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Notable Holders of Morgan Stanley (MS)

  |   Expand Research on MS   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
Fidelity Investments COM NEW 74,443,765 3.86% 13F
JPMORGAN CHASE & CO OPTION 56,739,518 2.94% 13F
VANGUARD GROUP INC COM NEW 54,272,675 2.82% 13F
FRANKLIN RESOURCES INC 48,486,062 2.52% 13F
BlackRock Institutional Trust Company, N.A. COM NEW 37,141,752 1.93% 13F
JANUS CAPITAL MANAGEMENT LLC COM 32,880,589 1.71% 13F
PRICE T ROWE ASSOCIATES INC /MD/ COMM STK 29,520,846 1.53% 13F
Eton Park Capital Management, L.P. COM NEW 23,000,000 1.19% 13F
NORTHERN TRUST CORP COM 16,821,734 0.87% 13F
BARCLAYS PLC COM 12,354,886 0.64% 13F
Clearbridge Advisors, LLC COM NEW 11,412,812 0.59% 13F
BlackRock Fund Advisors COM NEW 10,706,279 0.56% 13F
GEODE CAPITAL MANAGEMENT LLC COM NEW 10,219,844 0.53% 13F
BlackRock Group LTD COM NEW 9,593,089 0.50% 13F
CITIGROUP INC (CALL) COM NEW 9,522,937 0.49% 13F
LSV ASSET MANAGEMENT COM NEW 7,996,221 0.41% 13F
DIMENSIONAL FUND ADVISORS LP COM 7,783,716 0.40% 13F
TIAA CREF INVESTMENT MANAGEMENT LLC COM NEW 6,987,850 0.36% 13F
Highbridge Capital COMMON 6,900,528 0.36% 13F
CAPITAL GROWTH MANAGEMENT LP COMMON 6,900,000 0.36% 13F
BLACKROCK ADVISORS LLC COM NEW 6,890,337 0.36% 13F
STATE TREASURER STATE OF MICHIGAN COM 6,848,535 0.36% 13F
AMERIPRISE FINANCIAL INC COM 6,682,978 0.35% 13F
LEGAL & GENERAL GROUP PLC COM NEW 6,327,936 0.33% 13F
Highfields Capital COM NEW 5,926,611 0.31% 13F
Goldman Sachs Asset Management, L.P. CMN 5,854,550 0.30% 13F
BRIDGER MANAGEMENT LLC COMMON STOCK 5,832,800 0.30% 13F
Wellington COM NEW 5,553,762 0.29% 13F
Sumitomo Mitsui Trust Holdings, Inc. COM 5,372,475 0.28% 13F
Daiwa Securities Group Inc. COM NEW 5,350,100 0.28% 13F
NEW YORK STATE COMMON RETIREMENT FUND COMMON STOCK 5,265,198 0.27% 13F
LORD ABBETT & CO LLC COM 4,473,899 0.23% 13F
DEUTSCHE BANK AG\ COM NEW 4,379,508 0.23% 13F
VALINOR MANAGEMENT, LLC COM NEW 4,379,463 0.23% 13F
Cornerstone Investment Partners, LLC COM 4,373,701 0.23% 13F
BlackRock Investment Management, LLC COM NEW 4,359,322 0.23% 13F
Brandywine Global Investment Management, LLC COM NEW 4,269,133 0.22% 13F
NEW YORK STATE TEACHERS RETIREMENT SYSTEM COM NEW 4,259,203 0.22% 13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM * MORGAN STANLEY COM 3,995,109 0.21% 13F
TCW GROUP INC COM NEW 3,949,894 0.20% 13F
WELLS FARGO & CO/MN CLOSED-END EQUI 3,871,448 0.20% 13F
LEGG MASON CAPITAL MANAGEMENT INC COM NEW 3,804,212 0.20% 13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC COM NEW 3,490,600 0.18% 13F
WELLCOME TRUST LTD COM NEW 3,450,000 0.18% 13F
Mitsubishi UFJ Trust & Banking Corp COM 3,322,539 0.17% 13F
SG Americas Securities, LLC (PUT) 3,301,000 0.17% 13F
CREDIT SUISSE AG/ COM NEW 3,293,500 0.17% 13F
DEPRINCE RACE & ZOLLO INC COM NEW 3,253,338 0.17% 13F
RCM CAPITAL MANAGEMENT LLC COM NEW 3,204,950 0.17% 13F
JHL Capital (CALL) COM NEW 3,155,900 0.16% 13F
MASTERS CAPITAL MANAGEMENT LLC (CALL) COM NEW 3,000,000 0.16% 13F
STATE OF WISCONSIN INVESTMENT BOARD COM NEW 2,980,644 0.15% 13F
UBS AG COM NEW 2,790,917 0.14% 13F
SCHWAB CHARLES INVESTMENT MANAGEMENT INC COM NEW 2,649,382 0.14% 13F
SCHRODER INVESTMENT MANAGEMENT GROUP COM 2,462,407 0.13% 13F
PEAK6 Investments, L.P. (PUT) COM NEW 2,403,700 0.12% 13F
