Morgan Stanley

Institutional net buyer count (1193) outpaces net sellers (1113), but total position value fell $22.5B; insiders recorded 16 sales and zero buys over 90 days.

Confirmation

Cessation of insider selling or a shift to net positive institutional flow would confirm neutral range.

Invalidation Risk

A unified directional move by both institutions and insiders invalidates the neutral view.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Jan 25

Jul 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	SIMKOWITZ DANIEL A	Co-President	2026-01-30	$6.02M
賣出	YESHAYA SHARON	Chief Financial Officer	2026-01-20	$2.94M
賣出	SMITH CHARLES A	Chief Risk Officer	2026-01-20	$1.55M
賣出	SAPERSTEIN ANDREW M	Co-President	2026-01-20	$347K
賣出	SAPERSTEIN ANDREW M	Co-President	2026-01-20	$1.10M
賣出	SAPERSTEIN ANDREW M	Co-President	2026-01-20	$1.26M
賣出	SAPERSTEIN ANDREW M	Co-President	2026-01-20	$93K
賣出	SAPERSTEIN ANDREW M	Co-President	2026-01-20	$2.08M

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-07-15

Reporting Person	Type	Filing Date	Shares	% of Class
MITSUBISHI UFJ FINANCIAL GROUP, INC.	13D/A	2026-07-15	380.51M	24.1%

View all Schedule 13D/13G filings

Material Events (8-K)

Filings (14d)

Data as of 2026-07-15

2026-07-15

On July 15, 2026, Morgan Stanley released its financial results for the quarter ended June 30, 2026, including a press release (Exhibit 99.1) and a Financial Data Supplement (Exhibit 99.2).

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding MORGAN STANLEY (MS)?

Major stakeholders currently include Mitsubishi Ufj Financial Group INC ($62.1B), State Street CORP ($16.7B), BlackRock, Inc. ($15.9B). Based on the latest 13F filings, there are a total of 2505 tracked investment funds and institutions maintaining positions in MS.

What is the overall institutional sentiment toward MS recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $22.5B, driven by 1194 managers accumulating shares while 1113 reduced their exposure.

Which institutions have been selling or reducing their MS positions?

In the latest period, 946 funds trimmed their holdings, and 167 managers completely exited their positions. The aggregate reported sell value was $72.2B.

Are there any notable investors adding MS to their portfolios?

Yes, buying activity remains notable. 142 institutions opened new positions in {ticker}, and 1052 existing holders added to their shares. The total reported buy value for the quarter amounted to $89.0B.