Morgan Stanley (MS)
NYSE: MS · Security Brokers, Dealers & Flotation Companies · New York, NY · filing with the SEC since 1993
Grade5.1
◀ Past 6.2● Present 5.9▶ Future 3.0
Who owns Morgan Stanley
As filed with the SECHolders of 5% or more
2
Mitsubishi UFJ Financial Group, Inc. holds 24.1% of Common Stock, par value $0.01 per Share, as its SCHEDULE 13D/A filed Jul 15, 2026 says.
Directors and officers
22
report now, of 42 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Mitsubishi UFJ Financial Group, Inc.
SCHEDULE 13D/A · filed Jul 15, 2026 · Common Stock, par value $0.01 per Share · 23.9% in Apr 13, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What MS reports owning in othersstakes of 5% or more, and other ties
Western Asset Premier Bond Fund
SCHEDULE 13G/A · filed May 12, 2026 · Common Shares of Beneficial Interest
Key Tronic Corporation KTCC
SCHEDULE 13G/A · filed Nov 7, 2025 · Common Stock
ODDITY Tech Ltd. ODD
SCHEDULE 13G/A · filed Aug 13, 2026 · Class A Ordinary Shares
BlackRock 2037 Municipal Target Term Trust
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Shares of Beneficial Interest
First Trust Intermediate Duration Preferred & Income Fund
SCHEDULE 13G/A · filed Nov 7, 2025 · Common Stock
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Shares of Beneficial Interest
Arbutus Biopharma Corporation ABUS
SCHEDULE 13G/A · filed Oct 7, 2026 · Common Shares
agilon health, inc. AGL
SCHEDULE 13G/A · filed May 5, 2025 · Common Stock
BioVie Inc. BIVI
SCHEDULE 13G/A · filed Aug 7, 2026 · Class A Common Stock
Opendoor Technologies Inc OPEN
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock
The other 230
Aurora Innovation, Inc.
BLACKROCK Ltd DURATION INCOME TRUST
Insight Enterprises, Inc.
BrandywineGLOBAL-Global Income Opportunities Fund Inc
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
X4 Pharmaceuticals, Inc.
Virtus Convertible & Income Fund II
Blackbaud, Inc.
BlackRock Enhanced International Dividend Trust
Criteo S.A.
Calamos Global Dynamic Income Fund
Royalty Pharma plc
Digimarc Corporation
First Trust High Yield Opportunities 2027 Term Fund
Zepp Health Corporation
Western Asset Emerging Markets Debt Fund Inc.
QXO, Inc.
Kornit Digital Ltd.
Gabelli Dividend & Income Trust
Beta Bionics, Inc.
Western Asset Inflation-Linked Opportunities & Income Fund
First Trust Enhanced Equity Income Fund
Guggenheim Active Allocation Fund
Sphere Entertainment Co.
Neuropace, Inc.
Black Rock Coffee Bar, Inc.
Dolby Laboratories, Inc.Class A
abrdn Total Dynamic Dividend Fund
Rivernorth Opportunities Fund, Inc.
Virtus Convertible & Income Fund II
Nuveen Taxable Municipal Income Fund
Nuveen Core Plus Impact Fund
Inhibrx Biosciences, Inc.
Nuveen S&P 500 Dynamic Overwrite Fund
American Well Corporation
Virtus Dividend, Interest & Premium Strategy Fund
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Franklin Ltd Duration Income Trust
Aberdeen Multi-Market Income Fund
TGE Value Creative Solutions Corp
ClearBridge Energy Midstream Opportunity Fund Inc.
XPLR Infrastructure, LP
Affirm Holdings, Inc.
National Healthcare Corp.
Grove Collaborative Holdings, Inc.
Pulmonx Corporation
Dine Brands Global, Inc.
Galaxy Next Generation, Inc.
6.7%
Lesaka Technologies, Inc.
abrdn Income Credit Strategies Fund
On Holding AG
Royce Global Trust, Inc.
Nuveen Variable Rate Preferred & Income Fund
Stoke Therapeutics, Inc.
EVgo Inc.
Cipher Digital Inc.
Choice Hotels Intnl.
Procore Technologies, Inc.
