Morgan Stanley
MS
182.21
+3.74
+2.10%
Morgan Stanley
US · MS
#47 by market cap
Listed 1986
182.21
+3.74
+2.10%
Live - 5344 symbols - heartbeat 531s ago
· 2026-10-20 10:50
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 13 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.5 percentage points.
Institutional ownership
- Held by institutions
- 86.86% -0.53pp
- Institutions
- 3,092 -13
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund53.52%
Public Company26.82%
Government Pension Fund1.79%
Hedge Fund1.58%
Sovereign Wealth Fund1.20%
Private Company1.15%
Insurance Company0.28%
Family Office/Trust0.21%
Individual/Insider0.15%
Other13.29%
Top holders as of 2026-09-22
Mitsubishi UFJ Financial Group, Inc.
23.90% · 375.33M sh
State Street Global Advisors
6.34% · 99.56M sh
BlackRock
6.04% · 94.90M sh
Vanguard Capital Management, LLC
5.37% · 84.41M sh
Capital Research
2.21% · 34.73M sh
Other
56.05%
J.P. Morgan Asset Management, Inc.
1.99% · 31.19M sh
Vanguard Portfolio Management, LLC
1.92% · 30.20M sh
Geode Capital Management, LLC
1.74% · 27.35M sh
Fisher Investments
1.67% · 26.17M sh
UBS Asset Management
1.38% · 21.74M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 23 buys · 27 sells
| Name | Role | Stake |
|---|---|---|
| Mitsubishi UFJ Financial Group, Inc. | -- | 23.90% |
| Edward Pick | Co-President, Head of Institutional Securities Group & Co-Head of Corporate Strategy | 0.05% |
| Daniel Simkowitz | Head of Investment Management and Co-Head of Corporate Strategy | 0.02% |
| Andrew Saperstein | Co-President & Head of Wealth Management | 0.02% |
| Eric Grossman | Executive VP and Chief Legal & Administrative Officer | 0.01% |
| Stephen Luczo | Independent Director | 0.01% |
| Sharon Yeshaya | Chief Financial Officer | 0.01% |
| Charles Smith | Chief Risk Officer | 0.01% |
| Michael Pizzi | Head of U.S. Banks & Head of Technology | 0.01% |
| Raja Akram | Chief Accounting Officer, Deputy CFO & Controller | 0.01% |
| Mandell Crawley | Executive Vice President | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-21 | Mitsubishi UFJ Financial Group, Inc. | -- | Sale to Issuer | -1,340,519 | $212.57 |
| 2026-07-29 | Mitsubishi UFJ Financial Group, Inc. | -- | Sale to Issuer | -414,396 | $213.28 |
| 2026-07-27 | Mary Schapiro | Independent Director | Other Disposition | -2,325 | -- |
| 2026-07-27 | Mary Schapiro | Independent Director | Open Market Disposition | -1,000 | $212.06 |
| 2026-07-19 | Morgan Stanley Smith Barney LLC | -- | Intent to Sell (Form 144) | -4,040 | $215.11 |
| 2026-07-16 | Michael Pizzi | Executive VP & Global Head of Technology and Operations | Open Market Disposition | -24,165 | $215.00–216.88 |
| 2026-07-15 | Sharon Yeshaya | Chief Financial Officer | Open Market Disposition | -15,554 | $222.51 |
| 2026-05-31 | Thomas Glocer | Independent Lead Director | Other Acquisition | +1,821 | $209.96 |
| 2026-05-31 | Mary Schapiro | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Rayford Wilkins | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Dennis Nally | Independent Director | Other Acquisition | +1,655 | $209.96 |
| 2026-05-31 | Perry Traquina | Independent Director | Other Acquisition | +1,678 | $209.96 |
| 2026-05-31 | Lynn Good | Independent Director | Other Acquisition | +1,583 | $209.96 |
| 2026-05-31 | Judith Miscik | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Robert Herz | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Shelley Leibowitz | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Erika James | Independent Director | Other Acquisition | +1,309 | -- |
| 2026-05-31 | Douglas Peterson | Independent Director | Other Acquisition | +1,583 | $209.96 |
| 2026-05-31 | Megan Butler | Independent Director | Sale to Issuer | -190 | $209.96 |
| 2026-05-31 | Megan Butler | Independent Director | Other Acquisition | +1,309 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-20 10:50:09 · For reference only, not investment advice and not tailored to your situation.
the shift toward wealth management fee income makes this a different bank than it was a decade ago, market’s still catching up to that in how it prices the stock relative to peers.