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 ($1.0bn this quarter). Holder counts are more reliable. Shares outstanding: 1.6bn as of 2026-04-30, 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 ≈ $164.28. Options: 44 managers hold calls ($1.9bn notional), 61 hold puts ($3.4bn).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 882 | 766 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.7bn | $4.2bn | 1.53 |
| Q3 2025 | $2.8bn | $4.8bn | 1.73 |
| Q4 2025 | $2.3bn | $4.2bn | 1.82 |
| Q1 2026 | $1.9bn | $3.4bn | 1.74 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +7.9m |
| Capital Research Global Investors | Added | +4.8m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.6m |
| MARSHALL WACE, LLP | Added | +2.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.8m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.7m |
| BARCLAYS PLC | Added | +1.6m |
| TD Asset Management Inc | Added | +1.6m |
| UBS Group AG | Added | +1.3m |
Biggest sellers
| Capital International Investors | Reduced | -13.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -11.2m |
| HSBC HOLDINGS PLC | Reduced | -3.7m |
| FMR LLC | Reduced | -3.4m |
| Corient Private Wealth LP | Reduced | -2.9m |
| STATE STREET CORP | Reduced | -2.5m |
| CITADEL ADVISORS LLC | Reduced | -2.3m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -2.1m |
| Alphinity Investment Management Pty Ltd | Reduced | -1.8m |
| Balyasny Asset Management L.P. | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $426.8m2.6m shares |
| CITADEL ADVISORS LLC | Added | $372.0m2.3m shares |
| JANE STREET GROUP, LLC | Added | $289.4m1.8m shares |
| GOLDMAN SACHS GROUP INC | Added | $198.9m1.2m shares |
| UBS Group AG | Reduced | $107.1m651.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $73.9m4.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $59.4m314.0k shares |
| BARCLAYS PLC | Reduced | $42.1m255.9k shares |
| CITIGROUP INC | Reduced | $37.9m230.4k shares |
| PEAK6 LLC | Added | $35.0m212.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $505.3m3.1m shares |
| JANE STREET GROUP, LLC | Added | $505.2m3.1m shares |
| CITADEL ADVISORS LLC | Added | $354.7m2.2m shares |
| Optiver Holding B.V. | Added | $266.3m1.6m shares |
| BARCLAYS PLC | Added | $218.4m1.3m shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $194.5m11.8k shares |
| CITIGROUP INC | Added | $166.4m1.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $138.5m841.6k shares |
| UBS Group AG | Reduced | $136.0m826.5k shares |
| IMC-Chicago, LLC | Added | $135.5m823.4k 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 3 | $10.7m | — |
| Q3 2024 | 0 | — | 6 | $28.2m | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-30 | SIMKOWITZ DANIEL A Co-President | Sold | $6.0m33.0k shares |
| 2026-01-20 | SAPERSTEIN ANDREW M Co-President | Sold | $5.6m30.3k shares |
| 2026-01-20 | GROSSMAN ERIC F Chief Legal/Admin Officer | Sold | $4.0m21.6k shares |
| 2026-01-20 | Pizzi Michael A. Head Technology & Operations | Sold | $3.7m20.0k shares |
| 2026-01-20 | YESHAYA SHARON Chief Financial Officer | Sold | $2.9m15.8k shares |
| 2026-01-20 | SMITH CHARLES A Chief Risk Officer | Sold | $1.5m8.5k shares |
| 2026-01-20 | CRAWLEY MANDELL Chief Client Officer | Sold | $1.4m7.9k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC 100.00% of their portfolio | 377.1m $62.1bn | Unchanged |
| STATE STREET CORP 0.58% of their portfolio | 101.3m $16.7bn | Reduced -2.5m |
| BlackRock, Inc. 0.28% of their portfolio | 96.4m $15.9bn | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 77.7m $12.8bn | First filing |
| JPMORGAN CHASE & CO 0.47% of their portfolio | 43.6m $6.9bn | Added +7.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.26% of their portfolio | 30.2m $5.0bn | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.28% of their portfolio | 27.7m $4.5bn | Added +632.1k |
| Fisher Asset Management, LLC 1.43% of their portfolio | 25.6m $4.2bn | Added +581.7k |
| FMR LLC 0.20% of their portfolio | 22.7m $3.7bn | Reduced -3.4m |
