Morgan Stanley (MS)
What changed in recent filings
- Revenue +27% YoYQuarter ended Jun 30, 2026
- Institutions — 3 new · 4 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Morgan Stanley recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 15, 2026Revenue +27.1% YoY · EPS $3.46Released before the open: Jul 14 close → Jul 15 close, the stock moved +0.4% · over the same window, market +0.4% · sector +1.6%
- 26Q1Released Apr 15, 2026Revenue +16.0% YoY · EPS $3.43Released before the open: Apr 14 close → Apr 15 close, the stock moved +4.5% · over the same window, market +0.8% · sector +1.5%
- 25Q4Released Jan 15, 2026Revenue +10.3% YoY · EPS $2.68Released before the open: Jan 14 close → Jan 15 close, the stock moved +5.8% · over the same window, market +0.3% · sector +0.1%
- 25Q3Released Oct 15, 2025Revenue +18.5% YoY · EPS $2.80Released before the open: Oct 14 close → Oct 15 close, the stock moved +4.7% · over the same window, market +0.4% · sector +0.1%
Institutions holding Morgan Stanley
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 11 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Morgan Stanley
Institutions we track that reported holding this stock in their most recent 13F.
- Pzena Investment Management0.28% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.40% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.25% of portfolio · held as of 2020 Q3 or earlier
- PRIMECAP Management0.05% of portfolio · since 2020 Q4
- Caisse de depot (Quebec)0.24% of portfolio · since 2021 Q4
- Tudor Investment Corp0.08% of portfolio · since 2024 Q1
- Point72 Asset Management0.06% of portfolio · since 2025 Q2
- Bridgewater Associates0.02% of portfolio · since 2025 Q4
- Soros Fund ManagementNew this quarter0.05% of portfolio · since 2026 Q2
- Temasek Holdings (Singapore)New this quarter0.03% of portfolio · since 2026 Q2
- Viking Global InvestorsNew this quarter0.97% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
Morgan Stanley is classified under the Financials sector. See peers below.
Morgan Stanley key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Morgan Stanley vs Financials sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
MS revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $21.3B, +27.1% YoY.
The largest segment is Institutional Securities, 51.2% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Institutional Securities segment (about 75% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Morgan Stanley
Per SEC N-PORT · 2026-06-30 · by weight · factual
MS on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
MS FAQ
What is Morgan Stanley (MS)?
A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.
What sector is Morgan Stanley in?
Morgan Stanley is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
What are Morgan Stanley's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 18.0%, Net margin 25.8%, ROE 15.1%, Debt-to-equity 3.29x. Definitions and interpretation are available on Stocklore.
What are Morgan Stanley's main revenue segments?
The largest segment is Institutional Securities, about 51.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Morgan Stanley (MS) stock?
On Stocklore you can see MS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.