Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 16:00:02 2025-12-05 EST			5-day change	1st Jan Change
176.51 ^USD	+0.93%		+4.04%	+40.40%

12-05	TREASURIES-US bond slide as investors brace for hawkish Fed	RE
12-05	Sector Update: Tech Stocks Gain Friday Afternoon	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. 23.62 %	377,085,167	23.62 %	61 842 M $
Vanguard Fiduciary Trust Co. 7.414 %	118,356,160	7.414 %	19 410 M $
STATE STREET CORPORATION 6.472 %	103,315,207	6.472 %	16 944 M $
BlackRock Advisors LLC 4.594 %	73,342,655	4.594 %	12 028 M $
JPMorgan Investment Management, Inc. 2.355 %	37,587,948	2.355 %	6 164 M $
Capital Research & Management Co. (International Investors) 1.711 %	27,321,214	1.711 %	4 481 M $
Geode Capital Management LLC 1.662 %	26,535,849	1.662 %	4 352 M $
Fidelity Management & Research Co. LLC 1.549 %	24,723,290	1.549 %	4 055 M $
Fisher Asset Management LLC 1.534 %	24,494,146	1.534 %	4 017 M $
Capital Research & Management Co. (Global Investors) 1.206 %	19,248,911	1.206 %	3 157 M $
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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 %	307 218 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0212 %	8,497	0.0212 %	217 608 $
NBC Securities, Inc. 0.000018 %	7	0.000018 %	179 $

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 %	278 515 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	8 408 $
NBC Securities, Inc. 0.000245 %	49	0.000245 %	1 030 $

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 %	583 339 $
ORG Partners LLC 0.000059 %	20	0.000059 %	504 $
NBC Securities, Inc. 0.000029 %	10	0.000029 %	252 $

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 %	606 088 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	273 300 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	18 220 $
NBC Securities, Inc. 0.000137 %	71	0.000137 %	1 294 $

Name	Equities	%	Valuation
Machado De Almeida Asset Management Ltda. 0.000222 %	17,700	0.000222 %	587 743 $

Name	Equities	%	Valuation
Michael Pizzi -	4,100	-	672 400 $

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 %	607 474 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	65 152 $
Vermillion Wealth Management, Inc. 0.004116 %	1,420	0.004116 %	36 324 $
NBC Securities, Inc. 0.00298 %	1,028	0.00298 %	26 296 $

Name	Equities	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0687 %	27,484	0.0687 %	691 223 $
Capital Investment Trust Corp. 0.03 %	11,996	0.03 %	301 699 $
Vermillion Wealth Management, Inc. 0.005048 %	2,019	0.005048 %	50 778 $
Hurley Capital LLC 0.003182 %	1,273	0.003182 %	32 016 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 727 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	37	100 %	6 068 $

Name	Equities	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	18 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 %	662 384 $
NBC Securities, Inc. 0.037 %	14,809	0.037 %	361 192 $
Capital Investment Trust Corp. 0.025 %	9,997	0.025 %	243 827 $
Vermillion Wealth Management, Inc. 0.023 %	9,212	0.023 %	224 681 $
Russell Investments Canada Ltd. 0.002702 %	1,081	0.002702 %	26 366 $
ORG Partners LLC 0.000062 %	25	0.000062 %	610 $

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 %	209 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	90	100 %	14 760 $

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	31	100 %	5 084 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 198 $

Name	Equities	%	Valuation
Atlas Wealth LLC 0.433 %	190,525	0.433 %	4 M $
Tower Bridge Advisors, Inc. 0.0836 %	36,795	0.0836 %	771 223 $
Ethos Financial Group LLC 0.0634 %	27,898	0.0634 %	584 742 $
Delta Capital Management LLC (New Jersey) 0.0582 %	25,605	0.0582 %	536 681 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	28 401 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	20 960 $
NBC Securities, Inc. 0.000027 %	12	0.000027 %	252 $

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. -	400,000	-	399 112 $
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 %	10 988 $

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

Name	Equities	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	3 280 $

Breakdown by shareholder type

Institutional	49.91%
Mitsubishi UFJ Financial Group, Inc.	23.62%
State Street Corp.	6.47%
Other	5.41%
Manulife Financial Corp.	0.24%
Individuals	0.2%
Sumitomo Mitsui Trust Group, Inc.	0.17%
Fifth Third Bancorp	0.1%
Governments	0.1%
Swedbank AB	0.06%
Rathbones Group Plc	0.05%
Danske Bank A/S	0.04%
SEI Investments Co.	0.04%
Menora Mivtachim Holdings Ltd.	0.03%
ABN AMRO Bank NV	0.02%
The Bank of Nova Scotia	0.02%
Skandinaviska Enskilda Banken AB	0.02%
Banque Cantonale Vaudoise	0.01%
German American Bancorp, Inc.	0.01%
Peapack-Gladstone Financial Corp.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Unknown	13.44%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	48.34%
Japan	24.15%
United Kingdom	6.13%
Canada	2.67%
Norway	1.13%
Australia	0.76%
France	0.73%
Sweden	0.39%
Switzerland	0.25%
Hong Kong	0.24%
South Korea	0.22%
Belgium	0.22%
Netherlands	0.21%
Individuals	0.2%
Germany	0.18%
Ireland	0.16%
Denmark	0.13%
Spain	0.08%
Luxembourg	0.08%
Italy	0.05%
Finland	0.04%
Israel	0.04%
Austria	0.03%
Malta	0.03%
Czech Republic	0.02%
New Zealand	0.02%
Taiwan	0.02%
Singapore	0.01%
Liechtenstein	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: - 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%).

Employees

82,000

Sector

Investment Banking & Brokerage Services

Calendar

01-15 - Q4 2025 Earnings Release

More about the company