Morgan Stanley· MS

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Capital Markets Website

Price: $202.52
Day: -0.49%
Mkt Cap: $319.43B
52W Range: $151.84 – $232.25
Volume: 7.09M
Beta: 1.21

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 2,848 institutions hold; 1,464 added, 956 reduced
Insiders Q3 2026: no purchases, 5 sales ($8.9M)

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Morgan Stanley

MS|Financial Services|Financial - Capital Markets

Current price: $203

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.4x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

3 sellers

vs 4.7 avg per quarter

Institutional net breadth · Q2 2026

+751

1,831 adding vs 1,080 reducing

Institutional ownership · Q2 2026

86.5%

2,848 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

MITSUBISHI UFJ FINANCIAL GROUP INC

377.1M

flat

STATE STREET CORP

99.6M

-1.8%

BLACKROCK, INC.

94.9M

-1.6%

VANGUARD CAPITAL MANAGEMENT LLC

77.7M

-0.0%

JPMORGAN CHASE & CO

44.4M

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

30.2M

-0.1%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

1 buying6 unchanged5 selling

12 funds held MS in Q3 2026, holding 5.3M shares between them, down 1.0% on the quarter.

Largest fund holders

SPDR SERIES TRUST4.9M sh

NATIONWIDE MUTUAL FUNDS324.1K sh

Series Portfolios Trust28.9K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 31

PICK EDWARD

$16.4M

Sale · Oct 17

LUCZO STEPHEN J

$7.2M

Sale · Apr 16

SAPERSTEIN ANDREW M

$6.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-100

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MS

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

5 sales totaling $8.9M (40.7K shares)

Share volume is below the historical pace (0.4x average)

3 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.4x

Selling pace

quarter in progress, filings still arriving

0.78%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 4.7 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, MS

Top 8 highest-value insider trades from the last 8 quarters

PICK EDWARD

CEO

Sell

100,000 shares at $164.34

≈14.8% of their stake at the time

Oct 31, 2025$16.43M

LUCZO STEPHEN J

Director

Sell

60,000 shares at $119.17

≈30.2% of their stake at the time

Oct 17, 2024$7.15M

SAPERSTEIN ANDREW M

Co-President

Sell

33,541 shares at $188.37

≈10.3% of their stake at the time

Apr 16, 2026$6.32M

SIMKOWITZ DANIEL A

Co-President

Sell

32,968 shares at $182.61

≈8.4% of their stake at the time

Jan 30, 2026$6.02M

SAPERSTEIN ANDREW M

Co-President

Sell

40,000 shares at $120.00

≈10.6% of their stake at the time

May 2, 2025$4.80M

SIMKOWITZ DANIEL A

Co-President

Sell

29,000 shares at $141.13

≈6.8% of their stake at the time

Jul 17, 2025$4.09M

GROSSMAN ERIC F

Chief Legal/admin Officer

Sell

21,555 shares at $184.00

≈11.2% of their stake at the time

Jan 20, 2026$3.97M

SIMKOWITZ DANIEL A

Co-President

Sell

29,013 shares at $127.37

≈6.4% of their stake at the time

May 12, 2025$3.70M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MS

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

86.5% institutional ownership

Moderate accumulation: 1831 adding vs 1080 reducing

13F shares increased by 2.3%, a notable change

Momentum improving from prior quarter

+751

Net breadth

1,831 adding vs 1,080 reducing

Accumulating

1.70

Add / reduce ratio

in Q2 2026

+243

New − closed

367 initiated, 124 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1831 growing-1080 shrinkingNet: +751

367

1464

956

New (367)

Increased (1464)

Reduced (956)

Closed (124)

Top Institutional Holders, MS

Largest 8 institutional positions by ownership percentage as of Q2 2026

MITSUBISHI UFJ FINANCIAL GROUP INC

377.1M

$78.8B

Ownership

24.00%

No change

STATE STREET CORP

99.6M

$20.8B

Ownership

6.34%

-1.8%

BLACKROCK, INC.

94.9M

$19.8B

Ownership

6.04%

-1.6%

VANGUARD CAPITAL MANAGEMENT LLC

77.7M

$16.2B

Ownership

4.95%

-0.0%

JPMORGAN CHASE & CO

44.4M

$9.4B

Ownership

2.82%

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

30.2M

$6.3B

Ownership

1.92%

-0.1%

GEODE CAPITAL MANAGEMENT, LLC

27.3M

$5.7B

Ownership

1.74%

-1.3%

FISHER ASSET MANAGEMENT, LLC

26.2M

$5.5B

Ownership

1.67%

+2.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 12 ETFs and mutual funds reporting

1 buying5 sellingNet: -4

Buying (1)

Unchanged (6)

Selling (5)

In total, funds bought 4.2K shares and sold 55.9K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bearish

Funds distributing in Q3 2026

12 ETFs and mutual funds reporting

5 funds selling vs 1 buying

Top Fund Holders, MS

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

4.9M

Weight

24.30%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

324.1K

Weight

0.04%

Jul 31, 2026Decreased

Series Portfolios Trust

28.9K

Weight

18.37%

Jul 31, 2026No change

Nuveen NASDAQ 100 Dynamic Overwrite Fund

19.4K

Weight

3.88%

Jun 30, 2026No change

NORTHERN LIGHTS FUND TRUST III

10.1K

Weight

0.07%

Jun 30, 2026Increased

THRIVENT MUTUAL FUNDS

9.5K

Weight

0.01%

Jun 30, 2026Decreased

Siren ETF Trust

9.2K

Weight

4.15%

Jun 30, 2026No change

SSGA Active Trust

9.2K

Weight

0.03%

Jul 31, 2026Decreased

Morgan Stanley· MS

Holdings Analysis

Insider Trading Activity

1.3Transaction History116Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings172Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History116Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings172Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights