Morgan Stanley Ownership

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

Recent Insider Transactions

SWX:MS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Apr 24	SellCHF8,220,229	James Gorman	Individual	100,000	CHF82.20
17 Apr 24	SellCHF920,367	Charles Smith	Individual	11,200	CHF82.18
12 Feb 24	SellCHF2,035,138	Andrew Saperstein	Individual	26,655	CHF76.35
12 Feb 24	SellCHF7,644,792	James Gorman	Individual	100,000	CHF76.45
31 Jan 24	SellCHF4,028,004	Eric Grossman	Individual	53,125	CHF76.14
30 Jan 24	SellCHF339,552	Raja Akram	Individual	4,500	CHF75.46
30 Jan 24	SellCHF758,935	Andrew Saperstein	Individual	10,000	CHF75.89
26 Jan 24	SellCHF3,796,511	James Gorman	Individual	50,000	CHF75.93
25 Jan 24	SellCHF3,815,050	James Gorman	Individual	50,000	CHF76.30
19 Jan 24	SellCHF731,170	Andrew Saperstein	Individual	10,000	CHF73.12
18 Jan 24	SellCHF507,601	Raja Akram	Individual	7,000	CHF72.51
24 Jul 23	SellCHF10,311,630	James Gorman	Individual	125,000	CHF82.49
24 Jul 23	SellCHF8,174,775	Edward Pick	Individual	100,000	CHF81.75
20 Jul 23	SellCHF3,054,712	Daniel Simkowitz	Individual	37,608	CHF81.23
19 Jul 23	SellCHF1,067,424	Raja Akram	Individual	13,500	CHF79.07
19 Jul 23	SellCHF9,920,762	James Gorman	Individual	125,000	CHF80.42
19 Jul 23	SellCHF444,777	Charles Smith	Individual	5,600	CHF79.42
19 Jul 23	SellCHF3,140,635	Andrew Saperstein	Individual	39,254	CHF80.01
15 May 23	SellCHF543,521	Raja Akram	Individual	7,320	CHF74.25
03 May 23	SellCHF350,273	Thomas Glocer	Individual	4,535	CHF77.24

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 Type	Number of Shares	Ownership Percentage
Private Companies	273,988	0.0168%
State or Government	1,185,828	0.0729%
Individual Insiders	3,082,292	0.189%
General Public	229,206,837	14.1%
Public Companies	377,085,167	23.2%
Institutions	1,015,798,076	62.4%

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

Top Shareholders

Top 25 shareholders own 64.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
23.2%	Mitsubishi UFJ Financial Group, Inc.	377,085,167	CHF32.0b	0%	no data
7%	State Street Global Advisors, Inc.	113,915,845	CHF9.7b	1.9%	0.44%
6.7%	The Vanguard Group, Inc.	109,042,753	CHF9.3b	-0.55%	0.17%
5.56%	BlackRock, Inc.	90,499,215	CHF7.7b	3.28%	0.15%
3.02%	Capital Research and Management Company	49,150,179	CHF4.2b	-8.32%	0.24%
2.7%	JP Morgan Asset Management	43,998,418	CHF3.7b	2.47%	0.52%
2.36%	Wellington Management Group LLP	38,451,051	CHF3.3b	17.2%	0.56%
1.47%	Geode Capital Management, LLC	23,861,892	CHF2.0b	1.02%	0.19%
1.24%	Fisher Asset Management, LLC	20,228,334	CHF1.7b	2.51%	0.91%
1.24%	Massachusetts Financial Services Company	20,197,232	CHF1.7b	2.93%	0.41%
1.02%	T. Rowe Price Group, Inc.	16,671,234	CHF1.4b	-21.6%	0.15%
0.94%	Columbia Management Investment Advisers, LLC	15,335,952	CHF1.3b	-9.76%	0.35%
0.9%	FMR LLC	14,637,904	CHF1.2b	-28.4%	0.09%
0.81%	UBS Asset Management AG	13,236,101	CHF1.1b	-1.71%	0.18%
0.76%	BNY Mellon Asset Management	12,385,270	CHF1.1b	-15.1%	0.22%
0.76%	Northern Trust Global Investments	12,314,250	CHF1.0b	-6.06%	0.19%
0.71%	RBC Global Asset Management Inc.	11,491,449	CHF974.8m	-5.31%	0.7%
0.64%	Legal & General Investment Management Limited	10,478,195	CHF888.9m	23.8%	0.2%
0.63%	Norges Bank Investment Management	10,274,582	CHF871.6m	-8.68%	0.08%
0.56%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	9,090,277	CHF771.1m	41.6%	0.26%
0.56%	Manulife Asset Management	9,061,378	CHF768.7m	12.1%	0.65%
0.54%	Charles Schwab Investment Management, Inc.	8,828,074	CHF748.9m	-0.01%	0.15%
0.54%	Bank of America Corporation, Asset Management Arm	8,798,337	CHF746.4m	-21.5%	0.38%
0.53%	Dimensional Fund Advisors LP	8,683,688	CHF736.6m	-5.53%	0.15%
0.52%	Managed Account Advisors LLC	8,422,551	CHF714.5m	0.09%	0.17%