| Capital Research Global Investors 0.52% of their portfolio | 20.3m $3.3bn | Added +4.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.32% of their portfolio | 17.0m $2.8bn | Added +2.1m |
| BANK OF AMERICA CORP /DE/ 0.20% of their portfolio | 16.3m $2.7bn | Added +87.5k |
| GOLDMAN SACHS GROUP INC 0.32% of their portfolio | 14.9m $2.4bn | Reduced -336.5k |
| AMERIPRISE FINANCIAL INC 0.53% of their portfolio | 13.9m $2.3bn | Reduced -265.2k |
| NORTHERN TRUST CORP 0.28% of their portfolio | 12.8m $2.1bn | Added +3.9k |
| UBS Group AG 0.35% of their portfolio | 11.9m $2.0bn | Added +1.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.65% of their portfolio | 11.7m $1.9bn | Reduced -708.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.38% of their portfolio | 11.0m $1.8bn | Added +1.8m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 1.38% of their portfolio | 10.2m $1.7bn | Reduced -57.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% of their portfolio | 10.0m $1.6bn | Added +133.3k |
| Bank of New York Mellon Corp 0.30% of their portfolio | 9.8m $1.6bn | Added +422.8k |
| FRANKLIN RESOURCES INC 0.37% of their portfolio | 9.2m $1.5bn | Added +408.8k |
| Legal & General Group Plc 0.32% of their portfolio | 8.3m $1.4bn | Added +33.5k |
| ROYAL BANK OF CANADA 0.25% of their portfolio | 7.9m $1.3bn | Reduced -1.1m |
| Invesco Ltd. 0.13% of their portfolio | 7.8m $1.3bn | Added +651.8k |
| DIMENSIONAL FUND ADVISORS LP 0.25% of their portfolio | 7.2m $1.2bn | Added +65.7k |
| Capital International Investors 0.28% of their portfolio | 7.2m $1.2bn | Reduced -13.4m |
| Amundi 0.31% of their portfolio | 7.0m $1.1bn | Added +654.9k |
| VANGUARD FIDUCIARY TRUST CO 0.28% of their portfolio | 6.8m $1.1bn | First filing |
| BANK OF MONTREAL /CAN/ 0.45% of their portfolio | 6.7m $1.1bn | Added +25.1k |
| MORGAN STANLEY 0.06% of their portfolio | 6.1m $1.0bn | Added +32.7k |
| Nuveen, LLC 0.25% of their portfolio | 5.6m $921.9m | Added +188.6k |
| BARCLAYS PLC 0.31% of their portfolio | 5.2m $858.0m | Added +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.14% of their portfolio | 4.7m $766.5m | Reduced -11.2m |
| Boston Partners 0.76% of their portfolio | 4.4m $729.3m | Added +622.1k |
| WELLS FARGO & COMPANY/MN 0.14% of their portfolio | 4.3m $712.8m | Added +105.6k |
| MARSHALL WACE, LLP 0.74% of their portfolio | 4.2m $690.7m | Added +2.5m |
| DEUTSCHE BANK AG\ 0.22% of their portfolio | 4.1m $678.3m | Added +117.9k |
| MILLENNIUM MANAGEMENT LLC 0.49% of their portfolio | 4.0m $657.8m | Added +1.7m |
| JANUS HENDERSON GROUP PLC 0.31% of their portfolio | 3.9m $645.5m | Reduced -254.2k |
| TWO SIGMA INVESTMENTS, LP 0.51% of their portfolio | 3.7m $615.4m | Added +2.6m |
| HSBC HOLDINGS PLC 0.33% of their portfolio | 3.4m $553.8m | Reduced -3.7m |
| AXIOM INVESTORS LLC /DE 5.70% of their portfolio | 3.1m $512.6m | Reduced -485.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.14% of their portfolio | 3.1m $510.2m | Added +291.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.27% of their portfolio | 3.0m $497.3m | Reduced -127.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.32% of their portfolio | 3.0m $491.2m | Added +676.5k |
| National Pension Service 0.37% of their portfolio | 3.0m $485.9m | Added +123.1k |
| ALLIANCEBERNSTEIN L.P. 0.16% of their portfolio | 2.9m $509.3m | Reduced -335.3k |
| CITADEL ADVISORS LLC 0.33% of their portfolio | 2.9m $471.5m | Reduced -2.3m |
| BNP PARIBAS FINANCIAL MARKETS 0.30% of their portfolio | 2.8m $456.7m | Reduced -122.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.30% of their portfolio | 2.7m $442.2m | Added +177.7k |
| Vanguard Global Advisers, LLC 0.23% of their portfolio | 2.6m $435.4m | First filing |
| Allianz Asset Management GmbH 0.50% of their portfolio | 2.6m $430.1m | Added +326.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.27% of their portfolio | 2.5m $418.4m | Reduced -139.9k |
