Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 21:00:02 13/06/2025 BST			5-day change	1st Jan Change
129.49 ^USD	-1.84%		-1.77%	+3.00%

06-13	Cardinal Health's Guidance Reflects 'Durable Favorable' Backdrop in Drug Distribution Industry, Morgan Stanley Says	MT
06-13	Cardinal Health Likely Seeing 'More Durable Favorable' Environment as Fiscal 2025 Guidance Raised, Morgan Stanley Says	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	519,882	0	0
Stock C	1	2,033,825,549	1,229,648,247 ( 60.46 %)	426,825,549 ( 20.99 %)
Stock D	0	44,000	0	0

Major shareholders: Morgan Stanley

Name	Equities	%	Valuation
Mitsubishi UFJ Financial Group, Inc. 23.38 %	377,085,167	23.38 %	48 278 M $
Vanguard Fiduciary Trust Co. 7.302 %	117,769,345	7.302 %	15 078 M $
State Street Corp. 6.643 %	107,146,233	6.643 %	13 718 M $
BlackRock Advisors LLC 4.636 %	74,767,007	4.636 %	9 572 M $
JPMorgan Investment Management, Inc. 2.403 %	38,754,976	2.403 %	4 962 M $
Capital Research & Management Co. (International Investors) 1.673 %	26,984,106	1.673 %	3 455 M $
Geode Capital Management LLC 1.653 %	26,662,389	1.653 %	3 414 M $
Fidelity Management & Research Co. LLC 1.456 %	23,480,676	1.456 %	3 006 M $
Fisher Asset Management LLC 1.444 %	23,296,036	1.444 %	2 983 M $
Merrill Lynch International 1.309 %	21,108,539	1.309 %	2 703 M $
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Name	Equities	%	Valuation
PNC Investments LLC 6.264 %	2,505,788	6.264 %	64 M $
Capital Investment Trust Corp. 0.03 %	11,992	0.03 %	306 755 $

Name	Equities	%	Valuation
Sterling Capital Management LLC 3.353 %	670,698	3.353 %	13 M $
PIMCO Europe Ltd. 0.5635 %	112,700	0.5635 %	2 M $
ORG Partners LLC 0.1483 %	29,650	0.1483 %	585 588 $
WhaleRock Point Partners LLC 0.08 %	16,000	0.08 %	316 000 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	7 900 $

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. 0.0745 %	25,321	0.0745 %	641 381 $
STUDIO Investment Management LLC 0.000179 %	61	0.000179 %	1 545 $
ORG Partners LLC 0.000059 %	20	0.000059 %	507 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	187,000	-	192 610 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	33,000	-	25 410 $

Name	Equities	%	Valuation
Marshall Wace LLP 0.3846 %	200,000	0.3846 %	3 M $
Atlas Wealth LLC 0.0733 %	38,136	0.0733 %	647 549 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	254 700 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	16 980 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.001442 %	750	0.001442 %	12 735 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.000288 %	23,219	0.000288 %	594 242 $
Machado De Almeida Asset Management Ltda. 0.000219 %	17,700	0.000219 %	452 995 $
BRAM - Bradesco Asset Management SA DTVM 0.000153 %	12,375	0.000153 %	316 713 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	524 923 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	445,718	1.292 %	11 M $
CTBC Investments Co., Ltd. 0.1593 %	54,966	0.1593 %	1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0734 %	25,340	0.0734 %	646 677 $
ORG Partners LLC 0.0132 %	4,547	0.0132 %	116 039 $
Goldman Sachs Asset Management International 0.006046 %	2,086	0.006046 %	53 235 $
Vermillion Wealth Management, Inc. 0.003974 %	1,371	0.003974 %	34 988 $
STUDIO Investment Management LLC 0.00013 %	45	0.00013 %	1 148 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0734 %	29,374	0.0734 %	722 307 $
Capital Investment Trust Corp. 0.03 %	11,992	0.03 %	294 883 $
Vermillion Wealth Management, Inc. 0.004948 %	1,979	0.004948 %	48 664 $
Hurley Capital LLC 0.003082 %	1,233	0.003082 %	30 319 $
Russell Investments Canada Ltd. 0.001465 %	586	0.001465 %	14 410 $
STUDIO Investment Management LLC 0.000122 %	49	0.000122 %	1 205 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	4 737 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	17 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.1999 %	79,950	0.1999 %	2 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0726 %	29,049	0.0726 %	668 127 $
WhaleRock Point Partners LLC 0.0509 %	20,350	0.0509 %	468 050 $
Capital Investment Trust Corp. 0.025 %	9,993	0.025 %	229 839 $
Vermillion Wealth Management, Inc. 0.0206 %	8,248	0.0206 %	189 704 $
Russell Investments Canada Ltd. 0.005558 %	2,223	0.005558 %	51 129 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.0005 %	200	0.0005 %	4 600 $
ORG Partners LLC 0.000062 %	25	0.000062 %	575 $

