Company Morgan Stanley

Equities

MS

US6174464486

Investment Banking & Brokerage Services

Business description: Morgan Stanley

Sales by Activity: Morgan Stanley

Geographical breakdown of sales: Morgan Stanley

Executive Committee: Morgan Stanley

Composition of the Board of Directors: Morgan Stanley

Shareholders: Morgan Stanley

Company details: Morgan Stanley

Group companies: Morgan Stanley

Other Investment Banking & Brokerage Services

Sector

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

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%).

Number of employees: 83,000

Fiscal Period: December	2021 (USD)	2022 (USD)	2023 (USD)	2024 (USD)	2025 (USD)
Institutional Securities (IS)	2.98TCr	2.42TCr	2.27TCr	2.79TCr	3.28TCr
Wealth Management (WM)	2.42TCr	2.43TCr	2.61TCr	2.84TCr	3.17TCr
Investment Management (IM)	622Cr	537.5Cr	537Cr	586.1Cr	652.5Cr
Intersegment Eliminations	-54Cr	-52Cr	-56Cr	-60Cr	-71Cr

See all business segments

Fiscal Period: December	2021 (USD)	2022 (USD)	2023 (USD)	2024 (USD)	2025 (USD)
Americas	4.46TCr	4.01TCr	4.17TCr	4.69TCr	5.29TCr
Asia	745.1Cr	674Cr	643.4Cr	763.5Cr	942Cr
Europe, Middle East and Africa (EMEA)	769.9Cr	681.1Cr	605.8Cr	719.7Cr	832.8Cr

See all geographic segments

Manager	Title	Age	Since
Edward Pick CEO	Chief Executive Officer	57	01/01/2024
Andy Saperstein PSD	President	58	01/06/2021
Daniel Simkowitz PSD	President	59	01/01/2024
Sharon Yeshaya DFI	Director of Finance/CFO	47	01/06/2021
Mike Wilson CIO	Chief Investment Officer	-	01/01/2012

See MORGAN STANLEY governance

Director	Title	Age	Since
Robert Herz BRD	Director/Board Member	72	02/07/2012
Tom Glocer BRD	Director/Board Member	65	14/05/2013
Rayford Wilkins BRD	Director/Board Member	74	01/08/2013
Jami Miscik BRD	Director/Board Member	67	01/11/2014
Perry Traquina BRD	Director/Board Member	70	01/05/2015
Dennis Nally BRD	Director/Board Member	73	01/10/2016
Mary Schapiro BRD	Director/Board Member	70	01/07/2018
Edward Pick CHM	Chairman	57	01/01/2025
Shelley Leibowitz BRD	Director/Board Member	65	02/10/2020
Hironori Kamezawa BRD	Director/Board Member	63	20/05/2021

Composition of the Board of Directors

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 $

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 $

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 $

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 $

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 $

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 $

List of MORGAN STANLEY shareholders

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

http://www.morganstanley.com

Name	Category and Sector
Morgan Stanley (Switzerland) AG Morgan Stanley (Switzerland) AG Investment ManagersFinance Provides investment advice	Investment Managers
Morgan Stanley Mauritius Co. Ltd. Morgan Stanley Mauritius Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides business services	Miscellaneous Commercial Services
Morgan Stanley Municipal Funding, Inc.
Morgan Stanley Municipal Funding, Inc.
Solium Trustee (UK) Ltd. Solium Trustee (UK) Ltd. Investment Banks/BrokersFinance Deals in securities and commodities	Investment Banks/Brokers

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Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
MORGAN STANLEY	+0.32%	-3.37%	+34.27%	+81.37%	25TCr
THE GOLDMAN SACHS GROUP, INC.	-0.67%	-4.77%	+44.48%	+150.56%	24TCr
CITIGROUP INC.	+0.18%	-0.79%	+53.66%	+135.81%	18TCr
CHARLES SCHWAB	+1.99%	-2.28%	+20.68%	+56.27%	16TCr
CITIC SECURITIES COMPANY LIMITED	-0.69%	-2.57%	-8.27%	+28.43%	5.37TCr
RAYMOND JAMES FINANCIAL, INC.	+0.96%	-4.00%	+2.51%	+67.47%	2.88TCr
HUATAI SECURITIES CO., LTD.	-0.86%	-3.53%	+8.68%	+59.50%	2.41TCr
CSC FINANCIAL CO., LTD.	-0.89%	-1.15%	+6.69%	+47.42%	2.34TCr
LPL FINANCIAL HOLDINGS INC.	-0.20%	-7.82%	-10.24%	+47.83%	2.31TCr
NOMURA HOLDINGS, INC.	-0.59%	-0.55%	+23.97%	+139.79%	2.17TCr
Average	-0.04%	-3.15%	+17.65%	+81.45%	10.1TCr
Weighted average by Cap.	+0.20%	-2.97%	+32.41%	+99.77%

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