Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 01:30:59 14/03/2026 am IST			5-day change	1st Jan Change
154.87 ^USD	+0.32%		-3.37%	-12.76%

15/03	Iran holds the key to reopening global energy markets	RE
15/03	LSEG to Issue $3 Billion US Corporate Bonds for Debt Refinancing	MT

Share class: Morgan Stanley

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	20,000	0	0	60.44 %
Stock B	0	5,19,882	0	0
Stock C	1	2,03,38,25,549	1,22,96,48,247 ( 60.46 %)	42,68,25,549 ( 20.99 %)
Stock D	0	44,000	0	0

Major shareholders: Morgan Stanley

Name	Equities	%	Valuation
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.75 %	37,70,85,167	23.75 %	62 788 M $
Vanguard Fiduciary Trust Co. 7.54 %	11,97,18,100	7.54 %	19 934 M $
STATE STREET CORPORATION 6.541 %	10,38,54,751	6.541 %	17 293 M $
BlackRock Advisors LLC 4.642 %	7,37,01,076	4.642 %	12 272 M $
JPMorgan Investment Management, Inc. 2.26 %	3,58,89,665	2.26 %	5 976 M $
Geode Capital Management LLC 1.705 %	2,70,70,557	1.705 %	4 508 M $
Fidelity Management & Research Co. LLC 1.64 %	2,60,42,881	1.64 %	4 336 M $
Fisher Asset Management LLC 1.576 %	2,50,18,335	1.576 %	4 166 M $
Capital Research & Management Co. (International Investors) 1.294 %	2,05,44,097	1.294 %	3 421 M $
BlackRock Life Ltd. 1.177 %	1,86,89,604	1.177 %	3 112 M $
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Name	Equities	%	Valuation
PNC Wealth Management LLC 6.662 %	26,64,734	6.662 %	69 M $
Capital Investment Trust Corp. 0.03 %	12,006	0.03 %	309 875 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0213 %	8,504	0.0213 %	219 488 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	181 $

Name	Equities	%	Valuation
Sterling Capital Management LLC 3.242 %	6,48,408	3.242 %	14 M $
PIMCO Europe Ltd. 0.5635 %	1,12,700	0.5635 %	2 M $
WhaleRock Point Partners LLC 0.08 %	16,000	0.08 %	333 920 $
ORG Partners LLC 0.0482 %	9,650	0.0482 %	201 396 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	8 348 $
NBC Securities, Inc. 0.000235 %	47	0.000235 %	981 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 4.665 %	15,85,931	4.665 %	40 M $
Whittier Advisors LLC 0.4274 %	1,45,309	0.4274 %	4 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0563 %	19,147	0.0563 %	485 951 $
ORG Partners LLC 0.000059 %	20	0.000059 %	508 $
NBC Securities, Inc. 0.000026 %	9	0.000026 %	228 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	2,87,000	-	295 610 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	3,46,000	-	266 420 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.0628 %	32,679	0.0628 %	589 529 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	270 600 $
McMillan Office, Inc. 0.0135 %	7,000	0.0135 %	126 280 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	18 040 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.001442 %	750	0.001442 %	13 530 $
NBC Securities, Inc. 0.000137 %	71	0.000137 %	1 281 $

