Filer Snapshot

MORGAN STANLEY

CIK 0000895421. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

581

Latest filing

05 Jun 2026

Industry

Security Brokers, Dealers and Flotation Companies

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$1.66T

9,236 holdings for Q1 2026

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Largest parsed holding

AAPL

$62.05B reported value

Open holding

13D/G large stake

NSIT

31 May 2026 · 10% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 05 Jun 2026 for CIK 0000895421.

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Listed symbols
MS, MS-PK, MS-PE, MS-PA, MS-PF, MS-PI, MS-PL, MS-PO, MS-PP, MS-PQ on NYSE
Notable people
Sas Parametric
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.66T

Quarterly institutional holdings reported on Form 13F.

Forms 3/4/5 positions$56.29M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$1.66T

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Forms 3/4/5 position value

3/4/5
$56.29M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest 13F holdings

13F
AAPL NVDA MSFT AMZN GOOGL
+15 moreSPY AVGO META GOOG JPM IVV TSLA VOO LLY V BRKB IWF QQQ XOM JNJ

Largest symbols in the latest parsed Form 13F information table.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

MOND ALIM SONM

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AAPL NVDA MSFT AMZN GOOGL SPY AVGO META
+12 moreGOOG JPM IVV TSLA VOO LLY V BRKB IWF QQQ XOM JNJ

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

DASH NET BE ROIV RPRX AUR
+14 moreQXO CSL AFRM TRMB FDS CNM ONON IONQ CACI IOT JKHY PCOR ARMK ATR
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
SEC industry group
Security Brokers, Dealers and Flotation Companies (Office of Finance)
Business address
1585 Broadway, New York, NY, 10036
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
MORGAN STANLEY DEAN WITTER & CO (to 12 Jul 2002), MORGAN STANLEY DEAN WITTER DISCOVER & CO (to 18 Mar 1998), DEAN WITTER DISCOVER & CO (to 08 May 1997)

Filer intelligence

What SEC filings say about MORGAN STANLEY

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.66T across 9,236 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $62.05B.
  • 5 recent 13D/G stake rows found; top row is NSIT at 10% ownership.
  • Forms 3/4/5 show insider context for MOND worth $53.79M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 9,236 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 4 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

14%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$239.09B

Compared with $1.66T total 13F value.

Top 5 net change

+$10.59B

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPY · Largest trim: GLD

AAPL NVDA MSFT AMZN GOOGL Other holdings

AAPL

3.7%

Apple Inc

$62.05B

NVDA

3.6%

Nvidia Corporation

$59.81B

MSFT

2.8%

Microsoft Corp

$46.23B

AMZN

2.2%

Amazon Com Inc

$36.22B

GOOGL

2.1%

Alphabet Inc

$34.78B

13D/G large-stake context

NSIT

31 May 2026 · Common Stock

10%
Issuer page 13D/G history

BLKB

31 May 2026 · Common Stock

10%
Issuer page 13D/G history

AUR

31 May 2026 · Class A Common Stock

10%
Issuer page 13D/G history

TERN

31 May 2026 · Common Stock

0%
Issuer page 13D/G history

Forms 3/4/5 insider context

MOND

14 Dec 2023 · 10% owner

$53.79M
Issuer page Owner page

ALIM

08 Feb 2022 · 10% owner

$2.15M
Issuer page Owner page

SONM

12 Oct 2021 · 10% owner

$354.7K
Issuer page Owner page

MNP

05 Oct 2023 · 10% owner

Issuer page Owner page

Latest update

What changed recently for MORGAN STANLEY

New filing available

Latest Schedule 13D/G period: 31 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Jun 2026

Page type

Filer profile

Latest period

31 May 2026

Schedule 13D/G context is visible from filings filed on 05 Jun 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

MORGAN STANLEY has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 31 May 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 05 May 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000895421 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
581
First seen
13 Feb 2014
Latest filing
05 Jun 2026
Entity
Company

Observed form types

10-K 10-Q 13F-HR 13F-HR/A 3 4 4/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

MORGAN STANLEY SEC filings MORGAN STANLEY 13F portfolio MORGAN STANLEY 13D/G history MORGAN STANLEY owner filings MORGAN STANLEY insider transactions Open SEC filing index

Industry context: Security Brokers, Dealers and Flotation Companies.

Latest Filings

Showing the latest 12 of 581 SEC filings for MORGAN STANLEY.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
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4

4 filing

Filing date
02 Jun 2026
Reporting date
01 Jun 2026
SEC evidence
Open document Open filing
Next action
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