FilingsTodayMorgan Stanley
At a glance
In the last 12 months 8 insiders reported 0 open-market purchases and 14 sales ($51.7M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $9.7M by Co-President Andrew M Saperstein on Apr 17, 2026.
Morgan Stanley filed 7 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), other events (2) and shareholder vote results (1).
4 of the 20 investors tracked here held Morgan Stanley at the last quarter end, worth $966M combined. It is the largest weight for Viking Global Investors (1% of its portfolio), followed by National Pension Service (Korea) (0.4%). New this quarter: Viking Global Investors and Soros Fund Management. Added: Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $15.03B | $11.03B | $9.09B | $13.39B | $16.86B |
| Diluted EPS | $8.03 | $6.15 | $5.18 | $7.95 | $10.21 |
| Dividend per share | $2.10 | $2.95 | $3.25 | $3.55 | $3.85 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined