MORGAN STANLEY (MS)

Empfehlung

29,2
Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
99.6
6406 neu, 6919 erhöht, 23727,7M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameMORGAN STANLEY
TickerMS
CIK0000895421

Branche

SIC-Code6211
BeschreibungSecurity Brokers, Dealers & Flotation Companies

Wertpapier

CUSIP00039J400
ISINUS00039J4004
TypCommon Stock
TitelAB ACTIVE ETFS INC

Status

Zuletzt geprüft2026-03-20 22:20:40.193364

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-12-3110-K16,861,000,00010.21###,###,###,###111,632,000,000
2014-12-3110-K34,275,000,000

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
VANGUARD GROUP INC119,718,100118,356,1601,361,94021,253,554,293Aufgestockt+1,2%
STATE STREET CORP112,282,668111,741,507541,16118,447,403,559Aufgestockt+0,5%
BlackRock, Inc.146,498,098177,714,204-31,216,10617,041,627,013Reduziert-17,6%
MORGAN STANLEY177,857,212150,775,37927,081,8338,180,172,917Aufgestockt+18,0%
JPMORGAN CHASE & CO81,184,64365,270,21115,914,4327,177,115,584Aufgestockt+24,4%
LPL Financial LLC152,462,043136,364,20916,097,8345,649,406,886Aufgestockt+11,8%
FMR LLC43,641,76155,517,278-11,875,5174,923,488,756Reduziert-21,4%
GEODE CAPITAL MANAGEMENT, LLC28,297,51028,999,267-701,7574,796,983,188Reduziert-2,4%
Fisher Asset Management, LLC25,151,78224,570,709581,0734,443,985,922Aufgestockt+2,4%
GOLDMAN SACHS GROUP INC51,759,07444,001,4657,757,6093,763,770,159Aufgestockt+17,6%
Capital International Investors20,634,41227,657,520-7,023,1083,649,835,632Reduziert-25,4%
FRANKLIN RESOURCES INC53,788,01651,355,6322,432,3843,063,452,572Aufgestockt+4,7%
BANK OF AMERICA CORP /DE/20,519,43021,581,258-1,061,8283,009,861,644Reduziert-4,9%
WELLINGTON MANAGEMENT GROUP LLP15,852,65118,878,298-3,025,6472,814,321,133Reduziert-16,0%
Capital Research Global Investors15,432,31319,248,911-3,816,5982,739,708,458Reduziert-19,8%
NORGES BANK15,641,30715,865,987-224,6802,736,984,856Reduziert-1,4%
ALLIANCEBERNSTEIN L.P.52,832,75450,114,8072,717,9472,712,283,120Aufgestockt+5,4%
Focus Partners Wealth96,188,44645,319,57750,868,8692,664,419,987Aufgestockt+112,2%
UBS Group AG28,145,21526,515,0371,630,1782,653,431,471Aufgestockt+6,1%
Blackstone Inc.250,000500,000-250,0002,562,500,000Reduziert-50,0%
NORTHERN TRUST CORP16,281,17816,919,927-638,7492,355,537,168Reduziert-3,8%
OSAIC HOLDINGS, INC.58,609,36459,553,763-944,3992,346,592,495Reduziert-1,6%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/12,458,30213,457,214-998,9122,211,722,355Reduziert-7,4%
Invesco Ltd.68,973,14268,544,236428,9061,894,678,958Aufgestockt+0,6%
RAYMOND JAMES FINANCIAL INC43,760,99439,250,1514,510,8431,876,755,513Aufgestockt+11,5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42,340,42141,401,141939,2801,866,196,881Aufgestockt+2,3%
JANE STREET GROUP, LLC46,721,21825,819,60220,901,6161,801,122,234Aufgestockt+81,0%
PRINCIPAL FINANCIAL GROUP INC40,832,85131,409,4479,423,4041,772,570,948Aufgestockt+30,0%
COMMONWEALTH EQUITY SERVICES, LLC43,189,38944,308,191-1,118,8021,678,480,834Reduziert-2,5%
SEI INVESTMENTS CO36,793,002036,793,0021,671,462,834Neu+100,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,171,65509,171,6551,628,243,912Neu+100,0%
BROWN ADVISORY INC54,925,09752,837,8072,087,2901,526,651,129Aufgestockt+4,0%
Legal & General Group Plc8,261,7498,411,335-149,5861,466,708,307Reduziert-1,8%
Cetera Investment Advisers37,991,627037,991,6271,447,846,919Neu+100,0%
SOUTH PLAINS FINANCIAL, INC.7,9567,4005561,412,413,000Aufgestockt+7,5%
Kovitz Investment Group Partners, LLC50,127,56850,006,807120,7611,362,769,382Aufgestockt+0,2%
Blue Trust, Inc.29,045,29829,001,03744,2611,350,221,878Aufgestockt+0,2%
HighTower Advisors, LLC30,680,621030,680,6211,345,857,149Neu+100,0%
WELLS FARGO & COMPANY/MN39,127,42720,691,26318,436,1641,293,893,744Aufgestockt+89,1%
DIMENSIONAL FUND ADVISORS LP7,180,7548,156,617-975,8631,273,014,552Reduziert-12,0%
BANK OF MONTREAL /CAN/25,393,74516,996,5238,397,2221,266,623,375Aufgestockt+49,4%
AE Wealth Management LLC34,613,58432,354,4492,259,1351,186,187,724Aufgestockt+7,0%
BNP PARIBAS FINANCIAL MARKETS43,411,26638,834,8424,576,4241,049,307,559Aufgestockt+11,8%
MML INVESTORS SERVICES, LLC26,007,40122,918,8503,088,551874,256,765Aufgestockt+13,5%
PRUDENTIAL FINANCIAL INC17,009,5577,004,33310,005,224860,923,086Aufgestockt+142,8%
BARCLAYS PLC6,120,67512,425,121-6,304,446848,373,087Reduziert-50,7%
Rockefeller Capital Management L.P.25,629,61728,058,351-2,428,734830,898,316Reduziert-8,7%
MILLENNIUM MANAGEMENT LLC47,850,53349,716,260-1,865,727822,092,287Reduziert-3,8%
AQR Arbitrage LLC93,829,076104,822,906-10,993,830801,120,209Reduziert-10,5%
