Morgan Stanley

NYSE:MS Stock Report

Market Cap: US$226.3b

Morgan Stanley Ownership

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

Recent Insider Transactions

NYSE:MS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 May 25SellUS$3,695,519Daniel SimkowitzIndividual29,013US$127.37
02 May 25SellUS$4,799,812Andrew SapersteinIndividual40,000US$120.00
02 May 25SellUS$95,459Robert HerzIndividual800US$119.32
15 Apr 25SellUS$1,124,093Eric GrossmanIndividual10,068US$111.65
22 Jan 25SellUS$1,147,555Mandell CrawleyIndividual8,312US$138.06
21 Jan 25SellUS$2,380,175Raja AkramIndividual17,500US$136.01
21 Jan 25SellUS$2,518,164Michael PizziIndividual18,391US$136.92
21 Jan 25SellUS$4,204,676Andrew SapersteinIndividual30,820US$137.61
21 Jan 25SellUS$5,004,069Daniel SimkowitzIndividual36,631US$137.20
21 Jan 25SellUS$1,783,754Eric GrossmanIndividual13,097US$136.20
17 Oct 24SellUS$7,150,470Stephen LuczoIndividual60,000US$119.17
26 Jul 24SellUS$368,375Mandell CrawleyIndividual3,500US$105.25
19 Jul 24SellUS$1,616,888Sharon YeshayaIndividual15,547US$104.00
18 Jul 24SellUS$797,765Raja AkramIndividual7,500US$106.37
17 Jul 24SellUS$21,012,300James GormanIndividual200,000US$105.06
17 Jul 24SellUS$106,621Robert HerzIndividual1,000US$106.63
17 Jul 24SellUS$4,261,768Daniel SimkowitzIndividual40,000US$106.54

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 Companies137,0550.00854%
State or Government1,266,0720.0789%
Individual Insiders3,331,6200.208%
General Public212,552,01013.2%
Public Companies377,085,16723.5%
Institutions1,009,947,23463%

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

Top Shareholders

Top 25 shareholders own 64.44% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
23.5%
Mitsubishi UFJ Financial Group, Inc.
377,085,167US$53.2b0%no data
7.34%
The Vanguard Group, Inc.
117,769,345US$16.6b6.93%0.22%
6.68%
State Street Global Advisors, Inc.
107,146,233US$15.1b-3.72%0.52%
5.98%
BlackRock, Inc.
95,926,514US$13.5b1.05%0.19%
3.3%
Capital Research and Management Company
52,982,281US$7.5b-8.51%0.33%
1.66%
Geode Capital Management, LLC
26,662,389US$3.8b3.16%0.23%
1.45%
Fisher Asset Management, LLC
23,296,036US$3.3b2.02%1.27%
1.44%
JP Morgan Asset Management
23,128,823US$3.3b-12.1%0.32%
1.36%
UBS Asset Management AG
21,779,632US$3.1b7.94%0.25%
1.2%
Wellington Management Group LLP
19,305,043US$2.7b-7.61%0.43%
1.19%
FMR LLC
19,085,319US$2.7b-16.5%0.15%
1.02%
Massachusetts Financial Services Company
16,306,104US$2.3b-3.4%0.48%
0.95%
Norges Bank Investment Management
15,194,081US$2.1b0%0.15%
0.86%
Northern Trust Global Investments
13,807,153US$1.9b3.01%0.25%
0.81%
Columbia Management Investment Advisers, LLC
13,063,819US$1.8b1.71%0.4%
0.81%
Goldman Sachs Asset Management, L.P.
12,979,601US$1.8b23.6%0.44%
0.71%
T. Rowe Price Group, Inc.
11,326,743US$1.6b-19.8%0.14%
0.68%
Charles Schwab Investment Management, Inc.
10,959,423US$1.5b-0.62%0.23%
0.61%
Bank of America Corporation, Asset Management Arm
9,794,812US$1.4b33.6%0.39%
0.51%
Legal & General Investment Management Limited
8,211,563US$1.2b2.13%0.23%
0.5%
Dimensional Fund Advisors LP
8,037,341US$1.1b0.66%0.15%
0.5%
JPMorgan Chase & Co, Brokerage and Securities Investments
8,013,904US$1.1b9.83%0.45%
0.46%
BNY Asset Management
7,448,266US$1.1b-0.99%0.18%
0.45%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
7,288,798US$1.0b-1.88%0.22%
0.45%
Schroder Investment Management Limited
7,195,307US$1.0b4.44%0.53%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/02 21:20
End of Day Share Price 2025/07/02 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Morgan Stanley is covered by 50 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.

AnalystInstitution
Stephen BiggarArgus Research Company
Jason GoldbergBarclays
Jason GoldbergBarclays