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MS · Morgan Stanley
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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MS

MORGAN STANLEY
FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0000895421
CONGRESS · 3FORM 144 · 4☆ WATCH
INSIDER NET · 180D
-$26.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
3
FUNDS ADDED · QTR
1,492
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
94.4%
COMPLAINTS · 90D
120
+130.8% YoY · CFPB
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$26.6M over 180 days
-$8.9M over 90 days
below 87% of Financial Services
CONGRESS
3 members bought in the last year
more than 85% of Financial Services
FUNDS
1,492 funds added or opened last quarter
more than 99% of Financial Services
REVENUE
no revenue reported in any filing
MARGIN
94.4% net margin (latest quarter)
more than 93% of Financial Services
BUYBACKS
no share repurchases reported
SHORT
0.8% of shares outstanding short · 2.2 days to cover · settled 2026-07-31
below 63% of Financial Services
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$26.6M across 7 people in 180 days.
1,492 funds added or opened positions in the latest 13F quarter, of 2,767 holders.
3 members of Congress reported buying it this year.
Consumer complaints are up 131% year over year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +45.5%
+45.5%12M
-1%+18%+37%+56%2025-092025-102025-122026-032026-052026-072026-09 2025-10-31 · PICK EDWARD sold $16.4M2026-04-16 · SAPERSTEIN ANDREW M sold $6.3M2026-01-30 · SIMKOWITZ DANIEL A sold $6.0M2026-01-20 · GROSSMAN ERIC F sold $4.0M2026-01-20 · Pizzi Michael A. sold $3.7M2026-07-17 · Pizzi Michael A. sold $3.7M2026-01-20 · YESHAYA SHARON sold $2.9M2026-04-17 · SIMKOWITZ DANIEL A sold $2.8M2026-04-16 · CRAWLEY MANDELL sold $2.5M2026-01-20 · SAPERSTEIN ANDREW M sold $2.1M2026-07-16 · YESHAYA SHARON sold $2.0M2026-01-20 · SMITH CHARLES A sold $1.5M2026-07-17 · Pizzi Michael A. sold $1.5M2026-07-16 · YESHAYA SHARON sold $1.4M2026-01-20 · SAPERSTEIN ANDREW M sold $1.3M2026-04-16 · SAPERSTEIN ANDREW M sold $1.2M2026-04-16 · SAPERSTEIN ANDREW M sold $1.2M2026-01-20 · SAPERSTEIN ANDREW M sold $1.1M2026-04-20 · GROSSMAN ERIC F sold $1.1M2026-04-20 · GROSSMAN ERIC F sold $1.1M2026-01-20 · SAPERSTEIN ANDREW M sold $687.9K2026-01-20 · CRAWLEY MANDELL sold $640.4K2026-04-16 · SAPERSTEIN ANDREW M sold $610.2K2026-04-16 · CRAWLEY MANDELL sold $476.7K2026-01-20 · SAPERSTEIN ANDREW M sold $347.0K2026-01-20 · CRAWLEY MANDELL sold $313.1K2026-04-16 · SAPERSTEIN ANDREW M sold $266.6K2026-01-20 · CRAWLEY MANDELL sold $230.2K2026-07-28 · SCHAPIRO MARY L sold $212.1K2026-01-20 · CRAWLEY MANDELL sold $185.1K2026-04-16 · SAPERSTEIN ANDREW M sold $115.3K2026-01-20 · SAPERSTEIN ANDREW M sold $93.3K2026-01-20 · CRAWLEY MANDELL sold $73.1K2026-04-16 · CRAWLEY MANDELL sold $56.7K2026-07-28 · MARY L SCHAPIRO REV TRUST filed to sell $212.1K2026-07-20 · MORGAN STANLEY SMITH BARNEY LLC filed to sell $869.0K2026-07-17 · MICHAEL A. PIZZI REVOCABLE TRUST filed to sell $5.2M2026-07-16 · SHARON YESHAYA filed to sell $3.5M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $26.6M sold by insiders over 180 days, 1,492 funds added last quarter, 3 Congress member(s) bought in 12 months, $9.8M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, MORGAN STANLEY insiders sold a net $26.6M of stock across 115 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
SCHAPIRO MARY L
Director
SELL
2026-07-28
1,000.0
$212.1K
Pizzi Michael A.
Head Technology & Operations
SELL
2026-07-17
17,064.0
$3.7M
Pizzi Michael A.
Head Technology & Operations
SELL
2026-07-17
7,101.0
$1.5M
YESHAYA SHARON
Chief Financial Officer
SELL
2026-07-16
6,382.0
$1.4M
YESHAYA SHARON
Chief Financial Officer
SELL
2026-07-16
9,172.0
$2.0M
115 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 110 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
MITSUBISHI UFJ FINANCIAL GROUP INC
377,085,167.0 sh
$78.8B
STATE STREET CORP
99,560,815.0 sh
$20.8B
BlackRock, Inc.
94,899,620.0 sh
$19.8B
VANGUARD CAPITAL MANAGEMENT LLC
77,700,641.0 sh
$16.2B
JPMORGAN CHASE & CO
44,363,580.0 sh
$9.4B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
MARY L SCHAPIRO REV TRUST
FILED 2026-07-28
$212.1K
MORGAN STANLEY SMITH BARNEY LLC
FILED 2026-07-20
$869.0K
MICHAEL A. PIZZI REVOCABLE TRUST
FILED 2026-07-17
$5.2M
SHARON YESHAYA
FILED 2026-07-16
$3.5M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$219.5M POSITION · AS OF 2026-03-31
14.3%
Invesco KBW Bank ETF
$420.5M POSITION · AS OF 2026-02-28
7.5%
Rareview Dynamic Fixed Income ETF
$4.9M POSITION · AS OF 2026-03-31
6.6%
Hennessy Large Cap Financial Fund
$1.7M POSITION · AS OF 2026-04-30
6.0%
Invesco Dorsey Wright Financial Momentum ETF
$1.7M POSITION · AS OF 2026-04-30
5.2%
Hamlin High Dividend Equity Fund
$81.3M POSITION · AS OF 2026-03-31
5.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2023
$33.0M
$41.9M
$33.8M
+107%
+33%
2022
$39.4M
$31.4M
$20.4M
+81%
+18%
2021
$34.9M
$81.9M
$17.6M
+102%
+32%
2020
$29.6M
$55.4M
$14.7M
+38%
-2%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
NET INCOME$16.9B$13.4B$9.1B$11.0B
EPS (DILUTED)10.217.955.186.15
OPERATING CASH FLOW$-17.9B$1.4B$-33.5B$-6.4B
CASH$111.7B$105.4B$89.2B$128.1B
LONG-TERM DEBT$341.7B$284.3B$260.5B$233.9B
DIVIDENDS PAID$6.6B$6.1B$5.8B$5.4B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →