MORGAN STANLEY (MS) — Inside-Filings

Sentiment-Signal

36,5

Bearisch

Composite Score (0–100)

Insider (25%)

Keine Insider-Käufe

Institutionell (22,5%)

70.8

8 neu, 11 erhöht, -316654754K $ netto

Aktivist (12,5%)

Kein 13D/13G

Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Kritische 8-K Meldungen

Datum	Meldung	Schwere	Filing	Auszug
16.06.2025	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	xchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain
16.05.2025	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	change Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain
28.03.2025	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Co
20.12.2024	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	xchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain
24.10.2024	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	nd is incorporated herein by reference. Item 5.02. Departure of Directors or Certain Officers; Election of Directors;
24.05.2024	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	e Act. ☐ Item 5.02. Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal
19.01.2024	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	Report on Form 8-K dated January 16, 2024. Item 5.02 Departure of Certain Directors or Certain Officers; Election of D
01.12.2023	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	hange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain O
27.10.2023	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	xchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certai
09.01.2023	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	Act. ☐ Item 5.02 Departure of Certain Directors or Certain Officers; Election of Directors; Appointment of Certain

Stammdaten

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Unternehmen & Branche

Name	MORGAN STANLEY
Ticker	MS
CIK	0000895421
Boerse	US
Sektor	Financial Services
Industrie	Financial - Capital Markets
SIC	6211 · Security Brokers, Dealers & Flotation Companies

Wertpapier & Kennzahlen

CUSIP	00039J400
ISIN	US00039J4004
Typ	Common Stock
Marktkapitalisierung	297,26 Mrd. USD
Beta	1,18
Dividendenrendite	3,93 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Finanzkennzahlen (SEC XBRL)

Periode	Filing	Nettoergebnis	EPS	Aktiva	Eigenkapital
2025-12-31	10-K	16,861,000,000	10.21	###,###,###,###	111,632,000,000
2025-09-30	10-Q	4,610,000,000	2.80	###,###,###,###	109,962,000,000
2025-06-30	10-Q	3,539,000,000	2.13	###,###,###,###	108,184,000,000
2025-03-31	10-Q	4,315,000,000	2.60	###,###,###,###	106,812,000,000
2024-12-31	10-K	13,390,000,000	7.95	###,###,###,###	104,511,000,000
2024-09-30	10-Q	3,188,000,000	1.88	###,###,###,###	103,647,000,000
2024-06-30	10-Q	3,076,000,000	1.82	###,###,###,###	100,714,000,000
2024-03-31	10-Q	3,412,000,000	2.02	###,###,###,###	99,198,000,000
2023-12-31	10-K	9,087,000,000	5.18	###,###,###,###	99,038,000,000
2023-09-30	10-Q	2,408,000,000	1.38	###,###,###,###	99,211,000,000
2023-06-30	10-Q	2,182,000,000	1.24	###,###,###,###	100,386,000,000
2023-03-31	10-Q	2,980,000,000	1.70	###,###,###,###	100,826,000,000
2022-12-31	10-K	11,029,000,000	6.15	###,###,###,###	100,141,000,000
2022-09-30	10-Q	2,632,000,000	1.47	###,###,###,###	101,011,000,000
2022-06-30	10-Q	2,495,000,000	1.39	###,###,###,###	101,596,000,000
2022-03-31	10-Q	3,666,000,000	2.02	###,###,###,###	102,901,000,000
2021-12-31	10-K	15,034,000,000	8.03	###,###,###,###	105,441,000,000
2021-09-30	10-Q	3,707,000,000	1.98	###,###,###,###	105,903,000,000
2021-06-30	10-Q	3,511,000,000	1.85	###,###,###,###	106,870,000,000
2021-03-31	10-Q	4,120,000,000	2.19	###,###,###,###	106,259,000,000

Fondsaktivität (Vorquartalsvergleich)

Fonds	Aktuell (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ
MITSUBISHI UFJ FINANCIAL GROUP INC	377,085,167	377,085,167	66,943,929,698	Neu	+100,0%
VANGUARD GROUP INC	119,718,100	119,718,100	21,253,554,293	Neu	+100,0%
STATE STREET CORP	112,282,668	112,282,668	18,447,403,559	Neu	+100,0%
BlackRock, Inc.	146,498,098	146,498,098	17,041,627,013	Neu	+100,0%
MORGAN STANLEY	177,857,212	177,857,212	8,180,172,917	Neu	+100,0%
JPMORGAN CHASE & CO	81,184,643	81,184,643	7,177,115,584	Neu	+100,0%
LPL Financial LLC	152,462,043	152,462,043	5,649,406,886	Neu	+100,0%
FMR LLC	43,641,761	43,641,761	4,923,488,756	Neu	+100,0%
GEODE CAPITAL MANAGEMENT, LLC	28,297,510	28,297,510	4,796,983,188	Neu	+100,0%
Fisher Asset Management, LLC	25,151,782	25,151,782	4,443,985,922	Neu	+100,0%
GOLDMAN SACHS GROUP INC	51,763,119	51,763,119	3,764,488,352	Neu	+100,0%
Capital International Investors	20,634,412	20,634,412	3,649,835,632	Neu	+100,0%
AMERIPRISE FINANCIAL INC	27,109,394	27,109,394	3,107,012,453	Neu	+100,0%
FRANKLIN RESOURCES INC	53,788,016	53,788,016	3,063,452,572	Neu	+100,0%
BANK OF AMERICA CORP /DE/	20,519,430	20,519,430	3,009,861,644	Neu	+100,0%
WELLINGTON MANAGEMENT GROUP LLP	15,852,651	15,852,651	2,814,321,133	Neu	+100,0%
Capital Research Global Investors	15,432,313	15,432,313	2,739,708,458	Neu	+100,0%
NORGES BANK	15,641,307	15,641,307	2,736,984,856	Neu	+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	47,761,879	47,761,879	2,729,875,649	Neu	+100,0%
ALLIANCEBERNSTEIN L.P.	52,832,754	52,832,754	2,712,283,120	Neu	+100,0%
Focus Partners Wealth	96,188,446	96,188,446	2,664,419,987	Neu	+100,0%
UBS Group AG	28,145,215	28,145,215	2,653,431,471	Neu	+100,0%
Blackstone Inc.	250,000	250,000	2,562,500,000	Neu	+100,0%
NORTHERN TRUST CORP	16,281,178	16,281,178	2,355,537,168	Neu	+100,0%
OSAIC HOLDINGS, INC.	58,609,364	58,609,364	2,346,592,495	Neu	+100,0%
CITADEL ADVISORS LLC	86,751,488	86,751,488	2,216,445,252	Neu	+100,0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	12,458,302	12,458,302	2,211,722,355	Neu	+100,0%
ROYAL BANK OF CANADA	24,201,234	24,201,234	2,152,226,000	Neu	+100,0%
Invesco Ltd.	68,973,142	68,973,142	1,894,678,958	Neu	+100,0%
RAYMOND JAMES FINANCIAL INC	43,760,994	43,760,994	1,876,755,513	Neu	+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42,340,421	42,340,421	1,866,196,881	Neu	+100,0%
JANE STREET GROUP, LLC	46,721,218	46,721,218	1,801,122,234	Neu	+100,0%
PRINCIPAL FINANCIAL GROUP INC	40,832,851	40,832,851	1,772,570,948	Neu	+100,0%
COMMONWEALTH EQUITY SERVICES, LLC	43,189,389	43,189,389	1,678,480,834	Neu	+100,0%
SEI INVESTMENTS CO	36,793,002	36,793,002	1,671,462,834	Neu	+100,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	9,171,655	9,171,655	1,628,243,912	Neu	+100,0%
BROWN ADVISORY INC	54,925,097	54,925,097	1,526,651,129	Neu	+100,0%
Legal & General Group Plc	8,261,749	8,261,749	1,466,708,307	Neu	+100,0%
Cetera Investment Advisers	37,991,627	37,991,627	1,447,846,919	Neu	+100,0%
SOUTH PLAINS FINANCIAL, INC.	7,956	7,956	1,412,413,000	Neu	+100,0%
JANUS HENDERSON GROUP PLC	16,225,092	16,225,092	1,360,215,779	Neu	+100,0%
Blue Trust, Inc.	29,045,298	29,045,298	1,350,221,878	Neu	+100,0%
WELLS FARGO & COMPANY/MN	39,127,427	39,127,427	1,293,893,744	Neu	+100,0%
DIMENSIONAL FUND ADVISORS LP	7,180,754	7,180,754	1,273,014,552	Neu	+100,0%
BANK OF MONTREAL /CAN/	25,393,745	25,393,745	1,266,623,375	Neu	+100,0%
AE Wealth Management LLC	34,613,584	34,613,584	1,186,187,724	Neu	+100,0%
BNP PARIBAS FINANCIAL MARKETS	43,411,266	43,411,266	1,049,307,559	Neu	+100,0%
MML INVESTORS SERVICES, LLC	26,007,401	26,007,401	874,256,765	Neu	+100,0%
PRUDENTIAL FINANCIAL INC	17,009,557	17,009,557	860,923,086	Neu	+100,0%
D. E. Shaw & Co., Inc.	110,052,906	110,052,906	851,273,420	Neu	+100,0%

Insider-Transaktionen (12 Monate)

