Morgan Stanley (MS) Institutional Ownership & Insider Trading

2,722 institutions reported holding Morgan Stanley shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 34 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Capital Markets · Financials

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Market cap: 281.9B
P/E TTM: 14.5
Dividend yield: 2.2%
52-week: —
Next earnings: 14 Jan, in 82 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

2,722 institutions held 85.9% of the shares. Across filers that reported both quarters, shares held changed +0.2%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	2,722	1348	+0.2%	889	280	773	61
Mar 26	2,460	1326	-0.9%	832	107	745	115
Dec 25	2,454	1346	-2.9%	765	178	669	43
Sep 25	2,203	1365	+1.8%	657	134	648	74
Jun 25	2,157	1349	-1.3%	702	186	612	78
Mar 25	2,031	1348	+0.5%	705	110	581	113
Dec 24	2,034	1356	-2.8%	552	178	641	55
Sep 24	1,818	1336	-0.7%	573	115	531	75

Morgan Stanley — questions

Who owns Morgan Stanley stock?: 2,722 institutions reported Morgan Stanley shares in 13F filings for the quarter ended 2026-06-30. The largest: MITSUBISHI UFJ FINANCIAL GROUP INC (24.0%), STATE STREET CORP (6.3%), BlackRock, Inc. (6.0%).
Are Morgan Stanley insiders buying or selling?: 34 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Morgan Stanley's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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