Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
No open-market purchases or sales by Morgan Stanley insiders were filed in the last 90 days; 2,756 institutions reported holding it in 13F filings for Q2 2026, worth $281.8B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
Key figures
- Market capClose on Nov 9, 2026
- $292.4B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +267 vs. previous quarter
- 2,756
- 13F valueReported value at the end of Q2 2026
- $281.8B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $70.6B
- +14.4% year over year
- Net income, FY2025
- $16.9B
- +25.9% year over year
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $20.3B
- +11.6% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 14.3M
- Shares sold short
- Change
- −346.5K
- −2.4% vs. previous
- Days to cover
- 2.17
- At average daily volume
Superinvestors holding MS, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Morgan Stanley on Form 13F. Percentages are the stock's share of each portfolio.
Viking Global Investors
Andreas Halvorsen
1.0%
Morgan Stanley's share of the portfolio
- Shares
- 1,622,593
- Value
- $339.2M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Morgan Stanley insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 (view filing)4:06 PM ET | Jul 28 | 1 day | Schapiro Mary LDirector | SSale | −1.00K | $212.06 | −$212.1K | −2.4%40.8K after | |
| Jul 17, 2026 (view filing)4:07 PM ET | Jul 16 | 1 day | Yeshaya SharonChief Financial Officer | SSale | −6.38K | $222.51 | −$1.42M | −4.5%136.8K after | |
| Jul 17, 2026 (view filing)4:07 PM ET | Jul 16 | 1 day | Yeshaya SharonChief Financial Officer | SSale | −9.17K | $222.51 | −$2.04M | −100.0%0 after | |
| Jul 17, 2026 (view filing)4:06 PM ET | Jul 17 | Same day | Pizzi Michael A.Head Technology & Operations | SSale | −24.2K | $215.55 | −$5.21M | −16.6%121.8K after | 2 lots |
| Apr 20, 2026 (view filing) | Apr 20 | Same day | Grossman Eric FChief Legal/Admin Officer | SSale | −11.1K | $190.75 | −$2.12M | −6.2%169.4K after | 2 lots |
| Apr 17, 2026 (view filing) | Apr 17 | Same day | Simkowitz Daniel ACo-President | SSale | −14.7K | $189.24 | −$2.78M | −3.9%365.8K after | |
| Apr 17, 2026 (view filing) | Apr 16 | 1 day | Saperstein Andrew MCo-President | SSale | −51.7K | $188.60 | −$9.74M | −15.5%282.1K after | 6 lots |
| Apr 17, 2026 (view filing) | Apr 16 | 1 day | Crawley MandellChief Client Officer | SSale | −16.1K | $188.21 | −$3.04M | −20.5%62.5K after | 3 lots |
| Jan 30, 2026 (view filing) | Jan 30 | Same day | Simkowitz Daniel ACo-President | SSale | −33.0K | $182.61 | −$6.02M | −8.4%357.3K after | |
| Jan 22, 2026 (view filing) | Jan 20 | 2 days | Yeshaya SharonChief Financial Officer | SSale | −15.8K | $185.77 | −$2.94M | −10.5%135.3K after |
Top 10 13F holders, Q2 2026
See all 2,756 holdersThe largest institutional positions in Morgan Stanley at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $78.8B | 100.00% | 00.0% | Unchanged |
| State Street Corp | 99,560,815 | $20.8B | 0.62% | −1,779,379−1.8% | Reduced |
| BlackRock, Inc. | 94,899,620 | $19.8B | 0.30% | −1,497,269−1.6% | Reduced |
| Vanguard Capital Management LLC | 77,700,641 | $16.2B | 0.35% | −14,4910.0% | Reduced |
| JPMorgan Chase & Co | 44,363,477 | $9.39B | 0.55% | +785,198+1.8% | Added |
| Vanguard Portfolio Management LLC | 30,203,228 | $6.31B | 0.28% | −37,573−0.1% | Reduced |
| Geode Capital Management, LLC | 27,346,327 | $5.69B | 0.30% | −356,347−1.3% | Reduced |
| Fisher Asset Management, LLC | 26,172,995 | $5.47B | 1.63% | +572,927+2.2% | Added |
| FMR LLC | 24,903,987 | $5.21B | 0.23% | +2,173,964+9.6% | Added |
| Price T Rowe Associates Inc | 19,246,850 | $4.02B | 0.40% | +2,232,093+13.1% | Added |
Holders of 5% or more of MS
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Morgan Stanley.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 13D/A | 24.12%380.5M shares | +0.17 ppfrom 23.95% | Apr 13, 20216 filings | Jul 15, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.65%89.9M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in MS23 members of Congress reported 61 trades in Morgan Stanley since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 17, 2026 |  Dan Newhouse House · WA | Buy | $1K-$15K |
| Jan 15, 2026 |  Julie Johnson House · TX | Sell | $1K-$15K |
| Jan 14, 2026 |  Steve Cohen House · TN | Sell (partial) | $50K-$100K |
| Dec 15, 2025 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · WA · Jul 17, 2026
Buy$1K-$15K
House · TX · Jan 15, 2026
Sell$1K-$15K
House · TN · Jan 14, 2026
Sell (partial)$50K-$100K
House · CA · Dec 15, 2025
Buy$1K-$15K