Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
2,423 institutional managers reported holding MS for the quarter ended Mar 31, 2026. Together they hold about 81% of shares outstanding; the top 10 hold 53%. 161 opened new positions; 217 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management CO., LTD. | 380.30M | 24.13% | $62.58B | unchanged | ≤2013 |
| Vanguard Group | 120.46M | 7.64% | $19.82B | unchanged | ≤2013 |
| State Street | 101.34M | 6.43% | $16.68B | trimmed -2.4% | ≤2013 |
| BlackRock | 96.40M | 6.12% | $15.86B | added +1.2% | ≤2013 |
| Geode Capital | 27.70M | 1.76% | $4.56B | added +2.3% | ≤2013 |
| Fisher Investments | 25.60M | 1.62% | $4.21B | added +2.3% | ≤2013 |
| UBS | 22.94M | 1.46% | $3.78B | added +15.8% | ≤2013 |
| FMR (Fidelity) | 22.73M | 1.44% | $3.74B | trimmed -13.1% | ≤2013 |
| Capital Research Global Investors | 20.27M | 1.29% | $3.34B | added +31.4% | 2021 Q1 |
| T. Rowe Price | 17.01M | 1.08% | $2.80B | added +14.1% | ≤2013 |
| Bank OF America CORP /DE/ | 16.33M | 1.04% | $2.69B | added +0.5% | ≤2013 |
| Goldman Sachs | 14.88M | 0.94% | $2.45B | trimmed -2.2% | ≤2013 |
| Ameriprise Financial INC | 13.92M | 0.88% | $2.29B | trimmed -1.9% | ≤2013 |
| Northern Trust | 12.82M | 0.81% | $2.11B | unchanged | ≤2013 |
| MFS Investment Management | 11.75M | 0.75% | $1.93B | trimmed -5.7% | ≤2013 |
| Schroder Investment Management Group | 10.24M | 0.65% | $1.69B | trimmed -0.6% | ≤2013 |
| Charles Schwab Investment Management | 10.00M | 0.63% | $1.65B | added +1.3% | ≤2013 |
| BNY Mellon | 9.79M | 0.62% | $1.61B | added +4.5% | ≤2013 |
| Franklin Resources | 9.18M | 0.58% | $1.51B | added +4.7% | ≤2013 |
| Legal & General Group PLC | 8.30M | 0.53% | $1.37B | unchanged | ≤2013 |
| Royal Bank OF Canada | 7.92M | 0.50% | $1.30B | trimmed -12.3% | ≤2013 |
| Invesco | 7.85M | 0.50% | $1.29B | added +9.1% | ≤2013 |
| Dimensional Fund Advisors | 7.24M | 0.46% | $1.19B | added +0.9% | ≤2013 |
| Capital International Investors | 7.16M | 0.45% | $1.18B | trimmed -65.2% | 2021 Q4 |
| Amundi | 6.98M | 0.44% | $1.15B | added +10.4% | ≤2013 |
| Bank OF Montreal /CAN/ | 6.66M | 0.42% | $1.10B | unchanged | ≤2013 |
| Morgan Stanley | 6.13M | 0.39% | $1.01B | added +0.5% | ≤2013 |
| Nuveen | 5.60M | 0.35% | $921.8M | added +3.5% | ≤2013 |
| Barclays PLC | 5.21M | 0.33% | $858.0M | added +44.9% | ≤2013 |
| Wellington Management | 4.66M | 0.30% | $766.5M | trimmed -70.6% | ≤2013 |
| Boston Partners | 4.43M | 0.28% | $728.9M | added +16.3% | 2023 Q3 |
| Wells Fargo & COMPANY/MN | 4.33M | 0.28% | $712.7M | added +2.5% | ≤2013 |
| Marshall Wace | 4.20M | 0.27% | $690.7M | added +142.1% | 2023 Q2 |
| Deutsche Bank AG\ | 4.12M | 0.26% | $678.3M | added +2.9% | ≤2013 |
| Millennium Management | 4.00M | 0.25% | $657.8M | added +75.7% | 2015 Q1 |
| Janus Henderson | 3.92M | 0.25% | $645.5M | trimmed -6.1% | ≤2013 |
| Two Sigma | 3.74M | 0.24% | $615.4M | added +234.8% | 2024 Q1 |
| BNP Paribas Financial Markets | 3.71M | 0.24% | $611.3M | trimmed -15% | ≤2013 |
| Hsbc Holdings PLC | 3.37M | 0.21% | $554.0M | trimmed -4.1% | ≤2013 |
| Axiom Investors LLC /DE | 3.11M | 0.20% | $512.6M | trimmed -13.5% | 2024 Q4 |
| Envestnet Asset Management INC | 3.10M | 0.20% | $510.2M | added +10.4% | ≤2013 |
| Principal Financial Group INC | 3.07M | 0.20% | $505.0M | trimmed -3.9% | ≤2013 |
| CPP Investment Board | 2.98M | 0.19% | $491.2M | added +29.3% | ≤2013 |
| National Pension Service | 2.95M | 0.19% | $485.8M | added +4.4% | 2014 Q3 |
| AllianceBernstein | 2.87M | 0.18% | $472.1M | trimmed -10.5% | ≤2013 |
| Citadel Advisors | 2.87M | 0.18% | $471.5M | trimmed -44.5% | ≤2013 |
| Allianz Asset Management GmbH | 2.70M | 0.17% | $444.7M | added +13.7% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 2.54M | 0.16% | $418.3M | trimmed -5.2% | ≤2013 |
| CalPERS | 2.42M | 0.15% | $398.6M | added +13.4% | ≤2013 |
| PNC Financial Services Group, INC. | 2.41M | 0.15% | $396.9M | trimmed -0.5% | ≤2013 |
Largest 50 of 2,423 shown; the full ranked, searchable register is at boothcheck.com/holders/MS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.