MORGAN STANLEY MS
COM NEW · Common Stock · CUSIP 617446448 · ISIN US6174464486
U.S. investment bank
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersNew York, NY
- Founded1924
- Websitemorganstanley.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3bn this quarter). Holder counts are more reliable. Shares outstanding: 1.6bn as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $208.91. Options: 48 managers hold calls ($2.8bn notional), 64 hold puts ($4.1bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,587 |
| Q4 2022 | 1,680 |
| Q1 2023 | 1,673 |
| Q2 2023 | 1,689 |
| Q3 2023 | 1,673 |
| Q4 2023 | 1,762 |
| Q1 2024 | 1,798 |
| Q2 2024 | 1,828 |
| Q3 2024 | 1,874 |
| Q4 2024 | 2,116 |
| Q1 2025 | 2,104 |
| Q2 2025 | 2,209 |
| Q3 2025 | 2,265 |
| Q4 2025 | 2,528 |
| Q1 2026 | 2,508 |
| Q2 2026 | 2,730 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 912 | 766 |
| Q4 2024 | 910 | 874 |
| Q1 2025 | 1,033 | 908 |
| Q2 2025 | 1,115 | 884 |
| Q3 2025 | 1,058 | 926 |
| Q4 2025 | 1,181 | 918 |
| Q1 2026 | 1,190 | 1,098 |
| Q2 2026 | 1,421 | 1,029 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.8bn | $4.8bn | 1.73 |
| Q4 2025 | $2.3bn | $4.2bn | 1.82 |
| Q1 2026 | $1.9bn | $3.4bn | 1.74 |
| Q2 2026 | $2.8bn | $4.1bn | 1.46 |
Biggest buyers
| Capital World Investors | Added | +8.6m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +2.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.2m |
| FMR LLC | Added | +2.2m |
| VIKING GLOBAL INVESTORS LP | New | +1.6m |
| Invesco Ltd. | Added | +1.4m |
| Harel Insurance Investments & Financial Services Ltd. | Added | +1.2m |
| Robeco Institutional Asset Management B.V. | Added | +1.1m |
| SG Americas Securities, LLC | Added | +1.1m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.0m |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -2.5m |
| CITADEL ADVISORS LLC | Reduced | -2.3m |
| Capital Research Global Investors | Reduced | -2.2m |
| STATE STREET CORP | Reduced | -1.8m |
| BlackRock, Inc. | Reduced | -1.5m |
| UBS Group AG | Reduced | -1.4m |
| ROYAL BANK OF CANADA | Reduced | -1.2m |
| BARCLAYS PLC | Reduced | -1.2m |
| Point72 Asset Management, L.P. | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $531.8m2.5m shares |
| UBS Group AG | Added | $481.1m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $465.5m2.2m shares |
| JANE STREET GROUP, LLC | Added | $457.8m2.2m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $210.1m1.0m shares |
| TORONTO DOMINION BANK | New | $99.3m475.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $84.2m4.0k shares |
| PEAK6 LLC | Added | $65.9m315.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $47.9m229.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $45.2m216.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $716.7m3.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $682.5m3.3m shares |
| CITADEL ADVISORS LLC | Added | $465.1m2.2m shares |
| Optiver Holding B.V. | Added | $398.3m1.9m shares |
| IMC-Chicago, LLC | Added | $205.0m980.8k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $200.2m9.6k shares |
| CITIGROUP INC | Reduced | $176.5m844.1k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $129.5m619.5k shares |
| UBS Group AG | Reduced | $129.5m619.5k shares |
| JPMORGAN CHASE & CO | Reduced | $123.4m582.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
MITSUBISHI UFJ FINANCIAL GROUP INC
13D · may seek influence
+0.2 pts · filed 2026-07-15
