Morgan Stanley

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$38.8m

Combined value at quarter end

Last quarter

1 bought

1 sold or trimmed

Price at Q3 ’26 end

$188.08

-10.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+20.6%Q4 ’24

-7.2%Q1 ’25

+20.7%Q2 ’25

+12.8%Q3 ’25

+11.7%Q4 ’25

-7.3%Q1 ’26

+27.0%Q2 ’26

-10.0%Q3 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23

1Q1 ’24

1Q2 ’24

1Q3 ’24

1Q4 ’24

1Q1 ’25

1Q2 ’25

1Q3 ’25

1Q4 ’25

1Q1 ’26

2Q2 ’26

1Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Morgan Stanley.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Morgan Stanley

Matrix Asset Advisors	3.2%$38.6m	$38.6m	Trimmed -1.4%	54 qtrs
Mairs & Power	0.0%$217k	$217k	New	1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Morgan Stanley
		Bought or sold				Filing
28 Jul 2026	Schapiro Mary LDirector	▼ Sold	1,000	$212.06	$212k	Form 4
17 Jul 2026	Pizzi Michael A.Head Technology & Operations	▼ Sold	17,064	$215.00	$3.7m	Form 4
17 Jul 2026	Pizzi Michael A.Head Technology & Operations	▼ Sold	7,101	$216.88	$1.5m	Form 4
16 Jul 2026	Yeshaya SharonChief Financial Officer	▼ Sold	9,172	$222.51	$2.0m	Form 4
16 Jul 2026	Yeshaya SharonChief Financial Officer	▼ Sold	6,382	$222.51	$1.4m	Form 4

About the company

Sector: Financials · Security Brokers, Dealers & Flotation Companies
Incorporated in: Delaware
Financial year ends: 31 December
Shares outstanding: 1.57bn at 31 Jul 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$32bn2013

2015

2017

2019

2021

2023

2025

Morgan Stanley revenue and net income by year
Year	Revenue	Net income
2025	–	$17bn
2024	–	$13bn
2023	–	$9.1bn
2022	–	$11bn
2021	–	$15bn
2020	–	$11bn
2019	–	$9.0bn
2018	–	$8.7bn
2017	–	$6.1bn
2016	–	$6.0bn
2015	–	$6.1bn
2014	$34bn	$3.5bn
2013	$32bn	$2.9bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.