Quick Takeaways
- MS - MORGAN STANLEY has 35 insiders with reported activity on this page.
- Net insider value flow over the last year: -$80,134,983.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 35 Insiders of MORGAN STANLEY
- Symbol
- MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, MS-PL, MS-PO, MS-PP, MS-PQ on NYSE
- Location
- New York, NY
What Changed
- Buy value: ; sell value: $80,134,982.
- Net share flow: -478,805.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$80,134,983.
Buys
$0
Shares: 0
Insiders: 0
Sells
$80,134,983
Shares: 478,805
Insiders: 8
Net
-$80,134,983
Shares: -478,805
Insiders: -8
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 93,605 | $0 | $17,680,822 | -$17,680,822 |
| 3-6 | 0 | 137,051 | $0 | $25,178,277 | -$25,178,277 |
| 6-9 | 0 | 100,000 | $0 | $16,434,440 | -$16,434,440 |
| 9-12 | 0 | 148,149 | $0 | $20,841,443 | -$20,841,443 |
MORGAN STANLEY executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Edward Pick | Chairman and CEO, Director | $130,332,250 | -$16,434,440 | -11% | Mixed | 12 Mar 2026 |
| Daniel A. Simkowitz | Co-President | $69,522,768 | -$12,892,928 | -16% | Mixed | 17 Apr 2026 |
| James P. Gorman | Executive Chairman, Director | $58,069,385 | Mixed | 24 Jul 2024 | ||
| Andrew M. Saperstein | Co-President | $54,203,784 | -$21,455,122 | -28% | Filing P/S | 16 Apr 2026 |
| Jonathan Pruzan | Chief Operating Officer | $36,330,659 | Mixed | 18 Jan 2023 | ||
| Eric F. Grossman | Chief Legal/Admin Officer | $32,440,665 | -$7,780,296 | -19% | Filing P/S | 20 Apr 2026 |
| Keishi Hotsuki | Chief Risk Officer | $29,826,382 | Mixed | 24 Feb 2023 | ||
| Sharon Yeshaya | Chief Financial Officer | $24,958,554 | -$6,518,882 | -21% | Median | 16 Apr 2026 |
| Michael A. Pizzi | Head Technology & Operations | $24,447,254 | -$6,222,077 | -20% | Mixed | 12 Mar 2026 |
| Stephen J. Luczo | Director | $23,868,362 | Mixed | 31 Dec 2024 | ||
| Charles A. Smith | Chief Risk Officer | $22,666,319 | -$4,353,604 | -16% | Mixed | 20 Jan 2026 |
| Robert P. Rooney | Head of Tech/Ops/Resilience | $22,329,117 | Mixed | 20 Jan 2022 | ||
| Thomas H. Glocer | Director | $20,491,053 | Mixed | 01 Dec 2025 | ||
| Hutham S. Olayan | Director | $19,565,610 | Mixed | 20 May 2021 | ||
| Perry M. Traquina | Director | $14,963,074 | Mixed | 01 Dec 2025 | ||
| Robert H. Herz | Director | $12,100,848 | Mixed | 01 Jun 2025 | ||
| Raja Akram | Deputy Chief Financial Officer | $11,076,652 | Filing P/S | 21 Jan 2025 | ||
| Mandell Crawley | Chief Client Officer | $10,117,086 | -$4,477,634 | -31% | Median | 16 Apr 2026 |
| Rayford Wilkins Jr. | Director | $9,240,028 | Mixed | 01 Jun 2025 | ||
| Judith A. Miscik | Director | $7,823,848 | Mixed | 01 Jun 2025 | ||
| Dennis M. Nally | Director | $7,617,211 | Mixed | 01 Dec 2025 | ||
| Shelley B. Leibowitz | Director | $7,452,598 | Mixed | 07 Nov 2025 | ||
| Mary L. Schapiro | Director | $5,058,279 | Mixed | 01 Jun 2025 | ||
| Alistair Darling | Director | $3,322,176 | Mixed | 01 Jun 2023 | ||
| Victoria Worster | Chief Accounting Officer | $2,517,611 | Mixed | 16 Jan 2026 | ||
| Elizabeth Corley | Director | $2,338,848 | Mixed | 21 Apr 2022 | ||
| Erika H. James | Director | $2,102,843 | Mixed | 20 Jan 2026 | ||
| Douglas L. Peterson | Director | $1,697,737 | Mixed | 01 Dec 2025 | ||
| Megan Butler | Director | $589,998 | Mixed | 01 Jun 2025 | ||
| Lynn J. Good | Director | $319,922 | Mixed | 01 Dec 2025 | ||
| Yasushi Itagaki | Director | Mixed | 14 May 2026 | |||
