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MS

MS — 13F Filings Explorer

Morgan Stanley

-$22.5B

Net Activity

Institutions Holding

2505

Popularity Rank

#80

Avg Weight

0.36%

Total Value

$222.9B

Ownership Trend

2505 institutions currently hold MS, with 1194 net buyers and 1113 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1113

Net Buying Institutions

1194

Key Holders

Key Holders

Top 5 by Value

MU
Mitsubishi Ufj Financial Group INC
$62.1B
SS
State Street CORP
$16.7B
BI
BlackRock, Inc.
$15.9B
VC
Vanguard Capital Management LLC
$12.8B
JC
Jpmorgan Chase & Co
$7.1B

Top 5 by Conviction

MU
Mitsubishi Ufj Financial Group INC
100.00%
AI
Axiom Investors LLC /de
5.70%
FA
Fisher Asset Management, LLC
1.43%
SI
Schroder Investment Management Group
1.38%
BP
Boston Partners
0.76%
View all 2505 holding institutions

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 18/100).

Quarterly Activity

Recent Activity

+$89.0B

Total Buy Value

$72.2B

Total Sell Value

New buy142
Trim946
Add1052
Sold out167

1194

Net Buyers

1113

Net Sellers

Game Theory Scenarios

Neutral— Wait & Watch

Net Institutional Buying vs Insider Selling = Neutral

Signal Basis

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.

AI-generated from public SEC disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

Smart Money Convergence

MS 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.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Jan 25
Jul 25
Jul 26
BuySell
ActionInsiderTitleDateValue
SellMichael A. PizziHead Technology & Operations2026-07-17$3.67M
SellMichael A. PizziHead Technology & Operations2026-07-17$1.54M
SellSharon YeshayaChief Financial Officer2026-07-16$1.42M
SellSharon YeshayaChief Financial Officer2026-07-16$2.04M
SellSIMKOWITZ DANIEL ACo-President2026-01-30$6.02M
SellSharon YeshayaChief Financial Officer2026-01-20$2.94M
SellSMITH CHARLES AChief Risk Officer2026-01-20$1.55M
SellSAPERSTEIN ANDREW MCo-President2026-01-20$347K
View all insider trades →

Form 144 Pre-Sale Notices

2

Filings (90d)

$8.67M

Total Est. Value

40K shares

Planned Shares

Last Filed 2026-07-17
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
MICHAEL A. PIZZI REVOCABLE TRUSTAffiliate2026-07-1724K shares$5.21M
SHARON YESHAYAAffiliate2026-07-1616K shares$3.46M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-15
Reporting PersonTypeFiling DateShares% of Class
MITSUBISHI UFJ FINANCIAL GROUP, INC.13D/A2026-07-15380.51M24.1%

View all Schedule 13D/13G filings

Material Events (8-K)

1

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

CUSIP

617446448, 617446901, 617446908, 617446958, 61745P874, 617480280

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.

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