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

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Market Closed - Nyse Other stock markets 21:00:02 12/12/2025 GMT			5-day change	1st Jan Change
178.41 ^USD	-1.04%		+1.08%	+41.91%

12-12	Virgin Galactic Capital Realignment Extends Runway Into 2028, Morgan Stanley Says	MT
12-12	Mexico central bank to cut rates on December 18; economists closely split on early 2026 pause	RE

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: 82,000

Fiscal Period: December	2020	2021	2022	2023	2024
Wealth Management (WM)	19.06B	24.23B	24.35B	26.14B	28.36B
Institutional Securities (IS)	25.95B	29.84B	24.18B	22.66B	27.88B
Investment Management (IM)	3.73B	6.22B	5.38B	5.37B	5.86B
Intersegment Eliminations	-539M	-541M	-517M	-555M	-600M

See all business segments

Fiscal Period: December	2020	2021	2022	2023	2024
Americas	35.02B	44.6B	40.12B	41.65B	46.93B
Asia	6.75B	7.45B	6.74B	6.43B	7.64B
Europe, Middle East and Africa (EMEA)	6.43B	7.7B	6.81B	6.06B	7.2B

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Manager	Title	Age	Since
Edward Pick CEO	Chief Executive Officer	56	31/12/2023
Daniel Simkowitz PSD	President	58	31/12/2023
Andy Saperstein PSD	President	57	31/05/2021
Sharon Yeshaya DFI	Director of Finance/CFO	46	31/05/2021
Michael Pizzi COO	Chief Operating Officer	50	31/12/2024

See MORGAN STANLEY governance

Director	Title	Age	Since
Robert Herz BRD	Director/Board Member	71	01/07/2012
Tom Glocer BRD	Director/Board Member	65	13/05/2013
Rayford Wilkins BRD	Director/Board Member	73	31/07/2013
Judith Miscik BRD	Director/Board Member	66	31/10/2014
Perry Traquina BRD	Director/Board Member	69	30/04/2015
Dennis Nally BRD	Director/Board Member	72	30/09/2016
Mary Schapiro BRD	Director/Board Member	69	30/06/2018
Edward Pick CHM	Chairman	56	31/12/2024
Shelley Leibowitz BRD	Director/Board Member	64	01/10/2020
Hironori Kamezawa BRD	Director/Board Member	63	19/05/2021

Composition of the Board of Directors

Name	Equities	%	Valuation
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.73 %	377,085,167	23.73 %	63 976 M $
Vanguard Fiduciary Trust Co. 7.447 %	118,356,160	7.447 %	20 080 M $
STATE STREET CORPORATION 6.501 %	103,315,207	6.501 %	17 528 M $
BlackRock Advisors LLC 4.615 %	73,342,655	4.615 %	12 443 M $
JPMorgan Investment Management, Inc. 2.365 %	37,587,948	2.365 %	6 377 M $

Name	Equities	%	Valuation
PNC Wealth Management LLC 6.728 %	2,691,140	6.728 %	69 M $
Capital Investment Trust Corp. 0.03 %	11,996	0.03 %	309 737 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0212 %	8,497	0.0212 %	219 393 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	181 $

Name	Equities	%	Valuation
Sterling Capital Management LLC 3.132 %	626,364	3.132 %	13 M $
PIMCO Europe Ltd. 0.5635 %	112,700	0.5635 %	2 M $
ORG Partners LLC 0.0662 %	13,250	0.0662 %	275 865 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	8 328 $
NBC Securities, Inc. 0.000245 %	49	0.000245 %	1 020 $

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. 0.068 %	23,130	0.068 %	584 958 $
ORG Partners LLC 0.000059 %	20	0.000059 %	506 $
NBC Securities, Inc. 0.000029 %	10	0.000029 %	253 $

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 0.064 %	33,265	0.064 %	585 797 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	264 150 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	17 610 $
NBC Securities, Inc. 0.000137 %	71	0.000137 %	1 250 $

Name	Equities	%	Valuation
Machado De Almeida Asset Management Ltda. 0.000223 %	17,700	0.000223 %	601 241 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	695 606 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	445,718	1.292 %	11 M $
CTBC Investments Co., Ltd. 0.1594 %	54,983	0.1594 %	1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0688 %	23,748	0.0688 %	606 761 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	65 076 $
Vermillion Wealth Management, Inc. 0.004116 %	1,420	0.004116 %	36 281 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0687 %	27,484	0.0687 %	692 047 $
Capital Investment Trust Corp. 0.03 %	11,996	0.03 %	302 059 $
Vermillion Wealth Management, Inc. 0.005048 %	2,019	0.005048 %	50 838 $
Hurley Capital LLC 0.003182 %	1,273	0.003182 %	32 054 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 737 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	6 277 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	19 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.241 %	96,399	0.241 %	2 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0679 %	27,158	0.0679 %	672 161 $
NBC Securities, Inc. 0.037 %	14,809	0.037 %	366 523 $
Capital Investment Trust Corp. 0.025 %	9,997	0.025 %	247 426 $

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 $
NBC Securities, Inc. 0.00002 %	8	0.00002 %	210 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	15 269 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	5 259 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 187 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.433 %	190,525	0.433 %	4 M $
Tower Bridge Advisors, Inc. 0.0836 %	36,795	0.0836 %	724 862 $
Ethos Financial Group LLC 0.0634 %	27,898	0.0634 %	549 591 $
Delta Capital Management LLC (New Jersey) 0.0582 %	25,605	0.0582 %	504 419 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	26 694 $

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 $
Kohmann Bosshard Financial Services LLC -	100,000	-	99 778 $
AQA Capital Ltd. -	0	-	- $

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 %	11 367 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	3 393 $

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 Provides investment advice
Morgan Stanley Mauritius Co. Ltd. Morgan Stanley Mauritius Co. Ltd. Provides business services
Morgan Stanley Municipal Funding, Inc.
Morgan Stanley Municipal Funding, Inc.
Solium Trustee (UK) Ltd. Solium Trustee (UK) Ltd. Deals in securities and commodities

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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	-1.04%	+1.08%	+40.04%	+92.44%	284B
THE GOLDMAN SACHS GROUP, INC.	-2.53%	+3.91%	+51.66%	+140.84%	279B
CITIGROUP INC.	+0.05%	+2.68%	+57.44%	+139.97%	200B
CHARLES SCHWAB	-0.41%	+3.02%	+21.51%	+24.31%	172B
CITIC SECURITIES COMPANY LIMITED	+0.42%	+1.97%	-6.61%	+39.95%	58.59B
RAYMOND JAMES FINANCIAL, INC.	-0.04%	+0.44%	+2.09%	+46.92%	32.23B
LPL FINANCIAL HOLDINGS INC.	-1.68%	+2.68%	+15.36%	+78.55%	30.49B
HUATAI SECURITIES CO., LTD.	+0.68%	+1.65%	+22.91%	+68.39%	26.86B
CSC FINANCIAL CO., LTD.	+2.28%	+1.45%	+20.87%	+82.17%	26.44B
NOMURA HOLDINGS, INC.	+2.27%	+9.09%	+42.98%	+168.20%	24.64B
Average	-0.00%	+2.11%	+26.83%	+88.17%	113.31B
Weighted average by Cap.	-0.84%	+2.37%	+38.22%	+98.86%

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