MORGAN STANLEY
Total Trades
74
Buys
1
Sells
62
Largest Trade
N/A
Insiders
18
Institutional Funds
2,276
Inst. Value
$1M+
Activist Filings
10
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| SIMKOWITZ DANIEL A | Co-President | SELL | $1M+ | 33K | $182.61 | Jan 30, 2026 |
| YESHAYA SHARON | CFO | SELL | $1M+ | 16K | $185.77 | Jan 22, 2026 |
| SMITH CHARLES A | Chief Risk Officer | SELL | $1M+ | 9K | $182.08 | Jan 22, 2026 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $1M+ | 30K | $183.62 | Jan 22, 2026 |
| Pizzi Michael A. | Head Technology & … | SELL | $1M+ | 20K | $184.55 | Jan 22, 2026 |
| GROSSMAN ERIC F | Chief Legal/Admin … | SELL | $1M+ | 22K | $184.00 | Jan 22, 2026 |
| CRAWLEY MANDELL | Chief Client Officer | SELL | $1M+ | 8K | $183.45 | Jan 22, 2026 |
| PICK EDWARD | Chairman and CEO | SELL | $1M+ | 100K | $164.34 | Oct 31, 2025 |
| YESHAYA SHARON | CFO | SELL | $1M+ | 26K | $139.81 | Jul 18, 2025 |
| SMITH CHARLES A | Chief Risk Officer | SELL | $1M+ | 20K | $140.30 | Jul 18, 2025 |
| SIMKOWITZ DANIEL A | Co-President | SELL | $1M+ | 29K | $141.13 | Jul 18, 2025 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $1M+ | 44K | $140.97 | Jul 18, 2025 |
| Pizzi Michael A. | Head Technology & … | SELL | $1M+ | 18K | $140.62 | Jul 18, 2025 |
| GROSSMAN ERIC F | Chief Legal/Admin … | SELL | $1M+ | 12K | $141.12 | Jul 18, 2025 |
| SIMKOWITZ DANIEL A | Co-President | SELL | $1M+ | 29K | $127.37 | May 12, 2025 |
| Herz Robert H | Director | SELL | $50K–$100K | 800 | $119.32 | May 2, 2025 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $1M+ | 40K | $120.00 | May 2, 2025 |
| GROSSMAN ERIC F | Chief Legal/Admin … | SELL | $1M+ | 10K | $111.65 | Apr 16, 2025 |
| CRAWLEY MANDELL | Chief Client Officer | SELL | $1M+ | 8K | $138.06 | Jan 23, 2025 |
| GROSSMAN ERIC F | Chief Legal/Admin … | SELL | $1M+ | 13K | $136.20 | Jan 23, 2025 |
| SIMKOWITZ DANIEL A | Co-President | SELL | $1M+ | 37K | $136.61 | Jan 23, 2025 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $1M+ | 31K | $136.43 | Jan 23, 2025 |
| Pizzi Michael A. | Head Technology & … | SELL | $1M+ | 18K | $136.92 | Jan 23, 2025 |
| AKRAM RAJA | CFO | SELL | $1M+ | 18K | $136.01 | Jan 23, 2025 |
| LUCZO STEPHEN J | Director | SELL | $1M+ | 60K | $119.17 | Oct 18, 2024 |
| GORMAN JAMES P | Executive Chairman | SELL | $1M+ | 100K | $90.21 | Apr 19, 2024 |
| Smith Charles Aubrey III | Chief Risk Officer | SELL | $1M+ | 11K | $90.09 | Apr 19, 2024 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $1M+ | 27K | $87.19 | Feb 14, 2024 |
| GORMAN JAMES P | Executive Chairman | SELL | $1M+ | 100K | $87.30 | Feb 14, 2024 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $500K+ | 10K | $87.92 | Feb 1, 2024 |
| AKRAM RAJA | CFO | SELL | $100K–$500K | 5K | $87.41 | Feb 1, 2024 |
| GROSSMAN ERIC F | Chief Legal/Admin … | SELL | $1M+ | 53K | $88.18 | Feb 1, 2024 |
| GORMAN JAMES P | Executive Chairman | SELL | $1M+ | 50K | $87.93 | Jan 26, 2024 |
| GORMAN JAMES P | Executive Chairman | SELL | $1M+ | 50K | $87.93 | Jan 25, 2024 |
