Head Technology & Operations

Chief Financial Officer

Director

Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 82,000 employees as of year-end 2025. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $9.3 trillion in client assets at the end of 2025. After reincorporation as a bank holding company in the wake of the global financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with more than $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.

Institution	Shares	Value	Change
Robeco Institutional Asset Management B.V	1,833,588	$383M	INCREASED
Hamlin Capital Management	1,178,300	$246M	DECREASED
Focused Investors	1,104,050	$231M	DECREASED
Ofi Invest Asset Management	1,087,716	$199M	INCREASED
Alecta Tjanstepension Omsesidigt	993,500	$208M	DECREASED

Insider	Type	Shares	Value	Date
Michael A. Pizzi (Head Technology & Operations)	SELL	7,101	$2M	2026-07-17
Michael A. Pizzi (Head Technology & Operations)	SELL	17,064	$4M	2026-07-17
Sharon Yeshaya (Chief Financial Officer)	SELL	9,172	$2M	2026-07-16
Sharon Yeshaya (Chief Financial Officer)	SELL	6,382	$1M	2026-07-16
Mary L Schapiro (Director)	AWARD	1,309		2026-06-01

Member	Type	Amount	Date
Dan Newhouse (Republican)	PURCHASE	$1,001 - $15,000	2026-07-10
Ro Khanna (Democrat)	PURCHASE	$1,001 - $15,000	2026-06-05
Ro Khanna (Democrat)	PURCHASE	$1,001 - $15,000	2026-05-01

Morgan Stanley (MS) Ownership & Trading Activity

Top Institutional Holders

Recent Insider Trades

Recent Congressional Trades