| Brandon Dees | Sub-advisor personnel | Mixed | 01 Aug 2025 | |||
| Masato Miyachi | Director | Mixed | 26 May 2022 | |||
| Hironori Kamezawa | Director | Mixed | 20 May 2021 | |||
| Taylor Kirkpatrick | Sub-advisor personnel | Mixed | 01 Aug 2025 |
Top shareholders of MORGAN STANLEY (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
13D/G
13F
|
Company |
24%
|
380,307,520
|
$62,587,208,566 | +$48,816,893 | 13 Apr 2026 | |
| STATE STREET CORP |
13F
|
Company |
6.4%
|
101,340,194
|
$16,677,555,727 | — | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
6.1%
|
96,396,889
|
$15,864,035,928 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
|
Vanguard Capital Management · Company |
5.6%
|
89,855,360
|
$14,787,496,595 | $0 | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.7%
|
43,578,279
|
$6,901,492,452 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
1.9%
|
30,240,801
|
$4,976,728,621 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
27,702,674
|
$4,541,014,540 | — | 31 Mar 2026 | |
| Fisher Asset Management, LLC |
13F
|
Company |
1.6%
|
25,600,068
|
$4,213,003,465 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
1.4%
|
22,730,023
|
$3,740,679,804 | — | 31 Mar 2026 | |
| Capital Research Global Investors |
13F
|
Company |
1.3%
|
20,270,720
|
$3,335,450,432 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.1%
|
17,014,757
|
$2,800,119,000 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.94%
|
14,875,181
|
$2,448,008,421 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.88%
|
13,916,490
|
$2,289,142,671 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.81%
|
12,818,061
|
$2,109,468,300 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.75%
|
11,923,338
|
$1,962,223,734 | — | 31 Mar 2026 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.74%
|
11,749,856
|
$1,932,488,630 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.69%
|
11,017,848
|
$1,813,207,245 | — | 31 Mar 2026 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.64%
|
10,244,669
|
$1,685,965,177 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
9,991,147
|
$1,644,424,820 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.62%
|
9,794,288
|
$1,611,845,781 | — | 31 Mar 2026 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.58%
|
9,175,221
|
$1,509,966,035 | — | 31 Mar 2026 | |
| Legal & General Group Plc |
13F
|
Company |
0.52%
|
8,295,263
|
$1,365,151,439 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.5%
|
7,923,829
|
$1,304,025,000 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.49%
|
7,846,458
|
$1,291,291,670 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.45%
|
7,235,756
|
$1,190,584,698 | — | 31 Mar 2026 | |
| Capital International Investors |
13F
|
Company |
0.45%
|
7,157,310
|
$1,177,063,139 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.42%
|
6,753,689
|
$1,111,454,599 | — | 31 Mar 2026 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.42%
|
6,663,292
|
$1,096,577,905 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.39%
|
6,127,396
|
$1,008,385,851 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.35%
|
5,601,891
|
$921,903,218 | — | 31 Mar 2026 | |
| BARCLAYS PLC |
13F
|
Company |
0.33%
|
5,213,854
|
$858,043,951 | — | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.29%
|
4,657,771
|
$766,529,374 | — | 31 Mar 2026 | |
| Boston Partners |
13F
|
Company |
0.28%
|
4,429,180
|
$729,303,785 | — | 31 Mar 2026 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.27%
|
4,331,016
|
