MORGAN STANLEY (MS) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling MS?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for MORGAN STANLEY, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on MS?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for MORGAN STANLEY.

Is institutional money flowing into MS?

363 institutional investors hold MORGAN STANLEY (MS). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about MS?

Track institutional sentiment and conviction scores for MORGAN STANLEY (MS) including Smart Money Verdict and position changes on HoldingsIntel.

MORGAN STANLEY

MS·617446448·US·equity·Financial Services - Capital Markets-Activist

363

Holders

Avg rating(31 Elite)

$183.7B

Total Value

54% (377)

Fund Consensus

200 buying - 169 selling

Smart Money Verdict

View all

41Weak MomentumSplit Signals

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See how MS's score breaks down across 4 SEC sources

Held by 363 funds

31 elite

Who's Trading

ActivistVAVanguard Capital Management5.7%Apr 30, 2026

13F: Mar 31, 2026Insider & Congress: Updated regularly

InsiderUNUnknownSell $1.1MApr 20, 2026

InsiderSASIMKOWITZ DANIEL ASell $2.8MApr 17, 2026

InsiderSMSAPERSTEIN ANDREW MSell $1.2MApr 16, 2026

Congress

Rohit KhannaBuy $15,001 - $50,000Apr 13, 2026

Activist

MITSUBISHI UFJ FINANCIAL GROUP, INC.23.9%Apr 13, 2026

Congress

Rohit KhannaBuy $100,001 - $250,000Mar 12, 2026

Congress

Rohit KhannaBuy $1,001 - $15,000Feb 24, 2026

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MITSUBISHI UFJ FINANCIAL GROUP INC	Unchanged	377.1M	$62.1B	100.0%	—	0
STATE STREET CORP	Decreased	101.3M(-2.4%)	$16.7B	0.6%	—	0
BlackRock, Inc.	Increased	96.4M(+1.2%)	$15.9B	0.3%	—	39
JPMORGAN CHASE & CO	Increased	43.6M(+22.0%)	$6.9B	0.4%	—	46
GEODE CAPITAL MANAGEMENT, LLC	Increased	27.7M(+2.3%)	$4.5B	0.3%	—	39
Fisher Asset Management, LLC	Increased	25.6M(+2.3%)	$4.2B	1.4%	—	51
FMR LLC	Decreased	22.7M(-13.1%)	$3.7B	0.2%	—	0
Capital Research Global Investors	Increased	20.3M(+31.4%)	$3.3B	0.5%	—	57
BANK OF AMERICA CORP /DE/	Increased	16.3M(+0.5%)	$2.7B	0.2%	—	38
GOLDMAN SACHS GROUP INC	Decreased	14.9M(-2.2%)	$2.4B	0.3%	—	0
AMERIPRISE FINANCIAL INC	Decreased	13.9M(-1.9%)	$2.3B	0.5%	—	0
NORTHERN TRUST CORP	Increased	12.8M(+0.0%)	$2.1B	0.3%	—	38
UBS Group AG	Increased	11.9M(+12.0%)	$2B	0.3%	—	43
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	11.7M(-5.7%)	$1.9B	0.6%	—	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	11M(+20.1%)	$1.8B	0.4%	—	45
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	10.2M(-0.6%)	$1.7B	1.4%	—	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	10M(+1.4%)	$1.6B	0.3%	—	39
Bank of New York Mellon Corp	Increased	9.8M(+4.5%)	$1.6B	0.3%	—	40
FRANKLIN RESOURCES INC	Increased	9.2M(+4.7%)	$1.5B	0.4%	—	40
Legal & General Group Plc	Increased	8.3M(+0.4%)	$1.4B	0.3%	—	38

MORGAN STANLEY

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