MS
Morgan Stanley · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +0.5% ·
share flow -3.0% ·
net new positions +1.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | -1 | 1.18B | $246.90B | +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 | Mitsubishi Ufj Financial Group Inc | 377.09M | — | $66.94B | 100.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 119.72M | +1.1% | $21.25B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 103.85M | +0.5% | $18.44B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 95.25M | +1.7% | $16.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 35.71M | -52.3% | $6.34B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 51 | Geode Capital Management ✦ (passive) | 27.07M | +2.0% | $4.79B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 52 | Geode Capital Management ✦ (passive) | 27.07M | +2.0% | $4.79B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 26.17M | +5.5% | $4.65B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Fisher Asset Management ✦ | 25.02M | +2.1% | $4.44B | 1.5% | ▲ Add | 7 | SEC ↗ |
| 60 | Capital International Investors | 20.54M | — | $3.65B | 0.6% | n/c | 1 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 16.24M | — | $2.88B | 0.2% | n/c | 1 | SEC ↗ |
| 69 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 70 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 71 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 72 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 73 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 74 | Wellington Management ✦ | 15.85M | -15.4% | $2.81B | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 75 | Capital Research Global Investors | 15.43M | — | $2.74B | 0.5% | n/c | 1 | SEC ↗ |
| 76 | Norges Bank ✦ (passive) | 15.42M | New | $2.74B | 0.3% | New | 1 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 15.21M | +1.6% | $2.70B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 83 | T. Rowe Price ✦ | 14.92M | +29.1% | $2.65B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 14.92M | +29.1% | $2.65B | 0.3% | ▲ Add | 7 | SEC ↗ |
| 85 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 88 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 89 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 14.18M | — | $2.52B | 0.6% | n/c | 1 | SEC ↗ |
| 92 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 95 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 97 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 98 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 99 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
| 100 | Northern Trust Corp | 12.81M | — | $2.27B | 0.3% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $2.74B | 0.3% |
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.