Name	Equities	%	Valuation
Santa Fé Investimentos Ltda 0.000016 %	1,300	0.000016 %	43 253 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	682 691 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	4,45,718	1.292 %	11 M $
CTBC Investments Co., Ltd. 0.1595 %	55,030	0.1595 %	1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0564 %	19,466	0.0564 %	496 383 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	64 949 $
NBC Securities, Inc. 0.00298 %	1,028	0.00298 %	26 214 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0543 %	21,705	0.0543 %	549 788 $
Capital Investment Trust Corp. 0.0212 %	8,493	0.0212 %	215 128 $
Garton & Associates Financial Advisors LLC 0.00613 %	2,452	0.00613 %	62 109 $
Hurley Capital LLC 0.003232 %	1,293	0.003232 %	32 752 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 790 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	6 161 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	7,51,117	1.878 %	19 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.2662 %	1,06,487	0.2662 %	3 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0547 %	21,879	0.0547 %	543 256 $
WhaleRock Point Partners LLC 0.0509 %	20,350	0.0509 %	505 291 $
NBC Securities, Inc. 0.0289 %	11,552	0.0289 %	286 836 $
Russell Investments Canada Ltd. 0.00218 %	872	0.00218 %	21 652 $
ORG Partners LLC 0.000062 %	25	0.000062 %	621 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 0.467 %	1,86,800	0.467 %	5 M $
PIMCO Europe Ltd. 0.323 %	1,29,200	0.323 %	3 M $
WhaleRock Point Partners LLC 0.125 %	50,000	0.125 %	1 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.0825 %	33,018	0.0825 %	871 675 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	185 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	14 986 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	5 162 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	1,69,000	-	126 750 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 190 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.3886 %	1,70,972	0.3886 %	3 M $
Tower Bridge Advisors, Inc. 0.0768 %	33,795	0.0768 %	669 141 $
Ethos Financial Group LLC 0.0633 %	27,836	0.0633 %	551 153 $
Delta Capital Management LLC (New Jersey) 0.0582 %	25,605	0.0582 %	506 979 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	26 829 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	19 800 $
NBC Securities, Inc. 0.000025 %	11	0.000025 %	218 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	2,21,000	-	176 800 $
Holbrook Holdings, Inc. -	53,000	-	42 400 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	48,60,000	-	5 M $
PIMCO Europe Ltd. -	36,00,000	-	4 M $
AQA Capital Ltd. -	7,00,000	-	698 446 $
LFG+ZEST SA -	7,00,000	-	698 446 $
Kohmann Bosshard Financial Services LLC -	1,00,000	-	99 778 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	2,79,000	-	209 250 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	9,09,000	-	736 290 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	67	100 %	11 156 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	66,000	-	54 120 $

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	3 330 $

Breakdown by shareholder type

Institutional	49.89%
Mitsubishi UFJ Financial Group, Inc.	23.75%
State Street Corp.	6.54%
Other	5.52%
Individuals	0.2%
Sumitomo Mitsui Trust Group, Inc.	0.17%
Manulife Financial Corp.	0.15%
Fifth Third Bancorp	0.1%
Governments	0.1%
Swedbank AB	0.06%
Danske Bank A/S	0.05%
The Bank of Nova Scotia	0.05%
SEI Investments Co.	0.05%
Zurich Insurance Group AG	0.05%
Rathbones Group Plc	0.04%
Banco Bilbao Vizcaya Argentaria SA	0.02%
ABN AMRO Bank NV	0.02%
Skandinaviska Enskilda Banken AB	0.02%
German American Bancorp, Inc.	0.01%
Banque Cantonale Vaudoise	0.01%
Peapack-Gladstone Financial Corp.	0.01%
The Allstate Corp.	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Unknown	13.16%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	48.31%
Japan	24.25%
United Kingdom	6.12%
Canada	2.73%
Norway	1.07%
France	0.92%
Australia	0.71%
Sweden	0.41%
Hong Kong	0.27%
Switzerland	0.27%
South Korea	0.23%
Belgium	0.21%
Germany	0.2%
Netherlands	0.2%
Individuals	0.2%
Denmark	0.19%
Spain	0.09%
Ireland	0.09%
Luxembourg	0.07%
Italy	0.06%
Finland	0.04%
New Zealand	0.04%
Malta	0.04%
Austria	0.03%
Czech Republic	0.02%
Taiwan	0.02%
Israel	0.01%
Singapore	0.01%
Brazil	0.01%
South Africa	0.01%
Mexico	0.01%

Based on 1000 largest holdings

Morgan Stanley is a financial services group. Income (including intragroup) breaks down by activity as follows: - wealth management (45.6%); - 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.; - asset and investment fund management (9.4%): USD 1,666 billion of assets under management at the end of 2024. Income is distributed geographically as follows: Americas (76%), Asia (12.4%) and Europe/Middle East/Africa (11.6%).

Employees

83,000

Sector

Investment Banking & Brokerage Services

Calendar

15/04 - Earnings release - Q1 2026

More about the company