MS Morgan StanleycompanySEC Filings & Insider Trading Activity 2026
Latest Morgan Stanley (MS) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 19, 2026, a 10-Q quarterly report filed on May 5, 2026, an 8-K current report filed on July 15, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Morgan Stanley (MS) (SEC CIK 895421), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
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Quarterly Reports Archive10-Q
AI-powered analysis of Morgan Stanley (MS) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $53.7B | $54.1B | $61.8B | $70.6B |
| Net Income | - | $9.1B | $13.4B | $16.9B |
| Net Margin | - | 16.8% | 21.7% | 23.9% |
| Balance Sheet | ||||
| Total Assets | - | $1.2T | $1.2T | $1.4T |
| Equity | - | $99.0B | $104.5B | $111.6B |
| ROE | - | 9.2% | 12.8% | 15.1% |
| Per Share | ||||
| EPS | $6.15 | $5.18 | $7.95 | $10.21 |
| Cash Flow | ||||
| Operating CF | - | -$33.5B | $1.4B | -$17.9B |
Source: XBRL financial data from Morgan Stanley (MS) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 15, 2026 | - | - | - |
8-K | Jun 24, 2026 | - | - | - |
13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
8-K | May 15, 2026 | - | - | |
10-Q | May 5, 2026 | Mar 31, 2026 | - | |
8-K | Apr 15, 2026 | - | - | - |
10-K | Feb 19, 2026 | Dec 31, 2025 | - | |
13F-HR | Feb 13, 2026 | Dec 31, 2025 | - | |
8-K | Feb 11, 2026 | - | - | |
8-K | Jan 15, 2026 | - | - | |
13F-HR | Nov 14, 2025 | Sep 30, 2025 | - | |
10-Q | Nov 3, 2025 | Sep 30, 2025 | Analysis | |
13F-HR | Aug 14, 2025 | Jun 30, 2025 | - | |
10-Q | Aug 4, 2025 | Jun 30, 2025 | Analysis | |
13F-HR | May 15, 2025 | Mar 31, 2025 | - | |
10-Q | May 5, 2025 | Mar 31, 2025 | Analysis | |
10-K | Feb 21, 2025 | Dec 31, 2024 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate MS share value held by 13F filers tracked by SignalX, by quarter.
- Two Sigma Investments+2.63M (+233%)
- Millennium Management+1.38M (+42%)
- BlackRock+1.15M (+1%)
- Goldman Sachs Group+977.3K (+6%)
- M&T Bank+735.7K (+3380%)
- FMR LLC (Fidelity)3.44M (-13%)
- State Street Corp2.51M (-2%)
- Citadel Advisors LLC1.92M (-21%)
- Ameriprise Financial265.2K (-2%)
- Principal Financial Group127.4K (-4%)
- Franklin Resources+9.18M
- Renaissance Technologies LLC+674.1K
- NICOLET BANKSHARES INC+15.6K
- Marex Group plc+2.5K
- Vanguard Group Inc−119.72M
- JPMorgan Chase & Co−35.71M
- Invesco Ltd−7.19M
- FIRST FINANCIAL BANKSHARES INC−1.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 430 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest MS SEC filings in 2026?
Morgan Stanley (MS) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on July 15, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did MS file its most recent 10-K annual report?
Morgan Stanley (MS) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view MS 10-Q quarterly reports?
Morgan Stanley (MS)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every MS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has MS filed recently?
Morgan Stanley (MS)'s most recent 8-K was filed on July 15, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find MS insider trading activity (Form 4)?
SignalX aggregates every MS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does MS file with the SEC?
Morgan Stanley (MS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MS filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Morgan Stanley (MS).
What is MS's SEC CIK number?
Morgan Stanley (MS)'s SEC CIK (Central Index Key) number is 895421. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 895421 to look up all MS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find MS return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Morgan Stanley (MS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
Stay on top of Morgan Stanley SEC filings
Insider trading data, fund holdings, cross-signal detection, and AI-powered analysis for 17+ filings.