NYLI CBRE Global Infrastructure Megatrends Term Fund
Presidio Production Company
Western Asset High Income Opportunity Fund Inc.
TeraWulf Inc.
JBG SMITH Properties
BlackRock Enhanced Global Dividend Trust
Voya Emerging Markets High Dividend Equity Fund
Neuberger Berman Energy Infrastructure & Income Fund Inc.
Tortoise Energy Infrastructure Corp.
Brookfield Real Assets Income Fund Inc.
Jianpu Technology Inc.
iQIYI, Inc.
Turtle Beach Corporation
Bloomia Holdings, Inc.
5.8%
Semler Scientific, Inc.
Western Asset High Income Opportunity Fund Inc.
Blackstone Strategic Credit 2027 Term Fund
Roivant Sciences Ltd.
Radware Ltd.
abrdn Global Infrastructure Income Fund
Cohen & Steers Quality Income Realty Fund Inc
IonQ, Inc.
KKR Income Opportunities Fund
Avis Budget Group, Inc.
Invesco California Value Municipal Income Trust
Bed Bath & Beyond, Inc.
AMN Healthcare Services
Six Flags Entertainment Corporation
UroGen Pharma Ltd.
Neuberger Berman Next Generation Connectivity Fund Inc.
Vertex, Inc.
BlackRock Technology & Private Equity Term Trust
5.3%
Black Stone Minerals, L.P.
Voya Asia Pacific High Dividend Equity Income Fund
Nuveen Real Estate Income Fund
Nuveen California Municipal Value Fund
Taysha Gene Therapies, Inc.
CEVA, Inc.
AptarGroup, Inc.
Highland Opportunities & Income Fund
Nuveen Select Maturities Municipal Fund
Nuveen California Amt-Free Quality Municipal Income Fund
Allspring Income Opportunities Fund
Morgan Stanley Direct Lending Fund
Virtus Convertible & Income Fund II
DoubleLine Yield Opportunities Fund
Allspring Utilities & High Income Fund
C4 Therapeutics, Inc.
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Affiliated Managers Group
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Cloudflare, Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Axogen, Inc.
SCHEDULE 13G/A · filed Feb 3, 2025 · reported falling below 5%
Caci International Cla
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Carlisle Companies, Inc.
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
SelectQuote, Inc.
SCHEDULE 13G/A · filed Feb 13, 2026 · reported falling below 5%
Clough Global Equity Fund
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Teleflex Incorporated
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
PGIM Global High Yield Fund, Inc.
SCHEDULE 13G/A · filed May 6, 2025 · reported falling below 5%
Nuveen Real Asset Income & Growth Fund
SCHEDULE 13G/A · filed Feb 4, 2025 · reported falling below 5%
Royce Micro-Cap Trust Inc
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
Jasper Therapeutics, Inc.
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
DoorDash, Inc.
SCHEDULE 13G/A · filed Feb 3, 2025 · reported falling below 5%
ProKidney Corp.
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Asa Gold And Precious Metals Limited
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Kirby Corporation
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Cohen & Steers Total Return Realty Fund Inc
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Tarsus Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed May 7, 2025 · reported falling below 5%
PGIM Short Duration High Yield Opportunities Fund
SCHEDULE 13G/A · filed Feb 3, 2025 · reported falling below 5%
Wolfspeed, Inc.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
Cohen & Steers Select Preferred & Income Fund, Inc.
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
CryoPort, Inc.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
ATRenew Inc.
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
Envista Holdings Corporation
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Landstar System, Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Artivion, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
ProKidney Corp.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
Dorman Products, Inc.
SCHEDULE 13G/A · filed May 6, 2025 · reported falling below 5%
NexPoint Diversified Real Estate Trust
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Integra LifeSciences Holdings Corporation
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
AudioCodes Ltd.
SCHEDULE 13G/A · filed May 5, 2025 · reported falling below 5%
Array Technologies, Inc.
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
TKO Group Holdings, Inc.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
Trimble Inc.
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
LandBridge Company LLC
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
Klaviyo, Inc.
