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MS Morgan Stanley

Financials, filed as MORGAN STANLEY (COM NEW), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 2

  • 3 Owners
  • #165
  • Max 3.2%
  • Master 0.03%
  • $39M
  • 1 reduce

In 2026 Q3 David Katz trimmed Morgan Stanley.

Who owns this now

Largest portfolio weights among holders, up to 3.2% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 3.2%
  2. Torray Investment Partners 0.06%
  3. Kentucky Trust Co. 0.01%

Who owns MS

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 3.2%, was 3.5% Reduce −1.4% 205,191 $39M History
Torray Investment Partners 0.06% Hold 2,377 $447K History
Kentucky Trust Co., Kentucky Trust 0.01% Hold 119 $22K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MS insider trades
  • None no insider bought on the open market
  • $68.2M sold by 9 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Mary L Schapiro Director
    Sale
    $212K 1,000 shares at $212.06 2.4% of stake
    Traded Jul 28 Filed Jul 29
    ↗
  2. Sharon Yeshaya CFO
    Sale
    $3.5M 15,554 shares at $222.51
    Traded Jul 16 Filed Jul 17
    ↗
  3. Michael A. Pizzi Head Technology & Operations
    Sale
    $5.2M 24,165 shares at $215.55 17% of stake
    Traded Jul 17 Filed Jul 17
    ↗
  4. Eric F Grossman Chief Legal/Admin Officer
    Sale
    $2.1M 11,118 shares at $190.75 6.2% of stake
    Traded Apr 20 Filed Apr 20
    ↗
  5. Daniel A Simkowitz President
    Sale
    $2.8M 14,690 shares at $189.24 3.9% of stake
    Traded Apr 17 Filed Apr 17
    ↗
  6. Andrew M Saperstein President
    Sale
    $9.7M 51,668 shares at $188.59 16% of stake
    Traded Apr 16 Filed Apr 17
    ↗
  7. Mandell Crawley Chief Client Officer
    Sale
    $3M 16,129 shares at $188.22 21% of stake
    Traded Apr 16 Filed Apr 17
    ↗
  8. Daniel A Simkowitz President
    Sale
    $6M 32,968 shares at $182.61 8.4% of stake
    Traded Jan 30 Filed Jan 30
    ↗
  9. Sharon Yeshaya CFO
    Sale
    $2.9M 15,838 shares at $185.77 11% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  10. Charles A Smith Chief Risk Officer
    Sale
    $1.5M 8,500 shares at $182.08 6.7% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  11. Andrew M Saperstein President
    Sale
    $5.6M 30,330 shares at $183.62 9.8% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  12. Michael A. Pizzi Head Technology & Operations
    Sale
    $3.7M 20,000 shares at $184.55 14% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  13. Eric F Grossman Chief Legal/Admin Officer
    Sale
    $4M 21,555 shares at $184.00 11% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  14. Mandell Crawley Chief Client Officer
    Sale
    $1.4M 7,860 shares at $183.45 10% of stake
    Traded Jan 20 Filed Jan 22
    ↗
  15. Edward Pick CEO
    Sale
    $16.4M 100,000 shares at $164.34 15% of stake
    Traded Oct 31, 2025 Filed Oct 31, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 stock grants, 17 share withholdings for taxes, 11 gifts, and 2 sales back to the company.

Congress

12 members of Congress traded MS in the last three years: 12 buys and 15 sales. 10 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Dan Newhouse R-WA-4Spouse Buy $1K–$15K Jul 10 filed Jul 17
  3. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  4. Steve Cohen D-TN-9 Partial sale $50K–$100K Dec 17, 2025 filed Jan 14
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025
  6. Julie Johnson D-TX-32Joint Partial sale $1K–$15K Nov 13, 2025 filed Dec 11, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
424B2 PRICING SUPPLEMENT NO. 19,142 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,117 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,631 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,578 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,633 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,618 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,435 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,436 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,177 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,775 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,149 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,222 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,162 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,211 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,126 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,136 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,173 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,163 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,022 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,077 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,021 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,230 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,161 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,228 Filing Doc
424B2 PRICING SUPPLEMENT NO. 19,217 Filing Doc

Source: SEC EDGAR submissions, updated about 15 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $9.09B $13.39B $16.86B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.19T $1.22T $1.42T
Total equity $99.04B $104.51B $111.63B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$33.54B $1.36B -$17.89B
Cash from investing -$3.08B -$29.46B -$46.78B
Cash from financing -$2.73B $46.76B $67.76B
Net change in cash -$38.9B $16.15B $6.31B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.