Datum	Insider	Rolle	Typ	Stückzahl	Kurs	Wert (USD)	Δ
2026-04-17	SIMKOWITZ DANIEL A	Officer, Co-President	Open Market Sale	-14,690	189.24	-2,779,987.02	-128,4%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-600	192.12	-115,269.00	-5,3%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-3,190	191.30	-610,238.07	-28,2%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-6,353	189.15	-1,201,664.23	-55,5%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-6,584	187.20	-1,232,538.63	-56,9%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-33,541	188.37	-6,317,990.71	-291,8%
2026-04-16	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-300	189.05	-56,714.01	-2,6%
2026-04-16	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-2,546	187.25	-476,742.57	-22,0%
2026-04-16	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-13,283	188.38	-2,502,298.03	-115,6%
2026-04-16	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-1,400	190.44	-266,621.46	-12,3%
2026-01-30	SIMKOWITZ DANIEL A	Officer, Co-President	Open Market Sale	-32,968	182.61	-6,020,312.85	-278,0%
2026-01-20	YESHAYA SHARON	Officer, Chief Financial Officer	Open Market Sale	-15,838	185.77	-2,942,176.16	-135,9%
2026-01-20	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-1,238	185.94	-230,193.22	-10,6%
2026-01-20	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-1,700	184.16	-313,078.97	-14,5%
2026-01-20	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-3,521	181.89	-640,434.34	-29,6%
2026-01-20	SMITH CHARLES A	Officer, Chief Risk Officer	Open Market Sale	-8,500	182.08	-1,547,685.95	-71,5%
2026-01-20	Pizzi Michael A.	Officer, Head Technology & Operations	Open Market Sale	-20,000	184.55	-3,691,000.00	-170,5%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-500	186.60	-93,298.00	-4,3%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-1,900	182.63	-347,004.22	-16,0%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-3,700	185.91	-687,871.44	-31,8%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-5,990	184.13	-1,102,917.74	-50,9%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-6,810	184.94	-1,259,428.46	-58,2%
2026-01-20	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-11,430	181.85	-2,078,566.07	-96,0%
2026-01-20	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-400	182.73	-73,092.00	-3,4%
2026-01-20	CRAWLEY MANDELL	Officer, Chief Client Officer	Open Market Sale	-1,001	184.90	-185,080.70	-8,5%
2026-01-20	GROSSMAN ERIC F	Officer, Chief Legal/Admin Officer	Open Market Sale	-21,555	184.00	-3,966,137.24	-183,2%
2025-10-31	PICK EDWARD	Director, Officer, Chairman and CEO	Open Market Sale	-100,000	164.34	-16,434,440.00	-759,0%
2025-10-17	Peterson Douglas L.	Director	Small Acquisition	4	159.72	638.86	0,0%
2025-10-09	Peterson Douglas L.	Director	Small Acquisition	1	154.98	154.98	0,0%
2025-10-08	Peterson Douglas L.	Director	Small Acquisition	31	155.99	4,835.69	+0,2%
2025-07-17	SIMKOWITZ DANIEL A	Officer, Co-President	Open Market Sale	-29,000	141.13	-4,092,627.90	-189,0%
2025-07-17	SMITH CHARLES A	Officer, Chief Risk Officer	Open Market Sale	-20,000	140.30	-2,805,918.00	-129,6%
2025-07-17	GROSSMAN ERIC F	Officer, Chief Legal/Admin Officer	Open Market Sale	-12,000	141.12	-1,693,400.40	-78,2%
2025-07-17	Pizzi Michael A.	Officer, Head Technology & Operations	Open Market Sale	-18,000	140.62	-2,531,077.20	-116,9%
2025-07-17	YESHAYA SHARON	Officer, Chief Financial Officer	Open Market Sale	-25,583	139.81	-3,576,705.51	-165,2%
2025-07-17	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-22,207	140.68	-3,124,074.10	-144,3%
2025-07-17	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-21,359	141.28	-3,017,640.10	-139,4%
2025-05-12	SIMKOWITZ DANIEL A	Officer, Co-President	Open Market Sale	-29,013	127.37	-3,695,519.27	-170,7%
2025-05-02	Herz Robert H	Director	Open Market Sale	-800	119.32	-95,459.36	-4,4%
2025-05-02	SAPERSTEIN ANDREW M	Officer, Co-President	Open Market Sale	-40,000	120.00	-4,799,812.00	-221,7%

Fail-to-Deliver (6 Monate)

Datum	FTD-Menge	Kurs	Wert (USD)
2026-03-30	191	75,74	14.466
2026-03-27	185	76,87	14.221
2026-03-26	20	78,03	1.561
2026-03-25	34	77,57	2.637
2026-03-24	34	77,68	2.641
2026-03-20	161	78,61	12.656
2026-03-19	1	78,89	79
2026-03-13	18	79,47	1.430
2026-03-11	34	80,63	2.741
2026-03-03	15	82,38	1.236
2026-03-02	42	82,36	3.459
2026-02-27	91	83,09	7.561
2026-02-26	10	83,46	835
2026-02-25	10	82,99	830

Top-Fondshalter

Stand: 31.03.2026

Fonds	Anteile	Wert (USD)	Anteil (%)
OPPENHEIMER & CO INC	959,122	39,786,250	46.28
ECLECTIC ASSOCIATES INC /ADV	407,811	30,249,769	35.19
HARTLINE INVESTMENT CORP/	83,337	13,714,770	15.95
MANCHESTER FINANCIAL INC	114,852	1,961,443	2.28
PW Nova Financial Services LLC	3,177	228,816	0.27
Horizons Wealth Management	558	24,891	0.03
West Financial Advisors, LLC	128	2,608	0.00