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Morgan Stanley (MS)
USD221.09
-1.19 (-0.54%)
US NYSE S&P 500
Financial Services Financial - Capital Markets
Address
1585 Broadway 10036
New York City, NY, US
New York City, NY, US
CEO
Edward N. Pick
Website
morganstanley.com
IPO
1993-02-23
CIK 895421 ISIN US6174464486
Also trades on
Deutsche Börse · DWD.DE (EUR)
London Stock Exchange · 0QYU.L (USD)
New York Stock Exchange · MS-PA (USD)
New York Stock Exchange · MS-PE (USD)
New York Stock Exchange · MS-PF (USD)
New York Stock Exchange · MS-PI (USD)
New York Stock Exchange · MS-PK (USD)
New York Stock Exchange · MS-PL (USD)
New York Stock Exchange · MS-PO (USD)
New York Stock Exchange · MS-PP (USD)
New York Stock Exchange · MS-PQ (USD)
New York Stock Exchange · MS (USD)
Description
Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.
News Sentiment (7d)
14 articles
- Week ahead: Earnings season shifts into high gear as inflation looms Proactive Investors
- Trading Strength, IB Fee Growth to Boost Morgan Stanley's Q2 Earnings Zacks Investment Research
- Week ahead: Earnings season shifts into high gear as inflation looms Proactive Investors - Finance
- How To Earn $500 A Month From Morgan Stanley Stock Ahead Of Q2 Earnings Benzinga
- Big banks poised to report booming revenue propelled by SpaceX IPO, Iran war volatility CNBC
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1995-09-21 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD221.09
-1.19 (-0.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
7M
Beta
1.22
Float Shares
1.20B
Free Float %
75.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.07% | +2.54% | +9.13% | +24.92% | +22.60% | +17.16% | +61.99% | +154.40% | +125.82% | +659.96% | +3,056.30% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (52 ratings, all time)
Buy
Price Targets & DCF
Current price
221.09
Low
194.00
-12.3%
Consensus
203.00
-8.2%
Median
203.50
-8.0%
High
211.00
-4.6%
DCF (Unlevered)
25.87
-88.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
40% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 8 | 0 |
| Hold | 14 | -2 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
194.00
-12.3%
|
| Last Quarter | 6 |
212.00
-4.1%
|
| Last Year | 21 |
194.14
-12.2%
|
| All Time | 80 |
125.34
-43.3%
|
Quality scores
Altman Z-Score
0.68
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+11.5% Q1'26: +18.8% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+28.3% Q1'26: +30.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-5.4% Q1'26: -23.7% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+19.1% Q1'26: +21.1% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+35.3% ★ Q1'26: -15.0% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-1.1% ★ Q1'26: -0.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×17.87× ★ Q1'26: 14.06× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 11 Rev. Ana. 16 EPS Ana. |
Dec 2027 12 Rev. Ana. 15 EPS Ana. |
Dec 2028 8 Rev. Ana. 10 EPS Ana. |
Dec 2029 7 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
34.59B
est: 20.75B (+66.7%)
|
45.11B
est: 26.38B (+71.0%)
|
43.87B
est: 21.81B (+101.2%)
|
32.42B
est: 20.58B (+57.5%)
|
34.93B
est: 20.77B (+68.2%)
|
38.41B
est: 24.56B (+56.4%)
|
46.26B
est: 24.63B (+87.8%)
|
69.39B
est: 27.77B (+149.9%)
|
82.27B
est: 26.14B (+214.7%)
|
53.93B
est: 25.97B (+107.7%)
|
28.29B
est: 19.36B (+46.1%)
|
35.77B
est: 40.90B (-12.6%)
|
37.48B
est: 46.20B (-18.9%)
|
30.54B
est: 24.64B (+24.0%)
|
35.21B
est: 27.60B (+27.6%)
|
36.01B
est: 34.97B (+3.0%)
|
36.03B
est: 34.13B (+5.6%)
|
41.55B
est: 37.62B (+10.4%)
|
47.80B
est: 40.89B (+16.9%)
|
51.45B
est: 40.26B (+27.8%)
|
49.68B
est: 46.17B (+7.6%)
|
57.78B
est: 59.72B (-3.3%)
|
62.48B
est: 53.49B (+16.8%)
|
88.29B
est: 56.12B (+57.3%)
|
103.15B
est: 60.48B (+70.6%)
|
114.98B
est: 70.18B (+63.8%)
|
77.77B
75.64B – 79.46B
+10.8% YoY
|
81.67B
78.26B – 84.77B
+5.0% YoY
|
86.46B
85.15B – 87.76B
+5.9% YoY
|
93.90B
90.46B – 96.38B
+8.6% YoY
|
| EBITDA |
8.27B
est: 13.72B (-39.7%)
|
9.25B
est: 25.87B (-64.2%)
|
6.41B
est: 6.42B (-0.1%)
|
5.42B
est: 16.73B (-67.6%)
|
5.97B
est: 16.25B (-63.3%)
|
7.62B
est: 22.08B (-65.5%)
|
7.13B
est: 7.25B (-1.6%)
|
9.94B
est: 8.17B (+21.6%)
|
3.25B
est: 7.69B (-57.7%)
|
2.05B
est: 7.64B (-73.2%)
|
2.35B
est: 12.77B (-81.6%)
|
7.62B
est: 12.46B (-38.9%)
|
7.51B
est: 18.18B (-58.7%)
|
2.18B
est: 7.66B (-71.6%)
|
6.07B
est: 9.43B (-35.7%)
|
9.93B
est: 14.17B (-29.9%)
|
10.58B
est: 11.64B (-9.1%)
|
12.16B
est: 15.50B (-21.6%)
|
13.08B
est: 21.16B (-38.2%)
|
13.94B
est: 20.95B (-33.4%)
|
18.19B
est: 19.55B (-7.0%)
|
23.88B
est: 21.33B (+12.0%)
|
18.09B
est: 20.24B (-10.6%)
|
16.07B
est: 15.01B (+7.1%)
|
22.76B
est: 16.17B (+40.7%)
|
26.61B
est: 18.77B (+41.8%)
|
20.80B
20.22B – 21.25B
+10.8% YoY
|
21.84B
20.93B – 22.67B
+5.0% YoY
|
23.12B
22.77B – 23.47B
+5.9% YoY
|
25.11B
24.19B – 25.77B
+8.6% YoY
|
| EBIT |
7.73B
est: 4.82B (+60.4%)
|
8.53B
est: 6.12B (+39.2%)
|
5.68B
est: 5.06B (+12.3%)
|
4.63B
est: 4.78B (-3.0%)
|
5.33B
est: 4.82B (+10.7%)
|
6.82B
est: 5.70B (+19.6%)
|
6.32B
est: 5.72B (+10.5%)
|
9.06B
est: 6.45B (+40.6%)
|
2.78B
est: 6.07B (-54.3%)
|
1.25B
est: 6.03B (-79.2%)
|
1.13B
est: 4.49B (-74.9%)
|
6.20B
est: 9.49B (-34.7%)
|
6.11B
est: 10.72B (-43.0%)
|
596.00M
est: 5.72B (-89.6%)
|
4.56B
est: 6.41B (-28.8%)
|
8.50B
est: 8.12B (+4.7%)
|
8.85B
est: 7.92B (+11.7%)
|
10.40B
est: 8.73B (+19.1%)
|
11.24B
est: 9.49B (+18.4%)
|
11.30B
est: 9.35B (+20.9%)
|
14.42B
est: 10.72B (+34.6%)
|
19.67B
est: 13.86B (+41.9%)
|
14.09B
est: 4.63B (+204.3%)
|
11.81B
est: 11.91B (-0.8%)
|
17.60B
est: 12.84B (+37.1%)
|
21.95B
est: 14.90B (+47.4%)
|
16.51B
16.05B – 16.86B
+10.8% YoY
|
17.33B
16.61B – 17.99B
+5.0% YoY
|
18.35B
18.07B – 18.63B
+5.9% YoY
|
19.93B
19.20B – 20.46B
+8.6% YoY
|
| Net Income |
4.79B
est: 3.22B (+48.7%)
|
5.46B
est: 5.17B (+5.5%)
|
3.52B
est: 3.32B (+6.2%)
|
2.99B
est: 2.97B (+0.5%)
|
3.79B
est: 3.30B (+14.9%)
|
4.49B
est: 4.34B (+3.5%)
|
4.94B
est: 3.50B (+40.9%)
|
7.47B
est: 5.76B (+29.7%)
|
3.21B
est: -17.18B (+118.7%)
|
1.71B
est: -7.25B (+123.6%)
|
1.35B
est: -1.30B (+203.4%)
|
4.70B
est: 3.81B (+23.4%)
|
4.09B
est: 5.24B (-22.1%)
|
66.00M