| AKRAM RAJA | CFO | SELL | $500K+ | 7K | $83.56 | Jan 19, 2024 |
| AKRAM RAJA | CFO | GRANT | N/A | 30K | — | Jan 19, 2024 |
| SAPERSTEIN ANDREW M | Co-President | GRANT | N/A | 64K | — | Jan 19, 2024 |
| SAPERSTEIN ANDREW M | Co-President | SELL | $500K+ | 10K | $84.13 | Jan 19, 2024 |
| PICK EDWARD N | Co-President/Head … | SELL | $1M+ | 100K | $94.33 | Jul 26, 2023 |
| GORMAN JAMES P | Chairman and CEO | SELL | $1M+ | 125K | $95.19 | Jul 26, 2023 |
| Smith Charles Aubrey III | Chief Risk Officer | SELL | $500K+ | 6K | $92.41 | Jul 21, 2023 |
| SIMKOWITZ DANIEL A | Head of Investment… | SELL | $1M+ | 38K | $93.78 | Jul 21, 2023 |
| SAPERSTEIN ANDREW M | Co-President/Head … | SELL | $1M+ | 39K | $93.09 | Jul 21, 2023 |
| GORMAN JAMES P | Chairman and CEO | SELL | $1M+ | 125K | $92.35 | Jul 21, 2023 |
| AKRAM RAJA | CFO | SELL | $1M+ | 14K | $92.00 | Jul 21, 2023 |
| AKRAM RAJA | CFO | SELL | $500K+ | 7K | $82.95 | May 17, 2023 |
| GLOCER THOMAS H | Director | SELL | $100K–$500K | 5K | $87.11 | May 5, 2023 |
| SAPERSTEIN ANDREW M | Co-President/Head … | SELL | $1M+ | 71K | $98.37 | Feb 15, 2023 |
| SIMKOWITZ DANIEL A | Head of Investment… | SELL | $1M+ | 23K | $96.32 | Feb 1, 2023 |
| DARLING ALISTAIR | Director | SELL | $100K–$500K | 2K | $94.70 | Jan 27, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 2,276 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | 377.1M | $1M+ | SH |
| VANGUARD GROUP INC | 107.6M | $1M+ | SH |
| STATE STREET CORP | 103.9M | $1M+ | SH |
| Fisher Asset Management, LLC | 25.0M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 23.4M | $1M+ | SH |
| Capital International Investors | 20.5M | $1M+ | SH |
| Capital Research Global Investors | 15.4M | $1M+ | SH |
| NORGES BANK | 15.4M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 6.4M | $1M+ | SH |
| BlackRock, Inc. | 4.2M | $1M+ | SH |
| AXIOM INVESTORS LLC /DE | 3.6M | $1M+ | SH |
| UBS Group AG | 3.5M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 3.2M | $1M+ | SH |
| PRINCIPAL FINANCIAL GROUP INC | 3.1M | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 2.9M | $1M+ | SH |
| National Pension Service | 2.8M | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 2.8M | $1M+ | SH |
| Legal & General Group Plc | 2.8M | $1M+ | SH |
| Sumitomo Mitsui Trust Group, Inc. | 2.7M | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
MITSUBISHI UFJ FINANCIAL GROUP, INC.
SC 13D/A · Nov 4, 2025
23.9%
380.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
6.6%
109.0M shares
SC 13G/A · Jan 31, 2024
5.5%
90.5M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 30, 2024
7.0%
0 shares
MITSUBISHI UFJ FINANCIAL GROUP, INC.
SC 13D/A · Oct 16, 2023
22.9%
379.0M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Feb 9, 2023
7.2%
0 shares
MITSUBISHI UFJ FINANCIAL GROUP, INC.
SC 13D/A · Aug 8, 2022
22.1%
378.7M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
1.4%
25.2M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Feb 11, 2022
7.3%
0 shares
SC 13G/A · Feb 1, 2022
6.0%
106.9M shares