Skip to main content
Methodology published · Market data, model notes, and corrections process are public · Data policy · Corrections policy
MS logo

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

Price Jun 15, 9:47 AM EDT · Statements Mar 30, 8:00 PM EDT

Source timingDetails

Data freshness

Prices update fastest. Fundamentals, analyst data, and news update on their own schedules, so check these timestamps before comparing signals.

Price time means the latest available trade or regular-market close. Other times show when that section was checked or published.

PriceLive
Last traded
Source: Market data provider
Fundamentalsevery 1 day
Provider checked
Source: Market data provider
Analystevery 1 day
Provider checked
Source: Market data provider
Newsevery 4 hr
Latest item
Source: Market data provider

Ownership read

MS insider sentiment: Net selling.

MITSUBISHI UFJ FINANCIAL GROUP INC is the largest loaded institutional holder. 71 sale rows and 0 purchase rows are visible in the loaded Form 4 history. Use the filters below to separate real buying and selling from option exercises, gifts, awards, and tax withholding.

Insider flow

MS

Purchases
Sales917.41K

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

Top holder

377.09M

MITSUBISHI UFJ FINANCIAL GROUP INC

Insider stance

Net selling

$150.93M sold / — bought

Latest filing

Jun 1, 2026

Most recent holder or insider filing date

Rows loaded

240

120 holder / 120 insider

Holder rows
120
Market data source
Latest filing
Jun 1, 2026
Most recent holder or insider filing date
Increased / initiated
76
43 decreased in loaded rows
Insider rows
120
Market data source