est: 333.00M (-80.2%)
|
2.93B
est: 2.58B (+13.5%)
|
6.13B
est: 5.77B (+6.3%)
|
5.98B
est: 4.49B (+33.2%)
|
6.11B
est: 5.27B (+15.9%)
|
8.75B
est: 7.72B (+13.3%)
|
9.04B
est: 7.43B (+21.8%)
|
11.00B
est: 8.89B (+23.7%)
|
15.03B
est: 12.35B (+21.7%)
|
11.03B
est: 11.67B (-5.5%)
|
9.09B
est: 9.85B (-7.8%)
|
13.39B
est: 11.81B (+13.4%)
|
16.86B
est: 15.71B (+7.3%)
|
18.55B
18.17B – 19.62B
+18.1% YoY
|
20.33B
19.71B – 20.95B
+9.6% YoY
|
20.27B
18.96B – 24.63B
-0.3% YoY
|
24.49B
23.33B – 25.33B
+20.9% YoY
|
| SGA |
9.62B
est: 7.11B (+35.2%)
|
12.48B
est: 12.15B (+2.7%)
|
10.65B
est: 10.25B (+3.9%)
|
9.07B
est: 9.17B (-1.1%)
|
9.51B
est: 8.55B (+11.2%)
|
10.98B
est: 10.81B (+1.5%)
|
11.33B
est: 10.51B (+7.8%)
|
14.63B
est: 11.87B (+23.2%)
|
16.87B
est: 9.38B (+79.9%)
|
12.57B
est: 16.00B (-21.5%)
|
14.83B
est: 6.95B (+113.5%)
|
16.44B
est: 17.50B (-6.1%)
|
16.92B
est: 23.33B (-27.5%)
|
16.22B
est: 16.90B (-4.0%)
|
16.92B
est: 16.48B (+2.6%)
|
16.70B
est: 17.49B (-4.5%)
|
16.47B
est: 13.75B (+19.8%)
|
17.78B
est: 17.03B (+4.4%)
|
18.32B
est: 18.22B (+0.6%)
|
19.33B
est: 17.74B (+9.0%)
|
21.14B
est: 19.77B (+6.9%)
|
25.27B
est: 21.14B (+19.6%)
|
23.96B
est: 20.86B (+14.9%)
|
25.10B
est: 18.31B (+37.1%)
|
27.14B
est: 19.73B (+37.6%)
|
30.25B
est: 22.90B (+32.1%)
|
25.37B
24.68B – 25.92B
+10.8% YoY
|
26.65B
25.53B – 27.66B
+5.0% YoY
|
28.21B
27.78B – 28.63B
+5.9% YoY
|
30.64B
29.51B – 31.45B
+8.6% YoY
|
| EPS |
4.33
est: 2.16 (+100.5%)
|
4.95
est: 4.54 (+9.0%)
|
3.21
est: 2.87 (+11.8%)
|
2.76
est: 2.88 (-4.2%)
|
3.52
est: 2.63 (+33.8%)
|
4.15
est: 3.92 (+5.9%)
|
4.66
est: 3.49 (+33.7%)
|
7.38
est: 4.42 (+67.0%)
|
3.14
est: 2.52 (+24.6%)
|
1.45
est: 0.52 (+178.8%)
|
-0.77
est: -0.21 (-275.6%)
|
2.64
est: 1.29 (+105.4%)
|
1.25
est: -1.03 (+222.0%)
|
-0.02
est: 1.30 (-101.2%)
|
1.39
est: 1.64 (-15.2%)
|
2.98
est: 2.43 (+22.9%)
|
2.98
est: 2.75 (+8.2%)
|
3.15
est: 3.43 (-8.2%)
|
4.82
est: 4.82 (+0.0%)
|
5.26
est: 4.88 (+7.7%)
|
6.55
est: 5.90 (+11.1%)
|
8.16
est: 8.02 (+1.7%)
|
6.23
est: 6.29 (-0.9%)
|
5.24
est: 6.13 (-14.6%)
|
8.04
est: 7.42 (+8.4%)
|
10.34
est: 9.89 (+4.6%)
|
11.89
11.41 – 12.32
+20.2% YoY
|
12.81
12.37 – 13.15
+7.8% YoY
|
13.98
11.90 – 15.46
+9.1% YoY
|
15.38
14.64 – 15.90
+10.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Citigroup | Neutral | Neutral | Maintain |
| 2026-04-16 | Barclays | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B- | 2/5 | 1/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 1/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 1/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 1/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-15 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-935.11M
OE per share TTM
-0.58
Owner's Yield
-0.29%
Maintenance CapEx ratio
12.63%
Maint CapEx / Avg PPE
0.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
2,560
Total invested
217.85B
Insider transactions (90d)
6
Beneficial owners (>5%)
5
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.36M | 7.10% | — | 7.8K | — | 4.36M | HC, CO | Delaware. | 2024-11-26 | ↗ |
| 2 | Morgan Stanley Smith Barney LLC | 4.35M | 7.10% | — | — | — | 4.35M | BD, IA, CO | Delaware. | 2024-11-26 | ↗ |
| 3 | Morgan Stanley Capital Services LLC | 2.17M | 9.10% | — | 2.17M | — | 2.17M | BD, CO | Delaware. | 2024-11-08 | ↗ |
| 4 | Parametric Portfolio Associates LLC | 1.82M | 6.30% | — | 174.1K | — | 1.82M | IA | Delaware. | 2024-11-07 | ↗ |
| 5 | Morgan Stanley Institutional Investment Advisors LLC | 780.4K | 5.10% | — | 780.4K | — | 780.4K | IA | Delaware. | 2024-11-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
2,560
-67 vs prev Q
New positions
173
Closed positions
223
Increased
1,211
Reduced
931
Put/Call ratio
1.39
Calls held
11.17M
Puts held
15.55M
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.08M +1.1M (+100.0%) | 191.05B +191.1B (+100.0%) | 0.07% +0.069 pp | 0.29% +0.288 pp | USD177.53 +0.0% | 1 qtrs NEW |
| 2 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377.09M +— (+0.0%) | 66.94B +7.0B (+11.7%) | 24.00% +0.000 pp | 100.00% +0.000 pp | USD24.59 +622.0% | 51 qtrs — |
| 3 | VANGUARD GROUP INC | 119.72M +1.4M (+1.2%) | 21.25B +2.4B (+13.0%) | 7.62% +0.087 pp | 0.31% +0.027 pp | USD47.28 +275.5% | 84 qtrs — |
| 4 | STATE STREET CORP | 103.85M +539.5K (+0.5%) | 18.44B +2.0B (+12.3%) | 6.61% +0.034 pp | 0.62% +0.049 pp | USD37.67 +371.3% | 51 qtrs — |
| 5 | BLACKROCK, INC. | 95.25M +1.6M (+1.7%) | 16.91B +2.0B (+13.6%) | 6.06% +0.101 pp | 0.29% +0.025 pp | USD106.99 +65.9% | 6 qtrs — |
| 6 | JPMORGAN CHASE & CO | 35.71M -1.7M (-4.5%) | 6.34B +393.2M (+6.6%) | 2.27% -0.108 pp | 0.40% +0.042 pp | USD53.18 +233.8% | 51 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 27.07M +534.7K (+2.0%) | 4.79B +583.5M (+13.9%) | 1.72% +0.034 pp | 0.30% +0.027 pp | USD59.70 +197.4% | 78 qtrs — |
| 8 | FMR LLC | 26.17M +1.4M (+5.5%) | 4.65B +703.9M (+17.9%) | 1.67% +0.087 pp | 0.24% +0.032 pp | USD96.39 +84.2% | 70 qtrs — |
| 9 | FISHER ASSET MANAGEMENT, LLC | 25.02M +524.2K (+2.1%) | 4.44B +547.9M (+14.1%) | 1.59% +0.033 pp | 1.52% +0.107 pp | USD77.72 +128.4% | 56 qtrs — |
| 10 | CAPITAL INTERNATIONAL INVESTORS | 20.54M -6.8M (-24.8%) | 3.65B -696.0M (-16.0%) | 1.31% -0.431 pp | 0.57% -0.130 pp | USD89.73 +97.8% | 17 qtrs — |
| 11 | BANK OF AMERICA CORP /DE/ | 16.24M -603.0K (-3.6%) | 2.88B +205.7M (+7.7%) | 1.03% -0.038 pp | 0.21% +0.028 pp | USD66.14 +168.4% | 52 qtrs — |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 15.85M -2.9M (-15.4%) | 2.81B -163.5M (-5.5%) | 1.01% -0.183 pp | 0.49% -0.028 pp | USD77.86 +128.0% | 75 qtrs — |
| 13 | CAPITAL RESEARCH GLOBAL INVESTORS | 15.43M -3.8M (-19.8%) | 2.74B -320.1M (-10.5%) | 0.98% -0.243 pp | 0.51% -0.068 pp | USD105.26 +68.7% | 20 qtrs — |
| 14 | NORGES BANK | 15.42M +15.4M (+100.0%) | 2.74B +2.7B (+100.0%) | 0.98% +0.981 pp | 0.29% +0.293 pp | USD177.53 +0.0% | 1 qtrs NEW |
| 15 | GOLDMAN SACHS GROUP INC | 15.21M +243.3K (+1.6%) | 2.70B +321.1M (+13.5%) | 0.97% +0.016 pp | 0.33% +0.040 pp | USD86.97 +104.1% | 73 qtrs — |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.92M +3.4M (+29.1%) | 2.65B +811.8M (+44.2%) | 0.95% +0.214 pp | 0.29% +0.089 pp | USD102.50 +73.2% | 75 qtrs — |
