Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 1 sale; 2,757 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
Holders of 5% or more of MS
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Morgan Stanley, largest stake first. The change is against the holder's previous filing.
| 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 |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
22 Schedule 13D and 13G filings on Morgan Stanley, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 15, 202610:53 AM ET | Mitsubishi Ufj Financial Group Inc | 13D/A | 24.12%380.5M shares | +0.17 ppfrom 23.95% | Jul 15, 2026 | SEC |
| Apr 30, 202611:38 AM ET | Vanguard Capital Management LLC | 13G | 5.65%89.9M shares | New | Mar 31, 2026 | SEC |
| Apr 13, 20266:04 AM ET | Mitsubishi Ufj Financial Group Inc | 13D/A | 23.95%380.3M shares | +0.04 ppfrom 23.91% | Apr 13, 2026 | SEC |
| Mar 27, 202610:52 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Nov 4, 20259:51 AM ET | Mitsubishi Ufj Financial Group Inc | 13D/A | 23.91%380.0M shares | – | Nov 3, 2025 | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 31, 20242:08 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 30, 202411:50 AM ET | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Oct 16, 2023 | Mitsubishi Ufj Financial Group Inc | 13D/AOld format | – | – | – | SEC |
| Feb 9, 20233:19 PM ET | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 7, 20232:10 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Aug 8, 2022 | Mitsubishi Ufj Financial Group Inc | 13D/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Price T Rowe Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 11, 20229:13 AM ET | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 1, 20225:14 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Apr 13, 2021 | Mitsubishi Ufj Financial Group Inc | 13D/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Price T Rowe Associates Inc | 13GOld format | – | New | – | SEC |
| Feb 11, 20213:34 PM ET | State Street Corp | 13GOld format | – | New | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 5, 20217:51 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
71 notices from officers, directors and other affiliates planning to sell Morgan Stanley shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 6, 20264:55 PM ET | Judith A MiscikAffiliate | 2.48K | $454.3K | Nov 6, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 16, 20264:15 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 2.92K | $534.4K | Oct 16, 2026 | Morgan Stanley & Co LLC | SEC |
| Jul 28, 20264:08 PM ET | Mary L Schapiro Rev TrustAffiliate | 1.00K | $212.1K | Jul 28, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 20, 20264:21 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 4.04K | $869.0K | Jul 20, 2026 | Morgan Stanley & Co. LLC | SEC |
| Jul 17, 20264:17 PM ET | Michael A. Pizzi Revocable TrustAffiliate | 24.2K | $5.21M | Jul 17, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 16, 20264:22 PM ET | Sharon YeshayaAffiliate | 15.6K | $3.46M | Jul 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 20, 20264:38 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 2.77K | $531.2K | Apr 20, 2026 | Morgan Stanley & Co. LLC | SEC |
| Apr 20, 20264:12 PM ET | Eric F GrossmanAffiliate | 11.1K | $2.12M | Apr 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 17, 20264:40 PM ET | Daniel A. SimkowitzAffiliate | 14.7K | $2.78M | Apr 17, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 16, 20264:33 PM ET | Mandell L CrawleyAffiliate | 16.1K | $3.04M | Apr 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 16, 20264:32 PM ET | Andy SapersteinAffiliate | 51.7K | $9.74M | Apr 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 30, 20264:26 PM ET | Daniel A. SimkowitzAffiliate | 33.0K | $6.02M | Jan 30, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:59 PM ET | Mandell L CrawleyAffiliate | 7.86K | $1.44M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:58 PM ET | Sharon YeshayaAffiliate | 15.8K | $2.94M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:55 PM ET | Michael A. Pizzi Revocable TrustAffiliate | 20.0K | $3.69M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:53 PM ET | Eric F GrossmanAffiliate | 21.6K | $3.97M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:51 PM ET | Andy SapersteinAffiliate | 30.3K | $5.57M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:47 PM ET | Charles A. SmithAffiliate | 8.50K | $1.55M | Jan 20, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jan 20, 20264:34 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 3.08K | $570.3K | Jan 20, 2026 | Morgan Stanley & Co. LLC | SEC |
| Oct 31, 20254:39 PM ET | Edward PickAffiliate | 100.0K | $16.4M | Oct 31, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 17, 20254:23 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 3.32K | $530.7K | Oct 17, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 18, 20254:09 PM ET | Morgan Stanley Smith Barney LLCIndirectly controlled by the issuer | 3.37K | $474.4K | Jul 18, 2025 | Morgan Stanley & Co. LLC | SEC |
| Jul 17, 20254:37 PM ET | Daniel A. Simkowitz &MARI NakachiAffiliate | 29.0K | $4.09M | Jul 17, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 17, 20254:34 PM ET | Andrew Michael Saperstein 2025 GratAffiliate | 43.6K | $6.14M | Jul 17, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jul 17, 20254:30 PM ET | Eric F GrossmanAffiliate | 12.0K | $1.69M | Jul 17, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
Showing the latest 25. See the MS notices from the last 12 months