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 0.035 %	14,000	0.035 %	359 940 $
1620 Investment Advisors, Inc. 0.00045 %	180	0.00045 %	4 628 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	11 523 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	3 969 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	125,000	-	93 750 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 126 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.4478 %	197,025	0.4478 %	4 M $
Tower Bridge Advisors, Inc. 0.0882 %	38,795	0.0882 %	859 697 $
Ethos Financial Group LLC 0.0603 %	26,548	0.0603 %	588 304 $
Delta Capital Management LLC (New Jersey) 0.0582 %	25,605	0.0582 %	567 407 $
1620 Investment Advisors, Inc. 0.0321 %	14,140	0.0321 %	313 342 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	30 027 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	22 160 $
STUDIO Investment Management LLC 0.00005 %	22	0.00005 %	488 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	221,000	-	176 800 $

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 $
AQA Capital Ltd. -	400,000	-	399 112 $
Kohmann Bosshard Financial Services LLC -	100,000	-	99 778 $

Name	Equities	%	Valuation
Orange Investment Advisors LLC -	238,000	-	178 500 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	67	100 %	8 578 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	2 561 $

Breakdown by shareholder type

Institutional	48.53%
Mitsubishi UFJ Financial Group, Inc.	23.39%
State Street Corp.	6.64%
Other	5.41%
Manulife Financial Corp.	0.43%
Individuals	0.21%
Sumitomo Mitsui Trust Group, Inc.	0.19%
Governments	0.1%
Fifth Third Bancorp	0.09%
Menora Mivtachim Holdings Ltd.	0.07%
The Bank of Nova Scotia	0.05%
Swedbank AB	0.05%
Rathbones Group Plc	0.04%
SEI Investments Co.	0.04%
Banco Bilbao Vizcaya Argentaria SA	0.02%
Corebridge Financial, Inc.	0.02%
Skandinaviska Enskilda Banken AB	0.02%
Banque Cantonale Vaudoise	0.01%
Peapack-Gladstone Financial Corp.	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Unknown	14.67%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	47.02%
Japan	23.88%
United Kingdom	6.47%
Canada	3.11%
Norway	1.06%
Australia	0.93%
France	0.76%
Sweden	0.36%
South Korea	0.22%
Individuals	0.21%
Germany	0.2%
Netherlands	0.18%
Switzerland	0.17%
Ireland	0.12%
Belgium	0.11%
Denmark	0.09%
Spain	0.08%
Israel	0.08%
Italy	0.07%
Luxembourg	0.07%
Finland	0.03%
Hong Kong	0.02%
Austria	0.02%
Czech Republic	0.02%
Slovakia	0.01%
Bermuda	0.01%
Mexico	0.01%
South Africa	0.01%
Singapore	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 (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 1,459 billion asset under management at the end of 2023. Income is distributed geographically as follows: Americas (76.9%), Asia (11.9%) and Europe/Middle East/Africa (11.2%).

Employees

81,000

Sector

Investment Banking & Brokerage Services

Calendar

07-16 - Q2 2025 Earnings Release

More about the company