| 17 | AMERIPRISE FINANCIAL INC | 14.18M -79.0K (-0.6%) | 2.52B +250.5M (+11.0%) | 0.90% -0.005 pp | 0.57% +0.048 pp | USD73.67 +141.0% | 51 qtrs — |
| 18 | NORTHERN TRUST CORP | 12.81M -149.3K (-1.2%) | 2.27B +214.2M (+10.4%) | 0.82% -0.010 pp | 0.29% +0.026 pp | USD52.98 +235.1% | 51 qtrs — |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12.46M -998.9K (-7.4%) | 2.21B +72.6M (+3.4%) | 0.79% -0.064 pp | 0.71% +0.051 pp | USD81.03 +119.1% | 51 qtrs — |
| 20 | UBS GROUP AG | 10.64M +309.4K (+3.0%) | 1.89B +246.8M (+15.0%) | 0.68% +0.020 pp | 0.31% +0.049 pp | USD84.38 +110.4% | 45 qtrs — |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10.30M +590.5K (+6.1%) | 1.83B +285.2M (+18.5%) | 0.66% +0.038 pp | 1.40% +0.195 pp | USD111.42 +59.3% | 51 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.86M -823.2K (-7.7%) | 1.75B +52.2M (+3.1%) | 0.63% -0.052 pp | 0.27% +0.001 pp | USD60.95 +191.3% | 100 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 9.37M +712.6K (+8.2%) | 1.66B +287.3M (+20.9%) | 0.60% +0.045 pp | 0.30% +0.029 pp | USD77.26 +129.8% | 66 qtrs — |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 9.17M +83.5K (+0.9%) | 1.63B +183.6M (+12.7%) | 0.58% +0.005 pp | 0.34% +0.031 pp | USD85.74 +107.1% | 90 qtrs — |
| 25 | ROYAL BANK OF CANADA | 9.03M +1.2M (+15.8%) | 1.60B +364.3M (+29.4%) | 0.58% +0.079 pp | 0.26% +0.058 pp | USD105.34 +68.5% | 51 qtrs — |
| 26 | FRANKLIN RESOURCES INC | 8.77M -322.4K (-3.5%) | 1.56B +111.5M (+7.7%) | 0.56% -0.021 pp | 0.38% +0.022 pp | USD96.23 +84.5% | 51 qtrs — |
| 27 | LEGAL & GENERAL GROUP PLC | 8.26M -149.6K (-1.8%) | 1.47B +129.6M (+9.7%) | 0.53% -0.010 pp | 0.33% +0.025 pp | USD56.36 +215.0% | 75 qtrs — |
| 28 | INVESCO LTD. | 7.19M -1.9M (-20.8%) | 1.28B -166.7M (-11.5%) | 0.46% -0.120 pp | 0.20% -0.032 pp | USD63.93 +177.7% | 57 qtrs — |
| 29 | DIMENSIONAL FUND ADVISORS LP | 7.17M -986.6K (-12.1%) | 1.27B -23.7M (-1.8%) | 0.46% -0.063 pp | 0.27% -0.011 pp | USD45.70 +288.5% | 51 qtrs — |
| 30 | BANK OF MONTREAL /CAN/ | 6.64M +225.8K (+3.5%) | 1.18B +159.2M (+15.6%) | 0.42% +0.014 pp | 0.41% +0.017 pp | USD70.45 +152.0% | 51 qtrs — |
| 31 | AMUNDI | 6.33M +558.6K (+9.7%) | 1.12B +211.2M (+23.2%) | 0.40% +0.036 pp | 0.31% +0.012 pp | USD105.63 +68.1% | 19 qtrs — |
| 32 | MORGAN STANLEY | 6.09M -55.5K (-0.9%) | 1.08B +104.4M (+10.7%) | 0.39% -0.004 pp | 0.06% +0.005 pp | USD81.66 +117.4% | 51 qtrs — |
| 33 | NUVEEN, LLC | 5.41M -246.8K (-4.4%) | 961.02M +61.3M (+6.8%) | 0.34% -0.016 pp | 0.25% +0.014 pp | USD117.92 +50.6% | 4 qtrs — |
| 34 | CITADEL ADVISORS LLC | 5.16M +1.7M (+48.0%) | 916.48M +362.0M (+65.3%) | 0.33% +0.107 pp | 0.14% +0.053 pp | USD147.77 +20.1% | 52 qtrs — |
| 35 | WELLS FARGO & COMPANY/MN | 4.23M +460.7K (+12.2%) | 750.13M +151.7M (+25.3%) | 0.27% +0.029 pp | 0.14% +0.023 pp | USD71.96 +146.7% | 57 qtrs — |
| 36 | JANUS HENDERSON GROUP PLC | 4.18M -612.4K (-12.8%) | 741.54M -19.8M (-2.6%) | 0.27% -0.039 pp | 0.33% -0.016 pp | USD62.77 +182.8% | 88 qtrs — |
| 37 | DEUTSCHE BANK AG\ | 4.00M -6.8K (-0.2%) | 710.82M +73.3M (+11.5%) | 0.25% 0.000 pp | 0.23% +0.018 pp | USD83.51 +112.6% | 50 qtrs — |
| 38 | BOSTON PARTNERS | 3.81M -223.9K (-5.6%) | 676.94M +36.8M (+5.8%) | 0.24% -0.014 pp | 0.70% +0.044 pp | USD86.93 +104.2% | 10 qtrs — |
| 39 | AXIOM INVESTORS LLC /DE | 3.60M -203.9K (-5.4%) | 639.12M +34.4M (+5.7%) | 0.23% -0.013 pp | 5.61% +1.156 pp | USD127.37 +39.4% | 5 qtrs — |
| 40 | BARCLAYS PLC | 3.60M -2.5M (-40.8%) | 638.82M +5.2M (+0.8%) | 0.23% -0.158 pp | 0.15% -0.009 pp | USD131.13 +35.4% | 51 qtrs — |
| 41 | VOYA INVESTMENT MANAGEMENT LLC | 3.56M +108.6K (+3.1%) | 631.61M +83.3M (+15.2%) | 0.23% +0.007 pp | 0.62% +0.075 pp | USD95.70 +85.5% | 51 qtrs — |
| 42 | HSBC HOLDINGS PLC | 3.51M +550.6K (+18.6%) | 623.79M +154.5M (+32.9%) | 0.22% +0.035 pp | 0.32% +0.059 pp | USD90.44 +96.3% | 56 qtrs — |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.33M -758.7K (-18.6%) | 591.17M -58.8M (-9.0%) | 0.21% -0.048 pp | 0.07% -0.006 pp | USD70.41 +152.1% | 51 qtrs — |
| 44 | ALLIANCEBERNSTEIN L.P. | 3.20M +700.6K (+28.0%) | 568.82M +170.9M (+42.9%) | 0.20% +0.045 pp | 0.18% +0.054 pp | USD74.79 +137.4% | 61 qtrs — |
| 45 | PRINCIPAL FINANCIAL GROUP INC | 3.15M -498.5K (-13.7%) | 559.10M -20.8M (-3.6%) | 0.20% -0.032 pp | 0.29% -0.007 pp | USD56.47 +214.4% | 81 qtrs — |
| 46 | BNP PARIBAS ARBITRAGE, SNC | 2.90M -369.6K (-11.3%) | 514.50M -4.9M (-0.9%) | 0.18% -0.024 pp | 0.23% -0.044 pp | USD123.79 +43.4% | 51 qtrs — |
| 47 | NATIONAL PENSION SERVICE | 2.83M +163.2K (+6.1%) | 502.29M +78.5M (+18.5%) | 0.18% +0.010 pp | 0.37% +0.043 pp | USD74.89 +137.1% | 46 qtrs — |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 2.81M -111.7K (-3.8%) | 498.72M +34.4M (+7.4%) | 0.18% -0.007 pp | 0.15% +0.014 pp | USD82.57 +115.0% | 51 qtrs — |
| 49 | ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 2.73M -414.0K (-13.2%) | 485.45M -15.0M (-3.0%) | 0.17% -0.026 pp | 4.91% +0.030 pp | USD104.24 +70.3% | 6 qtrs — |
| 50 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.68M -107.5K (-3.9%) | 476.16M +32.7M (+7.4%) | 0.17% -0.007 pp | 0.28% +0.025 pp | USD44.51 +298.9% | 59 qtrs — |
| 51 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 2.51M +123.4K (+5.2%) | 456.42M +77.2M (+20.4%) | 0.16% +0.008 pp | 0.31% +0.036 pp | USD97.76 +81.6% | 58 qtrs — |
| 52 | JANE STREET GROUP, LLC | 2.56M -796.0K (-23.7%) | 454.76M -79.0M (-14.8%) | 0.16% -0.051 pp | 0.07% -0.013 pp | USD114.99 +54.4% | 6 qtrs — |
| 53 | PNC FINANCIAL SERVICES GROUP, INC. | 2.42M -15.9K (-0.7%) | 430.41M +42.5M (+11.0%) | 0.15% -0.001 pp | 0.24% 0.000 pp | USD53.38 +232.6% | 51 qtrs — |
| 54 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.36M -1.4M (-37.2%) | 418.88M -178.4M (-29.9%) | 0.15% -0.089 pp | 0.34% -0.147 pp | USD54.79 +224.0% | 108 qtrs — |
| 55 | CANADA PENSION PLAN INVESTMENT BOARD | 2.31M -27.3K (-1.2%) | 409.83M +38.5M (+10.4%) | 0.15% -0.002 pp | 0.27% +0.013 pp | USD93.50 +89.9% | 52 qtrs — |
| 56 | LORD, ABBETT & CO. LLC | 2.30M -933.0 (0.0%) | 407.97M +42.5M (+11.6%) | 0.15% 0.000 pp | 1.25% +0.164 pp | USD86.50 +105.2% | 23 qtrs — |
