SightfileU.S. market data from official filings

MORGAN STANLEY (MS)

Name: MORGAN STANLEY (MS) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0000895421 · EDGAR filings · Updated 2026-07-28

MORGAN STANLEY (MS) has reported institutional ownership of 84.1%, with 2,468 institutional managers holding positions valued at $217.8B per the latest 13F reporting period.

Institutional ownership

84.1%

Institutional managers

2,468

Reported 13F value

$217.8B

Insider activity

111 trans.

−$72.2M net selling

Filings this week (40)

2026-07-28 — FWP filed
2026-07-28 — FWP filed
2026-07-28 — FWP filed
2026-07-28 — FWP filed
2026-07-28 — FWP filed
2026-07-28 — FWP filed
2026-07-28 — Prospectus supplement (424B2) filed
2026-07-28 — Notice of proposed sale filed (Form 144)
2026-07-28 — Prospectus supplement (424B2) filed
2026-07-28 — FWP filed
2026-07-28 — Prospectus supplement (424B2) filed
2026-07-28 — FWP filed
… and 28 more filings this week

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, MORGAN STANLEY has 2,468 institutional holders and institutional ownership of 84.1%.

#	Institution	Reported value	% of tracked total
1	MITSUBISHI UFJ FINANCIAL GROUP INC	$62.1B	28.5%
2	STATE STREET CORP	$16.7B	7.7%
3	BlackRock, Inc.	$15.9B	7.3%
4	VANGUARD CAPITAL MANAGEMENT LLC	$12.8B	5.9%
5	JPMORGAN CHASE & CO	$6.90B	3.2%
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.98B	2.3%
7	GEODE CAPITAL MANAGEMENT, LLC	$4.54B	2.1%
8	Fisher Asset Management, LLC	$4.21B	1.9%
9	FMR LLC	$3.74B	1.7%
10	Capital Research Global Investors	$3.34B	1.5%

Full holder history and quarter-over-quarter changes are available inside the app.

Insider activity

Insiders reported 111 transactions (0 buys, 28 sells) across 21 reporting insiders, with a net reported value of −$72.2M.

Quarterly net insider value, as reported in Form 4 filings.

Debt maturity schedule

Principal coming due by year for MORGAN STANLEY, from the company's own SEC prospectus filings (424B) tracked by Sightfile.

Year	Bond series maturing	Known principal due
2026	5	—
2027	7	—
2028	11	—
2029	19	—
2030	16	—

Coupons, seniority and prospectus links for each series are available inside the app.

Fails-to-deliver

The SEC's fails-to-deliver file for 2026-06-30 reports 138 failed-to-deliver shares ($8.63M) for MS — an official data point published by the SEC, shown as reported.

Related companies

JPMORGAN CHASE & CO (JPM) · BERKSHIRE HATHAWAY CLASS B (BRK-A) · BANK OF AMERICA CORP (BAC) · UNITEDHEALTH GROUP INC (UNH) · WELLS FARGO & CO (WFC) · GOLDMAN SACHS GROUP INC (GS)

See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-28.