Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 16:00:45 2026-04-14 EDT			5-day change	1st Jan Change
183.34 ^USD	+1.21%		+8.85%	+3.27%

04-14	Trading Day: Wall Street jumps on optimism over revived US-Iran talks, focus on earnings	RE
04-14	Brazilian steelmaker CSN pushes ahead with cement unit sale	RE

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. 23.95 %	380,307,520	23.95 %	62 587 M $
Vanguard Fiduciary Trust Co. 7.54 %	119,718,100	7.54 %	19 702 M $
STATE STREET CORPORATION 6.541 %	103,854,751	6.541 %	17 091 M $
BlackRock Advisors LLC 4.642 %	73,701,076	4.642 %	12 129 M $
JPMorgan Investment Management, Inc. 2.249 %	35,714,453	2.249 %	5 878 M $
Geode Capital Management LLC 1.705 %	27,070,557	1.705 %	4 455 M $
Fidelity Management & Research Co. LLC 1.64 %	26,042,881	1.64 %	4 286 M $
Fisher Asset Management LLC 1.576 %	25,018,335	1.576 %	4 117 M $
Capital Research & Management Co. (International Investors) 1.294 %	20,544,097	1.294 %	3 381 M $
BlackRock Life Ltd. 1.177 %	18,689,604	1.177 %	3 076 M $
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Name	Equities	%	Valuation
PNC Wealth Management LLC 6.662 %	2,664,734	6.662 %	66 M $
Capital Investment Trust Corp. 0.03 %	12,006	0.03 %	298 589 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0213 %	8,504	0.0213 %	211 494 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	174 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	18 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.2662 %	106,487	0.2662 %	2 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0547 %	21,879	0.0547 %	511 312 $
WhaleRock Point Partners LLC 0.0509 %	20,350	0.0509 %	475 580 $
NBC Securities, Inc. 0.0289 %	11,552	0.0289 %	269 970 $
Russell Investments Canada Ltd. 0.00218 %	872	0.00218 %	20 379 $
ORG Partners LLC 0.000062 %	25	0.000062 %	584 $

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. 0.0563 %	19,147	0.0563 %	479 632 $
ORG Partners LLC 0.000059 %	20	0.000059 %	501 $
NBC Securities, Inc. 0.000026 %	9	0.000026 %	225 $

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 0.0628 %	32,679	0.0628 %	561 098 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	257 550 $
McMillan Office, Inc. 0.0135 %	7,000	0.0135 %	120 190 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	17 170 $
Thurston, Springer, Miller, Herd & Titak, Inc. 0.001442 %	750	0.001442 %	12 878 $
NBC Securities, Inc. 0.000137 %	71	0.000137 %	1 219 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	674 737 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	445,718	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 %	489 959 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	64 108 $
NBC Securities, Inc. 0.00298 %	1,028	0.00298 %	25 875 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0543 %	21,705	0.0543 %	533 075 $
Capital Investment Trust Corp. 0.0212 %	8,493	0.0212 %	208 588 $
Garton & Associates Financial Advisors LLC 0.00613 %	2,452	0.00613 %	60 221 $
Hurley Capital LLC 0.003232 %	1,293	0.003232 %	31 756 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 522 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	6 089 $

Name	Equities	%	Valuation
Sterling Capital Management LLC 3.242 %	648,408	3.242 %	13 M $
PIMCO Europe Ltd. 0.5635 %	112,700	0.5635 %	2 M $
WhaleRock Point Partners LLC 0.08 %	16,000	0.08 %	316 160 $
ORG Partners LLC 0.0482 %	9,650	0.0482 %	190 684 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	7 904 $
NBC Securities, Inc. 0.000235 %	47	0.000235 %	929 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	14 811 $

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 %	33,018	0.0825 %	833 374 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	177 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	5 102 $

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

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

Name	Equities	%	Valuation
Atlas Wealth LLC 0.3886 %	170,972	0.3886 %	3 M $
Tower Bridge Advisors, Inc. 0.0768 %	33,795	0.0768 %	639 739 $
Ethos Financial Group LLC 0.0633 %	27,836	0.0633 %	526 935 $
Delta Capital Management LLC (New Jersey) 0.0582 %	25,605	0.0582 %	484 703 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	25 650 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	18 930 $
NBC Securities, Inc. 0.000025 %	11	0.000025 %	208 $

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 $
AQA Capital Ltd. -	700,000	-	698 446 $
Kohmann Bosshard Financial Services LLC -	100,000	-	99 778 $

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 %	11 026 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	3 291 $

Breakdown by shareholder type

Institutional	49.65%
Mitsubishi UFJ Financial Group, Inc.	23.95%
State Street Corp.	6.54%
Other	5.53%
Individuals	0.21%
Sumitomo Mitsui Trust Group, Inc.	0.17%
Manulife Financial Corp.	0.15%
Fifth Third Bancorp	0.1%
Governments	0.1%
Swedbank AB	0.06%
SEI Investments Co.	0.05%
Zurich Insurance Group AG	0.05%
The Bank of Nova Scotia	0.05%
Danske Bank A/S	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	13.18%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	48.23%
Japan	24.45%
United Kingdom	6.14%
Canada	2.55%
Norway	1.07%
France	0.92%
Australia	0.71%
Sweden	0.41%
Switzerland	0.27%
Hong Kong	0.26%
South Korea	0.23%
Belgium	0.22%
Germany	0.21%
Individuals	0.21%
Netherlands	0.2%
Denmark	0.19%
Spain	0.09%
Ireland	0.09%
Luxembourg	0.06%
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: - 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

83,000

Sector

Investment Banking & Brokerage Services

Calendar

07:30am - Earnings release - Q1 2026

More about the company