MS MORGAN STANLEY: institutional ownership and insider trading
2,910 funds reported holding $311B of MORGAN STANLEY in their latest 13F filings; in Q2 2026 funds net bought $4.63B, with 326 new positions and 89 funds selling out; over the last 12 months insiders bought $0 and sold $68.2M on the open market.
Famous investors holding MS
- Andreas Halvorsen (Viking Global Investors): $339M, 1.0% of the portfolio
- Two Sigma (Two Sigma Investments): $718M, 0.5% of the portfolio
- Ken Griffin (Citadel Advisors): $1.04B, 0.1% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $250M, 0.1% of the portfolio
- Izzy Englander (Millennium Management): $252M, 0.1% of the portfolio
- George Soros (Soros Fund Management): $3.99M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $3.92M, 0.0% of the portfolio
Largest institutional holders of MS
- MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG, MBFJF) — $78.8B
- VANGUARD GROUP INC — $21.3B
- STATE STREET CORP (STT, STT-PG) — $20.8B
- BlackRock, Inc. (BLK) — $19.8B
- VANGUARD CAPITAL MANAGEMENT LLC — $16.2B
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $9.39B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $6.31B
- GEODE CAPITAL MANAGEMENT, LLC — $5.69B
- Fisher Asset Management, LLC — $5.47B
- FMR LLC — $5.21B
Recent MS insider trades
- Jul 28, 2026: Schapiro Mary L sold 1,000 shares ($212K)
- Jul 17, 2026: Pizzi Michael A. sold 24,165 shares ($5.21M)
- Jul 16, 2026: Yeshaya Sharon sold 15,554 shares ($3.46M)
- Apr 20, 2026: Grossman Eric F sold 11,118 shares ($2.12M)
Members of Congress trading MS
- Jul 10, 2026: Dan Newhouse bought $1.00K–$15.0K
- Dec 18, 2025: Julie Johnson sold $1.00K–$15.0K
- Dec 17, 2025: Steve Cohen sold part of $50.0K–$100K
- Nov 18, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Nov 13, 2025: Julie Johnson sold part of $1.00K–$15.0K
- Oct 17, 2025: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Sep 23, 2025: Val T. Hoyle sold $1.00K–$15.0K
- Sep 11, 2025: Marjorie Taylor Greene bought $1.00K–$15.0K
- Aug 28, 2025: Marjorie Taylor Greene bought $1.00K–$15.0K
- Aug 14, 2025: Julie Johnson sold part of $1.00K–$15.0K
5%+ owners
- MITSUBISHI UFJ FINANCIAL GROUP, INC.: 24.1% (Schedule 13D/A, filed Jul 15, 2026)
- Vanguard Capital Management: 5.7% (Schedule 13G, filed Apr 30, 2026)