Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX Other stock markets 16:58:33 13/05/2026 BST			5-day change	1st Jan Change
193.16 ^USD	+0.67%		-0.19%	+8.71%

04:37pm	S&P 500 holds near record highs as tech boost offsets hot inflation data	RE
12:37pm	Morgan Stanley lifts S&P 500's annual target on hopes of earnings-driven rallies	RE

Share class: Morgan Stanley

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	20,000	0	0	58.59 %
Stock B	0	519,882	0	0
Stock C	1	2,036,549,498	1,193,526,952 ( 58.61 %)	459,264,681 ( 22.55 %)
Stock D	0	44,000	0	0

Major shareholders: Morgan Stanley

Name	Equities	%	Valuation
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.85 %	377,085,167	23.85 %	71 869 M $
STATE STREET CORPORATION 6.567 %	103,854,751	6.567 %	19 794 M $
Vanguard Capital Management LLC 5.682 %	89,855,360	5.682 %	17 126 M $
Vanguard Capital Management LLC 4.914 %	77,715,132	4.914 %	14 812 M $
BlackRock Advisors LLC 4.661 %	73,701,076	4.661 %	14 047 M $
JPMorgan Investment Management, Inc. 2.258 %	35,714,453	2.258 %	6 807 M $
Vanguard Portfolio Management LLC 1.912 %	30,240,801	1.912 %	5 764 M $
Geode Capital Management LLC 1.712 %	27,070,557	1.712 %	5 159 M $
Fidelity Management & Research Co. LLC 1.647 %	26,042,881	1.647 %	4 964 M $
Fisher Asset Management LLC 1.619 %	25,600,068	1.619 %	4 879 M $
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Name	Equities	%	Valuation
PNC Wealth Management LLC 6.621 %	2,648,276	6.621 %	67 M $
Capital Investment Trust Corp. 0.03 %	12,003	0.03 %	303 316 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0213 %	8,502	0.0213 %	214 846 $
First Command Advisory Services, Inc. 0.000208 %	83	0.000208 %	2 097 $

Name	Equities	%	Valuation
Sterling Capital Management LLC 3.356 %	671,241	3.356 %	14 M $
PIMCO Europe Ltd. 0.5635 %	112,700	0.5635 %	2 M $
WhaleRock Point Partners LLC 0.08 %	16,000	0.08 %	328 320 $
ORG Partners LLC 0.0482 %	9,650	0.0482 %	198 018 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	8 208 $
First Command Advisory Services, Inc. 0.00085 %	170	0.00085 %	3 488 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 4.665 %	1,585,931	4.665 %	40 M $
Whittier Advisors LLC 0.4274 %	145,309	0.4274 %	4 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0551 %	18,742	0.0551 %	473 236 $
Golden State Equity Partners LLC 0.0282 %	9,599	0.0282 %	242 375 $
First Command Advisory Services, Inc. 0.000412 %	140	0.000412 %	3 535 $
ORG Partners LLC 0.000059 %	20	0.000059 %	505 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	287,000	-	295 610 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	346,000	-	266 420 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.3272 %	170,122	0.3272 %	3 M $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	261 300 $
McMillan Office, Inc. 0.0135 %	7,000	0.0135 %	121 940 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	17 420 $
First Command Advisory Services, Inc. 0.00114 %	593	0.00114 %	10 330 $

