As of November 8, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Morgan Stanley. The largest reported stake is Mitsubishi Ufj Financial Group, Inc.'s, at 24.12%. 5 filings are on record since November 4, 2025 (Schedule 13D/A, July 15, 2026).
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Key facts
- · Holder: Mitsubishi Ufj Financial Group, Inc. · Percent: 24.12% · Shares: 380,511,118 · SCHEDULE 13D/A
- · Holder: Vanguard Capital Management · Percent: 5.65% · SCHEDULE 13G
- · Holder: Mitsubishi Ufj Financial Group, Inc. · Percent: 23.95% · SCHEDULE 13D/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: Mitsubishi Ufj Financial Group, Inc. · Percent: 23.91% · SCHEDULE 13D/A
Morgan Stanley has 5 Schedule 13D or 13G filings on record since 2025-11-04. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Mitsubishi Ufj Financial Group, Inc. | 24.12% | 380,511,118 | SCHEDULE 13D/A, 2026-07-15 | 2026-07-15 |
| Vanguard Capital Management | 5.65% | 89,855,360 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Morgan Stanley and the records around it.
Morgan Stanley elsewhere on the record
Companies that share a holder
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group, Inc. | 24 | 0 | 24 | 0 | SCHEDULE 13D/A, 2026-07-15 |
The latest filing identifies Morgan Stanley by CUSIP 617446448 and gives its principal executive office as 1585 Broadway, New York, NY 10036 (SCHEDULE 13D/A, 2026-07-15).
Source of funds (Item 3)
The last paragraph of Item 3 of the Schedule 13D is amended and restated as follows: In addition to the 377,085,167 shares of Common Stock held by MUFG directly, as of July 7, 2026, certain affiliates of MUFG held in the aggregate 3,425,951 shares of Common Stock (the "Managed Shares") solely in a fiduciary capacity as the trustee of trust accounts or as the manager of investment funds, other investment vehicles and managed accounts.Mitsubishi Ufj Financial Group, Inc., SCHEDULE 13D/A, 2026-07-15
Purpose of Transaction (Item 4)
Mitsubishi Ufj Financial Group, Inc.
On April 18, 2018, MUFG entered into a sales plan (the "Plan") with the Company and Morgan Stanley & Co. LLC ("MS & Co.") to sell shares of Common Stock to the Company, through its agent MS & Co., as part of the Company's share repurchase program. The Plan was filed as Exhibit 20 to the thirteenth amendment to the Schedule 13D. On December 10, 2020, the Company provided written notice to MUFG pursuant to Paragraph F.2(i) of the Plan to suspend the Plan effective immediately. On July 15, 2026, MUFG provided written notice to the Company that Sales (as defined in the Plan) shall resume with July 30, 2026 as the first Sale Day.Item 4 of the SCHEDULE 13D/A filed 2026-07-15
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-04 | Mitsubishi Ufj Financial Group, Inc. | 23.91% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-13 | Mitsubishi Ufj Financial Group, Inc. | 23.95% | SCHEDULE 13D/A |
| 2026-04-30 | Vanguard Capital Management | 5.65% | SCHEDULE 13G |
| 2026-07-15 | Mitsubishi Ufj Financial Group, Inc. | 24.12% | SCHEDULE 13D/A |
Questions about who owns Morgan Stanley
Who owns Morgan Stanley?
On this page, 2 holders' latest ownership filings report 5% or more of Morgan Stanley: Mitsubishi Ufj Financial Group, Inc. (24.12%, Schedule 13D/A, filed 2026-07-15) and Vanguard Capital Management (5.65%, Schedule 13G, filed 2026-04-30).
Who are the largest shareholders of Morgan Stanley?
By the share each holder's latest filing reports, the largest holders of Morgan Stanley on this page are Mitsubishi Ufj Financial Group, Inc. (24.12%) and Vanguard Capital Management (5.65%).
When did Mitsubishi Ufj Financial Group, Inc. buy into Morgan Stanley?
The filings give report dates, not purchase dates. The earliest filing from Mitsubishi Ufj Financial Group, Inc. on this page is the Schedule 13D/A, filed 2025-11-04, reporting 23.91%; its latest, Schedule 13D/A filed 2026-07-15, reports 24.12%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.