MS
Morgan Stanley · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -0.2% ·
net new positions +4.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | -1 | 1.18B | $247.03B | +4 | −4 |
| Q1 2026 | 186 | +2 | 1.17B | $192.54B | +2 | −1 |
| Q4 2025 | 183 | +1 | 1.23B | $217.91B | +2 | — |
| Q3 2025 | 23 | 0 | 537.60M | $85.44B | — | −1 |
| Q2 2025 | 21 | +1 | 452.00M | $63.65B | +1 | — |
| Q1 2025 | 17 | -1 | 217.88M | $25.41B | — | −1 |
| Q4 2024 | 18 | -2 | 229.99M | $28.91B | — | −2 |
| Q3 2024 | 19 | 0 | 121.60M | $12.67B | — | — |
| Q2 2024 | 19 | — | 127.89M | $12.42B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 119.12M | — | $16.78B | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 2 | State Street Global Advisors ✦ (passive) | 104.12M | -2.8% | $14.67B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 95.01M | — | $13.38B | 0.3% | n/c | 1 | SEC ↗ ×22 |
| 4 | Geode Capital Management ✦ (passive) | 26.63M | -0.1% | $3.74B | 0.3% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 24.05M | +3.2% | $3.39B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 20.82M | — | $2.93B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 7 | Wellington Management ✦ | 19.12M | -0.9% | $2.69B | 0.5% | ▼ Trim | 5 | SEC ↗ ×6 |
| 8 | Norges Bank ✦ (passive) | 15.87M | +3.6% | $2.23B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 12.22M | +8.0% | $1.72B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Capital World Investors ✦ | 5.64M | +0.4% | $794.88M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 3.85M | +122.4% | $542.78M | 0.5% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Marshall Wace ✦ | 2.09M | +600.8% | $294.73M | 0.4% | ▲ Add | 5 | SEC ↗ ×4 |
| 13 | Adage Capital Partners ✦ | 1.09M | +0.7% | $152.89M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 635.78K | -44.7% | $89.56M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 15 | Millennium Management ✦ | 510.99K | -87.9% | $71.98M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 493.32K | +2025.9% | $69.49M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 295.17K | +4.3% | $41.58M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 198.74K | -23.4% | $27.99M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 19 | GAMCO Investors ✦ | 139.70K | -3.8% | $19.68M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 42.17K | New | $5.94M | 0.0% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 33.05K | +9.0% | $4.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $5.94M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,467 holders, 1.28B shares, $204.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
24.1% of class · View original SEC filing ↗