SEC ownership of MORGAN STANLEY

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000895421.

Comparable stake leader

MITSUBISHI UFJ FINANCIAL GROUP INC

Disclosed value leader

MITSUBISHI UFJ FINANCIAL GROUP INC

Comparable rows

50/50

Latest evidence

01 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
MITSUBISHI UFJ FINANCIAL GROUP INC
Latest parsed ownership date
01 Jun 2026
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000895421
Issuer location
New York, NY

Ownership snapshot

Top shareholders of MORGAN STANLEY (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MITSUBISHI UFJ FINANCIAL ...
Disclosed value leader
MITSUBISHI UFJ FINANCIAL ...
Comparable rows
50/50
Latest evidence
01 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 24% 13D/G row: MITSUBISHI UFJ FINANCIAL GROUP INC Showing 1-8 of 50 holder rows.

Quick read

MITSUBISHI UFJ FINANCIAL GROUP INC leads the comparable SEC ownership view at 24%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MITSUBISHI UFJ FINANCIAL GROUP INC's linked filing trail.
Comparable ownership Top 5
MITSUBISHI UFJ FINANCIAL GROUP INC 24%
VANGUARD CAPITAL MANAGEMENT LLC 5.6%
Edward Pick 0.05%
Daniel A. Simkowitz 0.02%
Andrew M. Saperstein 0.02%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MITSUBISHI UFJ FINANCIAL GROUP INC
13D/G 13F
Company
24%
$62,587,208,566
380,307,520 shares
+$48,816,893 13 Apr 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5.6%
$14,787,496,595
89,855,360 shares
$0 31 Mar 2026
Edward Pick
3/4/5
Chairman and CEO, Director
0.05%
$130,332,250
775,510 shares
-$16,434,440 12 Mar 2026
Daniel A. Simkowitz
3/4/5
Co-President
0.02%
$69,522,768
367,607 shares
-$12,892,928 17 Apr 2026
Andrew M. Saperstein
3/4/5
Co-President
0.02%
$54,203,784
282,142 shares
-$21,455,122 16 Apr 2026
Eric F. Grossman
3/4/5
Chief Legal/Admin Officer
0.01%
$32,440,665
169,403 shares
-$7,780,296 20 Apr 2026
Sharon Yeshaya
3/4/5
Chief Financial Officer
0.01%
$24,958,554
151,659 shares
-$6,518,882 16 Apr 2026
Michael A. Pizzi
3/4/5
Head Technology & Operations
0.01%
$24,447,254
145,467 shares
-$6,222,077 12 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$80,134,983.

Buys
$0
Insiders: 0
Sells
$80,134,983
Insiders: 8
Net
-$80,134,983
Shares: -478,805
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 478,805
Window (months) Buy shares Sell shares Buy value Sell value Net value
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

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 35 reporting-owner rows connected to MORGAN STANLEY. Open a relationship link for the CIK-to-CIK filing trail.

Rows
35
Largest Forms 3/4/5 holder
Edward Pick
Net 12M change
-$80,134,983
Latest report
01 Jun 2026
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 $20,497,159 Median 01 Jun 2026
Hutham S. Olayan Director $19,565,610 Mixed 20 May 2021
Robert H. Herz Director $16,878,720 Median 01 Jun 2026
Perry M. Traquina Director $15,030,579 Median 01 Jun 2026
Rayford Wilkins Jr. Director $12,880,710 Median 01 Jun 2026
Raja Akram Deputy Chief Financial Officer $11,076,652 Filing P/S 21 Jan 2025
Judith A. Miscik Director $10,942,930 Median 01 Jun 2026
Mandell Crawley Chief Client Officer $10,117,086 -$4,477,634 -31% Median 16 Apr 2026

Recent insider transactions for MORGAN STANLEY

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Dennis M. Nally MS Common Stock Award 3.64% 1,655 47,076 01 Jun 2026 Direct
Rayford Wilkins Jr. MS Common Stock Award 1.7% 1,310 78,269 01 Jun 2026 Direct
Megan Butler MS Common Stock Tax liability -3.16% -190 5,829 01 Jun 2026 Direct
Megan Butler MS Common Stock Award 27.8% 1,310 6,019 01 Jun 2026 Direct
Erika H. James MS Common Stock Award 11% 1,310 13,253 01 Jun 2026 Direct
Lynn J. Good MS Common Stock Award 82.6% 1,584 3,501 01 Jun 2026 Direct
Perry M. Traquina MS Common Stock Award 1.87% 1,679 91,332 01 Jun 2026 Direct
Douglas L. Peterson MS Common Stock Award 15.7% 1,584 11,672 01 Jun 2026 Direct
Judith A. Miscik MS Common Stock Award 2.01% 1,310 66,494 01 Jun 2026 Direct
Robert H. Herz MS Common Stock Award 1.29% 1,310 102,563 01 Jun 2026 Direct
Shelley B. Leibowitz MS Common Stock Award 2.78% 1,310 48,370 01 Jun 2026 Direct
Thomas H. Glocer MS Common Stock Award 1.48% 1,822 124,550 01 Jun 2026 Direct
Mary L. Schapiro MS Common Stock Award 3.23% 1,310 41,843 01 Jun 2026 Direct
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
* marks a reported price that did not pass the local price check.
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