Mizuho Trust & Banking Co., Ltd. COM 2,333,620 0.12% 13F
Robeco Institutional Asset Management B.V. COM NEW 2,281,520 0.12% 13F
BANK OF AMERICA CORP /DE/ 2,172,349 0.11% 13F
RUSSELL FRANK CO/ COMMON STOCKS 2,150,872 0.11% 13F
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO COM 2,063,523 0.11% 13F
BlackRock Japan Co. Ltd COM NEW 2,060,069 0.11% 13F
ROYAL BANK OF CANADA \ COM NEW 1,878,105 0.10% 13F
Timber Hill LLC (PUT) PUT 1,835,700 0.10% 13F
IG INVESTMENT MANAGEMENT LTD COM NEW 1,827,913 0.09% 13F
TEACHERS ADVISORS INC COM NEW 1,817,021 0.09% 13F
CREDIT AGRICOLE S A COM NEW 1,799,287 0.09% 13F
FIL Ltd COM NEW 1,689,686 0.09% 13F
Focused Investors LLC COM 1,686,800 0.09% 13F
BlackRock Inc. COM NEW 1,673,700 0.09% 13F
OPPENHEIMER FUNDS INC COM 1,671,737 0.09% 13F
Ionic Capital Management LLC (PUT) COM 1,637,900 0.08% 13F
PARAMETRIC PORTFOLIO ASSOCIATES Common Stock 1,619,139 0.08% 13F
WS MANAGEMENT LLLP COMMON STOCK 1,616,600 0.08% 13F
MANAGED ACCOUNT ADVISORS LLC 1,554,584 0.08% 13F
PRINCIPAL FINANCIAL GROUP INC COM NEW 1,543,812 0.08% 13F
GAMCO Investors COM 1,447,865 0.08% 13F
Manulife Asset Management (North America) Ltd COM NEW 1,436,996 0.07% 13F
MORGAN STANLEY COM 1,406,867 0.07% 13F
BECKER CAPITAL MANAGEMENT INC Common Stock 1,341,847 0.07% 13F
SUNTRUST BANKS INC 1,321,605 0.07% 13F
Korea Investment CORP COM NEW 1,318,300 0.07% 13F
Fore Research & Management, LP (PUT) COM NEW 1,300,000 0.07% 13F
PENN MUTUAL LIFE INSURANCE CO COM 1,235,240 0.06% 13F
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC COMMON 1,210,800 0.06% 13F
WADDELL & REED FINANCIAL INC COM NEW 1,187,973 0.06% 13F
OZ MANAGEMENT LP (PUT) COM NEW 1,173,300 0.06% 13F
Parallax Volatility Advisers, LLC (PUT) COM NEW 1,171,400 0.06% 13F
EARNEST PARTNERS LLC COM 1,138,875 0.06% 13F
Dalton Investments LLC COM NEW 1,111,100 0.06% 13F
Adage Capital COM NEW 1,065,074 0.06% 13F
Carlson Capital, L.P. COM NEW 1,063,500 0.06% 13F
DIAMONDBACK CAPITAL MANAGEMENT, LLC (PUT) COM NEW 1,061,600 0.06% 13F
Citadel (CALL) CMN 1,015,200 0.05% 13F
WESTERN NATIONAL TRUST CO 1,000,000 0.05% 13F
Tricadia Capital Management, LLC COM NEW 1,000,000 0.05% 13F
Saba Capital Management, L.P. (PUT) COM NEW 1,000,000 0.05% 13F
Ulys, LLC COM NEW 900,000 0.05% 13F
UNITED SERVICES AUTOMOBILE ASSOCIATION COMMON 882,364 0.05% 13F
HSBC HOLDINGS PLC 881,241 0.05% 13F
ING INVESTMENT MANAGEMENT CO COM NEW 872,730 0.05% 13F
Spot Trading L.L.C (CALL) COM NEW 865,200 0.04% 13F
GRISANTI BROWN & PARTNERS LLC COM NEW 862,395 0.04% 13F
Iridian Asset Management COM 849,780 0.04% 13F
TD ASSET MANAGEMENT INC COM NEW 840,109 0.04% 13F
MATRIX ASSET ADVISORS INC/NY COM 817,798 0.04% 13F
ROYAL BANK OF SCOTLAND GROUP PLC COM NEW 815,524 0.04% 13F
IBM Retirement Fund 617446448 815,078 0.04% 13F
AMERICAN INTERNATIONAL GROUP INC COM 728,831 0.04% 13F
Invesco Ltd. COMMON 707,113 0.04% 13F
MARTIN CURRIE LTD COM 686,804 0.04% 13F
SENTINEL ASSET MANAGEMENT, INC. COM 682,500 0.04% 13F
SAMLYN CAPITAL, LLC COM NEW 677,600 0.04% 13F
MANUFACTURERES LIFE INSURANCE CO COM NEW 669,703 0.03% 13F
GUGGENHEIM CAPITAL LLC COM NEW 659,399 0.03% 13F
GABELLI FUNDS LLC COM 650,000 0.03% 13F
Walleye Trading LLC (PUT) COM NEW 627,400 0.03% 13F
COMERICA BANK COM 594,517 0.03% 13F
Irish Life Investment Managers COM 556,893 0.03% 13F
