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NYSE · Financial Services · Holders

Morgan Stanley (MS) Institutional Ownership & Insider Trading History

Top MS institutional shareholders, filing changes, and Form 4 insider activity with filters for buys, sales, option exercises, gifts, and tax withholding.

Section freshness

Prices as of Oct 2, 4:02 PM EDT · Fundamentals checked Oct 3, 5:26 PM EDT · Statement period ended Jun 30, 2026

Ownership read

MS insider transaction activity: Mixed, sale-heavy.

Mitsubishi UFJ Financial Group Inc is the largest institutional holder. 31 sales and 1 purchase appear in the recent Form 4 filings. Use the filters below to separate open-market activity from option exercises, gifts, awards, and tax withholding.

Review insider tradesView institutions

Insider flow

MS

Purchases36
Sales724.16K

Directional bars ignore awards, gifts, conversions, and tax withholding rows.

Top holder

377.09M

Mitsubishi UFJ Financial Group Inc

Insider transaction activity

Mixed, sale-heavy

$115.77M sold / $5.63K bought

Observations shown

130

10 holder / 120 insider

Holder rows
10
Yahoo Finance · Filing dates shown per row
Increased / initiated
4
5 decreased · provider-reported changes
Insider rows
120
Yahoo Finance · Filing dates shown per row

Ownership concentration and transaction activity

Top 10 reported holders
52.08% outstanding
Changes with share-count history
Prior-position data unavailable
New / exited positions
0 / 0 explicitly reported
Largest increase with share-count history
Prior share counts unavailable

Reported-holder cohort only; absence from a limited provider list does not establish an exit. Changes are provider-reported and are only comparable quarter over quarter when the position periods match.

Net shares sold: 724,120

Sale-code S shares minus purchase-code P shares in this sample. Includes disclosed plans and unknown plan status; excludes grants, gifts, exercises and withholding. This is activity, not sentiment.

  • Gift: 18
  • Purchase / sale; plan unknown: 32
  • Grant: 70

Top 10 institutional holders

Morgan Stanley (MS) institutional ownership

Ranked by reported share count, with position changes and separate position and filing dates where ownership data supplies them.

Morgan Stanley (MS) institutional ownership
#Institution% heldSharesChange %Position / filing date
1
Mitsubishi UFJ Financial Group Inc
23.9%377.09M0.00%Position as of Jun 30, 2026Filing date unknown
2
State Street Corporation
6.31%99.56M-1.76%Position as of Jun 30, 2026Filing date unknown
3
Blackrock Inc.
6.02%94.90M-1.55%Position as of Jun 30, 2026Filing date unknown
4
Vanguard Capital Management LLC
4.93%77.70M-0.02%Position as of Jun 30, 2026Filing date unknown
5
JPMORGAN CHASE & CO
2.81%44.36M+1.80%Position as of Jun 30, 2026Filing date unknown
6
Vanguard Portfolio Management LLC
1.91%30.20M-0.12%Position as of Jun 30, 2026Filing date unknown
7
Geode Capital Management, LLC
1.73%27.35M-1.29%Position as of Jun 30, 2026Filing date unknown
8
Fisher Asset Management, LLC
1.66%26.17M+2.24%Position as of Jun 30, 2026Filing date unknown
9
FMR, LLC
1.58%24.90M+9.56%Position as of Jun 30, 2026Filing date unknown
10
Price (T.Rowe) Associates Inc
1.22%19.25M+13.12%Position as of Jun 30, 2026Filing date unknown
Showing 10 of 10 matching institutional rows.

Recent insider transactions

Morgan Stanley (MS) Form 4 filings

Action codes are translated so open-market buys and sales are separate from awards, gifts, conversions, and tax withholding.

Morgan Stanley (MS) Form 4 insider transactions
#Insider% companyActionSharesTransaction date
1
SCHAPIRO MARY L
Director
<0.01%Stock GiftProvider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Gift
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

2.33KJul 28, 2026
2
SCHAPIRO MARY L
Director
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.00KJul 28, 2026
3
PIZZI MICHAEL A
Officer
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

24.16KJul 17, 2026
4
YESHAYA SHARON
Chief Financial Officer
<0.01%SaleOpen-market or direct sale reported on Form 4.
Transaction context
Classification:
Purchase / sale; plan unknown
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

15.55KJul 16, 2026
5
JAMES ERIKA HAYES
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.31KJun 1, 2026
6
MEGAN BUTLER
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.31KJun 1, 2026
7
NALLY DENNIS M
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.66KJun 1, 2026
8
GLOCER THOMAS HENRY
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.82KJun 1, 2026
9
WILKINS RAYFORDJR
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.31KJun 1, 2026
10
TRAQUINA PERRY M
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.68KJun 1, 2026
11
GOOD LYNN J
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.58KJun 1, 2026
12
HERZ ROBERT H
Director
<0.01%Stock Award(Grant)Provider-supplied Form 4 action code. Review the original filing before making a trading judgment.
Transaction context
Classification:
Grant
10b5-1:
Unknown; not supplied by provider
Holdings after:
Not reported
Position sold:
Not calculable
Filed:
Not reported

Position sold = shares sold ÷ (shares sold + holdings after). Separate accounts or security classes may not represent total beneficial ownership.

1.31KJun 1, 2026
Showing 12 of 120 matching Form 4 rows. Percent of company uses current shares outstanding.

Frequently asked

Common questions.

Who are the largest MS shareholders?

Mitsubishi UFJ Financial Group Inc is the largest reported institutional holder of MS, with 377.09 million shares, or about 23.91% of shares outstanding.

What does the institutional filing activity show for MS?

Morgan Stanley has 10 institutional rows on file: 4 increased or initiated positions and 5 reduced them.

What insider transactions are available for MS?

TECHi shows 120 dated MS insider transactions through Jul 28, 2026, with transaction types kept separate so administrative actions are not presented as open-market trades.

Are MS insiders buying or selling?

The displayed MS activity reads Mixed, sale-heavy: 31 sales and 1 purchase. Other transaction types remain separate.

Who is the most active reported MS insider?

SAPERSTEIN ANDREW MICHAEL has the largest absolute share movement in the displayed MS filing rows, totaling 488,843 shares. The action labels provide the transaction context.

All data sources

Search the dated figures used for this view. Each entry identifies its units, reporting period and calculation status.

How to use this page

Use this to check who owns the float and whether insiders are active.

Best for Institutional concentration, insider transaction pattern, and float context.

Weak when Filings are delayed or transactions are administrative rather than economic.

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