MS: Morgan Stanley insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

2,752 institutions reported holding $272.89B of Morgan Stanley on Form 13F (2,516 the quarter before). 325 opened a new position and 92 sold out. Shares held by institutions: +2%.

Largest holdersSharesValue
MITSUBISHI UFJ FINANCIAL GROUP INC377,085,167$78.83B
STATE STREET CORP99,560,815$20.81B
BlackRock, Inc.94,899,620$19.84B
VANGUARD CAPITAL MANAGEMENT LLC77,700,641$16.24B
JPMORGAN CHASE & CO44,363,477$9.39B
VANGUARD PORTFOLIO MANAGEMENT LLC30,203,228$6.31B
GEODE CAPITAL MANAGEMENT, LLC27,346,327$5.69B
Fisher Asset Management, LLC26,172,995$5.47B
FMR LLC24,903,987$5.21B
Capital Research Global Investors18,070,606$3.78B

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