$MS

$183.49 +$0.00 (0.0%) After hours

$MS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.57B shares outstanding

Who owns MS?

By type of holder

Institutions 85.8% Insiders 14.2% Everyone else 0.0%

Concentration Top 10 holders own 52.2%

Mitsubishi Ufj Financial Group Inc 24.0% · State Street Corp 6.3%

Institutional ownership

85.8%

+1.3 pts vs last qtr

Institutional holders

2,737

+221 vs last qtr

Net shares bought

+20.5M

by institutions in Q2 2026

New / sold out

356 / 135

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +18.0M
Capital World Investors +8.6M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −3.9M
Millennium Management LLC −3.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$54.2M

18 notices from 9 people

Shares covered

284.2K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andy Saperstein Affiliate $15.3M
Michael A. Pizzi Revocable Trust Affiliate $8.9M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−15.6%

−1.87% a year

Each share's claim on the business

+18.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $14.8B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years91% 3–5 years2% 1–3 years4% Under 1 year3%

Quarterly turnover

4.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MU Mitsubishi Ufj Financial Group Inc 13D · 24.1%	377.1M	24.01%	Unchanged	≤2021	100.0%
Shares held by quarter Peak holding377.1M (Q3'24) Change over 8 quarters0 Share of the company24.010% Disclosed stake13D · 24.1% Mitsubishi Ufj Financial Group Inc's full portfolio →
SS State Street Corp	99.6M	6.34%	−1.8M (−1.8%)	≤2021	0.6%
Shares held by quarter Peak holding111.3M (Q4'24) Change over 8 quarters−10.7M Share of the company6.340% State Street Corp's full portfolio →

Mitsubishi Ufj Financial Group Inc

13D · 24.1%

377.1M

% of company

24.01%

Change vs last qtr

Unchanged

Held since

≤2021

State Street Corp

99.6M

% of company

6.34%

Change vs last qtr

−1.8M (−1.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Morgan Stanley, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MS on Form N-PORT; together they hold 22.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.85B	37.6M	2.39%	0.34%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$6.49B	31.1M	1.98%	0.39%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.85B

% of company

2.39%

% of the fund

0.34%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$6.49B

% of company

1.98%

% of the fund

0.39%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Morgan Stanley and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PE Pick Edward N Insider	775.5K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Pick Edward N's insider activity →
SD Simkowitz Daniel A Insider	367.6K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Simkowitz Daniel A's insider activity →

Pick Edward N

Insider

775.5K

% of company

0.05%

Change vs last qtr

—

Held since

—

Simkowitz Daniel A

Insider

367.6K

% of company

0.02%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Morgan Stanley.

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