| 57 | ALLIANZ ASSET MANAGEMENT GMBH | 2.29M +259.4K (+12.8%) | 406.07M +83.7M (+26.0%) | 0.15% +0.017 pp | 0.41% +0.051 pp | USD120.57 +47.2% | 51 qtrs — |
| 58 | NEUBERGER BERMAN GROUP LLC | 2.28M -81.9K (-3.5%) | 404.01M +29.2M (+7.8%) | 0.14% -0.005 pp | 0.30% +0.027 pp | USD94.32 +88.2% | 67 qtrs — |
| 59 | MILLENNIUM MANAGEMENT LLC | 2.28M -1.2M (-35.4%) | 403.91M -156.0M (-27.9%) | 0.14% -0.079 pp | 0.17% -0.069 pp | USD151.34 +17.3% | 44 qtrs — |
| 60 | BALYASNY ASSET MANAGEMENT L.P. | 2.23M +1.8M (+378.7%) | 396.63M +322.5M (+434.7%) | 0.14% +0.113 pp | 0.50% +0.410 pp | USD169.52 +4.7% | 16 qtrs — |
| 61 | FIL LTD | 2.21M +135.1K (+6.5%) | 391.79M +62.5M (+19.0%) | 0.14% +0.009 pp | 0.29% +0.035 pp | USD99.12 +79.1% | 66 qtrs — |
| 62 | RHUMBLINE ADVISERS | 2.18M -54.7K (-2.4%) | 387.88M +31.9M (+9.0%) | 0.14% -0.004 pp | 0.31% +0.028 pp | USD32.91 +439.4% | 55 qtrs — |
| 63 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2.14M +69.9K (+3.4%) | 379.07M +50.8M (+15.5%) | 0.14% +0.005 pp | 0.22% +0.020 pp | USD69.83 +154.2% | 56 qtrs — |
| 64 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2.01M +133.6K (+7.1%) | 356.67M +58.5M (+19.6%) | 0.13% +0.009 pp | 1.31% +0.216 pp | USD103.59 +71.4% | 107 qtrs — |
| 65 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.96M +629.6K (+47.5%) | 347.25M +136.4M (+64.7%) | 0.12% +0.040 pp | 0.35% +0.135 pp | USD136.79 +29.8% | 22 qtrs — |
| 66 | RAYMOND JAMES FINANCIAL INC | 1.95M -61.8K (-3.1%) | 346.69M +26.5M (+8.3%) | 0.12% -0.004 pp | 0.11% +0.005 pp | USD125.72 +41.2% | 5 qtrs — |
| 67 | LPL FINANCIAL LLC | 1.93M -14.2K (-0.7%) | 342.54M +33.6M (+10.9%) | 0.12% -0.001 pp | 0.09% +0.004 pp | USD92.51 +91.9% | 51 qtrs — |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.85M -6.4K (-0.3%) | 328.47M +33.3M (+11.3%) | 0.12% 0.000 pp | 0.33% +0.026 pp | USD38.21 +364.6% | 52 qtrs — |
| 69 | KBC GROUP NV | 1.81M +35.3K (+2.0%) | 321.57M +39.2M (+13.9%) | 0.12% +0.002 pp | 0.73% +0.056 pp | USD130.44 +36.1% | 68 qtrs — |
| 70 | PRUDENTIAL FINANCIAL INC | 1.74M +199.4K (+12.9%) | 308.78M +64.0M (+26.1%) | 0.11% +0.013 pp | 0.37% +0.082 pp | USD120.97 +46.8% | 85 qtrs — |
| 71 | MARSHALL WACE, LLP | 1.73M -1.2M (-40.9%) | 307.81M -158.5M (-34.0%) | 0.11% -0.076 pp | 0.28% -0.193 pp | USD142.19 +24.9% | 11 qtrs — |
| 72 | HOLOCENE ADVISORS, LP | 1.73M +1.3M (+281.5%) | 307.08M +235.0M (+326.0%) | 0.11% +0.081 pp | 0.64% +0.481 pp | USD172.57 +2.9% | 9 qtrs — |
| 73 | ENSIGN PEAK ADVISORS, INC | 1.72M -260.0K (-13.2%) | 304.54M -9.5M (-3.0%) | 0.11% -0.017 pp | 0.54% +0.023 pp | USD79.54 +123.2% | 25 qtrs — |
| 74 | FAYEZ SAROFIM & CO | 1.67M -134.9K (-7.5%) | 296.29M +9.5M (+3.3%) | 0.11% -0.009 pp | 0.71% +0.046 pp | USD92.73 +91.4% | 20 qtrs — |
| 75 | STIFEL FINANCIAL CORP | 1.64M +26.7K (+1.7%) | 290.46M +34.6M (+13.5%) | 0.10% +0.002 pp | 0.26% +0.028 pp | USD75.55 +135.0% | 48 qtrs — |
| 76 | NEW YORK STATE COMMON RETIREMENT FUND | 1.56M -13.7K (-0.9%) | 276.34M +26.7M (+10.7%) | 0.10% -0.001 pp | 0.37% +0.046 pp | USD49.33 +259.9% | 103 qtrs — |
| 77 | FIFTH THIRD BANCORP | 1.53M +1.9K (+0.1%) | 272.21M +28.8M (+11.8%) | 0.10% +0.000 pp | 0.86% +0.086 pp | USD54.35 +226.6% | 51 qtrs — |
| 78 | HIGHTOWER ADVISORS, LLC | 1.54M +14.6K (+1.0%) | 269.24M +30.4M (+12.7%) | 0.10% +0.001 pp | 0.29% +0.023 pp | USD95.57 +85.8% | 60 qtrs — |
| 79 | CULLEN CAPITAL MANAGEMENT, LLC | 1.50M -57.7K (-3.7%) | 267.17M +18.8M (+7.6%) | 0.10% -0.004 pp | 2.92% +0.201 pp | USD78.56 +126.0% | 43 qtrs — |
| 80 | CITIGROUP INC | 1.50M -710.9K (-32.1%) | 267.13M -85.1M (-24.2%) | 0.10% -0.045 pp | 0.12% -0.039 pp | USD86.06 +106.3% | 108 qtrs — |
| 81 | SAMLYN CAPITAL, LLC | 1.49M +1.2M (+486.5%) | 265.06M +224.6M (+555.0%) | 0.10% +0.079 pp | 4.22% +3.666 pp | USD174.36 +1.8% | 2 qtrs — |
| 82 | CI PRIVATE WEALTH, LLC | 1.51M +217.7K (+16.9%) | 263.05M +62.3M (+31.0%) | 0.10% +0.014 pp | 0.35% +0.038 pp | USD102.52 +73.2% | 13 qtrs — |
| 83 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.43M +1.1M (+335.8%) | 254.59M +202.3M (+386.8%) | 0.09% +0.070 pp | 0.29% +0.157 pp | USD162.51 +9.2% | 51 qtrs — |
| 84 | THRIVENT FINANCIAL FOR LUTHERANS | 1.41M +1.3M (+2,332.9%) | 249.71M +240.5M (+2,617.2%) | 0.09% +0.086 pp | 0.44% +0.425 pp | USD172.53 +2.9% | 74 qtrs — |
| 85 | HAMLIN CAPITAL MANAGEMENT, LLC | 1.40M -117.0K (-7.7%) | 247.90M +7.3M (+3.0%) | 0.09% -0.008 pp | 5.94% +0.471 pp | USD87.14 +103.7% | 11 qtrs — |
| 86 | BESSEMER GROUP INC | 1.37M -51.9K (-3.7%) | 242.81M +17.2M (+7.6%) | 0.09% -0.003 pp | 0.37% +0.028 pp | USD102.52 +73.2% | 51 qtrs — |
| 87 | 1832 ASSET MANAGEMENT L.P. | 1.30M +300.2K (+30.0%) | 230.88M +71.9M (+45.2%) | 0.08% +0.019 pp | 0.18% +0.050 pp | USD162.95 +8.9% | 25 qtrs — |
| 88 | FOCUSED INVESTORS LLC | 1.26M -42.6K (-3.3%) | 223.50M +16.6M (+8.0%) | 0.08% -0.003 pp | 7.12% +0.784 pp | USD32.82 +440.9% | 61 qtrs — |
| 89 | EVERCORE WEALTH MANAGEMENT, LLC | 1.22M -27.5K (-2.2%) | 215.98M +18.2M (+9.2%) | 0.08% -0.002 pp | 3.17% +0.263 pp | USD49.55 +258.3% | 28 qtrs — |
| 90 | COMMERCE BANK | 1.16M -6.0K (-0.5%) | 205.91M +20.6M (+11.1%) | 0.07% 0.000 pp | 1.14% +0.106 pp | USD59.45 +198.6% | 87 qtrs — |
| 91 | ABRDN PLC | 1.12M -19.9K (-1.7%) | 198.86M +18.9M (+10.5%) | 0.07% -0.001 pp | 0.31% +0.023 pp | USD83.01 +113.9% | 34 qtrs — |
| 92 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 1.12M +11.0K (+1.0%) | 198.31M +21.4M (+12.1%) | 0.07% +0.001 pp | 0.32% +0.028 pp | USD124.92 +42.1% | 5 qtrs — |
| 93 | TWO SIGMA INVESTMENTS, LP | 1.12M -118.2K (-9.6%) | 198.27M +2.0M (+1.0%) | 0.07% -0.008 pp | 0.28% -0.013 pp | USD151.34 +17.3% | 8 qtrs — |
| 94 | AMERICAN CENTURY COMPANIES INC | 1.10M +87.7K (+8.7%) | 195.51M +34.4M (+21.3%) | 0.07% +0.006 pp | 0.10% +0.016 pp | USD106.17 +67.2% | 51 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.07
Bearish
Ratio by volume
0.08
Bearish
Buys
1
Sells
15
Shares acquired
9.2K
Shares disposed
111.8K
Cash buys
—
Cash sales
12.00
Net activity
-102,658
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | Itagaki Yasushi | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-20 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 5,559 | 190.00 | 1.06M | 174,962 | D | ↗ |