Stated purposeOn April 18, 2018, MUFG entered into a sales plan (the "Plan") with the Company and Morgan Stanley & Co. LLC ("MS & Co.") to sell shares of Common Stock to the Company, through its agent MS & Co., as part of the Company's share repurchase program. The Plan was filed as Exhibit 20 to the thirteenth amendment to the Schedule 13D. On December 10, 2020, the Company provided written notice to MUFG pursuant to Paragraph F.2(i) of the Plan to suspend the Plan effective immediately. On July 15, 2026, MUFG provided written notice to the Company that Sales (as defined in the Plan) shall resume with July 30, 2026 as the first Sale Day. Full filing |
24.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $7.2m | — |
| Q1 2025 | 0 | — | 6 | $17.0m | — |
| Q2 2025 | 0 | — | 4 | $9.7m | — |
| Q3 2025 | 0 | — | 6 | $20.8m | — |
| Q4 2025 | 0 | — | 1 | $16.4m | — |
| Q1 2026 | 0 | — | 7 | $25.2m | — |
| Q2 2026 | 0 | — | 4 | $17.7m | — |
| Q3 2026 | 0 | — | 3 | $8.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-28 | SCHAPIRO MARY L Director | Sold | $212.1k1.0k shares |
| 2026-07-17 | Pizzi Michael A. Head Technology & Operations | Sold | $5.2m24.2k shares |
| 2026-07-16 | YESHAYA SHARON Chief Financial Officer | Sold | $2.0m9.2k shares |
| 2026-07-16 | YESHAYA SHARON Chief Financial Officer | Sold | $1.4m6.4k shares |
| 2026-04-20 | GROSSMAN ERIC F Chief Legal/Admin Officer | Sold | $2.1m11.1k shares |
| 2026-04-17 | SIMKOWITZ DANIEL A Co-President | Sold | $2.8m14.7k shares |
| 2026-04-16 | SAPERSTEIN ANDREW M Co-President | Sold | $9.7m51.7k shares |
| 2026-04-16 | CRAWLEY MANDELL Chief Client Officer | Sold | $3.0m16.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC 100.00% of their portfolio | 377.1m $78.8bn | Unchanged |
| STATE STREET CORP 0.62% of their portfolio | 99.6m $20.8bn | Reduced -1.8m |
| BlackRock, Inc. 0.30% of their portfolio | 94.9m $19.8bn | Reduced -1.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 77.7m $16.2bn | Reduced -14.5k |
| JPMORGAN CHASE & CO 0.55% of their portfolio | 44.4m $9.4bn | Added +785.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.28% of their portfolio | 30.2m $6.3bn | Reduced -37.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 27.3m $5.7bn | Reduced -356.3k |
| Fisher Asset Management, LLC 1.63% of their portfolio | 26.2m $5.5bn | Added +572.9k |
| FMR LLC 0.23% of their portfolio | 24.9m $5.2bn | Added +2.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.40% of their portfolio | 19.2m $4.0bn | Added +2.2m |
| Capital Research Global Investors 0.53% of their portfolio | 18.1m $3.8bn | Reduced -2.2m |
| NORGES BANK 0.37% of their portfolio | 18.0m $3.8bn | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.22% of their portfolio | 16.7m $3.5bn | Added +324.5k |
| AMERIPRISE FINANCIAL INC 0.60% of their portfolio | 14.1m $2.9bn | Added +185.1k |
| GOLDMAN SACHS GROUP INC 0.30% of their portfolio | 13.9m $2.9bn | Reduced -968.4k |
| NORTHERN TRUST CORP 0.30% of their portfolio | 12.5m $2.6bn | Reduced -303.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.43% of their portfolio | 11.2m $2.3bn | Added +188.3k |
| UBS Group AG 0.35% of their portfolio | 10.5m $2.2bn | Reduced -1.4m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 1.52% of their portfolio | 10.2m $2.1bn | Reduced -18.1k |
| Capital World Investors 0.25% of their portfolio | 10.2m $2.1bn | Added +8.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.28% of their portfolio | 10.0m $2.1bn | Reduced -35.1k |
