Morgan Stanley

NYSE:MS Stock Report

Market Cap: US$317.1b

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
20 Apr 26SellUS$2,120,759Eric GrossmanIndividual11,118US$191.50
17 Apr 26SellUS$2,779,987Daniel SimkowitzIndividual14,690US$189.24
16 Apr 26SellUS$3,035,755Mandell CrawleyIndividual16,129US$189.05
16 Apr 26SellUS$9,744,322Andrew SapersteinIndividual51,668US$192.12
30 Jan 26SellUS$6,020,313Daniel SimkowitzIndividual32,968US$182.61
20 Jan 26SellUS$1,441,879Mandell CrawleyIndividual7,860US$185.94
20 Jan 26SellUS$3,691,000Michael PizziIndividual20,000US$184.55
20 Jan 26SellUS$5,569,086Andrew SapersteinIndividual30,330US$186.60
20 Jan 26SellUS$3,966,137Eric GrossmanIndividual21,555US$184.00
20 Jan 26SellUS$2,942,176Sharon YeshayaIndividual15,838US$185.77
20 Jan 26SellUS$1,547,686Charles SmithIndividual8,500US$182.08
31 Oct 25SellUS$16,434,440Edward PickIndividual100,000US$164.34
17 Jul 25SellUS$1,693,400Eric GrossmanIndividual12,000US$141.12
17 Jul 25SellUS$4,092,628Daniel SimkowitzIndividual29,000US$141.13
17 Jul 25SellUS$2,805,918Charles SmithIndividual20,000US$140.30
17 Jul 25SellUS$3,576,706Sharon YeshayaIndividual25,583US$139.81
17 Jul 25SellUS$6,141,714Andrew SapersteinIndividual43,566US$141.28
17 Jul 25SellUS$2,531,077Michael PizziIndividual18,000US$140.62

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 Companies103,7640.00658%
State or Government1,230,9280.078%
Individual Insiders2,517,5210.16%
General Public215,173,05213.6%
Public Companies377,085,16723.9%
Institutions981,174,38562.2%

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

Top Shareholders

Top 25 shareholders own 64.17% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
23.9%
Mitsubishi UFJ Financial Group, Inc.
377,085,167US$75.8b0%82.73%
7.62%
The Vanguard Group, Inc.
120,258,613US$24.2b0.45%0.26%
6.42%
State Street Global Advisors, Inc.
101,340,194US$20.4b-2.42%0.56%
6.09%
BlackRock, Inc.
96,019,525US$19.3b1.21%0.22%
1.89%
JP Morgan Asset Management
29,841,093US$6.0b30.7%0.49%
1.85%
Capital Research and Management Company
29,217,841US$5.9b-20.6%0.22%
1.76%
Geode Capital Management, LLC
27,702,674US$5.6b2.34%0.26%
1.62%
Fisher Asset Management, LLC
25,600,068US$5.1b2.33%1.54%
1.45%
UBS Asset Management AG
22,941,186US$4.6b15.8%0.3%
1.25%
FMR LLC
19,700,002US$4.0b-13.9%0.18%
1.08%
T. Rowe Price Group, Inc.
17,024,055US$3.4b14%0.27%
0.98%
Norges Bank Investment Management
15,415,129US$3.1b0%0.18%
0.88%
Columbia Management Investment Advisers, LLC
13,916,490US$2.8b-1.87%0.51%
0.87%
JPMorgan Chase & Co.
13,725,509US$2.8b7.15%0.33%
0.81%
Northern Trust Global Investments
12,818,061US$2.6b0.03%0.28%
0.74%
Massachusetts Financial Services Company
11,749,856US$2.4b-5.69%0.52%
0.73%
Goldman Sachs Asset Management, L.P.
11,581,253US$2.3b-13%0.4%
0.63%
Charles Schwab Investment Management, Inc.
9,997,053US$2.0b1.33%0.23%
0.63%
Schroder Investment Management Limited
9,859,289US$2.0b-0.52%0.86%
0.6%
BNY Asset Management
9,387,679US$1.9b4.11%0.3%
0.53%
Legal & General Investment Management Limited
8,295,263US$1.7b0.41%0.28%
0.48%
Franklin Resources, Inc.
7,506,049US$1.5b5.81%0.41%
0.46%
Amundi Asset Management SAS
7,289,284US$1.5b10.4%0.2%
0.46%
Dimensional Fund Advisors LP
7,235,756US$1.5b0.92%0.17%
0.42%
BMO Asset Management Corp.
6,663,292US$1.3b0.38%0.4%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/24 08:03
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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 41 analysts. 17 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