According to recent filings covering the 90 days ending December 20, 2025, the three most significant insider holders at Morgan Stanley are Chairman And CEO Edward Pick (574.86K shares), Co President Daniel A Simkowitz (383.76K shares), Chief Financial Officer Sharon Yeshaya (127.77K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Edward Pick | Chairman And CEO | 574,863 | 31 Oct, 2025 |
| James P Gorman | Executive Chairman | 556,351 | 26 Jul, 2024 |
| Jonathan Pruzan | Chief Operating Officer | 406,985 | 20 Jan, 2023 |
| Daniel A Simkowitz | Co President | 383,757 | 31 Oct, 2025 |
| Keishi Hotsuki | Chief Risk Officer | 339,211 | 24 Feb, 2023 |
| Andrew M Saperstein | Co President | 335,765 | 02 May, 2025 |
| Robert P Rooney | Head Of Tech/Ops/Resilience | 253,946 | 21 Jan, 2022 |
| Hutham S Olayan | 194,388 | 21 May, 2021 | |
| Eric F Grossman | Chief Legal/Admin Officer | 186,420 | 18 Jul, 2025 |
| Stephen J Luczo | 155,706 | 03 Jan, 2025 | |
| Jeffrey S Brodsky | Chief Human Resources Officer | 150,095 | 22 Jan, 2021 |
| Michael A. Pizzi | Head Technology & Operations | 135,657 | 18 Jul, 2025 |
| Sharon Yeshaya | Chief Financial Officer | 127,766 | 16 Apr, 2025 |
| Thomas H Glocer | 121,423 | 02 Dec, 2025 | |
| Charles A Smith | Chief Risk Officer | 119,239 | 18 Jul, 2025 |
| Robert H Herz | 99,432 | 03 Jun, 2025 | |
| Perry M Traquina | 88,666 | 02 Dec, 2025 | |
| Raja Akram | Deputy Chief Financial Officer | 81,440 | 23 Jan, 2025 |
| Rayford Jr Wilkins | 75,925 | 03 Jun, 2025 | |
| Judith A Miscik | 64,288 | 03 Jun, 2025 | |
| Mandell Crawley | Chief Client Officer | 63,140 | 21 Feb, 2025 |
| Shelley B Leibowitz | 46,883 | 07 Nov, 2025 | |
| Dennis M Nally | 45,137 | 02 Dec, 2025 | |
| Mary L Schapiro | 39,647 | 03 Jun, 2025 | |
| Alistair Darling | 37,783 | 02 Jun, 2023 | |
| Elizabeth Corley | 26,599 | 25 Apr, 2022 | |
| Erika H James | 12,274 | 03 Jun, 2025 | |
| Douglas L. Peterson | 10,060 | 02 Dec, 2025 | |
| Victoria Worster | Chief Accounting Officer | 8,741 | 17 Oct, 2025 |
| Megan Butler | 4,624 | 03 Jun, 2025 | |
| Lynn J Good | 1,896 | 02 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 08 Oct, 2025 | Douglas L. Peterson | Common Stock | A | 31 | $155.99 | 9,715 | D | L |
| 01 Dec, 2025 | Perry M Traquina | Common Stock | A | 459 | $168.76 | 88,666 | D | A |
| 01 Dec, 2025 | Dennis M Nally | Common Stock | A | 430 | $168.76 | 45,137 | D | A |
| 01 Dec, 2025 | Thomas H Glocer | Common Stock | A | 637 | $168.76 | 121,423 | D | A |
| 01 Dec, 2025 | Lynn J Good | Common Stock | A | 227 | $168.76 | 1,896 | D | A |
| 09 Oct, 2025 | Douglas L. Peterson | Common Stock | A | 1 | $154.98 | 9,716 | D | L |
| 17 Oct, 2025 | Douglas L. Peterson | Common Stock | A | 4 | $159.72 | 9,720 | D | L |
| 01 Dec, 2025 | Douglas L. Peterson | Common Stock | A | 341 | $168.76 | 10,060 | D | A |
| 07 Nov, 2025 | Shelley B Leibowitz | Common Stock | D | 1,800 | $0.00 | 46,883 | D | G |
| 31 Oct, 2025 | Edward Pick | Common Stock | D | 100,000 | $164.34 | 574,986 | D | S |
| 31 Oct, 2025 | Edward Pick | Common Stock | D | 123 | $0.00 | 574,863 | D | G |
| 29 Oct, 2025 | Daniel A Simkowitz | Common Stock | D | 10,000 | $0.00 | 383,757 | D | G |
| 16 Oct, 2025 | Victoria Worster | Common Stock | D | 49 | $162.65 | 8,741 | D | F |
| 01 Aug, 2025 | Lynn J Good | Common Stock | A | 1,658 | $0.00 | 1,658 | D | A |
| 17 Jul, 2025 | Eric F Grossman | Common Stock | D | 12,000 | $141.12 | 186,420 | D | S |
| 17 Jul, 2025 | Michael A. Pizzi | Common Stock | D | 18,000 | $140.62 | 136,407 | D | S |
| 17 Jul, 2025 | Sharon Yeshaya | Common Stock | D | 25,583 | $139.81 | 0 | I | S |
| 17 Jul, 2025 | Andrew M Saperstein | Common Stock | D | 22,207 | $140.68 | 21,359 | I | S |
| 17 Jul, 2025 | Daniel A Simkowitz | Common Stock | D | 29,000 | $141.13 | 399,105 | D | S |
| 17 Jul, 2025 | Charles A Smith | Common Stock | D | 20,000 | $140.30 | 119,239 | D | S |