The largest holder of Morgan Stanley stock is Mitsubishi Ufj Financial Group, Inc., with 376.7 million shares (23.98% of the company), worth about $80.35 billion as of September 25, 2026. The 10 largest holders together own 50.9%.
In Q2 2026, 8 institutional holdings reports listed 517,000 shares worth $9.73 million, up 18.3% in shares from Q1 2026.
Insiders reported 112 transactions in the last two years: 31 sales worth $115.77 million and 1 purchase. The newest one on file is from July 28, 2026 (Schapiro Mary L, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through July 28, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Mitsubishi Ufj Financial Group, Inc. | 376.7 million | 23.98% | $80.4B |
| State Street Corporation | 99.6 million | 6.34% | $21.2B |
| Vanguard Capital Management LLC | 77.7 million | 4.95% | $16.6B |
| BlackRock Advisors LLC | 73.8 million | 4.70% | $15.8B |
| JPMorgan Investment Management, Inc. | 44.4 million | 2.83% | $9.5B |
| Vanguard Portfolio Management LLC | 30.2 million | 1.92% | $6.4B |
| Geode Capital Management LLC | 27.3 million | 1.74% | $5.8B |
| Fisher Asset Management LLC | 26.2 million | 1.67% | $5.6B |
| Fidelity Management & Research Co. LLC | 24.8 million | 1.58% | $5.3B |
| T. Rowe Price International Ltd. | 19.2 million | 1.23% | $4.1B |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 8 | 517,000 | $9.7M |
| Q1 2026 | 7 | 437,000 | $8.3M |
| Q4 2025 | 8 | 497,000 | $9.6M |
| Q3 2025 | 8 | 530,000 | $11.4M |
| Q2 2025 | 8 | 546,000 | $11.7M |
| Q1 2025 | 9 | 553,000 | $12.7M |
| Q4 2024 | 8 | 642,000 | $15.3M |
| Q3 2024 | 9 | 717,000 | $16.4M |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Schapiro Mary L | Jul 28, 2026 | Director | Stock Gift at price 0.00 per share. | – |
| Schapiro Mary L | Jul 28, 2026 | Director | Sale at price 212.06 per share. | $212,055 |
| Pizzi Michael A | Jul 17, 2026 | Officer | Sale at price 215.00 - 216.88 per share. | $5.2M |
| Yeshaya Sharon | Jul 16, 2026 | Chief Financial Officer | Sale at price 222.51 per share. | $3.5M |
| James Erika Hayes | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Megan Butler | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Nally Dennis M | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | $72,500 |
| Glocer Thomas Henry | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | $107,500 |
| Wilkins Rayfordjr | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Traquina Perry M | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | $77,500 |
| Good Lynn J | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 - 209.96 per share. | $57,500 |
| Herz Robert H | Jun 1, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
Newest 12 of 112 insider transactions in the last two years.
Mitsubishi Ufj Financial Group, Inc., with 23.98% of the company (as of September 25, 2026). Next: State Street Corporation (6.34%) and Vanguard Capital Management LLC (4.95%).
8 institutional holdings reports listed Morgan Stanley shares in Q2 2026, 517,000 shares in all worth $9.73 million.
In the last two years insiders reported 31 sales and 1 purchase (112 transactions in all); the newest on file is from July 28, 2026.