Morgan Stanley (MS) SEC Filings 2026: 10-K, 10-Q, 8-K, Insider Trading

MS at a glance

Morgan Stanley (MS, SEC CIK 895421) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on July 15, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

For the fiscal year ended December 31, 2025 (FY2025), Morgan Stanley (MS) reported revenue of $70.6 billion (up 14.4% from FY2024) and net income of $16.9 billion. Diluted EPS was $10.21.
As of June 30, 2026, 65 institutional investment managers tracked by SignalX reported holding Morgan Stanley (MS) shares worth $108.2 billion in 13F-HR filings.
The most recent insider open-market sale reported on Form 4 was by SCHAPIRO MARY L on July 28, 2026 of 1,000 shares at $212.06 per share.
In the last 90 days, MS insiders reported 0 open-market purchases ($0) and 5 open-market sales ($8.9M) on Form 4, a net sale of $8.9M.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025: $70.6B; +14.4% vs prior year
Insiders · 90 days: 0 buys · 5 sells; Net −$8.9M
13F holders: 65 funds; $108.2B · +3 vs prior quarter
Latest 8-K: Jul 15, 2026; Item 2.02

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Jul 15, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

Morgan Stanley released financial results for quarter ended June 30, 2026
Detailed earnings information appears in Exhibit 99.1 press release

Filed Jun 24, 2026Full analysis →

Item 8.01: Other Events

Quarterly common dividend raised to $1.15 from $1.00 per share, beginning with the third quarter
Board reauthorized up to $20 billion in common share repurchases, starting third quarter without an expiration date

Item EX-99.1: Item EX-99.1

Quarterly common dividend increased 15% to $1.15 per share, beginning with the expected third-quarter 2026 declaration
$20 billion multi-year common-share repurchase authorization reapproved, beginning third quarter 2026 without expiration date

Filed May 15, 2026Full analysis →

Item 5.07: Submission of Matters to a Vote of Security Holders

All 15 director nominees elected, preserving Morgan Stanley’s existing Board composition
Deloitte & Touche auditor appointment ratified for fiscal 2026, with 1.370B votes for versus 59.1M against

AI summaries of MS 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

Insider	Type	Date	Shares	Price
MITSUBISHI UFJ FINANCIAL GROUP INC	D	Sep 22, 2026	1,340,519	$212.57
MITSUBISHI UFJ FINANCIAL GROUP INC	D	Jul 30, 2026	414,396	$213.28
SCHAPIRO MARY L	Sell	Jul 28, 2026	1,000	$212.06
SCHAPIRO MARY L	G	Jul 28, 2026	2,325	-
Pizzi Michael A.	Sell	Jul 17, 2026	7,101	$216.88
Pizzi Michael A.	Sell	Jul 17, 2026	17,064	$215.00
YESHAYA SHARON	Sell	Jul 16, 2026	9,172	$222.51
YESHAYA SHARON	Sell	Jul 16, 2026	6,382	$222.51

Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
Metric	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 data in Morgan Stanley (MS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate MS share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table

MS shares held by 13F filers tracked by SignalX, by quarter
Quarter	Funds	Total value
Q2 2026	65	$108.15B
Q1 2026	62	$85.47B
Q4 2025	58	$92.45B
Q3 2025	59	$90.31B
Q2 2025	58	$74.55B
Q1 2025	55	$49.82B
Q4 2024	52	$43.21B
Q3 2024	47	$21.27B

Position changes: Q1 2026 → Q2 2026

Top Buyers

T. Rowe Price Group+2.23M (+13%)
FMR LLC (Fidelity)+2.17M (+10%)
Invesco Ltd+1.36M (+17%)
JPMorgan Chase & Co+785.2K (+2%)
Citigroup+462.4K (+25%)

Top Sellers

Millennium Management−3.47M (-87%)
Citadel Advisors LLC−2.32M (-81%)
State Street Corp−1.78M (-2%)
BlackRock−1.50M (-2%)
Goldman Sachs Group−968.4K (-7%)

New Positions

Closed Positions

Renaissance Technologies LLC−674.1K

Source: 13F-HR filings on SEC EDGAR (aggregated from 456 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

MS filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

10-Q quarterly reports

8-K current reports

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

Form	Filing date	Period	Analysis	SEC
4	Sep 24, 2026	-	-	-
SC 13G	Aug 20, 2026	-	-
SC 13G	Aug 13, 2026	-	-
SC 13G	Aug 13, 2026	-	-
13F-HR	Aug 13, 2026	Jun 30, 2026	-
SC 13G	Aug 13, 2026	-	-
SC 13G	Aug 13, 2026	-	-
SC 13G	Aug 13, 2026	-	-
SC 13G	Aug 13, 2026	-	-
SC 13G	Aug 12, 2026	-	-
SC 13G	Aug 7, 2026	-	-
10-Q	Aug 4, 2026	Jun 30, 2026	-
4	Aug 3, 2026	-	-	-
4	Jul 29, 2026	-	-	-
4	Jul 17, 2026	-	-	-
4	Jul 17, 2026	-	-	-
8-K	Jul 15, 2026	-	Analysis	-
SC 13G	Jun 26, 2026	-	-
8-K	Jun 24, 2026	-	Analysis	-
4	Jun 2, 2026	-	-
4	Jun 2, 2026	-	-
4	Jun 2, 2026	-	-
4	Jun 2, 2026	-	-
4	Jun 2, 2026	-	-
4	Jun 2, 2026	-	-

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MS SEC filings: frequently asked questions

Are MS insiders buying or selling?

In the last 90 days, Morgan Stanley (MS) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $8.9 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.

Which institutions hold MS stock?

As of June 30, 2026, the largest Morgan Stanley (MS) holders among the 13F filers tracked by SignalX were State Street Corp ($20.8 billion), BlackRock ($19.8 billion), Vanguard Capital Management LLC ($16.2 billion), JPMorgan Chase & Co ($9.4 billion), Vanguard Portfolio Management LLC ($6.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.

What was MS's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Morgan Stanley (MS) reported revenue of $70.6 billion (up 14.4% from FY2024) and net income of $16.9 billion. Diluted EPS was $10.21. The figures come from the XBRL data in the 10-K.

What did MS report in its latest 8-K?

Morgan Stanley (MS) filed an 8-K on July 15, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Morgan Stanley released financial results for quarter ended June 30, 2026.

What are the latest MS SEC filings?

Morgan Stanley (MS) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on July 15, 2026 and a Form 4 insider filing on September 24, 2026.

What is MS's SEC CIK number?

Morgan Stanley (MS)'s SEC Central Index Key (CIK) is 895421. EDGAR lists every MS filing under that number.

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