Name	Equities	%	Valuation
Santa Fé Investimentos Ltda 0.000023 %	1,830	0.000023 %	70 065 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	781 419 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	445,718	1.292 %	11 M $
CTBC Investments Co., Ltd. 0.1595 %	55,017	0.1595 %	1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.055 %	18,961	0.055 %	481 230 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	64 643 $
Golden State Equity Partners LLC 0.000136 %	47	0.000136 %	1 193 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0527 %	21,099	0.0527 %	529 796 $
Capital Investment Trust Corp. 0.0212 %	8,491	0.0212 %	213 209 $
Hurley Capital LLC 0.003285 %	1,314	0.003285 %	32 995 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 713 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	7 052 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	18 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.2662 %	106,461	0.2662 %	3 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0547 %	21,873	0.0547 %	529 327 $
WhaleRock Point Partners LLC 0.0509 %	20,350	0.0509 %	492 470 $
Russell Investments Canada Ltd. 0.00218 %	872	0.00218 %	21 102 $
First Command Advisory Services, Inc. 0.000695 %	278	0.000695 %	6 728 $
ORG Partners LLC 0.000062 %	25	0.000062 %	605 $
Golden State Equity Partners LLC 0.000062 %	25	0.000062 %	605 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 0.467 %	186,800	0.467 %	5 M $
PIMCO Europe Ltd. 0.323 %	129,200	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 %	33,010	0.0825 %	843 736 $
First Command Advisory Services, Inc. 0.00014 %	56	0.00014 %	1 431 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	17 153 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	5 908 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	169,000	-	126 750 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 170 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.5757 %	253,302	0.5757 %	5 M $
Ethos Financial Group LLC 0.0633 %	27,836	0.0633 %	540 853 $
Delta Capital Management LLC (New Jersey) 0.0536 %	23,605	0.0536 %	458 645 $
Capital Investment Trust Corp. 0.0159 %	7,002	0.0159 %	136 049 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	26 328 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	19 430 $
First Command Advisory Services, Inc. 0.000273 %	120	0.000273 %	2 332 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	221,000	-	176 800 $
Holbrook Holdings, Inc. -	53,000	-	42 400 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. -	4,860,000	-	5 M $
PIMCO Europe Ltd. -	3,600,000	-	4 M $
LFG+ZEST SA -	700,000	-	698 446 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	279,000	-	209 250 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	909,000	-	736 290 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	67	100 %	12 770 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	3 812 $

Breakdown by shareholder type

Institutional	53.63%
Mitsubishi UFJ Financial Group, Inc.	23.85%
State Street Corp.	6.57%
Other	5.49%
Individuals	0.2%
Sumitomo Mitsui Trust Group, Inc.	0.16%
Manulife Financial Corp.	0.15%
Fifth Third Bancorp	0.11%
Governments	0.1%
Swedbank AB	0.06%
Zurich Insurance Group AG	0.05%
The Bank of Nova Scotia	0.05%
SEI Investments Co.	0.05%
ABN AMRO Bank NV	0.02%
Banco Bilbao Vizcaya Argentaria SA	0.02%
German American Bancorp, Inc.	0.01%
Banque Cantonale Vaudoise	0.01%
Regions Financial Corp.	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Peapack-Gladstone Financial Corp.	0.01%
Unknown	9.43%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	52.44%
Japan	24.16%
United Kingdom	6.28%
Canada	2.85%
Norway	1.08%
France	0.92%
Australia	0.55%
Sweden	0.45%
Switzerland	0.26%
Netherlands	0.25%
Belgium	0.21%
Individuals	0.2%
Germany	0.18%
Denmark	0.15%
Ireland	0.09%
Spain	0.09%
Italy	0.06%
Luxembourg	0.06%
South Korea	0.05%
New Zealand	0.04%
Hong Kong	0.04%
Finland	0.03%
Czech Republic	0.02%
Russia	0.02%
Austria	0.02%
Singapore	0.02%
Taiwan	0.02%
South Africa	0.01%
Brazil	0.01%
Mexico	0.01%
Israel	0.01%

Based on 1000 largest holdings

Morgan Stanley is a financial services group. Income (including intragroup) breaks down by activity as follows: - investment and finance banking (46.4%): specialized financing (acquisitions, projects, etc.), operations on the stock, interest, exchange, and raw materials markets, share trading transactions, merger-acquisition consulting, etc.; - wealth management (44.5%); - asset and investment fund management (9.1%): USD 1,895 billion of assets under management at the end of 2025. Income is distributed geographically as follows: Americas (74.9%), Asia (13.3%) and Europe/Middle East/Africa (11.8%).

Employees

84,000

Sector

Investment Banking & Brokerage Services

Calendar

07-15 - Earnings release - Q2 2026

More about the company