| 2026-04-17 | SIMKOWITZ DANIEL A | Officer | G-Gift | D | Common Stock | 8,000 | 0.00 | — | 380,492 | D | ↗ |
| 2026-04-16 | YESHAYA SHARON | Officer | G-Gift | A | Common Stock | 9,172 | 0.00 | — | 9,172 | I | ↗ |
| 2026-04-16 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 600 | 192.12 | 115.3K | 282,142 | D | ↗ |
| 2026-04-16 | CRAWLEY MANDELL | Officer | G-Gift | D | Common Stock | 1,053 | 0.00 | — | 61,476 | D | ↗ |
| 2026-03-12 | YESHAYA SHARON | Officer | F-InKind | D | Common Stock | 9,622 | 160.89 | 1.55M | 151,659 | D | ↗ |
| 2026-03-12 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 18,175 | 160.89 | 2.92M | 388,492 | D | ↗ |
| 2026-03-12 | SAPERSTEIN ANDREW M | Officer | F-InKind | D | Common Stock | 26,943 | 160.89 | 4.33M | 333,810 | D | ↗ |
| 2026-03-12 | Pizzi Michael A. | Officer | F-InKind | D | Common Stock | 7,900 | 160.89 | 1.27M | 145,467 | D | ↗ |
| 2026-03-12 | PICK EDWARD | Director / Officer | F-InKind | D | Common Stock | 33,677 | 160.89 | 5.42M | 666,249 | D | ↗ |
| 2026-03-12 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 11,597 | 160.89 | 1.87M | 186,080 | D | ↗ |
| 2026-03-12 | CRAWLEY MANDELL | Officer | F-InKind | D | Common Stock | 4,935 | 160.89 | 794.0K | 78,658 | D | ↗ |
| 2026-02-19 | YESHAYA SHARON | Officer | F-InKind | D | Common Stock | 9,622 | 176.59 | 1.70M | 143,882 | D | ↗ |
| 2026-02-19 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 18,175 | 176.59 | 3.21M | 373,802 | D | ↗ |
| 2026-02-19 | SAPERSTEIN ANDREW M | Officer | A-Award | A | Common Stock | 52,777 | 0.00 | — | 334,919 | D | ↗ |
| 2026-02-19 | Pizzi Michael A. | Officer | F-InKind | D | Common Stock | 7,900 | 176.59 | 1.40M | 136,935 | D | ↗ |
| 2026-02-19 | PICK EDWARD | Director / Officer | F-InKind | D | Common Stock | 33,731 | 176.59 | 5.96M | 639,029 | D | ↗ |
| 2026-02-19 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 11,597 | 176.59 | 2.05M | 180,428 | D | ↗ |
| 2026-02-19 | CRAWLEY MANDELL | Officer | F-InKind | D | Common Stock | 4,935 | 176.59 | 871.5K | 73,927 | D | ↗ |
| 2026-01-30 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 32,968 | 182.61 | 6.02M | 357,342 | D | ↗ |
| 2026-01-20 | YESHAYA SHARON | Officer | S-Sale | D | Common Stock | 15,838 | 185.77 | 2.94M | 135,304 | D | ↗ |
| 2026-01-20 | SMITH CHARLES A | Officer | S-Sale | D | Common Stock | 8,500 | 182.08 | 1.55M | 119,128 | D | ↗ |
| 2026-01-20 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 500 | 186.60 | 93.3K | 280,481 | D | ↗ |
| 2026-01-20 | Pizzi Michael A. | Officer | S-Sale | D | Common Stock | 20,000 | 184.55 | 3.69M | 127,872 | D | ↗ |
| 2026-01-20 | James Erika H | Director | G-Gift | D | Common Stock | 542 | 0.00 | — | 11,845 | D | ↗ |
| 2026-01-20 | GROSSMAN ERIC F | Officer | G-Gift | D | Common Stock | 2,495 | 0.00 | — | 168,510 | D | ↗ |
| 2026-01-20 | CRAWLEY MANDELL | Officer | S-Sale | D | Common Stock | 1,238 | 185.94 | 230.2K | 68,788 | D | ↗ |
| 2026-01-16 | YESHAYA SHARON | Officer | F-InKind | D | Common Stock | 16,159 | 191.23 | 3.09M | 151,142 | D | ↗ |
| 2026-01-16 | Worster Victoria | Officer | F-InKind | D | Common Stock | 320 | 191.23 | 61.2K | 13,165 | D | ↗ |
| 2026-01-16 | SMITH CHARLES A | Officer | F-InKind | D | Common Stock | 17,401 | 191.23 | 3.33M | 127,611 | D | ↗ |
| 2026-01-16 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 35,435 | 191.23 | 6.78M | 390,310 | D | ↗ |
| 2026-01-16 | SAPERSTEIN ANDREW M | Officer | A-Award | A | Common Stock | 39,994 | 0.00 | — | 338,076 | D | ↗ |
| 2026-01-16 | Pizzi Michael A. | Officer | A-Award | A | Common Stock | 23,214 | 0.00 | — | 160,090 | D | ↗ |
| 2026-01-16 | PICK EDWARD | Director / Officer | G-Gift | D | Common Stock | 8,149 | 0.00 | — | 610,455 | D | ↗ |
| 2026-01-16 | James Erika H | Director | G-Gift | D | Common Stock | 522 | 0.00 | — | 11,865 | D | ↗ |
| 2026-01-16 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 20,893 | 191.23 | 4.00M | 204,326 | D | ↗ |
| 2026-01-16 | CRAWLEY MANDELL | Officer | A-Award | A | Common Stock | 18,172 | 0.00 | — | 82,582 | D | ↗ |
| 2025-12-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 459 | 168.76 | 77.5K | 88,666 | D | ↗ |
| 2025-12-01 | Peterson Douglas L. | Director | A-Award | A | Common Stock | 341 | 168.76 | 57.5K | 10,060 | D | ↗ |
| 2025-12-01 | NALLY DENNIS M | Director | A-Award | A | Common Stock | 430 | 168.76 | 72.5K | 45,137 | D | ↗ |
| 2025-12-01 | GOOD LYNN J | Director | A-Award | A | Common Stock | 227 | 168.76 | 38.3K | 1,896 | D | ↗ |
| 2025-12-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 637 | 168.76 | 107.5K | 121,423 | D | ↗ |
| 2025-11-07 | Leibowitz Shelley B | Director | G-Gift | D | Common Stock | 1,800 | 0.00 | — | 46,883 | D | ↗ |
| 2025-10-31 | PICK EDWARD | Director / Officer | G-Gift | D | Common Stock | 123 | 0.00 | — | 574,863 | D | ↗ |
| 2025-10-29 | SIMKOWITZ DANIEL A | Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 383,757 | D | ↗ |
| 2025-10-17 | Peterson Douglas L. | Director | L-Small | A | Common Stock | 4 | 159.72 | 638.86 | 9,720 | D | ↗ |
| 2025-10-16 | Worster Victoria | Officer | F-InKind | D | Common Stock | 49 | 162.65 | 8.0K | 8,741 | D | ↗ |
| 2025-10-09 | Peterson Douglas L. | Director | L-Small | A | Common Stock | 1 | 154.98 | 154.98 | 9,716 | D | ↗ |
| 2025-10-08 | Peterson Douglas L. | Director | L-Small | A | Common Stock | 31 | 155.99 | 4.8K | 9,715 | D | ↗ |
| 2025-08-01 | Kirkpatrick Taylor | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-01 | GOOD LYNN J | Director | A-Award | A | Common Stock | 1,658 | 0.00 | — | 1,658 | D | ↗ |
| 2025-08-01 | Dees Brandon | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-18 | GOOD LYNN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-17 | YESHAYA SHARON | Officer | S-Sale | D | Common Stock | 25,583 | 139.81 | 3.58M | 0 | I | ↗ |
| 2025-07-17 | SMITH CHARLES A | Officer | S-Sale | D | Common Stock | 20,000 | 140.30 | 2.81M | 119,239 | D | ↗ |
| 2025-07-17 | SIMKOWITZ DANIEL A | Officer | G-Gift | D | Common Stock | 7,559 | 0.00 | — | 391,546 | D | ↗ |
