Created by potrace 1.16, written by Peter Selinger 2001-2019beatandraise.com
Latest Financials

Filings:

CategoryDateSearch FilingsInstitutional HoldersbetaEarnings TranscriptsbetaGlobal Search

SEC Edgar

MORGAN STANLEY

NotesSupport
aboutterms

Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

MORGAN STANLEY

CIK 0000895421MSMS-PAMS-PEMS-PF· quarter ending 2026-06-30
Shares outstanding
1,570,566,292
as of 2026-07-31 · 10-Q cover page, filed 2026-08-04
Held by 13F filers
1,887
selection includes debt or preferreds — no % of shares outstanding
Holders
2
+0 vs 2026-03-31 · 1 new, 1 exited
Value
$48K
shares +330.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockMS · NYSE1,570,566,2921,348,925,34685.9%2,745617446448

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
617446448Stock2,7451,348,925,3461,570,566,29285.9%$281.9B48 call / 54 put13DGholders →
61747S504PREFERRnot common8517,378——$9.7M—NPORTholders →
61762V838PERP PFD CNV Anot common365,686——$1.7M—NPORTholders →
61762V804PFDnot common543,959——$858K—NPORTholders →
6174468G7Fixed Incomenot common1
$735K principal
——$729K—NPORTholders →
61762V606PFD Knot common430,633——$722K—NPORTholders →
61762V861US Preferred Equity, Perpetualnot common633,105——$562K—NPORTholders →
61762V853PUBLICnot common21,901——$48K—NPORTholders →
61762V200Common Stocknot common21,887——$48K—NPORTholders →
61747YFR1CORPORATE BONDSnot common130,000——$31K—NPORTholders →
61747YFK6CORPORATE BONDSnot common129,000——$29K—NPORTholders →
61761J406PREFERRED STOCKnot common11,102——$27K—NPORTholders →
61747YEH4CORPORATE BONDSnot common126,000——$23K—NPORTholders →
61761JZN2BCOnot common120,000——$20K—NPORTholders →
61763E207PUBLICnot common2345——$9K—NPORTholders →
61744YAK4CORPORATE BONDSnot common16,000——$6K—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 93 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (2 of 2 · 61762V200)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1Vermillion Wealth Management, Inc.1,496—$38KNEW
2PNC Financial Services Group, Inc.391—$10K—
Exited since 2026-03-31 (1 filers; largest 1 shown)
Ascentis Independent Advisors−47

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
MITSUBISHI UFJ FINANCIAL GROUP, INC.SCHEDULE 13D/A2026-07-152026-07-15380,511,11824.12%
Vanguard Capital ManagementSCHEDULE 13G2026-04-302026-03-3189,855,3605.65%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.