Morgan Stanley Ownership

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

Recent Insider Transactions

DB:DWD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
17 Oct 24	Sell€6,603,459	Stephen Luczo	Individual	60,000	€110.06
26 Jul 24	Sell€339,310	Mandell Crawley	Individual	3,500	€96.95
19 Jul 24	Sell€1,485,112	Sharon Yeshaya	Individual	15,547	€95.52
18 Jul 24	Sell€731,390	Raja Akram	Individual	7,500	€97.52
17 Jul 24	Sell€19,215,748	James Gorman	Individual	200,000	€96.08
17 Jul 24	Sell€97,505	Robert Herz	Individual	1,000	€97.51
17 Jul 24	Sell€3,897,387	Daniel Simkowitz	Individual	40,000	€97.43
14 May 24	Sell€640,298	Mandell Crawley	Individual	6,954	€92.08
18 Apr 24	Sell€8,459,453	James Gorman	Individual	100,000	€84.59
17 Apr 24	Sell€948,377	Charles Smith	Individual	11,200	€84.68
12 Feb 24	Sell€2,157,455	Andrew Saperstein	Individual	26,655	€80.94
12 Feb 24	Sell€8,104,263	James Gorman	Individual	100,000	€81.04
31 Jan 24	Sell€4,317,793	Eric Grossman	Individual	53,125	€81.61
30 Jan 24	Sell€362,940	Raja Akram	Individual	4,500	€80.65
30 Jan 24	Sell€811,210	Andrew Saperstein	Individual	10,000	€81.12
26 Jan 24	Sell€4,046,447	James Gorman	Individual	50,000	€80.93
25 Jan 24	Sell€4,056,591	James Gorman	Individual	50,000	€81.13
19 Jan 24	Sell€773,111	Andrew Saperstein	Individual	10,000	€77.31
18 Jan 24	Sell€538,368	Raja Akram	Individual	7,000	€76.91

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of DWD?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	123,260	0.00765%
State or Government	1,250,361	0.0776%
Individual Insiders	2,736,793	0.17%
General Public	234,430,601	14.6%
Public Companies	377,085,167	23.4%
Institutions	995,409,397	61.8%

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

Top Shareholders

Top 25 shareholders own 64.26% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
23.4%	Mitsubishi UFJ Financial Group, Inc.	377,085,167	€46.0b	0%	no data
6.85%	State Street Global Advisors, Inc.	110,279,349	€13.4b	0.01%	0.51%
6.79%	The Vanguard Group, Inc.	109,436,152	€13.3b	0.72%	0.2%
5.51%	BlackRock, Inc.	88,782,071	€10.8b	5.23%	0.18%
3.17%	Capital Research and Management Company	51,138,894	€6.2b	15.2%	0.3%
1.93%	Wellington Management Group LLP	31,171,766	€3.8b	-19.1%	0.61%
1.63%	JP Morgan Asset Management	26,317,520	€3.2b	-22.3%	0.37%
1.57%	Geode Capital Management, LLC	25,240,729	€3.1b	1.08%	0.22%
1.39%	Fisher Asset Management, LLC	22,404,981	€2.7b	2.71%	1.13%
1.26%	FMR LLC	20,242,439	€2.5b	1.11%	0.15%
1.19%	Massachusetts Financial Services Company	19,169,369	€2.3b	-1.65%	0.52%
1.17%	UBS Asset Management AG	18,885,555	€2.3b	4.74%	0.23%
0.89%	Norges Bank Investment Management	14,346,860	€1.7b	0%	0.14%
0.81%	Columbia Management Investment Advisers, LLC	13,111,818	€1.6b	0.74%	0.37%
0.76%	T. Rowe Price Group, Inc.	12,275,539	€1.5b	-3.35%	0.13%
0.69%	Northern Trust Global Investments	11,169,608	€1.4b	-6.67%	0.21%
0.68%	Charles Schwab Investment Management, Inc.	10,979,246	€1.3b	0.14%	0.23%
0.67%	BNY Asset Management	10,809,414	€1.3b	-14.8%	0.25%
0.65%	Legal & General Investment Management Limited	10,450,703	€1.3b	-1.39%	0.23%
0.63%	Goldman Sachs Asset Management, L.P.	10,182,514	€1.2b	-4.77%	0.34%
0.55%	Bank of America Corporation, Asset Management Arm	8,862,322	€1.1b	-5.26%	0.32%
0.55%	Manulife Asset Management	8,859,140	€1.1b	-1.35%	0.83%
0.51%	Managed Account Advisors LLC	8,196,895	€998.9m	2.37%	0.21%
0.5%	Dimensional Fund Advisors LP	8,102,065	€987.4m	-8.29%	0.16%
0.49%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	7,830,946	€954.3m	-8.52%	0.24%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 17:22
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Jason Goldberg	Barclays
Jason Goldberg	Barclays