Allianz Asset Management GmbH7,967,5518,951,320-983,769751,926,180Reduziert-11,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-01-30SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-32,968182.61-6,020,312.85-248,6%
2026-01-30SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-32,968182.61-6,020,312.85-248,6%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-3,700185.91-687,871.44-28,4%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-6,810184.94-1,259,428.46-52,0%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-5,990184.13-1,102,917.74-45,6%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-1,900182.63-347,004.22-14,3%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-11,430181.85-2,078,566.07-85,8%
2026-01-20SMITH CHARLES AOfficer, Chief Risk OfficerOpen Market Sale-8,500182.08-1,547,685.95-63,9%
2026-01-20YESHAYA SHARONOfficer, Chief Financial OfficerOpen Market Sale-15,838185.77-2,942,176.16-121,5%
2026-01-20YESHAYA SHARONOfficer, Chief Financial OfficerOpen Market Sale-15,838185.77-2,942,176.16-121,5%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,238185.94-230,193.22-9,5%
2026-01-20Pizzi Michael A.Officer, Head Technology & OperationsOpen Market Sale-20,000184.55-3,691,000.00-152,4%
2026-01-20Pizzi Michael A.Officer, Head Technology & OperationsOpen Market Sale-20,000184.55-3,691,000.00-152,4%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-3,521181.89-640,434.34-26,5%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-400182.73-73,092.00-3,0%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,700184.16-313,078.97-12,9%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,001184.90-185,080.70-7,6%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,238185.94-230,193.22-9,5%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-3,521181.89-640,434.34-26,5%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-400182.73-73,092.00-3,0%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,001184.90-185,080.70-7,6%
2026-01-20CRAWLEY MANDELLOfficer, Chief Client OfficerOpen Market Sale-1,700184.16-313,078.97-12,9%
2026-01-20SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-500186.60-93,298.00-3,9%
2026-01-20GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-21,555184.00-3,966,137.24-163,8%
2026-01-20GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-21,555184.00-3,966,137.24-163,8%
2025-10-31PICK EDWARDDirector, Officer, Chairman and CEOOpen Market Sale-100,000164.34-16,434,440.00-678,8%
2025-10-31PICK EDWARDDirector, Officer, Chairman and CEOOpen Market Sale-100,000164.34-16,434,440.00-678,8%
2025-10-17Peterson Douglas L.DirectorSmall Acquisition4159.72638.860,0%
2025-10-17Peterson Douglas L.DirectorSmall Acquisition4159.72638.860,0%
2025-10-09Peterson Douglas L.DirectorSmall Acquisition1154.98154.980,0%
2025-10-09Peterson Douglas L.DirectorSmall Acquisition1154.98154.980,0%
2025-10-08Peterson Douglas L.DirectorSmall Acquisition31155.994,835.69+0,2%
2025-10-08Peterson Douglas L.DirectorSmall Acquisition31155.994,835.69+0,2%
2025-07-17SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-21,359141.28-3,017,640.10-124,6%
2025-07-17SMITH CHARLES AOfficer, Chief Risk OfficerOpen Market Sale-20,000140.30-2,805,918.00-115,9%
2025-07-17SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-29,000141.13-4,092,627.90-169,0%
2025-07-17SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-29,000141.13-4,092,627.90-169,0%
2025-07-17YESHAYA SHARONOfficer, Chief Financial OfficerOpen Market Sale-25,583139.81-3,576,705.51-147,7%
2025-07-17YESHAYA SHARONOfficer, Chief Financial OfficerOpen Market Sale-25,583139.81-3,576,705.51-147,7%
2025-07-17Pizzi Michael A.Officer, Head Technology & OperationsOpen Market Sale-18,000140.62-2,531,077.20-104,5%
2025-07-17Pizzi Michael A.Officer, Head Technology & OperationsOpen Market Sale-18,000140.62-2,531,077.20-104,5%
2025-07-17GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-12,000141.12-1,693,400.40-69,9%
2025-07-17GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-12,000141.12-1,693,400.40-69,9%
2025-07-17SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-22,207140.68-3,124,074.10-129,0%
2025-05-12SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-29,013127.37-3,695,519.27-152,6%
2025-05-12SIMKOWITZ DANIEL AOfficer, Co-PresidentOpen Market Sale-29,013127.37-3,695,519.27-152,6%
2025-05-02Herz Robert HDirectorOpen Market Sale-800119.32-95,459.36-3,9%
2025-05-02Herz Robert HDirectorOpen Market Sale-800119.32-95,459.36-3,9%
2025-05-02SAPERSTEIN ANDREW MOfficer, Co-PresidentOpen Market Sale-40,000120.00-4,799,812.00-198,2%
2025-04-15GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-10,068111.65-1,124,093.21-46,4%
2025-04-15GROSSMAN ERIC FOfficer, Chief Legal/Admin OfficerOpen Market Sale-10,068111.65-1,124,093.21-46,4%

