Insider and congress filings
Morgan Stanley (MS)
About Morgan Stanley
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- Edward N. Pick
- Employees
- 83,000
- Listed since
- Feb 23, 1993
- Market value
- $339.6B
- Price to earnings
- 17.3
- Earnings per share
- $12.87
- Dividend yield
- 1.93%
Earnings
6 reported quarters · next on Oct 14, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jul 15, 2026 | $3.46 | $2.89 | $21.3B | $19.7B | EPS beatRevenue beat |
| Apr 15, 2026 | $3.43 | $3.02 | $20.6B | $19.7B | EPS beatRevenue beat |
| Jan 15, 2026 | $2.68 | $2.43 | $17.9B | $17.7B | EPS beatRevenue in line |
| Oct 15, 2025 | $2.80 | $2.10 | $17.1B | $16.7B | EPS beatRevenue beat |
| Jul 16, 2025 | $2.13 | $1.98 | $15.6B | $16.1B | EPS beatRevenue miss |
| Apr 11, 2025 | $2.60 | $2.21 | $16.5B | $16.5B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | $78.8B | 377,085,167 | 0.0% | 24.00% |
| State Street Corp | $20.8B | 99,560,815 | -1.8% | 6.34% |
| Blackrock, Inc. | $19.8B | 94,899,620 | -1.6% | 6.04% |
| Vanguard Capital Management LLC | $16.2B | 77,700,641 | -0.0% | 4.95% |
| Jpmorgan Chase & Co | $9.4B | 44,363,477 | +1.8% | 2.82% |
| Vanguard Portfolio Management LLC | $6.3B | 30,203,228 | -0.1% | 1.92% |
| Geode Capital Management, LLC | $5.7B | 27,346,327 | -1.3% | 1.74% |
| Fisher Asset Management, LLC | $5.5B | 26,172,995 | +2.2% | 1.67% |
| FMR LLC | $5.2B | 24,903,987 | +9.6% | 1.59% |
| Price T Rowe Associates Inc | $4.0B | 19,246,850 | +13.1% | 1.23% |
| Capital Research Global Investors | $3.8B | 18,070,606 | -10.9% | 1.15% |
| Norges Bank | $3.8B | 17,984,532 | +100.0% | 1.14% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
7 filings of 396 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Mary L. SchapiroDirector | Sold | 1,000 | $212.06 | $212K | Jul 28, 2026 | 1d |
| Sharon YeshayaChief Financial Officer | Sold · 2 lines | 15,554 | $222.51 | $3.5M | Jul 16, 2026 | 1d |
| Michael A. PizziHead Technology & Operations | Sold · 2 lines | 24,165 | $215.55 | $5.2M | Jul 17, 2026 | 0d |
| Eric F. GrossmanChief Legal/Admin Officer | Sold | 5,559 | $190.00 | $1.1M | Apr 20, 2026 | 0d |
| Mandell CrawleyChief Client Officer | Sold · 3 lines | 16,129 | $188.22 | $3.0M | Apr 16, 2026 | 1d |
| Andrew M. SapersteinCo-President | Sold · 6 lines | 51,668 | $188.59 | $9.7M | Apr 16, 2026 | 1d |
| Daniel A. SimkowitzCo-President | Sold | 14,690 | $189.24 | $2.8M | Apr 17, 2026 | 0d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in MS
20 disclosures of 209 on record · median 21d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +36.0%S&P +20.2% · vs S&P 500 +15.7% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Dan NewhouseSpouse | Stock | Purchase | $1,001 - $15,000 | -3.1%S&P +1.0% · vs S&P 500 -4.1% | Jul 10, 2026 | Jul 17, 2026 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.3%S&P +2.1% · vs S&P 500 +5.2% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.5%S&P +6.8% · vs S&P 500 +7.7% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +18.9%S&P +11.1% · vs S&P 500 +7.8% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $100,001 - $250,000 | +39.5%S&P +14.4% · vs S&P 500 +25.1% | Mar 12, 2026 | Apr 7, 2026 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +27.6%S&P +10.9% · vs S&P 500 +16.7% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +18.6%S&P +10.3% · vs S&P 500 +8.2% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Bond | Sale | $1,001 - $15,000 | +20.8%S&P +11.1% · vs S&P 500 +9.7% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +13.9%S&P +10.2% · vs S&P 500 +3.7% | Jan 16, 2026 | Feb 6, 2026 | 21d |
| Ro Khanna | Stock | Purchase | $50,001 - $100,000 | +13.9%S&P +10.2% · vs S&P 500 +3.7% | Jan 16, 2026 | Feb 6, 2026 | 21d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +24.5%S&P +12.7% · vs S&P 500 +11.8% | Dec 18, 2025 | Jan 15, 2026 | 28d |
