Company Morgan Stanley

Equities

MS

US6174464486

Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX 09:41:45 2024-05-17 am EDT 5-day change 1st Jan Change
99.59 USD +0.01% Intraday chart for Morgan Stanley +1.50% +6.79%

Business Summary

Morgan Stanley is a financial services group. Income (including intragroup) breaks down by activity as follows:

- investment and finance banking (45%): specialized financing (acquisitions, projects, etc.), operations on the stock, interest, exchange, and raw materials markets, share trading transactions, merger-acquisition consulting, etc.;

- wealth management (45%);

- assets management (10%): USD 1,305 billion asset under management at the end of 2022.

Income is distributed geographically as follows: Americas (74.7%), Europe/Middle East/Africa (12.7%) and Asia (12.6%).

Number of employees: 80,000

Sales per Business

USD in Million2022Weight2023Weight Delta
Wealth Management
48.5 %
24,417 45.5 % 26,268 48.5 % +7.58%
Institutional Securities
42.6 %
24,393 45.5 % 23,060 42.6 % -5.46%
Investment Management
9.9 %
5,375 10.0 % 5,370 9.9 % -0.09%
Intersegment Eliminations
-1.0 %
-517 -1.0 % -555 -1.0 % +7.35%

Sales per region

USD in Million2022Weight2023Weight Delta
Americas
76.9 %
40,117 74.8 % 41,651 76.9 % +3.82%
Asia
11.9 %
6,740 12.6 % 6,434 11.9 % -4.54%
EMEA
11.2 %
6,811 12.7 % 6,058 11.2 % -11.06%

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 20,000 0 0 61.49 %
Stock B 0 519,882 0 0
Stock C 1 2,038,893,979 1,254,078,605 ( 61.51 %) 412,236,518 ( 20.22 %)
Stock D 0 44,000 0 0

