Morgan Stanley

BRSE:MS Stock Report

Market Cap: CHF 191.8b

Morgan Stanley Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BRSE:MS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
17 Oct 24SellCHF 6,183,297Stephen LuczoIndividual60,000CHF 103.05
26 Jul 24SellCHF 325,205Mandell CrawleyIndividual3,500CHF 92.92
19 Jul 24SellCHF 1,436,767Sharon YeshayaIndividual15,547CHF 92.41
18 Jul 24SellCHF 705,918Raja AkramIndividual7,500CHF 94.12
17 Jul 24SellCHF 18,597,987James GormanIndividual200,000CHF 92.99
17 Jul 24SellCHF 94,371Robert HerzIndividual1,000CHF 94.38
17 Jul 24SellCHF 3,772,091Daniel SimkowitzIndividual40,000CHF 94.30
14 May 24SellCHF 627,788Mandell CrawleyIndividual6,954CHF 90.28
18 Apr 24SellCHF 8,220,229James GormanIndividual100,000CHF 82.20
17 Apr 24SellCHF 920,367Charles SmithIndividual11,200CHF 82.18
12 Feb 24SellCHF 2,035,138Andrew SapersteinIndividual26,655CHF 76.35
12 Feb 24SellCHF 7,644,792James GormanIndividual100,000CHF 76.45
31 Jan 24SellCHF 4,028,004Eric GrossmanIndividual53,125CHF 76.14
30 Jan 24SellCHF 339,552Raja AkramIndividual4,500CHF 75.46
30 Jan 24SellCHF 758,935Andrew SapersteinIndividual10,000CHF 75.89
26 Jan 24SellCHF 3,796,511James GormanIndividual50,000CHF 75.93
25 Jan 24SellCHF 3,815,050James GormanIndividual50,000CHF 76.30
19 Jan 24SellCHF 731,170Andrew SapersteinIndividual10,000CHF 73.12
18 Jan 24SellCHF 507,601Raja AkramIndividual7,000CHF 72.51

Insider Trading Volume

Insider Buying: MS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MS?
Owner TypeNumber of SharesOwnership Percentage
Private Companies123,2600.00765%
State or Government1,250,3610.0776%
Individual Insiders3,076,0040.191%
General Public232,181,80114.4%
Public Companies377,085,16723.4%
Institutions997,318,98661.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.99% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
23.4%
Mitsubishi UFJ Financial Group, Inc.
377,085,167CHF 44.9b0%no data
6.85%
State Street Global Advisors, Inc.
110,279,349CHF 13.1b0.01%0.52%
6.79%
The Vanguard Group, Inc.
109,436,152CHF 13.0b0.72%0.21%
5.24%
BlackRock, Inc.
84,368,261CHF 10.0b0%0.18%
3.17%
Capital Research and Management Company
51,138,894CHF 6.1b15.2%0.32%
1.93%
Wellington Management Group LLP
31,171,766CHF 3.7b-19.1%0.63%
1.63%
JP Morgan Asset Management
26,317,520CHF 3.1b-22.3%0.38%
1.57%
Geode Capital Management, LLC
25,240,729CHF 3.0b1.08%0.23%
1.39%
Fisher Asset Management, LLC
22,404,981CHF 2.7b2.71%1.18%
1.26%
FMR LLC
20,242,439CHF 2.4b1.11%0.15%
1.19%
Massachusetts Financial Services Company
19,169,369CHF 2.3b-1.65%0.53%
1.17%
UBS Asset Management AG
18,885,555CHF 2.2b4.74%0.24%
0.89%
Norges Bank Investment Management
14,346,860CHF 1.7b0%0.15%
0.81%
Columbia Management Investment Advisers, LLC
13,111,818CHF 1.6b0.74%0.38%
0.76%
T. Rowe Price Group, Inc.
12,275,539CHF 1.5b-3.35%0.14%
0.69%
Northern Trust Global Investments
11,169,608CHF 1.3b-6.67%0.22%
0.68%
Charles Schwab Investment Management, Inc.
10,979,246CHF 1.3b0.14%0.23%
0.67%
BNY Asset Management
10,809,414CHF 1.3b-14.8%0.27%
0.65%
Legal & General Investment Management Limited
10,450,703CHF 1.2b-1.39%0.24%
0.63%
Goldman Sachs Asset Management, L.P.
10,182,514CHF 1.2b-4.77%0.35%
0.55%
Bank of America Corporation, Asset Management Arm
8,862,322CHF 1.1b-5.26%0.34%
0.55%
Manulife Asset Management
8,859,140CHF 1.1b-1.35%0.85%
0.51%
Managed Account Advisors LLC
8,196,895CHF 976.1m2.37%0.21%
0.5%
Dimensional Fund Advisors LP
8,102,065CHF 964.8m-8.29%0.16%
0.49%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
7,830,946CHF 932.5m-8.52%0.26%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/17 16:25
End of Day Share Price 2024/08/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Morgan Stanley is covered by 49 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Jason GoldbergBarclays
Jason GoldbergBarclays