| 2025-07-17 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 22,207 | 140.68 | 3.12M | 21,359 | I | ↗ |
| 2025-07-17 | Pizzi Michael A. | Officer | G-Gift | D | Common Stock | 750 | 0.00 | — | 135,657 | D | ↗ |
| 2025-07-17 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 12,000 | 141.12 | 1.69M | 186,420 | D | ↗ |
| 2025-06-01 | WILKINS RAYFORD JR | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 75,925 | D | ↗ |
| 2025-06-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 86,466 | D | ↗ |
| 2025-06-01 | SCHAPIRO MARY L | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 39,196 | D | ↗ |
| 2025-06-01 | Peterson Douglas L. | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 9,655 | D | ↗ |
| 2025-06-01 | NALLY DENNIS M | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 44,385 | D | ↗ |
| 2025-06-01 | Miscik Judith A | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 64,288 | D | ↗ |
| 2025-06-01 | Leibowitz Shelley B | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 48,614 | D | ↗ |
| 2025-06-01 | James Erika H | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 12,274 | D | ↗ |
| 2025-06-01 | Herz Robert H | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 99,432 | D | ↗ |
| 2025-06-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 2,155 | 0.00 | — | 118,446 | D | ↗ |
| 2025-06-01 | BUTLER MEGAN | Director | F-InKind | D | Common Stock | 286 | 127.58 | 36.5K | 4,624 | D | ↗ |
| 2025-05-15 | Worster Victoria | Officer | — | — | Common Stock | 0 | 0.00 | — | 8,767 | D | ↗ |
| 2025-05-15 | Peterson Douglas L. | Director | — | — | Common Stock | 0 | 0.00 | — | 7,500 | D | ↗ |
| 2025-05-12 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 29,013 | 127.37 | 3.70M | 425,854 | D | ↗ |
| 2025-05-02 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 40,000 | 120.00 | 4.80M | 335,765 | D | ↗ |
| 2025-05-02 | Herz Robert H | Director | S-Sale | D | Common Stock | 800 | 119.32 | 95.5K | 96,760 | D | ↗ |
| 2025-04-29 | GROSSMAN ERIC F | Officer | G-Gift | D | Common Stock | 1,835 | 0.00 | — | 197,439 | D | ↗ |
| 2025-04-15 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 10,068 | 111.65 | 1.12M | 199,274 | D | ↗ |
| 2025-04-14 | YESHAYA SHARON | Officer | G-Gift | D | Common Stock | 180 | 0.00 | — | 140,054 | D | ↗ |
| 2025-02-21 | YESHAYA SHARON | Officer | F-InKind | D | Common Stock | 15,427 | 134.34 | 2.07M | 140,234 | D | ↗ |
| 2025-02-21 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 35,895 | 134.34 | 4.82M | 454,867 | D | ↗ |
| 2025-02-21 | SAPERSTEIN ANDREW M | Officer | F-InKind | D | Common Stock | 48,833 | 134.34 | 6.56M | 375,765 | D | ↗ |
| 2025-02-21 | Pizzi Michael A. | Officer | A-Award | A | Common Stock | 32,453 | 0.00 | — | 169,357 | D | ↗ |
| 2025-02-21 | PICK EDWARD | Director / Officer | F-InKind | D | Common Stock | 68,835 | 134.34 | 9.25M | 670,819 | D | ↗ |
| 2025-02-21 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 22,673 | 134.34 | 3.05M | 220,211 | D | ↗ |
| 2025-02-21 | CRAWLEY MANDELL | Officer | F-InKind | D | Common Stock | 7,849 | 134.34 | 1.05M | 63,140 | D | ↗ |
| 2025-01-22 | YESHAYA SHARON | Officer | G-Gift | D | Common Stock | 735 | 0.00 | — | 126,920 | D | ↗ |
| 2025-01-22 | CRAWLEY MANDELL | Officer | S-Sale | D | Common Stock | 8,312 | 138.06 | 1.15M | 55,249 | D | ↗ |
| 2025-01-21 | YESHAYA SHARON | Officer | G-Gift | A | Common Stock | 13,295 | 0.00 | — | 13,295 | I | ↗ |
| 2025-01-21 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 14,520 | 137.20 | 1.99M | 423,729 | D | ↗ |
| 2025-01-21 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 11,887 | 136.99 | 1.63M | 327,108 | D | ↗ |
| 2025-01-21 | Pizzi Michael A. | Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 136,288 | D | ↗ |
| 2025-01-21 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 13,097 | 136.20 | 1.78M | 197,444 | D | ↗ |
| 2025-01-21 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 17,500 | 136.01 | 2.38M | 81,440 | D | ↗ |
| 2025-01-17 | YESHAYA SHARON | Officer | A-Award | A | Common Stock | 43,947 | 0.00 | — | 154,393 | D | ↗ |
| 2025-01-17 | Smith Charles Aubrey III | Officer | A-Award | A | Common Stock | 29,329 | 0.00 | — | 158,045 | D | ↗ |
| 2025-01-17 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 38,878 | 135.81 | 5.28M | 460,360 | D | ↗ |
| 2025-01-17 | SAPERSTEIN ANDREW M | Officer | F-InKind | D | Common Stock | 27,032 | 135.81 | 3.67M | 357,828 | D | ↗ |
| 2025-01-17 | Pizzi Michael A. | Officer | F-InKind | D | Common Stock | 17,855 | 135.81 | 2.42M | 156,179 | D | ↗ |
| 2025-01-17 | PICK EDWARD | Director / Officer | G-Gift | D | Common Stock | 7,101 | 0.00 | — | 613,319 | D | ↗ |
| 2025-01-17 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 22,714 | 135.81 | 3.08M | 223,553 | D | ↗ |
| 2025-01-17 | CRAWLEY MANDELL | Officer | F-InKind | D | Common Stock | 2,382 | 135.81 | 323.5K | 63,561 | D | ↗ |
| 2025-01-17 | AKRAM RAJA | Officer | A-Award | A | Common Stock | 23,463 | 0.00 | — | 111,906 | D | ↗ |
| 2025-01-10 | Pizzi Michael A. | Officer | — | — | 4.875% Non-Cumulative Preferred Stock, Series L | 0 | 0.00 | — | 4,100 | D | ↗ |
| 2024-12-31 | LUCZO STEPHEN J | Director | A-Award | A | Common Stock | 76 | 125.82 | 9.6K | 18,458 | D | ↗ |
| 2024-12-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 530 | 132.04 | 70.0K | 83,168 | D | ↗ |
| 2024-12-01 | SCHAPIRO MARY L | Director | A-Award | A | Common Stock | 379 | 132.04 | 50.0K | 36,582 | D | ↗ |
| 2024-12-01 | LUCZO STEPHEN J | Director | A-Award | A | Common Stock | 379 | 132.04 | 50.0K | 18,381 | D | ↗ |
| 2024-12-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 757 | 132.04 | 100.0K | 114,772 | D | ↗ |
| 2024-10-17 | LUCZO STEPHEN J | Director | S-Sale | D | Common Stock | 60,000 | 119.17 | 7.15M | 138,363 | I | ↗ |
| 2024-08-13 | GROSSMAN ERIC F | Officer | J-Other | D | Common Stock | 58,705 | 0.00 | — | 200,033 | — | ↗ |
| 2024-07-26 | CRAWLEY MANDELL | Officer | S-Sale | D | Common Stock | 3,500 | 105.25 | 368.4K | 43,224 | — | ↗ |
| 2024-07-24 | GORMAN JAMES P | Director / Officer | G-Gift | D | Common Stock | 9,700 | 0.00 | — | 406,351 | — | ↗ |
| 2024-07-19 | YESHAYA SHARON | Officer | S-Sale | D | Common Stock | 15,547 | 104.00 | 1.62M | 0 | — | ↗ |