| California Public Employees Retirement System 0.25% of their portfolio | 2.4m $398.6m | Added +287.1k |
| PNC Financial Services Group, Inc. 0.23% of their portfolio | 2.4m $396.9m | Reduced -12.5k |
| NEUBERGER BERMAN GROUP LLC 0.30% of their portfolio | 2.4m $392.4m | Added +107.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.32% of their portfolio | 2.3m $379.9m | First filing |
| LORD, ABBETT & CO. LLC 1.16% of their portfolio | 2.2m $353.9m | Reduced -147.4k |
| RHUMBLINE ADVISERS 0.30% of their portfolio | 2.1m $353.7m | Reduced -35.5k |
| TD Asset Management Inc 0.28% of their portfolio | 2.1m $350.8m | Added +1.6m |
| LPL Financial LLC 0.09% of their portfolio | 2.0m $328.0m | Added +63.4k |
| Thrivent Financial for Lutherans 0.62% of their portfolio | 2.0m $325.3m | Added +570.6k |
| RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio | 2.0m $324.0m | Added +16.9k |
| CITIGROUP INC 0.20% of their portfolio | 1.9m $308.2m | Added +368.2k |
| D. E. Shaw & Co., Inc. 0.24% of their portfolio | 1.9m $306.8m | Added +884.8k |
| Ensign Peak Advisors, Inc 0.57% of their portfolio | 1.9m $304.6m | Added +135.2k |
| PRUDENTIAL FINANCIAL INC 0.37% of their portfolio | 1.8m $298.8m | Added +76.5k |
| KBC Group NV 0.75% of their portfolio | 1.8m $298.6m | Added +3.0k |
| FIFTH THIRD BANCORP 0.54% of their portfolio | 1.8m $296.2m | Added +266.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.31% of their portfolio | 1.8m $294.7m | Reduced -59.7k |
| Corient Private Wealth LP 0.40% of their portfolio | 1.7m $276.9m | Reduced -2.9m |
| STIFEL FINANCIAL CORP 0.25% of their portfolio | 1.6m $269.7m | Added +2.4k |
| Fayez Sarofim & Co 0.69% of their portfolio | 1.6m $269.1m | Reduced -33.9k |
| Capital World Investors 0.04% of their portfolio | 1.6m $266.0m | Added +1.0m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.42% of their portfolio | 1.6m $257.1m | Added +553.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.35% of their portfolio | 1.5m $253.0m | Reduced -19.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.97% of their portfolio | 1.5m $247.0m | Reduced -508.0k |
| FIL Ltd 0.19% of their portfolio | 1.5m $246.6m | Reduced -708.2k |
| Rathbones Group PLC 0.50% of their portfolio | 1.5m $244.3m | Added +73.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 1.5m $239.0m | Reduced -2.1m |
| Point72 Asset Management, L.P. 0.41% of their portfolio | 1.4m $238.0m | Added +796.3k |
| Cullen Capital Management, LLC 2.42% of their portfolio | 1.4m $235.9m | Reduced -71.4k |
| SEI INVESTMENTS CO 0.21% of their portfolio | 1.4m $232.1m | Added +666.8k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 1.4m $230.4m | Added +298.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.32% of their portfolio | 1.4m $227.5m | Added +493.7k |
| HighTower Advisors, LLC 0.23% of their portfolio | 1.3m $215.1m | Reduced -209.5k |
| SAMLYN CAPITAL, LLC 3.74% of their portfolio | 1.3m $217.8m | Reduced -169.5k |
| Hamlin Capital Management, LLC 5.12% of their portfolio | 1.3m $212.1m | Reduced -107.6k |
| COMMERCE BANK 1.02% of their portfolio | 1.3m $211.6m | Added +126.1k |
| Alecta Tjanstepension Omsesidigt 1.03% of their portfolio | 1.3m $210.4m | Added +337.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.47% of their portfolio | 1.3m $206.2m | Added +514.3k |
| NATIONAL BANK OF CANADA /FI/ 0.21% of their portfolio | 1.2m $205.2m | Added +456.0k |
| Focused Investors LLC 6.57% of their portfolio | 1.2m $202.1m | Reduced -30.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.17% of their portfolio | 1.2m $201.9m | Reduced -1.1m |
| Squarepoint Ops LLC 0.42% of their portfolio | 1.2m $197.4m | Added +514.3k |
| Evercore Wealth Management, LLC 3.05% of their portfolio | 1.2m $193.8m | Reduced -39.2k |
| Aberdeen Group plc 0.31% of their portfolio | 1.2m $189.5m | Added +31.4k |
| Alyeska Investment Group, L.P. 0.52% of their portfolio | 1.1m $184.9m | Added +310.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.32% of their portfolio | 1.1m $183.4m | Reduced -1.1k |