MS Institutional Holdings
Morgan Stanley · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $25.6B
VANGUARD PORTFOLIO MANAGEMENT LLC $5.0B
HSBC HOLDINGS PLC $1.8B
VANGUARD FIDUCIARY TRUST CO $1.1B
PNC FINANCIAL SERVICES GROUP, INC. $467M
↑ Increased (5)
CWM, LLC +134936.9%
Arete Wealth Advisors, LLC +99161.5%
Daiwa Securities Group Inc. +97287.1%
IFM Investors Pty Ltd +97046.4%
Migdal Insurance & Financial Holdings Ltd. +92504.4%
↓ Decreased (5)
Parallax Volatility Advisers, L.P. -100.0%
Kentucky Retirement Systems -100.0%
NewEdge Advisors, LLC -100.0%
AK GLOBAL ASSET MANAGEMENT, LLC -99.9%
SUMMIT SECURITIES GROUP LLC -99.8%
↓ Exited Positions (5)
VANGUARD GROUP INC $21.3B
ONTARIO TEACHERS PENSION PLAN BOARD $1.2B
PNC Financial Services Group, Inc. $484M
TWO SIGMA ADVISERS, LP $194M
Capitolis Liquid Global Markets LLC $163M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377.1M | $62.1B |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 155.4M | $25.6B |
| 3 | MORGAN STANLEY | 439.0M | $22.0B |
| 4 | STATE STREET CORP | 101.4M | $16.7B |
| 5 | BlackRock, Inc. | 96.4M | $15.9B |
| 6 | BARCLAYS PLC | 65.4M | $7.0B |
| 7 | JPMORGAN CHASE & CO | 43.6M | $6.9B |
| 8 | GOLDMAN SACHS GROUP INC | 31.6M | $5.2B |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30.2M | $5.0B |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 27.7M | $4.5B |
| 11 | Fisher Asset Management, LLC | 25.6M | $4.2B |
| 12 | FMR LLC | 26.7M | $3.9B |
| 13 | Capital Research Global Investors | 20.3M | $3.3B |
| 14 | BANK OF AMERICA CORP /DE/ | 21.9M | $2.9B |
| 15 | AMERIPRISE FINANCIAL INC | 24.5M | $2.8B |
| 16 | NORTHERN TRUST CORP | 12.8M | $2.1B |
| 17 | UBS Group AG | 15.3M | $2.1B |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11.7M | $1.9B |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.0M | $1.8B |
| 20 | HSBC HOLDINGS PLC | 10.4M | $1.8B |
| 21 | NORGES BANK | 15.3M | $1.8B |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10.2M | $1.7B |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.0M | $1.6B |
| 24 | Bank of New York Mellon Corp | 9.9M | $1.6B |
| 25 | FRANKLIN RESOURCES INC | 9.4M | $1.5B |
| 26 | Legal & General Group Plc | 8.3M | $1.4B |
| 27 | ROYAL BANK OF CANADA | 9.1M | $1.3B |
| 28 | Invesco Ltd. | 9.3M | $1.3B |
| 29 | JANUS HENDERSON GROUP PLC | 7.8M | $1.3B |
| 30 | DIMENSIONAL FUND ADVISORS LP | 7.2M | $1.2B |
| 31 | Capital International Investors | 7.2M | $1.2B |
| 32 | Amundi | 7.0M | $1.1B |
| 33 | VANGUARD FIDUCIARY TRUST CO | 6.8M | $1.1B |
| 34 | BANK OF MONTREAL /CAN/ | 6.8M | $1.1B |
| 35 | WELLS FARGO & COMPANY/MN | 11.8M | $982M |
| 36 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11.7M | $951M |
| 37 | Nuveen, LLC | 5.6M | $922M |
| 38 | LPL Financial LLC | 12.2M | $802M |
| 39 | WELLINGTON MANAGEMENT GROUP LLP | 4.7M | $767M |
| 40 | Boston Partners | 4.4M | $729M |
| 41 | TEXAS PERMANENT SCHOOL FUND CORP | 15.0M | $723M |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 7.6M | $713M |
| 43 | MARSHALL WACE, LLP | 4.2M | $691M |