| 2024-07-18 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 7,500 | 106.37 | 797.8K | 87,119 | — | ↗ |
| 2024-07-17 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 40,000 | 106.54 | 4.26M | 442,522 | — | ↗ |
| 2024-07-17 | PICK EDWARD N | Director / Officer | J-Other | A | Common Stock | 200,000 | 106.12 | 21.22M | 801,407 | — | ↗ |
| 2024-07-17 | Herz Robert H | Director | S-Sale | D | Common Stock | 861 | 106.62 | 91.8K | 96,047 | — | ↗ |
| 2024-07-17 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 200,000 | 105.06 | 21.01M | 150,000 | — | ↗ |
| 2024-06-01 | WILKINS RAYFORD JR | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 72,546 | — | ↗ |
| 2024-06-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 80,602 | — | ↗ |
| 2024-06-01 | SCHAPIRO MARY L | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 35,677 | — | ↗ |
| 2024-06-01 | NALLY DENNIS M | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 41,528 | — | ↗ |
| 2024-06-01 | Miscik Judith A | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 61,076 | — | ↗ |
| 2024-06-01 | Leibowitz Shelley B | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 46,185 | — | ↗ |
| 2024-06-01 | LUCZO STEPHEN J | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 17,202 | — | ↗ |
| 2024-06-01 | James Erika H | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 9,927 | — | ↗ |
| 2024-06-01 | Herz Robert H | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 96,908 | — | ↗ |
| 2024-06-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 111,238 | — | ↗ |
| 2024-06-01 | BUTLER MEGAN | Director | A-Award | A | Common Stock | 2,675 | 0.00 | — | 2,675 | — | ↗ |
| 2024-05-23 | BUTLER MEGAN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-14 | SIMKOWITZ DANIEL A | Officer | G-Gift | D | Common Stock | 20,000 | 0.00 | — | 479,692 | — | ↗ |
| 2024-05-14 | CRAWLEY MANDELL | Officer | S-Sale | D | Common Stock | 6,954 | 99.61 | 692.7K | 46,274 | — | ↗ |
| 2024-04-18 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 100,000 | 90.21 | 9.02M | 414,870 | — | ↗ |
| 2024-04-17 | Smith Charles Aubrey III | Officer | S-Sale | D | Common Stock | 11,200 | 90.09 | 1.01M | 126,190 | — | ↗ |
| 2024-02-22 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 41,513 | 85.46 | 3.55M | 499,692 | — | ↗ |
| 2024-02-22 | SAPERSTEIN ANDREW M | Officer | F-InKind | D | Common Stock | 38,323 | 85.46 | 3.28M | 326,427 | — | ↗ |
| 2024-02-22 | PICK EDWARD N | Director / Officer | F-InKind | D | Common Stock | 84,078 | 85.46 | 7.19M | 598,604 | — | ↗ |
| 2024-02-22 | GROSSMAN ERIC F | Officer | F-InKind | D | Common Stock | 22,315 | 85.46 | 1.91M | 257,552 | — | ↗ |
| 2024-02-22 | GORMAN JAMES P | Director / Officer | F-InKind | D | Common Stock | 165,527 | 85.46 | 14.15M | 514,870 | — | ↗ |
| 2024-02-12 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 26,655 | 87.19 | 2.32M | 286,835 | — | ↗ |
| 2024-02-12 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 100,000 | 87.30 | 8.73M | 350,000 | — | ↗ |
| 2024-02-05 | PICK EDWARD N | Director / Officer | G-Gift | D | Common Stock | 146 | 0.00 | — | 527,386 | — | ↗ |
| 2024-01-31 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 26,562 | 88.55 | 2.35M | 234,627 | — | ↗ |
| 2024-01-30 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 10,000 | 87.92 | 879.2K | 313,490 | — | ↗ |
| 2024-01-30 | GROSSMAN ERIC F | Officer | S-Sale | D | Common Stock | 26,563 | 87.81 | 2.33M | 261,189 | — | ↗ |
| 2024-01-30 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 4,500 | 87.41 | 393.3K | 93,134 | — | ↗ |
| 2024-01-26 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 50,000 | 87.93 | 4.40M | 379,701 | — | ↗ |
| 2024-01-25 | GORMAN JAMES P | Director / Officer | G-Gift | D | Common Stock | 105,000 | 0.00 | — | 479,701 | — | ↗ |
| 2024-01-19 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 10,000 | 84.13 | 841.3K | 323,490 | — | ↗ |
| 2024-01-18 | YESHAYA SHARON | Officer | G-Gift | D | Common Stock | 6,814 | 0.00 | — | 106,720 | — | ↗ |
| 2024-01-18 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 7,000 | 83.56 | 584.9K | 97,634 | — | ↗ |
| 2024-01-17 | YESHAYA SHARON | Officer | F-InKind | D | Common Stock | 4,169 | 85.97 | 358.4K | 113,534 | — | ↗ |
| 2024-01-17 | Smith Charles Aubrey III | Officer | F-InKind | D | Common Stock | 21,667 | 85.97 | 1.86M | 136,246 | — | ↗ |
| 2024-01-17 | SIMKOWITZ DANIEL A | Officer | A-Award | A | Common Stock | 80,809 | 0.00 | — | 507,539 | — | ↗ |
| 2024-01-17 | SAPERSTEIN ANDREW M | Officer | F-InKind | D | Common Stock | 40,964 | 85.97 | 3.52M | 333,490 | — | ↗ |
| 2024-01-17 | PICK EDWARD N | Director / Officer | A-Award | A | Common Stock | 76,064 | 0.00 | — | 599,262 | — | ↗ |
| 2024-01-17 | GROSSMAN ERIC F | Officer | A-Award | A | Common Stock | 48,782 | 0.00 | — | 314,857 | — | ↗ |
| 2024-01-17 | GORMAN JAMES P | Director / Officer | A-Award | A | Common Stock | 63,164 | 0.00 | — | 627,741 | — | ↗ |
| 2024-01-17 | CRAWLEY MANDELL | Officer | A-Award | A | Common Stock | 19,127 | 0.00 | — | 58,789 | — | ↗ |
| 2024-01-17 | AKRAM RAJA | Officer | F-InKind | D | Common Stock | 10,180 | 85.97 | 875.2K | 104,634 | — | ↗ |
| 2023-12-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 873 | 80.20 | 70.0K | 76,513 | — | ↗ |
| 2023-12-01 | LUCZO STEPHEN J | Director | A-Award | A | Common Stock | 623 | 80.20 | 50.0K | 14,263 | — | ↗ |
| 2023-12-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 1,247 | 80.20 | 100.0K | 106,670 | — | ↗ |
| 2023-11-14 | SAPERSTEIN ANDREW M | Officer | I-Discretionary | D | Common Stock | 1,238 | 78.31 | 97.0K | 0 | — | ↗ |
| 2023-10-25 | SIMKOWITZ DANIEL A | Officer | A-Award | A | Common Stock | 111,938 | 0.00 | — | 423,155 | — | ↗ |
| 2023-10-25 | SAPERSTEIN ANDREW M | Officer | A-Award | A | Common Stock | 111,938 | 0.00 | — | 307,558 | — | ↗ |
| 2023-10-25 | PICK EDWARD N | Officer | A-Award | A | Common Stock | 111,938 | 0.00 | — | 719,276 | — | ↗ |
| 2023-07-24 | PICK EDWARD N | Officer | S-Sale | D | Common Stock | 100,000 | 94.33 | 9.43M | 604,845 | — | ↗ |