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-02-279183,097.561
2026-02-261083,46835
2026-02-251082,99830

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
VANGUARD GROUP INC119,718,10021,253,554,2939.34
STATE STREET CORP112,282,66818,447,403,5598.11
BlackRock, Inc.146,498,09817,041,627,0137.49
MORGAN STANLEY177,857,2128,180,172,9173.60
JPMORGAN CHASE & CO81,184,6437,177,115,5843.16
LPL Financial LLC152,462,0435,649,406,8862.48
FMR LLC43,641,7614,923,488,7562.16
GEODE CAPITAL MANAGEMENT, LLC28,297,5104,796,983,1882.11
Fisher Asset Management, LLC25,151,7824,443,985,9221.95
GOLDMAN SACHS GROUP INC51,759,0743,763,770,1591.65
Capital International Investors20,634,4123,649,835,6321.60
FRANKLIN RESOURCES INC53,788,0163,063,452,5721.35
BANK OF AMERICA CORP /DE/20,519,4303,009,861,6441.32
WELLINGTON MANAGEMENT GROUP LLP15,852,6512,814,321,1331.24
Capital Research Global Investors15,432,3132,739,708,4581.20
NORGES BANK15,641,3072,736,984,8561.20
ALLIANCEBERNSTEIN L.P.52,832,7542,712,283,1201.19
Focus Partners Wealth96,188,4462,664,419,9871.17
UBS Group AG28,145,2152,653,431,4711.17
Blackstone Inc.250,0002,562,500,0001.13