Quick Takeaways
- MS - MORGAN STANLEY has 34 insiders with reported activity on this page.
- Net insider value flow over the last year: -$72,169,044.
- Recent transaction rows are available for direct filing-level review.
- Info
- Portfolio
- Significant Ownership
- Insider Ownership
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 34 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: $72,169,044.
- Net share flow: -465,081.
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.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$72,169,044.
Buys
$0
Shares: 0
Insiders: 0
Sells
$72,169,044
Shares: 465,081
Insiders: 9
Net
-$72,169,044
Shares: -465,081
Insiders: -9
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 137,051 | $0 | $25,178,277 | -$25,178,277 |
| 3-6 | 0 | 100,000 | $0 | $16,434,440 | -$16,434,440 |
| 6-9 | 0 | 148,149 | $0 | $20,841,443 | -$20,841,443 |
| 9-12 | 0 | 79,881 | $0 | $9,714,884 | -$9,714,884 |
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 | $65,593,381 | -$13,808,460 | -17% | Mixed | 12 Mar 2026 |
| James P. Gorman | Executive Chairman, Director | $58,069,385 | Mixed | 24 Jul 2024 | ||
| Andrew M. Saperstein | Co-President | $56,100,173 | -$16,510,612 | -23% | Mixed | 12 Mar 2026 |
| Jonathan Pruzan | Chief Operating Officer | $36,330,659 | Mixed | 18 Jan 2023 | ||
| Eric F. Grossman | Chief Legal/Admin Officer | $31,272,596 | -$6,783,631 | -18% | Mixed | 12 Mar 2026 |
| Keishi Hotsuki | Chief Risk Officer | $29,826,382 | Mixed | 24 Feb 2023 | ||
| Sharon Yeshaya | Chief Financial Officer | $25,487,845 | -$6,518,882 | -20% | Mixed | 12 Mar 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 | ||
| Mandell Crawley | Chief Client Officer | $13,219,244 | -$1,441,879 | -9.8% | Mixed | 12 Mar 2026 |
| Robert H. Herz | Director | $12,100,848 | -$95,459 | -0.78% | Mixed | 01 Jun 2025 |
| Raja Akram | Deputy Chief Financial Officer | $11,076,652 | Filing P/S | 21 Jan 2025 | ||
| 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 | ||
| Hironori Kamezawa | Director | Mixed | 20 May 2021 | |||
| Masato Miyachi | Director | Mixed | 26 May 2022 | |||
| Brandon Dees | Sub-advisor personnel | Mixed | 01 Aug 2025 | |||
| 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 |
13F
13D/G
|
Company |
24%
from 13D/G
|
377,085,167
|
$66,943,929,698 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.5%
|
119,718,100
|
$21,253,554,293 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
6.5%
|
103,854,751
|
$18,437,333,945 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6%
|
95,248,897
|
$16,909,536,677 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.2%
|
35,714,453
|
$6,340,387,220 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
27,070,557
|
$4,786,349,512 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
1.6%
|
26,166,591
|
$4,645,354,775 | — | 31 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
1.6%
|
25,018,335
|
$4,441,505,244 | — | 31 Dec 2025 | |
| Capital International Investors |
13F
|
Company |
1.3%
|
20,544,097
|
$3,647,545,244 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1%
|
16,239,143
|
$2,882,935,091 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1%
|
15,852,651
|
$2,814,321,133 | — | 31 Dec 2025 | |
| Capital Research Global Investors |
13F
|
Company |
0.97%
|
15,432,313
|
$2,739,708,458 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.97%
|
15,415,129
|
$2,736,647,851 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.96%
|
15,211,727
|
$2,700,537,878 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.94%
|
14,917,776
|
$2,648,354,000 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.89%
|
14,181,661
|
$2,518,353,099 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.81%
|
12,814,113
|
$2,274,889,481 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.78%
|
12,458,302
|
$2,211,722,355 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.67%
|
10,642,269
|
$1,889,322,017 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.65%
|
10,302,528
|
$1,829,007,797 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.62%
|
9,857,800
|
$1,750,055,207 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.59%
|
9,371,513
|
$1,663,724,756 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.58%
|
9,171,655
|
$1,628,243,912 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.57%
|
9,034,773
|
$1,603,946,000 | — | 31 Dec 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.55%
|
8,766,408
|
$1,556,300,029 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.52%
|
8,261,749
|
$1,466,708,307 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.45%
|
7,194,677
|
$1,277,271,020 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.45%
|
7,170,017
|
$1,272,996,337 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.42%
|
6,638,226
|
$1,178,484,340 | — | 31 Dec 2025 | |
| Amundi |
13F
|
Individual |
0.4%
|
6,326,385
|
$1,123,124,131 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.38%
|
6,094,734
|
$1,081,998,167 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.34%
|
5,413,255
|
$961,015,160 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.32%
|
5,162,394
|
$916,479,807 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.27%
|
4,225,369
|
$750,129,729 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.26%
|
4,176,949
|
$741,541,064 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.25%
|
4,003,926
|
$710,816,981 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
0.24%
|
3,807,048
|
$676,936,001 | — | 31 Dec 2025 | |
| AXIOM INVESTORS LLC /DE |
13F
|
Company |
0.23%
|
3,600,059
|
$639,118,474 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.23%
|
3,598,399
|
$638,823,776 | — | 31 Dec 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.22%
|
3,557,792
|
$631,614,813 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.22%
|
3,510,340
|
$623,788,047 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.2%
|
3,204,090
|
$568,822,098 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.2%
|
3,149,329
|
$559,100,426 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.18%
|
2,898,081
|
$514,496,320 | — | 31 Dec 2025 | |
| National Pension Service |
13F
|
Company |
0.18%
|
2,829,303
|
$502,286,162 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.18%
|
2,809,232
|
$498,722,529 | — | 31 Dec 2025 | |
| Alphinity Investment Management Pty Ltd |
13F
|
Company |
0.17%
|
2,734,485
|
$485,453,122 | — | 31 Dec 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.17%
|
2,682,122
|
$476,157,119 | — | 31 Dec 2025 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.16%
|
2,509,180
|
$456,419,842 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.15%
|
2,424,435
|
$430,409,886 | — | 31 Dec 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Charles A. Smith | MS | Common Stock | Tax liability | -12% | -17,401 | 127,611 | 16 Jan 2026 | Direct | ||
| Charles A. Smith | MS | Common Stock | Award | 20.4% | 24,589 | 145,012 | 16 Jan 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Tax liability | -8.32% | -35,435 | 390,310 | 16 Jan 2026 | Direct | ||
| Daniel A. Simkowitz | MS | Common Stock | Award | 10.4% | 39,994 | 425,745 | 16 Jan 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Tax liability | -8.06% | -27,265 | 310,811 | 16 Jan 2026 | Direct | ||
| Andrew M. Saperstein | MS | Common Stock | Award | 13.4% | 39,994 | 338,076 | 16 Jan 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Tax liability | -7.63% | -12,218 | 147,872 | 16 Jan 2026 | Direct | ||
| Michael A. Pizzi | MS | Common Stock | Award | 17% | 23,214 | 160,090 | 16 Jan 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.