SCHEDULE 13G/A · filed Mar 6, 2026 · reported falling below 5%
T1 Energy Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
First Trust Senior Floating Rate Income Fund II
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
Cohen & Steers Real Estate Opportunities & Income Fund
SCHEDULE 13G/A · filed Feb 5, 2025 · reported falling below 5%
DouYu International Holdings Limited
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
ESSA Pharma Inc.
SCHEDULE 13G/A · filed Oct 7, 2025 · reported falling below 5%
BBB Foods Inc.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
Magnera Corporation
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
US Physical Therapy Inc
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Sprout Social, Inc
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Peloton Interactive, Inc.
SCHEDULE 13G/A · filed Apr 7, 2025 · reported falling below 5%
Cbre Global Real Estate Income Fund
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Seven Hills Realty Trust
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
Tactile Systems Technology, Inc.
SCHEDULE 13G/A · filed Aug 12, 2026 · reported falling below 5%
Global-E Online Ltd.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Eaton Vance Floating-Rate Income Trust
SCHEDULE 13G/A · filed Aug 6, 2025 · reported falling below 5%
Indivior Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed May 6, 2025 · reported falling below 5%
AnaptysBio, Inc.
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
TAL Education Group
SCHEDULE 13G/A · filed Aug 6, 2025 · reported falling below 5%
LKQ Corporation
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
Tenax Therapeutics, Inc.
SCHEDULE 13G/A · filed Apr 8, 2026 · reported falling below 5%
Angel Oak Financial Strategies Income Term Trust
SCHEDULE 13G/A · filed Jan 7, 2025 · reported falling below 5%
Embraer S.A.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
Bloom Energy Corporation
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Zymeworks Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Treace Medical Concepts, Inc.
SCHEDULE 13G/A · filed Feb 3, 2025 · reported falling below 5%
Clough Global Opportunities Fund
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Chemomab Therapeutics Ltd.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
CBIZ, Inc.
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
White Mountains Insurance Group Ltd.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
RCM Technologies, Inc.
SCHEDULE 13G/A · filed Feb 5, 2025 · reported falling below 5%
Praxis Precision Medicines, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Evolent Health, Inc
SCHEDULE 13G/A · filed Sep 8, 2026 · reported falling below 5%
Core & Main, Inc.
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Jack Henry & Associates, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Virtus Total Return Fund Inc.
SCHEDULE 13G/A · filed Feb 5, 2025 · reported falling below 5%
Perspective Therapeutics, Inc.
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
Columbia Sportswear Company
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Lantheus Holdings, Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Factset Research Systems
SCHEDULE 13G/A · filed Feb 11, 2026 · reported falling below 5%
Applied Therapeutics, Inc.
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
Golar Lng Ltd
SCHEDULE 13G/A · filed Jul 8, 2025 · reported falling below 5%
Syndax Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed May 7, 2025 · reported falling below 5%
E2open Parent Holdings, Inc.
SCHEDULE 13G/A · filed Feb 4, 2025 · reported falling below 5%
Fortrea Holdings Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
Community Health Systems, Inc.
SCHEDULE 13G/A · filed May 5, 2025 · reported falling below 5%
Theratechnologies Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
BILL Holdings, Inc.
SCHEDULE 13G/A · filed Jan 8, 2025 · reported falling below 5%
Turning Point Brands, Inc.
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
Sage Therapeutics, Inc.
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
Samsara Inc.
SCHEDULE 13G/A · filed May 12, 2026 · reported falling below 5%
Coursera, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
Pharming Group N.V.
SCHEDULE 13G/A · filed Apr 7, 2025 · reported falling below 5%
Sable Offshore Corp.
SCHEDULE 13G/A · filed Sep 8, 2026 · reported falling below 5%
Pliant Therapeutics, Inc.
SCHEDULE 13G/A · filed Jan 8, 2026 · reported falling below 5%
Net Lease Office Properties
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
Fastly, Inc.
SCHEDULE 13G/A · filed May 11, 2026 · reported falling below 5%
Peakstone Realty Trust
SCHEDULE 13G/A · filed Mar 6, 2026 · reported falling below 5%
Rigel Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Oct 7, 2025 · reported falling below 5%
Kinetik Holdings Inc.
SCHEDULE 13G/A · filed May 6, 2025 · reported falling below 5%
Ventyx Biosciences, Inc.