$712,755,266 | — | 31 Mar 2026 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.26%
|
4,197,269
|
$690,744,559 | — | 31 Mar 2026 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.26%
|
4,121,871
|
$678,336,312 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.25%
|
3,997,261
|
$657,829,243 | — | 31 Mar 2026 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.25%
|
3,922,709
|
$645,541,598 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.24%
|
3,739,612
|
$615,427,947 | — | 31 Mar 2026 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.21%
|
3,366,470
|
$553,760,105 | — | 31 Mar 2026 | |
| AXIOM INVESTORS LLC /DE |
13F
|
Company |
0.2%
|
3,114,846
|
$512,610,206 | — | 31 Mar 2026 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.19%
|
3,100,379
|
$510,229,362 | — | 31 Mar 2026 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.18%
|
2,868,763
|
$509,291,495 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.19%
|
3,021,966
|
$497,324,944 | — | 31 Mar 2026 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.19%
|
2,984,976
|
$491,237,500 | — | 31 Mar 2026 | |
| National Pension Service |
13F
|
Company |
0.19%
|
2,952,417
|
$485,879,266 | — | 31 Mar 2026 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.18%
|
2,865,020
|
$471,496,342 | — | 31 Mar 2026 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.17%
|
2,775,297
|
$456,730,627 | — | 31 Mar 2026 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.17%
|
2,686,910
|
$442,184,779 | — | 31 Mar 2026 | |
| Vanguard Global Advisers, LLC |
13F
|
Company |
0.17%
|
2,645,928
|
$435,440,371 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for MORGAN STANLEY
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Eric F. Grossman | MS | Common Stock | Sale | -6.16% | $2,120,758 | $190.75 | -11,118 | 169,403 | 20 Apr 2026 | Direct |
| Daniel A. Simkowitz | MS | Common Stock | Sale | -3.86% | $2,779,987 | $189.24 | -14,690 | 365,802 | 17 Apr 2026 | Direct |
| Daniel A. Simkowitz | MS | Common Stock | Gift | -2.06% | -8,000 | 380,492 | 17 Apr 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Sale | -15.5% | $9,744,322 | $188.59 | -51,668 | 282,142 | 16 Apr 2026 | Direct |
| Sharon Yeshaya | MS | Common Stock | Gift | 9,172 | 9,172 | 16 Apr 2026 | By LLC on behalf of Trust | |||
| Sharon Yeshaya | MS | Common Stock | Gift | -6.05% | -9,172 | 142,487 | 16 Apr 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Gift | -1.68% | -1,053 | 61,476 | 16 Apr 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Sale | -20.5% | $3,035,755 | $188.22 | -16,129 | 62,529 | 16 Apr 2026 | Direct |
| Sharon Yeshaya | MS | Common Stock | Tax liability | -5.97% | -9,622 | 151,659 | 12 Mar 2026 | Direct | ||
| Sharon Yeshaya | MS | Common Stock | Award | 12.1% | 17,399 | 161,281 | 12 Mar 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Tax liability | -4.47% | -18,175 | 388,492 | 12 Mar 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Award | 8.79% | 32,865 | 406,667 | 12 Mar 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Tax liability | -7.47% | -26,943 | 333,810 | 12 Mar 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Award | 17.1% | 52,777 | 360,753 | 12 Mar 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Tax liability | -5.15% | -7,900 | 145,467 | 12 Mar 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Award | 12% | 16,432 | 153,367 | 12 Mar 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Tax liability | -5.87% | -11,597 | 186,080 | 12 Mar 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Award | 13% | 22,715 | 197,677 | 12 Mar 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Tax liability | -5.9% | -4,935 | 78,658 | 12 Mar 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Award | 13.1% | 9,666 | 83,593 | 12 Mar 2026 | Direct | ||
