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
+$2.8B
Net Activity
Data as of: 2026-03-31
Institutions Holding
2505
Popularity Rank
#80
Avg Weight
0.36%
Total Value
$222.9B
2505 institutions currently hold MS, with 1194 net buyers and 1113 net sellers this quarter.
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1113
Net Buying Institutions
1194
Top 5 by Value
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).
+$89.0B
Total Buy Value
$72.2B
Total Sell Value
1194
Net Buyers
1113
Net Sellers
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.
Terms of Use for AI
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0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| 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 |
| Sell | SAPERSTEIN ANDREW M | 2026-01-20 | $347K |
3
Filings (90d)
$9.54M
Total Est. Value
44K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| 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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3246 13F institutions increased their position this quarter
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2744 13F institutions increased their position this quarter
Access MS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MSCLI
npx alphasmo stocks get MS