MS MORGAN STANLEY

2026Q1 · CUSIP 617446448 · Sector: Financials

Fading · Price holds, watch

Holders

2,483

Δ holders QoQ

-38

Breadth percentile

Top 96%

Whale holders

357

Δ whales

-3

Inst. holding value

$210.8B

New positions

176

Closed positions

214

Price momentum (1Q)

+12.9%

Put / Call

51/44

Breadth history (34 quarters)

Past Lit Events & Aftermath 18 lit events

Period	Percentile	Next-1Q return	Next-2Q return
2025Q4	Top 1%	+12.9%	—
2025Q3	Top 4%	+10.0%	+25.4%
2025Q2	Top 1%	+13.9%	+23.4%
2024Q4	Top 1%	-6.3%	+3.9%
2024Q3	Top 5%	-0.9%	-4.2%
2024Q2	Top 8%	+31.6%	+40.7%
2024Q1	Top 6%	+2.4%	+36.0%
2023Q4	Top 4%	+16.9%	+19.8%
2023Q2	Top 16%	-7.8%	+1.8%
2022Q4	Top 3%	-14.4%	-13.2%
2021Q4	Top 3%	-19.5%	-7.7%
2021Q3	Top 2%	+1.2%	-18.6%
2021Q2	Top 6%	-3.1%	+0.3%
2021Q1	Top 0%	+18.6%	+15.0%
2020Q4	Top 1%	+16.3%	+38.0%
2020Q3	Top 5%	+29.4%	+49.5%
2020Q2	Top 3%	+11.2%	+49.0%
2019Q4	Top 5%	-26.8%	-6.2%

Show all 18 events

Options Sentiment

Put holders

QoQ: -9

Call holders

QoQ: -7

See methodology →

Fundamentals

PE (TTM)

19.1

EPS (TTM)

$11.04

EPS YoY

+29.4%

Revenue (TTM)

$73.5B

Revenue YoY

+14.2%

Net margin

24.6%

ROE

15.8%

Debt ratio

92.7%

FCF (TTM)

—

Dividend (TTM)

$3.92

Quarterly Revenue & EPS (4Y)

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

Get the next update

2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.