| 2023-07-24 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 125,000 | 95.19 | 11.90M | 1,011,345 | — | ↗ |
| 2023-07-20 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 37,608 | 93.78 | 3.53M | 319,040 | — | ↗ |
| 2023-07-19 | Smith Charles Aubrey III | Officer | S-Sale | D | Common Stock | 5,600 | 92.41 | 517.5K | 136,513 | — | ↗ |
| 2023-07-19 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 39,254 | 93.09 | 3.65M | 193,708 | — | ↗ |
| 2023-07-19 | GORMAN JAMES P | Director / Officer | S-Sale | D | Common Stock | 62,500 | 92.00 | 5.75M | 1,198,845 | — | ↗ |
| 2023-07-19 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 13,500 | 92.00 | 1.24M | 82,984 | — | ↗ |
| 2023-06-01 | WILKINS RAYFORD JR | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 68,367 | — | ↗ |
| 2023-06-01 | TRAQUINA PERRY M | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 73,256 | — | ↗ |
| 2023-06-01 | SCHAPIRO MARY L | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 31,257 | — | ↗ |
| 2023-06-01 | NALLY DENNIS M | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 38,007 | — | ↗ |
| 2023-06-01 | Miscik Judith A | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 57,106 | — | ↗ |
| 2023-06-01 | Leibowitz Shelley B | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 43,203 | — | ↗ |
| 2023-06-01 | LUCZO STEPHEN J | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 12,754 | — | ↗ |
| 2023-06-01 | James Erika H | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 7,050 | — | ↗ |
| 2023-06-01 | Herz Robert H | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 91,535 | — | ↗ |
| 2023-06-01 | GLOCER THOMAS H | Director | A-Award | A | Common Stock | 1,218 | 82.08 | 100.0K | 103,375 | — | ↗ |
| 2023-06-01 | DARLING ALISTAIR | Director | A-Award | A | Common Stock | 3,168 | 0.00 | — | 38,052 | — | ↗ |
| 2023-05-19 | Smith Charles Aubrey III | Officer | — | I | Common Stock | 0 | 0.00 | — | 5,071 | — | ↗ |
| 2023-05-15 | AKRAM RAJA | Officer | S-Sale | D | Common Stock | 7,320 | 82.95 | 607.2K | 96,484 | — | ↗ |
| 2023-05-03 | GORMAN JAMES P | Director / Officer | G-Gift | D | Common Stock | 1,947 | 0.00 | — | 1,259,894 | — | ↗ |
| 2023-05-03 | GLOCER THOMAS H | Director | S-Sale | D | Common Stock | 4,535 | 87.11 | 395.0K | 98,110 | — | ↗ |
| 2023-05-01 | AKRAM RAJA | Officer | F-InKind | D | Common Stock | 16,321 | 89.97 | 1.47M | 103,148 | — | ↗ |
| 2023-04-21 | LUCZO STEPHEN J | Director | J-Other | D | Common Stock | 34,000 | 90.26 | 3.07M | 146,840 | — | ↗ |
| 2023-02-24 | SIMKOWITZ DANIEL A | Officer | F-InKind | D | Common Stock | 46,530 | 97.94 | 4.56M | 354,604 | — | ↗ |
| 2023-02-24 | SAPERSTEIN ANDREW M | Officer | A-Award | A | Common Stock | 80,194 | 0.00 | — | 272,106 | — | ↗ |
| 2023-02-24 | PICK EDWARD N | Officer | F-InKind | D | Common Stock | 76,338 | 97.94 | 7.48M | 702,504 | — | ↗ |
| 2023-02-24 | Hotsuki Keishi | Officer | F-InKind | D | Common Stock | 20,940 | 97.94 | 2.05M | 339,211 | — | ↗ |
| 2023-02-24 | GROSSMAN ERIC F | Officer | A-Award | A | Common Stock | 51,272 | 0.00 | — | 287,740 | — | ↗ |
| 2023-02-24 | GORMAN JAMES P | Director / Officer | F-InKind | D | Common Stock | 185,388 | 97.94 | 18.16M | 1,261,841 | — | ↗ |
| 2023-02-13 | SAPERSTEIN ANDREW M | Officer | S-Sale | D | Common Stock | 24,556 | 98.23 | 2.41M | 190,440 | — | ↗ |
| 2023-01-31 | SIMKOWITZ DANIEL A | Officer | S-Sale | D | Common Stock | 8,077 | 96.54 | 779.7K | 315,321 | — | ↗ |
Executive team
Top executives
EBIT / Employee
271.0K
Shares Outstanding
1.58B
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Edward N. Pick | Chief Executive Officer & Chairman of the Board | 13M | male |
| Daniel Aaron Simkowitz | Co-President | 12M | male |
| Andrew Michael Saperstein | Co-President | 12M | male |
| Eric F. Grossman | Executive Vice President and Chief Legal & Administrative Officer | 9M | male |
| Sharon Yeshaya | Executive Vice President & Chief Financial Officer | 9M | female |
| Michael A. Pizzi | Executive Vice President & Global Head of Technology and Operations | — | male |
| Michael Grimes | Head of the US Investment Accelerator & Senior Advisor | — | male |
| Michael Wilson | Chief U.S. Equity Strategist & Chief Investment Officer | — | male |
| Mike Wyatt | Vice Chairman of the Global Technology Group | — | male |
| Nelson Walsh | Vice Chairman of Investment Banking | — | male |
| Patrick Michael Gallagher | Managing Director | — | male |
| Robyn Maslynsky Goldschmid | Managing Director | — | female |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-18 | 2026-01-16 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-12-17 | 2026-01-15 | Steve Cohen | TN09 | — | Sale | $50,001 - $100,000 | ↗ |
| 2025-11-18 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-11-13 | 2025-12-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-10-17 | 2025-11-18 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-30 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-11 | 2025-09-29 | Marjorie Taylor Greene | GA14 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-28 | 2025-09-01 | Marjorie Taylor Greene | GA14 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-14 | 2025-09-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-08-04 | 2025-09-12 | Ro Khanna | CA17 | Spouse | Purchase | $1,000 - $15,000 | ↗ |
| 2025-07-11 | 2025-08-20 | Ritchie Torres | NY15 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-06 | 2025-07-10 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-06-06 | 2025-07-10 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-15 | 2025-06-16 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-05-14 | 2025-05-20 | Marjorie Taylor Greene | GA14 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-05 | 2025-05-07 | Marjorie Taylor Greene | GA14 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-21 | 2025-05-13 | Bruce Westerman | AR04 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-07 | 2025-05-15 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-07 | 2025-05-09 | Jefferson Shreve | IN06 | — | Sale | $15,001 - $50,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for MS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