| Edward Pick | MS | Common Stock | Tax liability | -4.81% | -33,677 | 666,249 | 12 Mar 2026 | Direct | ||
| Edward Pick | MS | Common Stock | Award | 9.53% | 60,897 | 699,926 | 12 Mar 2026 | Direct | ||
| Sharon Yeshaya | MS | Common Stock | Tax liability | -6.27% | -9,622 | 143,882 | 19 Feb 2026 | Direct | ||
| Sharon Yeshaya | MS | Common Stock | Award | 12.8% | 17,399 | 153,504 | 19 Feb 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Tax liability | -4.64% | -18,175 | 373,802 | 19 Feb 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Award | 9.15% | 32,865 | 391,977 | 19 Feb 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Tax liability | -8.04% | -26,943 | 307,976 | 19 Feb 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Award | 18.7% | 52,777 | 334,919 | 19 Feb 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Tax liability | -5.45% | -7,900 | 136,935 | 19 Feb 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Award | 12.8% | 16,432 | 144,835 | 19 Feb 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Tax liability | -6.04% | -11,597 | 180,428 | 19 Feb 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Award | 13.4% | 22,715 | 192,025 | 19 Feb 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Tax liability | -6.26% | -4,935 | 73,927 | 19 Feb 2026 | Direct | ||
| Mandell Crawley | MS | Common Stock | Award | 14% | 9,666 | 78,862 | 19 Feb 2026 | Direct | ||
| Edward Pick | MS | Common Stock | Tax liability | -5.01% | -33,731 | 639,029 | 19 Feb 2026 | Direct | ||
| Edward Pick | MS | Common Stock | Award | 9.95% | 60,897 | 672,760 | 19 Feb 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Sale | -8.45% | $6,020,313 | $182.61 | -32,968 | 357,342 | 30 Jan 2026 | Direct |
| Sharon Yeshaya | MS | Common Stock | Sale | -10.5% | $2,942,176 | $185.77 | -15,838 | 135,304 | 20 Jan 2026 | Direct |
| Charles A. Smith | MS | Common Stock | Sale | -6.66% | $1,547,686 | $182.08 | -8,500 | 119,128 | 20 Jan 2026 | Direct |
| Andrew M. Saperstein | MS | Common Stock | Sale | -9.76% | $5,569,086 | $183.62 | -30,330 | 280,481 | 20 Jan 2026 | Direct |
| Michael A. Pizzi | MS | Common Stock | Sale | -13.5% | $3,691,000 | $184.55 | -20,000 | 127,872 | 20 Jan 2026 | Direct |
| Erika H. James | MS | Common Stock | Gift | -4.38% | -542 | 11,845 | 20 Jan 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Gift | -1.46% | -2,495 | 168,510 | 20 Jan 2026 | Direct | ||
| Eric F. Grossman | MS | Common Stock | Sale | -11.2% | $3,966,137 | $184.00 | -21,555 | 171,005 | 20 Jan 2026 | Direct |
| Mandell Crawley | MS | Common Stock | Sale | -10.2% | $1,441,879 | $183.45 | -7,860 | 68,789 | 20 Jan 2026 | Direct |
| Erika H. James | MS | Common Stock | Gift | -4.21% | -522 | 11,865 | 16 Jan 2026 | Direct | ||
| Victoria Worster | MS | Common Stock | Tax liability | -2.37% | -320 | 13,165 | 16 Jan 2026 | Direct | ||
| Victoria Worster | MS | Common Stock | Award | 53.9% | 4,725 | 13,485 | 16 Jan 2026 | Direct | ||
| Sharon Yeshaya | MS | Common Stock | Tax liability | -9.66% | -16,159 | 151,142 | 16 Jan 2026 | Direct | ||
| Sharon Yeshaya | MS | Common Stock | Award | 28.4% | 36,965 | 167,301 | 16 Jan 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.