Morgan Stanley
Investment bank combining institutional markets, wealth management and asset management.
$214.50
After-hours close−0.28 (−0.13%)
At close$214.78(−0.04%)
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Breakdown13F · Form 4
Institutions 109.74%Insiders 0.16%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 1.58B · Float 1.20B · 75.9% free float
Institutions13F, as of Jun 30, 2026
2,836 holders · 1.73B shares · 373 new positions · 1,456 increased · 955 reduced · 128 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Mitsubishi UFJ Financial Group Inc | 377.09M | 23.91% | 0 | Aug 7, 2026 |
| State Street Corp | 99.56M | 6.31% | −1.78M | Aug 7, 2026 |
| BlackRock, Inc. | 94.90M | 6.02% | −1.50M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 77.70M | 4.93% | −14.5K | Aug 13, 2026 |
| JPMorgan Chase & Co | 44.36M | 2.81% | +785.2K | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 30.20M | 1.91% | −37.6K | Aug 13, 2026 |
| Geode Capital Management, LLC | 27.35M | 1.73% | −356.3K | Aug 12, 2026 |
| Fisher Asset Management, LLC | 26.17M | 1.66% | +572.9K | Aug 4, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Mitsubishi UFJ Financial Group, Inc. | 24.12% | 380.51M | 13D | Jul 15, 2026 ↗ |
| Vanguard Capital Management | 5.65% | 89.86M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Mitsubishi UFJ Financial Group Inc | 10 percent owner | 376.67M | 23.88% | Aug 3, 2026 |
| Edward Pick | director, officer: Chairman and CEO | 666.2K | 0.04% | Mar 13, 2026 |
| Daniel A. Simkowitz | officer: Co-President | 365.8K | 0.02% | Apr 17, 2026 |
| Andrew M. Saperstein | officer: Co-President | 282.1K | 0.02% | Apr 17, 2026 |
| Eric F. Grossman | officer: Chief Legal/Admin Officer | 169.4K | 0.01% | Apr 20, 2026 |
| Sharon Yeshaya | officer: Chief Financial Officer | 136.8K | 0.01% | Jul 17, 2026 |
| Thomas H. Glocer | director | 124.0K | 0.01% | Jun 2, 2026 |
| Michael A. Pizzi | officer: Head Technology & Operations | 121.8K | 0.01% | Jul 17, 2026 |
| Charles A. Smith | officer: Chief Risk Officer | 119.1K | 0.01% | Jan 22, 2026 |
| Robert H. Herz | director | 102.6K | 0.01% | Jun 2, 2026 |
6 ten-percent owners hold 535.08M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 74 people have not refiled in the last 18 months (35.92M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 28, 2026 | Mary L. Schapirodirector | Sale | 1,000 | $212.06 | 40,843 |
| Jul 17, 2026 | Michael A. Pizziofficer: Head Technology & Operations | Sale · 2 lots | 24,165 | $215.55 | 121,770 |
| Jul 16, 2026 | Sharon Yeshayaofficer: Chief Financial Officer | Sale · 2 lots | 15,554 | $222.51 | 136,810 |
| Apr 20, 2026 | Eric F. Grossmanofficer: Chief Legal/Admin Officer | Sale · 2 lots | 11,118 | $190.75 | 169,403 |
| Apr 16, 2026 | Mandell Crawleyofficer: Chief Client Officer | Sale · 3 lots | 16,129 | $188.22 | 62,529 |
| Apr 16, 2026 | Andrew M. Sapersteinofficer: Co-President | Sale · 6 lots | 51,668 | $188.59 | 282,142 |
| Apr 17, 2026 | Daniel A. Simkowitzofficer: Co-President | Sale | 14,690 | $189.24 | 365,802 |
| Jan 30, 2026 | Daniel A. Simkowitzofficer: Co-President | Sale | 32,968 | $182.61 | 357,342 |
| Jan 20, 2026 | Mandell Crawleyofficer: Chief Client Officer | Sale · 5 lots | 7,860 | $183.45 | 68,788 |
| Jan 20, 2026 | Eric F. Grossmanofficer: Chief Legal/Admin Officer | Sale | 21,555 | $184.00 | 171,005 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Dan Newhouse · WA04 | Purchase | $1,001 – $15,000 | Spouse | Jul 10, 2026 | Jul 20, 2026 ↗ |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jun 5, 2026 | Jul 8, 2026 ↗ | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | May 1, 2026 | Jun 11, 2026 ↗ |