Company Morgan Stanley

Equities

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse 04:02:08 2024-04-24 pm EDT 5-day change 1st Jan Change
93.85 USD +0.10% Intraday chart for Morgan Stanley +4.19% +0.64%

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 61.25 %
Stock B 0 519,882 0 0
Stock C 1 2,047,333,839 1,254,087,071 ( 61.25 %) 412,065,542 ( 20.13 %)
Stock D 0 44,000 0 0

Shareholders

NameEquities%Valuation
377,085,167 23.06 % 35 506 M $
113,915,845 6.966 % 10 726 M $
Vanguard Fiduciary Trust Co.
6.668 %
109,042,753 6.668 % 10 267 M $
BlackRock Advisors LLC
4.152 %
67,892,149 4.152 % 6 393 M $
JPMorgan Investment Management, Inc.
3.523 %
57,609,778 3.523 % 5 425 M $
Wellington Management Co. LLP
2.351 %
38,451,051 2.351 % 3 621 M $
Capital Research & Management Co. (International Investors)
1.498 %
24,499,542 1.498 % 2 307 M $
Geode Capital Management LLC
1.459 %
23,861,892 1.459 % 2 247 M $
Merrill Lynch International
1.425 %
23,297,178 1.425 % 2 194 M $
Fisher Asset Management LLC
1.237 %
20,228,334 1.237 % 1 905 M $
NameEquities%Valuation
PNC Investments LLC
6.242 %
2,496,936 6.242 % 66 M $
Flaherty & Crumrine, Inc.
0.3096 %
123,858 0.3096 % 3 M $
Fubon Asset Management Co., Ltd.
0.1010 %
40,393 0.1010 % 1 M $
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 316 167 $
DoubleLine Capital LP
0.0250 %
10,000 0.0250 % 263 100 $
NameEquities%Valuation
37 100.00 % 3 484 $
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0481 %
25,000 0.0481 % 503 500 $
Innovative Portfolios LLC
0.007692 %
4,000 0.007692 % 80 560 $
Russell Investments Canada Ltd.
0.002112 %
1,098 0.002112 % 22 114 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 20 140 $
NameEquities%Valuation
Caixa DTVM SA
0.000293 %
23,949 0.000293 % 451 704 $
Machado De Almeida Asset Management Ltda.
0.000248 %
20,300 0.000248 % 382 880 $
Bram Bradesco Asset Management S/A DTVM
0.000185 %
15,135 0.000185 % 285 462 $
Western Asset Management Company DTVM Ltda.
0.000002 %
139 0.000002 % 2 622 $
NameEquities%Valuation
20 - 1 883 $
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 % 666 449 $
First Securities Investment Trust Co. Ltd.
0.007130 %
2,460 0.007130 % 62 115 $
Goldman Sachs Asset Management International
0.006046 %
2,086 0.006046 % 52 672 $
Russell Investments Canada Ltd.
0.003188 %
1,100 0.003188 % 27 775 $
Pulteney Street Capital Management LLC
0.002725 %
940 0.002725 % 23 735 $
NameEquities%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0698 %
27,933 0.0698 % 695 532 $
DoubleLine Capital LP
0.0393 %
15,700 0.0393 % 390 930 $
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 299 223 $
Bartlett & Co. Wealth Management LLC
0.0128 %
5,113 0.0128 % 127 314 $
Pulteney Street Capital Management LLC
0.002568 %
1,027 0.002568 % 25 572 $
Russell Investments Canada Ltd.
0.002025 %
810 0.002025 % 20 169 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.6500 %
130,000 0.6500 % 3 M $
Byrne Asset Management LLC
0.002000 %
400 0.002000 % 9 328 $
NameEquities%Valuation
67 100.00 % 6 309 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
3.987 %
1,594,994 3.987 % 40 M $
PIMCO Europe Ltd.
0.8420 %
336,806 0.8420 % 8 M $
DoubleLine Capital LP
0.0861 %
34,425 0.0861 % 860 281 $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0695 %
27,807 0.0695 % 694 897 $
Capital Investment Trust Corp.
0.0250 %
10,014 0.0250 % 250 250 $
Innovative Portfolios LLC
0.0150 %
6,000 0.0150 % 149 940 $
JOHCM (USA), Inc.
0.004198 %
1,679 0.004198 % 41 958 $
Bartlett & Co. Wealth Management LLC
0.001500 %
600 0.001500 % 14 994 $
NameEquities%Valuation
90 100.00 % 8 474 $
NameEquities%Valuation
31 100.00 % 2 919 $
NameEquities%Valuation
57 100.00 % 1 329 $
NameEquities%Valuation
Atlas Wealth LLC
1.163 %
511,816 1.163 % 12 M $
Tower Bridge Advisors, Inc.
0.1650 %
72,595 0.1650 % 2 M $
Delta Capital Management LLC (New Jersey)
0.0608 %
26,755 0.0608 % 607 339 $
Ethos Financial Group LLC
0.0585 %
25,748 0.0585 % 584 480 $
Estabrook Capital Management LLC
0.006148 %
2,705 0.006148 % 61 404 $
VIMA LLC
0.002070 %
911 0.002070 % 20 680 $
NameEquities%Valuation
Zugerberg Finanz AG
-
0 - - $
Flaherty & Crumrine, Inc.
-
0 - - $
Innovative Portfolios LLC
-
0 - - $
PIMCO Europe Ltd.
-
0 - - $
AQA Capital Ltd.
-
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 $
IAT Reinsurance Co. Ltd.
0.2941 %
100,000 0.2941 % 3 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0737 %
25,073 0.0737 % 630 837 $
NWQ Investment Management Co. LLC
0.0159 %
5,400 0.0159 % 135 864 $
Innovative Portfolios LLC
0.009691 %
3,295 0.009691 % 82 902 $

Holdings

NameEquities%Valuation
9,727,311 10.94% 209,623,552 $
216,000 0.02% 5,563,657 $

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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