SCHEDULE 13G/A · filed Feb 6, 2026 · reported falling below 5%
Playa Hotels & Resorts N.V.
SCHEDULE 13G/A · filed Apr 7, 2025 · reported falling below 5%
Aris Water Solutions, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · reported falling below 5%
CervoMed Inc.
SCHEDULE 13G/A · filed Jul 8, 2026 · reported falling below 5%
TGE Value Creative Solutions Corp
SCHEDULE 13G/A · filed Mar 6, 2026 · reported falling below 5%
CareMax, Inc.
SCHEDULE 13G/A · filed Jan 7, 2025 · reported falling below 5%
Eaton Vance Senior Income Trust
SCHEDULE 13G/A · filed Sep 17, 2026 · reported falling below 5%
XOMA Royalty Corp
SCHEDULE 13G/A · filed Aug 7, 2026 · reported falling below 5%
Eaton Vance Ltd Duration Income Fund
SCHEDULE 13G/A · filed Jul 8, 2026 · reported falling below 5%
Mfs Charter Income Trust
SCHEDULE 13G/A · filed Jul 8, 2026 · reported falling below 5%
Mfs Investment Grade Municipal Trust
SCHEDULE 13G/A · filed Jul 8, 2026 · reported falling below 5%
Terns Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Jun 5, 2026 · reported falling below 5%
Apellis Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Jun 5, 2026 · reported falling below 5%
Wm Technology, Inc.
SCHEDULE 13G/A · filed May 7, 2026 · reported falling below 5%
Nuveen S&P 500 BuyWrite Income Fund
SCHEDULE 13G/A · filed Apr 8, 2026 · reported falling below 5%
Blackrock Muniholdings Quality Fund II, Inc.
SCHEDULE 13G/A · filed Mar 6, 2026 · reported falling below 5%
Blackrock Municipal Income Quality Trust
SCHEDULE 13G/A · filed Mar 6, 2026 · reported falling below 5%
Canada Goose Holdings Inc.
SCHEDULE 13G/A · filed Jan 8, 2026 · reported falling below 5%
Evoke Pharma Inc
SCHEDULE 13G/A · filed Dec 5, 2025 · reported falling below 5%
BiomX Inc.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
Concord Acquisition Corp II
SCHEDULE 13G/A · filed Jun 6, 2025 · reported falling below 5%
2seventy bio, Inc.
SCHEDULE 13G/A · filed Jun 6, 2025 · reported falling below 5%
Marinus Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Mar 6, 2025 · reported falling below 5%
Tortoise Midstream Energy Fund, Inc.
SCHEDULE 13G/A · filed Jan 8, 2025 · reported falling below 5%
Invesco High Income 2024 Target Term Fund
SCHEDULE 13G/A · filed Jan 8, 2025 · reported falling below 5%
BitFuFu Inc.
SCHEDULE 13G/A · filed Jan 8, 2025 · reported falling below 5%
21 subsidiaries in 4 countries, from the list filed with the 10-K filed Feb 19, 2026. Its Form 13F-HR for Jun 30, 2026 lists 8,403 holdings. The record carries no value for them.
Insider tradesForm 4
34sales
0purchases
0sales on a scheduled plan
9people selling
$52.2Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 46 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Saperstein Andrew M | Co-President | 12 | $15.3M | 0 | 0 | $0 |
| Pizzi Michael A. | Head Technology & Operations | 3 | $8.9M | 0 | 0 | $0 |
| Simkowitz Daniel A | Co-President | 2 | $8.8M | 0 | 0 | $0 |
| Yeshaya Sharon | Chief Financial Officer | 3 | $6.4M | 0 | 0 | $0 |
| Grossman Eric F | Chief Legal/Admin Officer | 3 | $6.1M | 0 | 0 | $0 |
| Crawley Mandell | Chief Client Officer | 8 | $4.5M | 0 | 0 | $0 |
| Smith Charles Aubrey III | Chief Risk Officer | 1 | $1.5M | 0 | 0 | $0 |
| Miscik Judith A | director | 1 | $500,000 | 0 | 0 | $0 |
| Schapiro Mary L | director | 1 | $200,000 | 0 | 0 | $0 |