PUBLIC SECTOR PENSION INVESTMENT BOARD COMMON 547,009 0.03% 13F
CAXTON ASSOCIATES LP COM NEW 544,784 0.03% 13F
NATIXIS COM NEW 537,709 0.03% 13F
DUPONT CAPITAL MANAGEMENT Corp COMMON STOCK 536,127 0.03% 13F
BUCKINGHAM CAPITAL MANAGEMENT INC/FL 525,362 0.03% 13F
BASSWOOD CAPITAL MANAGEMENT LLC COM NEW 521,072 0.03% 13F
SHELL ASSET MANAGEMENT CO COM NEW 520,721 0.03% 13F
MADISON SQUARE INVESTORS LLC. COM NEW 512,217 0.03% 13F
NOMURA ASSET MANAGEMENT CO LTD 508,407 0.03% 13F
SIGMA CAPITAL MANAGEMENT LLC (PUT) OPTION 500,000 0.03% 13F
Bridgewater Associates, LP COM NEW 485,868 0.03% 13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 467,111 0.02% 13F
MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC COM 459,102 0.02% 13F
Employees Retirement System of Texas COM NEW 445,700 0.02% 13F
Stux Capital Management, LLC COM 444,300 0.02% 13F
MADISON INVESTMENT HOLDINGS INC COM 443,500 0.02% 13F
FOX ASSET MANAGEMENT LLC COM 426,541 0.02% 13F
BMO FINANCIAL CORP COM NEW 402,201 0.02% 13F
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. COM NEW 390,351 0.02% 13F
Olstein Capital Management, L.P. COMMON 390,000 0.02% 13F
ALLIANZ GLOBAL INVESTORS OF AMERICA L P COM NEW 388,300 0.02% 13F
SUFFOLK CAPITAL MANAGEMENT LLC COM 376,200 0.02% 13F
MASON STREET ADVISORS LLC COM NEW 363,607 0.02% 13F
KNIGHT CAPITAL GROUP, INC. (PUT) PUT 355,000 0.02% 13F
APEX CAPITAL, LLC (CALL) COM NEW 347,400 0.02% 13F
FIRST INVESTORS MANAGEMENT CO INC CSD 345,963 0.02% 13F
MILLENNIUM MANAGEMENT LLC COM NEW 333,683 0.02% 13F
CIBC Global Asset Management Inc COM NEW 329,696 0.02% 13F
ARIEL INVESTMENTS, LLC COMMON 322,980 0.02% 13F
World Asset Management Inc COM 314,902 0.02% 13F
GLICKENHAUS & CO COM 311,940 0.02% 13F
York Capital Management Global Advisors, LLC (CALL) COM NEW 300,000 0.02% 13F
DIAM Co., Ltd. COM 296,831 0.02% 13F
NOMURA HOLDINGS INC CMN 277,900 0.01% 13F
AMERICAN NATIONAL INSURANCE CO /TX/ COM 277,700 0.01% 13F
GW CAPITAL MANAGEMENT LLC COMMON STOCK 272,401 0.01% 13F
PINNACLE ASSOCIATES LTD COM 270,934 0.01% 13F
Alphabet Management, LLC COM NEW 268,861 0.01% 13F
INDEPENDENT INVESTORS INC COMMON 260,000 0.01% 13F
SYMMETRY PEAK MANAGEMENT LLC (PUT) COM NEW 250,000 0.01% 13F
ROYAL LONDON ASSET MANAGEMENT LTD COM NEW 249,697 0.01% 13F
COMMONWEALTH BANK OF AUSTRALIA COM NEW 249,106 0.01% 13F
LEVIN CAPITAL STRATEGIES, L.P. COM 248,420 0.01% 13F
Aletheia Research & Management, Inc COM 243,995 0.01% 13F
VIRGINIA RETIREMENT SYSTEMS ET AL COM NEW 235,700 0.01% 13F
Hudson Bay Capital Management, L.P. (PUT) COM 233,000 0.01% 13F
ANALYTIC INVESTORS INC/CA 229,967 0.01% 13F
Rafferty Asset Management, LLC COM 229,024 0.01% 13F
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 222,795 0.01% 13F
HERITAGE INVESTORS MANAGEMENT CORP COM 219,865 0.01% 13F
AMBS INVESTMENT COUNSEL LLC COM 218,680 0.01% 13F
Amida Capital Management II, LLC COM NEW 214,000 0.01% 13F
Aperio Group, LLC COMMON 211,790 0.01% 13F
Neuberger Berman Group LLC COMMON STOCK 208,793 0.01% 13F
KBC Group NV COM NEW 202,824 0.01% 13F
SUN LIFE FINANCIAL INC COM 200,299 0.01% 13F
Ally Financial Inc. COM 200,000 0.01% 13F
SUNRISE PARTNERS LLC /CT (PUT) COM 200,000 0.01% 13F
Silver Bridge Capital Management LLC COM 197,455 0.01% 13F
REGIONS FINANCIAL CORP COM 197,066 0.01% 13F
MEYER HANDELMAN CO Com 194,850 0.01% 13F