Not investment advice · 13F data lagged ~45 days · Full disclaimer

Morgan Stanley

MS13F as of Jun 30, 2026 · next update ~Nov 14

Who's buying MS

Top funds were split on Morgan Stanley in Q2 (Apr⁠–⁠Jun)

Buying:

FundsInsidersCongress

Top funds
2 of 5 bought more, 3 sold some. Largest: Viking Global Investors, $339.2M (1% of its portfolio).
Insiders
No buys, 15 sales in 12 months.
Congress
1 member bought (1 trade), 2 sales in 12 months.

5 funds$473.5M held0.9% avg. weightQ2: 2 bought / 3 sold

13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).

Share price · market data, not from 13F reports

Q2 2026

Insider trades (Form 4)

Last 2 years · 31 filings

Date	Insider	Type	Shares	Price	Value
Jul 28, 2026	Mary L Schapiro Director	Sold	1,000	$212.06	$212K
Jul 16, 2026	Sharon Yeshaya CFO	Sold	15,554	$222.51	$3.46M
Jul 17, 2026	Michael A. Pizzi	Sold	24,165	$215.55	$5.21M
Apr 20, 2026	Eric F Grossman CLO	Sold	11,118	$190.75	$2.12M
Apr 17, 2026	Daniel A Simkowitz President	Sold	14,690	$189.24	$2.78M
Apr 16, 2026	Andrew M Saperstein President	Sold	51,668	$188.60	$9.74M
Apr 16, 2026	Mandell Crawley	Sold	16,129	$188.22	$3.04M
Jan 30, 2026	Daniel A Simkowitz President	Sold	32,968	$182.61	$6.02M
Jan 20, 2026	Sharon Yeshaya CFO	Sold	15,838	$185.77	$2.94M
Jan 20, 2026	Charles A Smith	Sold	8,500	$182.08	$1.55M
Jan 20, 2026	Andrew M Saperstein President	Sold	30,330	$183.62	$5.57M
Jan 20, 2026	Michael A. Pizzi	Sold	20,000	$184.55	$3.69M
Jan 20, 2026	Eric F Grossman CLO	Sold	21,555	$184.00	$3.97M
Jan 20, 2026	Mandell Crawley	Sold	7,860	$183.45	$1.44M
Oct 31, 2025	Edward Pick Chair & CEO	Sold	100,000	$164.34	$16.43M
Jul 17, 2025	Sharon Yeshaya CFO	Sold	25,583	$139.81	$3.58M
Jul 17, 2025	Charles A Smith	Sold	20,000	$140.30	$2.81M
Jul 17, 2025	Daniel A Simkowitz President	Sold	29,000	$141.13	$4.09M
Jul 17, 2025	Andrew M Saperstein President	Sold	43,566	$140.98	$6.14M
Jul 17, 2025	Michael A. Pizzi	Sold	18,000	$140.62	$2.53M
Jul 17, 2025	Eric F Grossman CLO	Sold	12,000	$141.12	$1.69M
May 12, 2025	Daniel A Simkowitz President	Sold	29,013	$127.38	$3.70M
May 2, 2025	Robert H Herz Director	Sold	800	$119.32	$95K
May 2, 2025	Andrew M Saperstein President	Sold	40,000	$120.00	$4.80M
Apr 15, 2025	Eric F Grossman CLO	Sold	10,068	$111.65	$1.12M
Jan 22, 2025	Mandell Crawley	Sold	8,312	$138.06	$1.15M
Jan 21, 2025	Eric F Grossman CLO	Sold	13,097	$136.20	$1.78M
Jan 21, 2025	Daniel A Simkowitz President	Sold	36,631	$136.61	$5.00M
Jan 21, 2025	Andrew M Saperstein President	Sold	30,820	$136.43	$4.20M
Jan 21, 2025	Michael A. Pizzi	Sold	18,391	$136.92	$2.52M
Jan 21, 2025	Raja Akram CFO	Sold	17,500	$136.01	$2.38M