Shareholders

NameEquities%Valuation
377,085,167 23.18 % 34 903 M $
111,569,678 6.857 % 10 327 M $
Vanguard Fiduciary Trust Co.
6.665 %
108,436,118 6.665 % 10 037 M $
BlackRock Advisors LLC
4.089 %
66,527,184 4.089 % 6 158 M $
JPMorgan Investment Management, Inc.
2.984 %
48,557,681 2.984 % 4 494 M $
Wellington Management Co. LLP
2.637 %
42,901,669 2.637 % 3 971 M $
Capital Research & Management Co. (International Investors)
1.751 %
28,481,070 1.751 % 2 636 M $
Geode Capital Management LLC
1.508 %
24,542,538 1.508 % 2 272 M $
Merrill Lynch International
1.503 %
24,455,101 1.503 % 2 264 M $
Fisher Asset Management LLC
1.277 %
20,783,077 1.277 % 1 924 M $
NameEquities%Valuation
PNC Investments LLC
6.312 %
2,524,782 6.312 % 64 M $
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 306 434 $
DoubleLine Capital LP
0.0250 %
10,000 0.0250 % 255 000 $
Financial Gravity Asset Management, Inc.
0.000095 %
38 0.000095 % 969 $
NameEquities%Valuation
37 100.00 % 3 425 $
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0481 %
25,000 0.0481 % 472 000 $
Innovative Portfolios LLC
0.007692 %
4,000 0.007692 % 75 520 $
Russell Investments Canada Ltd.
0.002112 %
1,098 0.002112 % 20 730 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 18 880 $
NameEquities%Valuation
Caixa DTVM SA
0.000290 %
23,629 0.000290 % 430 402 $
Machado De Almeida Asset Management Ltda.
0.000250 %
20,300 0.000250 % 369 764 $
Bram Bradesco Asset Management S/A DTVM
0.000176 %
14,355 0.000176 % 261 476 $
Western Asset Management Company DTVM Ltda.
0.000002 %
196 0.000002 % 3 570 $
NameEquities%Valuation
20 - 1 851 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
1.292 %
445,718 1.292 % 11 M $
CTBC Investments Co., Ltd.
0.1596 %
55,079 0.1596 % 1 M $
NWQ Investment Management Co. LLC
0.1399 %
48,253 0.1399 % 1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0765 %
26,394 0.0765 % 668 560 $
First Securities Investment Trust Co. Ltd.
0.007130 %
2,460 0.007130 % 62 312 $
Goldman Sachs Asset Management International
0.006046 %
2,086 0.006046 % 52 838 $
Russell Investments Canada Ltd.
0.003188 %
1,100 0.003188 % 27 863 $
Pulteney Street Capital Management LLC
0.002725 %
940 0.002725 % 23 810 $
Operose Advisors LLC
0.000855 %
295 0.000855 % 7 472 $
Financial Gravity Asset Management, Inc.
0.000203 %
70 0.000203 % 1 773 $
NameEquities%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0698 %
27,933 0.0698 % 699 442 $
DoubleLine Capital LP
0.0393 %
15,700 0.0393 % 393 128 $
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 300 906 $
Pulteney Street Capital Management LLC
0.002568 %
1,027 0.002568 % 25 716 $
Russell Investments Canada Ltd.
0.002025 %
810 0.002025 % 20 282 $
Operose Advisors LLC
0.000975 %
390 0.000975 % 9 766 $
Financial Gravity Asset Management, Inc.
0.000038 %
15 0.000038 % 376 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.6500 %
130,000 0.6500 % 3 M $
WhaleRock Point Partners LLC
0.0800 %
16,000 0.0800 % 353 120 $
Byrne Asset Management LLC
0.002000 %
400 0.002000 % 8 828 $
NameEquities%Valuation
67 100.00 % 6 202 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
3.323 %
1,329,182 3.323 % 32 M $
PIMCO Europe Ltd.
0.8420 %
336,806 0.8420 % 8 M $
DoubleLine Capital LP
0.0861 %
34,425 0.0861 % 834 806 $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0695 %
27,807 0.0695 % 674 320 $
WhaleRock Point Partners LLC
0.0484 %
19,350 0.0484 % 469 238 $
Capital Investment Trust Corp.
0.0250 %
10,014 0.0250 % 242 840 $
Innovative Portfolios LLC
0.0150 %
6,000 0.0150 % 145 500 $
JOHCM (USA), Inc.
0.004198 %
1,679 0.004198 % 40 716 $
ORG Partners LLC
0.000063 %
25 0.000063 % 606 $
Financial Gravity Asset Management, Inc.
0.000050 %
20 0.000050 % 485 $
NameEquities%Valuation
90 100.00 % 8 330 $
NameEquities%Valuation
31 100.00 % 2 869 $
NameEquities%Valuation
57 100.00 % 1 258 $
NameEquities%Valuation
Atlas Wealth LLC
0.9973 %
438,829 0.9973 % 10 M $
Tower Bridge Advisors, Inc.
0.0927 %
40,795 0.0927 % 906 465 $
Delta Capital Management LLC (New Jersey)
0.0608 %
26,755 0.0608 % 594 496 $
Ethos Financial Group LLC
0.0599 %
26,348 0.0599 % 585 453 $
Estabrook Capital Management LLC
0.006148 %
2,705 0.006148 % 60 105 $
VIMA LLC
0.002070 %
911 0.002070 % 20 242 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
0 - - $
Zugerberg Finanz AG
-
0 - - $
PIMCO Europe Ltd.
-
0 - - $
AQA Capital Ltd.
-
0 - - $
Innovative Portfolios LLC
-
0 - - $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
4.665 %
1,585,931 4.665 % 40 M $
AEGON Investment Management BV
0.5799 %
197,172 0.5799 % 5 M $
Whittier Advisors LLC
0.4274 %
145,309 0.4274 % 4 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0737 %
25,073 0.0737 % 632 341 $
NWQ Investment Management Co. LLC
0.0159 %
5,400 0.0159 % 136 188 $
Innovative Portfolios LLC
0.009691 %
3,295 0.009691 % 83 100 $
Financial Gravity Asset Management, Inc.
0.000215 %
73 0.000215 % 1 841 $
ORG Partners LLC
0.000059 %
20 0.000059 % 504 $

Holdings

NameEquities%Valuation
9,727,311 10.94% 209,623,552 $
216,000 0.02% 5,977,262 $

Company contact information

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

http://www.morganstanley.com
address Morgan Stanley(MS)

Group companies

NameCategory and Sector
Investment Managers
Saxon Asset Securities Co.
Finance/Rental/Leasing
Morgan Stanley ABS Capital I, Inc.
Investment Trusts/Mutual Funds
ETCF Asset Funding Corp.
Investment Trusts/Mutual Funds
MS Structured Asset Corp.
Finance/Rental/Leasing
Investment Managers
Investment Managers
Investment Banks/Brokers
Oil & Gas Production
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