| Bank of New York Mellon Corp 0.33% of their portfolio | 9.8m $2.0bn | Reduced -34.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.61% of their portfolio | 9.2m $1.9bn | Reduced -2.5m |
| Invesco Ltd. 0.15% of their portfolio | 9.2m $1.9bn | Added +1.4m |
| FRANKLIN RESOURCES INC 0.38% of their portfolio | 8.4m $1.7bn | Reduced -816.2k |
| Legal & General Group Plc 0.33% of their portfolio | 7.5m $1.6bn | Reduced -800.8k |
| DIMENSIONAL FUND ADVISORS LP 0.27% of their portfolio | 7.0m $1.5bn | Reduced -211.8k |
| VANGUARD FIDUCIARY TRUST CO 0.31% of their portfolio | 6.7m $1.4bn | Reduced -44.2k |
| ROYAL BANK OF CANADA 0.24% of their portfolio | 6.7m $1.4bn | Reduced -1.2m |
| Amundi 0.34% of their portfolio | 6.7m $1.4bn | Reduced -288.9k |
| Capital International Investors 0.27% of their portfolio | 6.3m $1.3bn | Reduced -873.0k |
| BANK OF MONTREAL /CAN/ 0.47% of their portfolio | 6.1m $1.3bn | Reduced -537.5k |
| MORGAN STANLEY 0.07% of their portfolio | 6.1m $1.3bn | Reduced -41.5k |
| Nuveen, LLC 0.29% of their portfolio | 5.9m $1.2bn | Added +303.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio | 5.1m $1.1bn | Added +471.4k |
| Boston Partners 0.87% of their portfolio | 4.7m $984.7m | Added +255.9k |
| MARSHALL WACE, LLP 0.82% of their portfolio | 4.6m $971.8m | Added +451.6k |
| WELLS FARGO & COMPANY/MN 0.16% of their portfolio | 4.5m $934.4m | Added +138.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.78% of their portfolio | 4.3m $902.1m | Added +2.9m |
| BARCLAYS PLC 0.26% of their portfolio | 4.0m $837.2m | Reduced -1.2m |
| BNP PARIBAS FINANCIAL MARKETS 0.42% of their portfolio | 3.8m $797.8m | Added +1.0m |
| Jupiter Topco LLC 0.30% of their portfolio | 3.6m $742.3m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.54% of their portfolio | 3.4m $715.7m | Reduced -316.1k |
| HSBC HOLDINGS PLC 0.33% of their portfolio | 3.3m $686.1m | Reduced -86.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.37% of their portfolio | 3.2m $674.5m | Added +241.7k |
| DEUTSCHE BANK AG\ 0.19% of their portfolio | 3.2m $666.8m | Reduced -931.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio | 3.1m $646.7m | Reduced -6.7k |
| National Pension Service 0.40% of their portfolio | 3.0m $618.9m | Added +8.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.33% of their portfolio | 2.9m $602.9m | Added +197.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.29% of their portfolio | 2.8m $593.0m | Reduced -185.1k |
| AXIOM INVESTORS LLC /DE 5.04% of their portfolio | 2.8m $582.6m | Reduced -327.7k |
| ALLIANCEBERNSTEIN L.P. 0.14% of their portfolio | 2.6m $431.6m | Reduced -246.4k |
| Vanguard Global Advisers, LLC 0.25% of their portfolio | 2.6m $543.6m | Reduced -45.7k |
| NEUBERGER BERMAN GROUP LLC 0.36% of their portfolio | 2.6m $543.0m | Added +214.4k |
| Allianz Asset Management GmbH 0.45% of their portfolio | 2.6m $440.4m | Reduced -49.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.36% of their portfolio | 2.6m $534.1m | Added +246.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio | 2.5m $523.2m | Reduced -39.3k |
| CITIGROUP INC 0.23% of their portfolio | 2.3m $488.2m | Added +462.4k |
| PNC Financial Services Group, Inc. 0.24% of their portfolio | 2.3m $475.1m | Reduced -139.3k |
| LORD, ABBETT & CO. LLC 1.28% of their portfolio | 2.1m $447.5m | Reduced -9.9k |
| California Public Employees Retirement System 0.25% of their portfolio | 2.1m $442.3m | Reduced -306.4k |