Top 120 institutional holders

Morgan Stanley (MS) institutional ownership

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

MITSUBISHI UFJ FINANCIAL GROUP INC

Rank #1

23.9%

Shares
377.09M
Change
Change %
0.00%
Filing
Mar 31, 2026

Unchanged

VANGUARD GROUP INC

Rank #2

7.59%

Shares
119.72M
Change
+1.36M
Change %
+1.15%
Filing
Dec 31, 2025

Increased

STATE STREET CORP

Rank #3

6.43%

Shares
101.34M
Change
-2.51M
Change %
-2.42%
Filing
Mar 31, 2026

Decreased

BLACKROCK

Rank #4

6.12%

Shares
96.40M
Change
+1.15M
Change %
+1.21%
Filing
Mar 31, 2026

Increased

VANGUARD CAPITAL MANAGEMENT LLC

Rank #5

4.93%

Shares
77.72M
Change
+77.72M
Change %
Filing
Mar 31, 2026

Initiated

JPMORGAN CHASE & CO

Rank #6

2.76%

Shares
43.58M
Change
+7.86M
Change %
+22.02%
Filing
Mar 31, 2026

Increased

VANGUARD PORTFOLIO MANAGEMENT LLC

Rank #7

1.92%

Shares
30.24M
Change
+30.24M
Change %
Filing
Mar 31, 2026

Initiated

GEODE CAPITAL MANAGEMENT

Rank #8

1.76%

Shares
27.70M
Change
+632.12K
Change %
+2.33%
Filing
Mar 31, 2026

Increased

FISHER ASSET MANAGEMENT

Rank #9

1.62%

Shares
25.60M
Change
+581.73K
Change %
+2.33%
Filing
Mar 31, 2026

Increased

FMR LLC

Rank #10

1.44%

Shares
22.73M
Change
-3.44M
Change %
-13.13%
Filing
Mar 31, 2026

Decreased

CAPITAL RESEARCH GLOBAL INVESTORS

Rank #11

1.29%

Shares
20.27M
Change
+4.84M
Change %
+31.35%
Filing
Mar 31, 2026

Increased

PRICE T ROWE ASSOCIATES INC

Rank #12

1.08%

Shares
17.01M
Change
+2.10M
Change %
+14.06%
Filing
Mar 31, 2026

Increased

BANK OF AMERICA CORP

Rank #13

1.04%

Shares
16.33M
Change
+87.53K
Change %
+54.00%
Filing
Mar 31, 2026

Increased

NORGES BANK

Rank #14

0.98%

Shares
15.42M
Change
-450.86K
Change %
-2.84%
Filing
Dec 31, 2025

Decreased

GOLDMAN SACHS GROUP INC

Rank #15

0.94%

Shares
14.88M
Change
-336.55K
Change %
-2.21%
Filing
Mar 31, 2026

Decreased

AMERIPRISE FINANCIAL INC

Rank #16

0.88%

Shares
13.92M
Change
-265.17K
Change %
-1.87%
Filing
Mar 31, 2026

Decreased

NORTHERN TRUST CORP

Rank #17

0.81%

Shares
12.82M
Change
+3.95K
Change %
+3.00%
Filing
Mar 31, 2026

Increased

UBS GROUP AG

Rank #18

0.76%

Shares
11.92M
Change
+1.28M
Change %
+12.04%
Filing
Mar 31, 2026

Increased

MASSACHUSETTS FINANCIAL SERVICES CO

Rank #19

0.75%

Shares
11.75M
Change
-708.45K
Change %
-5.69%
Filing
Mar 31, 2026

Decreased

UBS AM

Rank #20

0.70%

Shares
11.02M
Change
+1.85M
Change %
+20.13%
Filing
Mar 31, 2026

Increased

Showing 20 of 120 matching institutional rows.Load more institutions

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.

NALLY, DENNIS M

Director

Award / grant
Shares
345
% company
<0.01%
Price
$209.96
Value
$72,500

Filed Jun 1, 2026

GLOCER, THOMAS H

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

WILKINS, RAYFORD JR

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

BUTLER, MEGAN

Director

Sale to issuer
Shares
190
% company
<0.01%
Price
$209.96
Value
$39,892

Filed Jun 1, 2026

JAMES, ERIKA H

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

GOOD, LYNN J

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

MISCIK, JUDITH A

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

TRAQUINA, PERRY M

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

NALLY, DENNIS M

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

GLOCER, THOMAS H

Director

Award / grant
Shares
512
% company
<0.01%
Price
$209.96
Value
$107,500

Filed Jun 1, 2026

LEIBOWITZ, SHELLEY B

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

HERZ, ROBERT H

Director

Award / grant
Shares
1.31K
% company
<0.01%
Price
No cash value
Value
No cash value

Filed Jun 1, 2026

Showing 12 of 120 matching Form 4 rows. Percent of company uses current shares outstanding when available.Load more insiders

Frequently asked

Common questions.

Who are the largest MS shareholders?

MITSUBISHI UFJ FINANCIAL GROUP INC is the largest institutional holder in the loaded MS ownership dataset, with 377.09 million shares, or about 23.92% of shares outstanding. The table ranks additional institutions by reported share count.

What is institutional ownership of MS?

The current TECHi snapshot has 120 loaded institutional rows for Morgan Stanley. 76 rows are marked increased or initiated, while 43 rows are marked decreased, with the latest holder filing dated Mar 31, 2026.

Where can I see Morgan Stanley insider transactions?

The insider transaction table currently shows 120 loaded Form 4 rows for MS, with the latest insider filing dated Jun 1, 2026. It separates purchases, sales, option exercises, awards, gifts, and tax withholding so administrative transactions are not confused with open-market trades.

Are MS insiders buying or selling?

The loaded MS Form 4 rows currently read Net selling: 71 sale rows and 0 purchase rows. Awards, gifts, conversions, and tax withholding are shown separately because they do not carry the same signal as open-market buying or selling.

Who is the most active MS insider in the loaded filings?

SAPERSTEIN, ANDREW M is the most active insider by absolute share movement in the loaded MS rows, with 352,263 shares moving across the visible filing history. Review the action labels before treating that activity as buying or selling.