MS
Morgan Stanley
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fund move
Fund move
Last report3 of 5 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−2.75%
vs ±3.4% implied · ×0.81
shaded = implied · ▲▼ = realized
No thesis.
Linked news
Morgan Stanley
184.07
−4.78 · −2.53%
post 184.49 +0.23%
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Mitsubishi UFJ Financial GroupMitsubishi UFJ Financial | $78.8B | 27.39% | 0.00% | |
| 2 | State StreetState Streetindex-like | $20.8B | 7.23% | −1.76% | |
| 3 | BlackRockBlackRockindex-like | $19.8B | 6.89% | −1.55% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $16.2B | 5.64% | −0.02% | |
| 5 | JPMorgan ChaseJPMorgan Chase | $9.4B | 3.26% | +1.80% | |
| 6 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $6.3B | 2.19% | −0.12% | |
| 7 | Geode Capital ManagementGeodeindex-like | $5.7B | 1.98% | −1.29% | |
| 8 | Fisher Asset ManagementFisher | $5.5B | 1.90% | +2.24% | |
| 9 | FMRFMR | $5.2B | 1.81% | +9.56% | |
| 10 | T. Rowe Price AssociatesT. Rowe Price | $4.0B | 1.40% | +13.12% | |
| 11 | Capital Research Global InvestorsCapital Research Global Investors | $3.8B | 1.31% | −10.85% | |
| 12 | Norges BankNorges Bankindex-like | $3.8B | 1.31% | — | |
| 13 | Bank of AmericaBank of America | $3.5B | 1.21% | +1.99% | |
| 14 | Goldman Sachs GroupGoldman Sachs | $3.2B | 1.13% | −8.24% | |
| 15 | Ameriprise FinancialAmeriprise Financial | $2.9B | 1.02% | +1.33% | |
| 16 | UBS GroupUBS | $2.8B | 0.98% | +0.37% | |
| 17 | Northern TrustNorthern Trustindex-like | $2.6B | 0.91% | −2.37% | |
| 18 | UBS Asset Management AmericasUBS Asset Management Americas | $2.3B | 0.81% | +1.71% | |
| 19 | Schroder Investment Management GroupSchroder | $2.1B | 0.74% | −0.18% | |
| 20 | Capital World InvestorsCapital World Investors | $2.1B | 0.74% | +529.22% | |
| 21 | Charles Schwab Investment ManagementCharles Schwabindex-like | $2.1B | 0.72% | −0.35% | |
| 22 | Bank of New York MellonBank of New York Mellonindex-like | $2.0B | 0.71% | −0.35% | |
| 23 | InvescoInvesco | $1.9B | 0.67% | +17.32% | |
| 24 | Massachusetts Financial ServicesMassachusetts Financial Services | $1.9B | 0.67% | −21.59% | |
| 25 | Franklin ResourcesFranklin Resources | $1.7B | 0.61% | −8.90% |
2,756 managers report $287.8B of Morgan Stanley on form 13F for the quarter ended Jun 30 '26. 41 of them hold 80% of it; Mitsubishi UFJ Financial is largest at 27.39%.
Expected move
Inputs8Q avg ±3.1%·×0.50·cheap
straddle ±9.9%
spot 184.30exp Jan 15ATM strike 185ATM straddle 21.43IV 32%