| 44 | AEGON ASSET MANAGEMENT UK Plc | 6.0M | $689M |
| 45 | DEUTSCHE BANK AG\ | 4.1M | $678M |
| 46 | MILLENNIUM MANAGEMENT LLC | 4.3M | $662M |
| 47 | TWO SIGMA INVESTMENTS, LP | 4.6M | $628M |
| 48 | RAYMOND JAMES FINANCIAL INC | 7.4M | $564M |
| 49 | Corient Private Wealth LLC | 3.7M | $561M |
| 50 | AXIOM INVESTORS LLC /DE | 3.1M | $513M |
| 51 | ALLIANCEBERNSTEIN L.P. | 2.9M | $509M |
| 52 | PRINCIPAL FINANCIAL GROUP INC | 3.0M | $497M |
| 53 | CITADEL ADVISORS LLC | 3.3M | $495M |
| 54 | CANADA PENSION PLAN INVESTMENT BOARD | 3.0M | $491M |
| 55 | National Pension Service | 3.0M | $486M |
| 56 | PNC FINANCIAL SERVICES GROUP, INC. | 4.0M | $467M |
| 57 | BNP PARIBAS FINANCIAL MARKETS | 2.8M | $457M |
| 58 | Mitsubishi UFJ Asset Management Co., Ltd. | 2.7M | $442M |
| 59 | Vanguard Global Advisers, LLC | 2.6M | $435M |
| 60 | DANSKE BANK A/S | 3.5M | $433M |
| 61 | Allianz Asset Management GmbH | 2.6M | $430M |
| 62 | Sumitomo Mitsui Trust Group, Inc. | 3.1M | $426M |
| 63 | California Public Employees Retirement System | 2.4M | $399M |
| 64 | NEUBERGER BERMAN GROUP LLC | 2.5M | $395M |
| 65 | VANGUARD ASSET MANAGEMENT, Ltd | 2.3M | $380M |
| 66 | RHUMBLINE ADVISERS | 2.2M | $354M |
| 67 | TD Asset Management Inc | 2.1M | $351M |
| 68 | CITIGROUP INC | 1.9M | $308M |
| 69 | D. E. Shaw & Co., Inc. | 1.9M | $307M |
| 70 | FIFTH THIRD BANCORP | 2.0M | $306M |
| 71 | Ensign Peak Advisors, Inc | 1.9M | $305M |
| 72 | PRUDENTIAL FINANCIAL INC | 1.8M | $299M |
| 73 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.8M | $295M |
| 74 | STOREBRAND ASSET MANAGEMENT AS | 1.7M | $283M |
| 75 | STIFEL FINANCIAL CORP | 2.1M | $281M |
| 76 | Fayez Sarofim & Co | 1.6M | $269M |
| 77 | Capital World Investors | 1.6M | $266M |
| 78 | HighTower Advisors, LLC | 2.7M | $265M |
| 79 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.6M | $257M |
| 80 | NEW YORK STATE COMMON RETIREMENT FUND | 1.5M | $253M |
| 81 | FIL Ltd | 1.5M | $247M |
| 82 | Point72 Asset Management, L.P. | 1.6M | $240M |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | 1.5M | $239M |
| 84 | Cullen Capital Management, LLC | 1.4M | $236M |
| 85 | SEI INVESTMENTS CO | 1.4M | $232M |
| 86 | AMERICAN CENTURY COMPANIES INC | 1.4M | $230M |
| 87 | SAMLYN CAPITAL, LLC | 1.3M | $218M |
| 88 | State Insurance Fund | 2.7M | $216M |
| 89 | Hamlin Capital Management, LLC | 1.3M | $212M |
| 90 | COMMERCE BANK | 1.3M | $212M |
| 91 | Alecta Tjanstepension Omsesidigt | 1.3M | $210M |
| 92 | Connor, Clark & Lunn Investment Management Ltd. | 1.3M | $206M |
| 93 | NATIONAL BANK OF CANADA /FI/ | 1.3M | $206M |
| 94 | Focused Investors LLC | 1.2M | $202M |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | $202M |
| 96 | COMMONWEALTH EQUITY SERVICES, LLC | 2.5M | $198M |
| 97 | Squarepoint Ops LLC | 1.2M | $198M |
| 98 | Evercore Wealth Management, LLC | 1.2M | $194M |
| 99 | Aberdeen Group plc | 1.2M | $190M |
| 100 | Alyeska Investment Group, L.P. | 1.1M | $185M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09