| RHUMBLINE ADVISERS 0.33% of their portfolio | 2.1m $437.6m | Reduced -55.8k |
| TD Asset Management Inc 0.38% of their portfolio | 2.1m $433.4m | Reduced -58.2k |
| LPL Financial LLC 0.10% of their portfolio | 2.1m $433.3m | Added +80.2k |
| RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio | 2.0m $411.7m | Reduced -184 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.56% of their portfolio | 1.9m $392.3m | Added +314.4k |
| AMERICAN CENTURY COMPANIES INC 0.17% of their portfolio | 1.8m $384.5m | Added +439.2k |
| Robeco Institutional Asset Management B.V. 0.47% of their portfolio | 1.8m $383.3m | Added +1.1m |
| Ensign Peak Advisors, Inc 0.62% of their portfolio | 1.8m $378.0m | Reduced -42.3k |
| FIFTH THIRD BANCORP 0.61% of their portfolio | 1.8m $377.8m | Added +7.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.34% of their portfolio | 1.8m $374.3m | Added +127 |
| Thrivent Financial for Lutherans 0.62% of their portfolio | 1.8m $371.1m | Reduced -201.7k |
| KBC Group NV 0.76% of their portfolio | 1.7m $352.3m | Reduced -129.1k |
| STIFEL FINANCIAL CORP 0.29% of their portfolio | 1.7m $345.5m | Added +14.1k |
| FIL Ltd 0.25% of their portfolio | 1.6m $343.8m | Added +146.0k |
| VIKING GLOBAL INVESTORS LP 0.97% of their portfolio | 1.6m $339.2m | New |
| Fayez Sarofim & Co 0.77% of their portfolio | 1.6m $328.9m | Reduced -61.8k |
| Corient Private Wealth LP 0.44% of their portfolio | 1.5m $319.5m | Reduced -157.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.04% of their portfolio | 1.4m $301.9m | Reduced -57.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.38% of their portfolio | 1.4m $300.7m | Reduced -99.0k |
| Qube Research & Technologies Ltd 0.33% of their portfolio | 1.4m $297.7m | Added +349.7k |
| Cullen Capital Management, LLC 2.91% of their portfolio | 1.4m $295.5m | Reduced -20.0k |
| HighTower Advisors, LLC 0.28% of their portfolio | 1.4m $289.5m | Added +77.3k |
| Winslow Capital Management, LLC 0.99% of their portfolio | 1.4m $286.8m | Added +406.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.34% of their portfolio | 1.4m $284.4m | Reduced -21.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.53% of their portfolio | 1.3m $277.7m | Added +736.7k |
| NATIXIS ADVISORS, LLC 0.30% of their portfolio | 1.3m $269.1m | Added +225.1k |
| SG Americas Securities, LLC 0.15% of their portfolio | 1.3m $267.2m | Added +1.1m |
| PRUDENTIAL FINANCIAL INC 0.29% of their portfolio | 1.3m $265.0m | Reduced -548.4k |
| BESSEMER GROUP INC 0.35% of their portfolio | 1.2m $256.7m | Added +490.1k |
| Harel Insurance Investments & Financial Services Ltd. 1.24% of their portfolio | 1.2m $256.1m | Added +1.2m |
| COMMERCE BANK 1.12% of their portfolio | 1.2m $255.0m | Reduced -66.1k |
| Eurizon Capital SGR S.p.A. 0.67% of their portfolio | 1.2m $249.6m | Added +726.2k |
| Hamlin Capital Management, LLC 5.54% of their portfolio | 1.2m $246.3m | Reduced -110.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.18% of their portfolio | 1.1m $236.1m | Reduced -97.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.36% of their portfolio | 1.1m $232.5m | Reduced -177 |
| SEI INVESTMENTS CO 0.20% of their portfolio | 1.1m $232.0m | Reduced -300.2k |
| Focused Investors LLC 7.79% of their portfolio | 1.1m $230.8m | Reduced -124.3k |
| Russell Investments Group, Ltd. 0.20% of their portfolio | 1.1m $230.7m | Added +49.2k |
| Evercore Wealth Management, LLC 3.22% of their portfolio | 1.1m $227.5m | Reduced -89.2k |