§ FINANCIAL SERVICES
USD · Financial Services

MS

MORGAN STANLEY
USDSector · Financial ServicesMarket cap · $263.3BBeta · 1.20
LAST · MARKET CLOSE · SEP 18
202.46
−1.06 ▼ 0.52%PREV CLOSE · $203.52
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 202.90HIGH 202.90LOW 200.8552W 94.33 — 192.68
EVENTSJUL 29 · SML SELL

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
1222 increased/new, 937 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$4M
3 txns · 90d
ANALYST
17 buy, 16 hold, 0 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E15.6P/B2.53
EPS (TTM)10.59Dividend2.53%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
MITSUBISHI UFJ FINANCIAL GROUP INC377.1M100.0%±0%
State Street101.3M0.6%−2%
VANGUARD CAPITAL MANAGEMENT LLC77.7M0.2%n/a
VANGUARD CAPITAL MANAGEMENT LLC77.7M0.2%n/a
BlackRock, Inc.35.9M0.1%+1%
VANGUARD PORTFOLIO MANAGEMENT LLC30.2M0.3%n/a
AC INTELLIGENCE

Top institutional owners for MS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER9.1% · 0 holders
DEALER / BANK41.4% · 146 holders
OTHER23.9% · 2,175 holders
QUALITY / COMPOUNDER11.5% · 46 holders
PASSIVE / INDEX9.7% · 14 holders
INCOME / DEFENSIVE2.2% · 67 holders
SYSTEMATIC / QUANT0.9% · 22 holders
TACTICAL / MACRO0.8% · 6 holders
DEEP VALUE0.3% · 5 holders
ACTIVIST0.1% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUL 29SCHAPIRO MARY LSELL1K−$212K
JUL 17YESHAYA SHARONSELL9K−$2M
JUL 17Pizzi Michael A.SELL7K−$2M
APR 20GROSSMAN ERIC FSELL6K−$1M
APR 17SIMKOWITZ DANIEL ASELL15K−$3M
APR 17SAPERSTEIN ANDREW MSELL600−$115K
AC INTELLIGENCE

0 insider buys, 7 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES