Morgan Stanley — Institutional Ownership

Which tracked institutions hold MS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

60
Funds holding
$60285624590
Total value held
Buying
43 added/new · 16 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 State Street Corp $16677555727 101340194 -2514557 -2.42%
2 Blackrock, Inc. $15864035928 96396889 +1147992 +1.21%
3 Goldman Sachs Group Inc $2785393378 16925281 +973254 +6.10%
4 Bank Of America Corp /De/ $2686881013 16326676 +87533 +0.54%
5 Ameriprise Financial Inc $2289142671 13916490 -265171 -1.87%
6 Northern Trust Corp $2109468300 12818061 +3948 +0.03%
7 Morgan Stanley $1666886072 32845045 +4615435 +16.35%
8 Bank Of New York Mellon Corp $1611845781 9794288 +422775 +4.51%
9 Franklin Resources Inc $1509966035 9175221 +408813 +4.66%
10 Royal Bank Of Canada $1375432000 8357729 NEW BUY
11 Invesco Ltd. $1277271020 7194677 -1888903 -20.79%
12 Barclays Plc $1118574718 6796954 NEW BUY
13 Bank Of Montreal /Can/ $1096577905 6663292 NEW BUY
14 Morgan Stanley $1008385851 6127396 +32662 +0.54%
15 Wells Fargo & Company/Mn $752153571 4236769 +460388 +12.19%
16 Janus Henderson Group Plc $645541598 3922709 NEW BUY
17 Principal Financial Group Inc $497324944 3021966 -127363 -4.04%
18 Citigroup Inc $478854881 2697318 -665379 -19.79%
19 Morgan Stanley $404042176 7931726 +2058594 +35.05%
20 Pnc Financial Services Group, Inc. $396925359 2411894 -12541 -0.52%
21 Raymond James Financial Inc $323970958 1969551 +16913 +0.87%
22 Morgan Stanley $305969459 6350549 -104089 -1.61%
23 Prudential Financial Inc $298828839 1815816 +76516 +4.40%
24 Fifth Third Bancorp $296186918 1799762 +266445 +17.38%
25 Morgan Stanley $234937134 4668862 -17137 -0.37%
26 Sei Investments Co $232091573 1410293 NEW BUY
27 Wells Fargo & Company/Mn $220406524 4279738 +1215336 +39.66%
28 Morgan Stanley $200934657 7344102 +956414 +14.97%
29 Bank Of America Corp /De/ $180995276 3566409 +1336772 +59.95%
30 Morgan Stanley $176593392 3518497 +509474 +16.93%
31 M&T Bank Corp $141790027 798720 +26505 +3.43%
32 Morgan Stanley $133617906 2690653 +1741312 +183.42%
33 Bank Of Nova Scotia $119505354 726092 NEW BUY
34 Us Bancorp \De\ $118388143 719372 -22100 -2.98%
35 Raymond James Financial Inc $113734948 2241083 +745892 +49.89%
36 Morgan Stanley $111845087 2210158 -17862 -0.80%
37 Morgan Stanley $109353086 2154485 -50182 -2.28%
38 Truist Financial Corp $95399837 579692 +14663 +2.60%
39 Toronto Dominion Bank $85065285 516875 NEW BUY
40 Morgan Stanley $80324490 2513510 -355988 -12.41%
41 Pnc Financial Services Group, Inc. $65655482 1293704 +341899 +35.92%
42 Raymond James Financial Inc $43659826 879175 +757292 +621.33%
43 Regions Financial Corp $32285836 196183 +175255 +837.42%
44 Banco Bilbao Vizcaya Argentaria, S.A. $26707773 163304 NEW BUY
45 Raymond James Financial Inc $26385292 524350 +156014 +42.36%
46 Pinnacle Financial Partners, Inc. $25598164 155538 NEW BUY
47 Morgan Stanley $25487188 513515 +1114 +0.22%
48 Raymond James Financial Inc $24548292 481906 +309760 +179.94%
49 Morgan Stanley $22280321 424023 -7773 -1.80%
50 Morgan Stanley $22254701 795001 Held
51 Morgan Stanley $18819705 362405 -77625 -17.64%
52 First Merchants Corp $17666227 694142 +74909 +12.10%
53 Morgan Stanley $16180792 328544 NEW BUY
54 Allstate Corp $16139785 90913 +49598 +120.05%
55 Nomura Holdings Inc $15304351 92996 NEW BUY
56 German American Bancorp, Inc. $13286887 80737 +85 +0.11%
57 Morgan Stanley $11551326 180433 -64494 -26.33%
58 Citizens Financial Group Inc/Ri $10813658 65709 -5992 -8.36%
59 Raymond James Financial Inc $9672641 184083 +37706 +25.76%
60 Equitable Holdings, Inc. $9128522 51696 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.