MS · NYSE · Financial - Capital Markets

Morgan Stanley (MS)

Investment bank combining institutional markets, wealth management and asset management.

$200.60
After hours+0.43 (+0.21%)
At close$200.17(−2.89%)

13F · 13D/G · Form 4

Institutions86.49%1.36B shares
2,848 holders · as of Jun 30, 2026
Insiders0.18%2.80M shares
23 holders · as of Jul 29, 2026
Other13.33%209.33M shares
remainder

1.57B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Mitsubishi UFJ Financial Group IncInstitution
24.01%377.09Mas of Jun 30, 2026
State Street CorpInstitution
6.34%99.56Mas of Jun 30, 2026
BlackRock, Inc.Institution
6.04%94.90Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.95%77.70Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
2.82%44.36Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.92%30.20Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.74%27.35Mas of Jun 30, 2026
Fisher Asset Management, LLCInstitution
1.67%26.17Mas of Jun 30, 2026
T. Rowe Price Associates, Inc.Institution
1.60%25.21Mfiled Feb 14, 2022
FMR LLCInstitution
1.59%24.90Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.23%19.25Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
1.15%18.07Mas of Jun 30, 2026
Norges BankInstitution
1.15%17.98Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.06%16.65Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
0.90%14.10Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.89%13.91Mas of Jun 30, 2026
Northern Trust CorpInstitution
0.80%12.51Mas of Jun 30, 2026
UBS Asset Management Americas IncInstitution
0.71%11.21Mas of Jun 30, 2026
UBS Group AGInstitution
0.67%10.53Mas of Jun 30, 2026
Schroder Investment Management GroupInstitution
0.65%10.23Mas of Jun 30, 2026
Capital World InvestorsInstitution
0.65%10.17Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.63%9.96Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.63%9.96Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
0.62%9.76Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
0.59%9.21Mas of Jun 30, 2026

13F, as of Jun 30, 2026

2,848 holders · 1.36B shares · 367 new positions · 1,464 increased · 956 reduced · 124 closed

HolderShares% outstandingChg q/qFiled
Mitsubishi UFJ Financial Group Inc377.09M24.01%0Aug 7, 2026
State Street Corp99.56M6.34%−1.78MAug 7, 2026
BlackRock, Inc.94.90M6.04%−1.50MAug 7, 2026
Vanguard Capital Management LLC77.70M4.95%−14.5KAug 13, 2026
JPMorgan Chase & Co44.36M2.82%+785.2KAug 12, 2026
Vanguard Portfolio Management LLC30.20M1.92%−37.6KAug 13, 2026
Geode Capital Management, LLC27.35M1.74%−356.3KAug 12, 2026
Fisher Asset Management, LLC26.17M1.67%+572.9KAug 4, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Mitsubishi UFJ Financial Group, Inc.24.12%380.51M13DJul 15, 2026
Vanguard Capital Management5.65%89.86M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 28, 2026
Mary L. Schapirodirector
Sale1,000$212.0640,843
Jul 17, 2026
Michael A. Pizziofficer: Head Technology & Operations
Sale · 2 lots24,165$215.55121,770
Jul 16, 2026
Sharon Yeshayaofficer: Chief Financial Officer
Sale · 2 lots15,554$222.51136,810
Apr 20, 2026
Eric F. Grossmanofficer: Chief Legal/Admin Officer
Sale · 2 lots11,118$190.75169,403
Apr 16, 2026
Mandell Crawleyofficer: Chief Client Officer
Sale · 3 lots16,129$188.2262,529
Apr 16, 2026
Andrew M. Sapersteinofficer: Co-President
Sale · 6 lots51,668$188.59282,142
Apr 17, 2026
Daniel A. Simkowitzofficer: Co-President
Sale14,690$189.24365,802
Jan 30, 2026
Daniel A. Simkowitzofficer: Co-President
Sale32,968$182.61357,342
Jan 20, 2026
Mandell Crawleyofficer: Chief Client Officer
Sale · 5 lots7,860$183.4568,788
Jan 20, 2026
Eric F. Grossmanofficer: Chief Legal/Admin Officer
Sale21,555$184.00171,005

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Dan Newhouse · WA04Purchase$1,001 – $15,000SpouseJul 10, 2026Jul 20, 2026
Rep. Ro Khanna · CA17Purchase$1,001 – $15,000Jun 5, 2026Jul 8, 2026
Rep. Ro Khanna · CA17Purchase$1,001 – $15,000May 1, 2026Jun 11, 2026