Morgan Stanley
MS-PQFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Morgan Stanley Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
No 13F rows are listed for Morgan Stanley.
- Each value is checked against Morgan Stanley's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- 20 rows left out: the value per share they report is far from Morgan Stanley's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so they may describe another security or share class.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Morgan Stanley's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-10-31 · PICK EDWARD: Larger than 64 of the 67 other insider sales of Common Stock on file. SEC filing
- 2024-10-17 · LUCZO STEPHEN J: Larger than 63 of the 67 other insider sales of Common Stock on file. SEC filing
- 2024-07-17 · GORMAN JAMES P: Larger than all 67 other insider sales of Common Stock on file. SEC filing
- 2024-04-18 · GORMAN JAMES P: Larger than 64 of the 67 other insider sales of Common Stock on file. SEC filing
- 2024-02-12 · GORMAN JAMES P: Larger than 64 of the 67 other insider sales of Common Stock on file. SEC filing
- 2024-01-26 · GORMAN JAMES P: Larger than 61 of the 67 other insider sales of Common Stock on file. SEC filing
- 2024-01-25 · GORMAN JAMES P: Larger than 61 of the 67 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-20 | GROSSMAN ERIC F · Chief Legal/Admin Officer | Common Stock | S — Open market or private sale | −5,559 | 191.50 | SEC filing |
| 2026-04-20 | GROSSMAN ERIC F · Chief Legal/Admin Officer | Common Stock | S — Open market or private sale | −5,559 | 190.00 | SEC filing |
| 2026-04-17 | SIMKOWITZ DANIEL A · Co-President | Common Stock | S — Open market or private sale | −14,690 | 189.24 | SEC filing |
| 2026-04-16 | SAPERSTEIN ANDREW M · Co-President | Common Stock | S — Open market or private sale | −33,541 | 188.37 | SEC filing |
| 2026-04-16 | SAPERSTEIN ANDREW M · Co-President | Common Stock | S — Open market or private sale | −600 | 192.12 | SEC filing |
| 2026-04-16 | SAPERSTEIN ANDREW M · Co-President | Common Stock | S — Open market or private sale | −6,584 | 187.20 | SEC filing |
| 2026-04-16 | CRAWLEY MANDELL · Chief Client Officer | Common Stock | S — Open market or private sale | −300 | 189.05 | SEC filing |
| 2026-04-16 | SAPERSTEIN ANDREW M · Co-President | Common Stock | S — Open market or private sale | −3,190 | 191.30 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-01 | NALLY DENNIS M · Director | Common Stock | A — Grant, award, or other acquisition | +345 | SEC filing |
| 2026-06-01 | GOOD LYNN J · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
| 2026-06-01 | WILKINS RAYFORD JR · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
| 2026-06-01 | Peterson Douglas L. · Director | Common Stock | A — Grant, award, or other acquisition | +274 | SEC filing |
| 2026-06-01 | NALLY DENNIS M · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
| 2026-06-01 | James Erika H · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
| 2026-06-01 | Herz Robert H · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
| 2026-06-01 | GLOCER THOMAS H · Director | Common Stock | A — Grant, award, or other acquisition | +1,310 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-10-17 | Peterson Douglas L. · Director | Common Stock | L — Small acquisition | +4 | SEC filing |
| 2025-10-09 | Peterson Douglas L. · Director | Common Stock | L — Small acquisition | +1 | SEC filing |
| 2025-10-08 | Peterson Douglas L. · Director | Common Stock | L — Small acquisition | +31 | SEC filing |
| 2025-01-17 | PICK EDWARD · Chairman and CEO | Common Stock | J — Other acquisition or disposition | −181,976 | SEC filing |
| 2024-12-31 | LUCZO STEPHEN J · Director | Common Stock | D — Disposition to the issuer | −1,115 | SEC filing |
| 2024-08-13 | GROSSMAN ERIC F · Chief Legal/Admin Officer | Common Stock | J — Other acquisition or disposition | −58,705 | SEC filing |
| 2024-07-17 | PICK EDWARD N · Chief Executive Officer | Common Stock | J — Other acquisition or disposition | +200,000 | SEC filing |
Showing 7 of 7 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.