| Steve Cohen | Stock | Sale | $50,001 - $100,000 | +23.2%S&P +13.5% · vs S&P 500 +9.7% | Dec 17, 2025 | Jan 14, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +34.7%S&P +15.5% · vs S&P 500 +19.3% | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +30.0%S&P +13.4% · vs S&P 500 +16.6% | Nov 13, 2025 | Dec 11, 2025 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +35.7%S&P +14.8% · vs S&P 500 +21.0% | Oct 17, 2025 | Nov 18, 2025 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +38.1%S&P +13.9% · vs S&P 500 +24.2% | Oct 7, 2025 | Nov 6, 2025 | 30d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | +34.0%S&P +14.6% · vs S&P 500 +19.4% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +35.5%S&P +14.5% · vs S&P 500 +21.0% | Sep 30, 2025 | Oct 3, 2025 | 3d |
| Ro Khanna | Stock | Purchase | $50,001 - $100,000 | +35.5%S&P +14.5% · vs S&P 500 +21.0% | Sep 30, 2025 | Oct 3, 2025 | 3d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
8 members · estimate, as of Sep 10, 20268 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $100,001 - $250,000 | 0.6% |
| Debbie Dingell | Democrat · House | $50,001 - $100,000 | 1.1% |
| Marjorie Taylor Greene | Republican · House | $50,001 - $100,000 | 1.1% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.3% |
| Harriet M. Hageman | Republican · House | $15,001 - $50,000 | 0.6% |
| Daniel S. Goldman | Democrat · House | $1,001 - $15,000 | 0.2% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.9% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.2% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc10% owner | Disposed to issuer | 414,396 | Jul 30, 2026 |
| Mary L. SchapiroDirector | Gift | 2,325 | Jul 28, 2026 |
| Thomas H. GlocerDirector | Stock award | 3,644 | Jun 1, 2026 |
| Judith A. MiscikDirector | Stock award | 2,620 | Jun 1, 2026 |
| Lynn J. GoodDirector | Stock award | 3,167 | Jun 1, 2026 |
| Erika H. JamesDirector | Stock award | 2,620 | Jun 1, 2026 |
| Perry M. TraquinaDirector | Stock award | 3,358 | Jun 1, 2026 |
| Megan ButlerDirector | Stock award | 2,620 | Jun 1, 2026 |
| Rayford Wilkins Jr.Director | Stock award | 2,620 | Jun 1, 2026 |
| Dennis M. NallyDirector | Stock award | 3,310 | Jun 1, 2026 |
| Douglas L. PetersonDirector | Stock award | 3,167 | Jun 1, 2026 |
| Megan ButlerDirector | Tax withholding | 190 | Jun 1, 2026 |
| Robert H. HerzDirector | Stock award | 2,620 | Jun 1, 2026 |
| Shelley B. LeibowitzDirector | Stock award | 2,620 | Jun 1, 2026 |
| Mary L. SchapiroDirector | Stock award | 2,620 | Jun 1, 2026 |
| Mandell CrawleyChief Client Officer | Gift | 1,053 | Apr 16, 2026 |
| Sharon YeshayaChief Financial Officer | Gift | 9,172 | Apr 16, 2026 |
| Daniel A. SimkowitzCo-President | Gift | 8,000 | Apr 17, 2026 |
| Daniel A. SimkowitzCo-President | Stock award | 32,865 | Mar 12, 2026 |
| Edward PickChairman and CEO | Tax withholding | 33,677 | Mar 12, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling MS?
Across the 7 most recent open-market filings shown here, 0 were purchases and 7 were sales.
Which members of Congress have traded MS?
Alan Armstrong, Dan Newhouse, Ro Khanna, Julie Johnson, Steve Cohen, Gilbert Ray Cisneros, Jr. and others disclosed MS transactions in the filings shown here.
Which members of Congress hold MS?
8 members of Congress report a position in MS in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Gilbert Ray Cisneros, Jr., Debbie Dingell and Marjorie Taylor Greene. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is MS in the S&P 500 or the Nasdaq 100?
Morgan Stanley is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are MS trades disclosed?
Insider filings on this page reached the public a median of 1 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 21 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.