 million | 0.88% | +255,915 | 13F |
| Marshall Wace, LLP | 4,648,847 | 0.34% | $971.8 million | 0.82% | +451,578 | 13F |
| Wells Fargo & Company | 4,469,936 | 0.33% | $934.4 million | 0.16% | +138,920 | 13F |
| Voya Investment Management LLC | 4,315,241 | 0.32% | $902.1 million | 0.85% | +2,863,206 | 13F |
| Barclays PLC | 4,005,043 | 0.30% | $837.2 million | 0.26% | -1,208,811 | 13F |
| BNP Paribas Financial Markets | 3,816,630 | 0.28% | $797.8 million | 0.42% | +1,041,333 | 13F |
| Jupiter Topco LLC | 3,551,238 | 0.26% | $742.3 million | 0.30% | first 13F | 13F |
| Two Sigma Investments, LP | 3,423,546 | 0.25% | $715.7 million | 0.56% | -316,066 | 13F |
| HSBC Holdings PLC | 3,280,048 | 0.24% | $686.1 million | 0.33% | -86,422 | 13F |
| Canada Pension Plan Investment Board | 3,226,681 | 0.24% | $674.5 million | 0.37% | +241,705 | 13F |
| Deutsche Bank AG | 3,189,941 | 0.24% | $666.8 million | 0.19% | -931,930 | 13F |
| Envestnet Asset Management Inc. | 3,093,632 | 0.23% | $646.7 million | 0.15% | -6,747 | 13F |
| National Pension Service | 2,960,629 | 0.22% | $618.9 million | 0.40% | +8,212 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,884,044 | 0.21% | $602.9 million | 0.33% | +197,134 | 13F |
| Principal Financial Group Inc. | 2,836,822 | 0.21% | $593.0 million | 0.29% | -185,144 | 13F |
The 50 largest of the 2,756 funds that reported a position in MS in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on MS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 2,227,000 | $465.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 2,224,800 | $465.1 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 458,300 | $95.8 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 216,200 | $45.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 15,100 | $3.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 9,000 | $1.9 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 6,900 | $1.4 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 5,200 | $1.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 July 2026 | 13D/A | Mitsubishi Ufj Financial Group, Inc. | 380.5 million | 24.1% | 15 July 2026 | On April 18, 2018, MUFG entered into a sales plan (the "Plan") with the Company and Morgan Stanley & Co. LLC ("MS & Co.") to sell shares of Common Stock to the Company, through its agent MS & Co., as part of the Company's share repurchase p | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 89.9 million | 5.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 April 2026 | 13D/A | Mitsubishi Ufj Financial Group, Inc. | 380.3 million | 23.9% | 13 April 2026 | On April 13, 2026, MUFG and the Company entered into the Eighth Amendment to the Investor Agreement (the "Eighth Amendment to Investor Agreement") to amend the standstill and preemptive right provisions in the Amended Investor Agreement pre | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 10,355 | $214.77 | SEC |
| 25 August 2026 | 38,736 | $214.08 | SEC |
| 24 August 2026 | 148,946 | $214.20 | SEC |
| 11 August 2026 | 24 | $215.33 | SEC |
| 10 August 2026 | 200 | $216.33 | SEC |
| 5 August 2026 | 87 | $217.04 | SEC |
| 3 August 2026 | 48 | $210.42 | SEC |
| 31 July 2026 | 200 | $210.06 | SEC |
| 24 July 2026 | 100 | $215.18 | SEC |
| 23 July 2026 | 100 | $218.50 | SEC |
| 22 July 2026 | 4,419 | $216.40 | SEC |
| 21 July 2026 | 11,943 | $210.94 | SEC |
| 20 July 2026 | 11,943 | $215.50 | SEC |
| 17 July 2026 | 56 | $218.37 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.