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)Morgan Stanley
$211.04-1.1%
+$68.9B
Net Activity
+30.54% total shares
Institutions Holding
2765
Popularity Rank
#70
Avg Weight
0.38%
Total Value
$292.3B
Market Cap
$336.0B
2765 institutions currently hold MS, with 1460 net buyers and 1055 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
1055
Net Buying Institutions
1460
Top 5 by Value
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Across its top 20 institutional holders, MS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 30/100).
MS ranks #70 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MS is a top-conviction position for Mitsubishi Ufj Financial Group Inc — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
JPMorgan has added to its MS position for two straight quarters, increasing it by $3.0B to reach $9.6B today.
Ken Griffin has trimmed its MS position for two straight quarters, cutting it by $589.4M while still holding $1.0B.
MS is down 1.1% today, but institutions show net buying of $68.9B this quarter — a divergence between today's price move and the underlying institutional flow.
MS posted net income of $20.2B over the trailing twelve months, and currently trades at a P/E of 16.7.
+$20.5B
Total Buy Value
$10.2B
Total Sell Value
1460
Net Buyers
1055
Net Sellers
MS
Q2 2026
Top 5 Institutional Movers
Institutional accumulation dominates; insider selling looks modest
Signal Basis
The latest 13F shows roughly $9.58B of net institutional accumulation, with 1,456 net buyers versus 1,046 net sellers and 344 new positions against just 90 exits; insider activity appears light by comparison — one director sale of ~$212K in the past 30 days and five sales totaling ~$8.88M over 90 days with zero buys and a confidence score of 0.0 — suggesting the selling may reflect routine positioning rather than a directional warning.
Confirmation
Confirmation would come if next quarter's 13F filings sustain net buying, ideally alongside renewed insider purchases or named top-tier managers adding in parallel.
Invalidation Risk
This view would weaken materially if insider selling turns into a concentrated, multi-insider pattern, or if institutional flows flip to net distribution.
AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.
See the institutional 13F filings behind this signalMS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Mary L Schapiro | 2026-07-28 | $212K |
| Sell | Michael A. Pizzi | 2026-07-17 | $3.67M |
| Sell | Michael A. Pizzi | 2026-07-17 | $1.54M |
| Sell | Sharon Yeshaya | 2026-07-16 | $1.42M |
| Sell | Sharon Yeshaya | 2026-07-16 | $2.04M |
| Sell | SIMKOWITZ DANIEL A | 2026-01-30 | $6.02M |
| Sell | Sharon Yeshaya | 2026-01-20 | $2.94M |
| Sell | SMITH CHARLES A | 2026-01-20 | $1.55M |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
4
Filings (90d)
$9.75M
Total Est. Value
45K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| MARY L SCHAPIRO REV TRUST | 2026-07-28 | $212K |
| MORGAN STANLEY SMITH BARNEY LLC | 2026-07-20 | $869K |
| MICHAEL A. PIZZI REVOCABLE TRUST | 2026-07-17 | $5.21M |
| SHARON YESHAYA | 2026-07-16 | $3.46M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 13D/A | 2026-07-15 | 24.1% |
1
Filings (14d)
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)617446448, 617446901, 617446908, 617446958, 61745P874, 617480280
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Access MS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MSCLI
npx alphasmo stocks get MS