Share class: Morgan Stanley

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A020,00000 60.44 %
Stock B0519,88200
Stock C12,033,825,5491,229,648,247 ( 60.46 %) 0
Stock D044,00000

Major shareholders: Morgan Stanley

NameEquities%Valuation
Mitsubishi UFJ Financial Group, Inc.
23.41 %
377,085,167 23.41 % 47 407 M $
State Street Corp.
6.845 %
110,279,349 6.845 % 13 864 M $
Vanguard Fiduciary Trust Co.
6.793 %
109,436,152 6.793 % 13 758 M $
BlackRock Advisors LLC
4.339 %
69,910,678 4.339 % 8 789 M $
JPMorgan Investment Management, Inc.
2.545 %
40,993,901 2.545 % 5 154 M $
Wellington Trust Co., NA
1.935 %
31,171,766 1.935 % 3 919 M $
Capital Research & Management Co. (International Investors)
1.863 %
30,017,631 1.863 % 3 774 M $
Geode Capital Management LLC
1.567 %
25,240,729 1.567 % 3 173 M $
Fidelity Management & Research Co. LLC
1.416 %
22,813,793 1.416 % 2 868 M $
Fisher Asset Management LLC
1.391 %
22,404,981 1.391 % 2 817 M $
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NameEquities%Valuation
PNC Investments LLC
6.260 %
2,504,098 6.260 % 64 M $
Nuveen Asset Management LLC
1.480 %
592,050 1.480 % 15 M $
Capital Investment Trust Corp.
0.0300 %
12,001 0.0300 % 308 666 $
NameEquities%Valuation
37 100.00 % 4 652 $
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0481 %
25,000 0.0481 % 460 250 $
Atlas Wealth LLC
0.0375 %
19,494 0.0375 % 358 885 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 18 410 $
NameEquities%Valuation
Caixa DTVM SA
0.000273 %
22,029 0.000273 % 551 858 $
Machado De Almeida Asset Management Ltda.
0.000220 %
17,700 0.000220 % 443 410 $
BRAM - Bradesco Asset Management SA DTVM
0.000159 %
12,825 0.000159 % 321 284 $
NameEquities%Valuation
4,100 - 515 452 $
20 - 2 514 $
NameEquities%Valuation
Nuveen Asset Management LLC
3.041 %
1,049,213 3.041 % 26 M $
Flaherty & Crumrine, Inc.
1.292 %
445,718 1.292 % 11 M $
CTBC Investments Co., Ltd.
0.1594 %
55,007 0.1594 % 1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0822 %
28,360 0.0822 % 715 523 $
ORG Partners LLC
0.0103 %
3,547 0.0103 % 89 491 $
MFA Wealth Advisors LLC
0.007246 %
2,500 0.007246 % 63 075 $
Goldman Sachs Asset Management International
0.006046 %
2,086 0.006046 % 52 630 $
STUDIO Investment Management LLC
0.000130 %
45 0.000130 % 1 135 $
NameEquities%Valuation
Nuveen Asset Management LLC
2.263 %
905,286 2.263 % 23 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0755 %
30,197 0.0755 % 757 945 $
Capital Investment Trust Corp.
0.0300 %
12,001 0.0300 % 301 225 $
Arlington Trust Co. LLC
0.0250 %
10,000 0.0250 % 251 000 $
Russell Investments Canada Ltd.
0.001465 %
586 0.001465 % 14 709 $
STUDIO Investment Management LLC
0.000123 %
49 0.000123 % 1 230 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.5835 %
116,700 0.5835 % 2 M $
ORG Partners LLC
0.1633 %
32,650 0.1633 % 684 671 $
WhaleRock Point Partners LLC
0.0800 %
16,000 0.0800 % 335 520 $
Byrne Asset Management LLC
0.002000 %
400 0.002000 % 8 388 $
NameEquities%Valuation
Nuveen Asset Management LLC
5.168 %
2,067,050 5.168 % 55 M $
Sterling Capital Management LLC
1.897 %
758,771 1.897 % 20 M $
PIMCO Europe Ltd.
0.6800 %
272,000 0.6800 % 7 M $
Flaherty & Crumrine, Inc.
0.4670 %
186,800 0.4670 % 5 M $
WhaleRock Point Partners LLC
0.0350 %
14,000 0.0350 % 371 140 $
1620 Investment Advisors, Inc.
0.000450 %
180 0.000450 % 4 772 $
NameEquities%Valuation
Nuveen Asset Management LLC
5.721 %
2,288,311 5.721 % 56 M $
Flaherty & Crumrine, Inc.
1.890 %
756,117 1.890 % 18 M $
PIMCO Europe Ltd.
0.7558 %
302,306 0.7558 % 7 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0734 %
29,371 0.0734 % 714 890 $
WhaleRock Point Partners LLC
0.0509 %
20,350 0.0509 % 495 319 $
Capital Investment Trust Corp.
0.0250 %
10,001 0.0250 % 243 424 $
Russell Investments Canada Ltd.
0.005558 %
2,223 0.005558 % 54 108 $
ORG Partners LLC
0.000063 %
25 0.000063 % 609 $
NameEquities%Valuation
90 100.00 % 11 315 $
NameEquities%Valuation
31 100.00 % 3 897 $
NameEquities%Valuation
57 100.00 % 1 195 $
NameEquities%Valuation
Atlas Wealth LLC
0.8044 %
353,914 0.8044 % 8 M $
Tower Bridge Advisors, Inc.
0.0882 %
38,795 0.0882 % 923 321 $
Delta Capital Management LLC (New Jersey)
0.0608 %
26,755 0.0608 % 636 769 $
Ethos Financial Group LLC
0.0603 %
26,548 0.0603 % 631 842 $
1620 Investment Advisors, Inc.
0.0324 %
14,250 0.0324 % 339 150 $
Estabrook Capital Management LLC
0.006148 %
2,705 0.006148 % 64 379 $
STUDIO Investment Management LLC
0.000050 %
22 0.000050 % 524 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
4,860,000 - - $
PIMCO Europe Ltd.
-
4,000,000 - - $
LFG+ZEST SA
-
700,000 - - $
AQA Capital Ltd.
-
400,000 - - $
NameEquities%Valuation
67 100.00 % 8 423 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
4.665 %
1,585,931 4.665 % 40 M $
Nuveen Asset Management LLC
3.816 %
1,297,593 3.816 % 33 M $
Whittier Advisors LLC
0.4274 %
145,309 0.4274 % 4 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0807 %
27,440 0.0807 % 691 214 $
STUDIO Investment Management LLC
0.000179 %
61 0.000179 % 1 537 $
ORG Partners LLC
0.000059 %
20 0.000059 % 504 $

Breakdown by shareholder type

Institutional45.07%
Mitsubishi UFJ Financial Group, Inc.23.42%
Other7.47%
State Street Corp.6.85%
Manulife Financial Corp.0.55%
Individuals0.24%
Sumitomo Mitsui Trust Group, Inc.0.17%
Governments0.10%
Fifth Third Bancorp0.09%
Swedbank AB0.05%
Rathbones Group Plc0.05%
SEI Investments Co.0.04%
Skandinaviska Enskilda Banken AB0.03%
Migdal Insurance & Financial Holdings Ltd.0.03%
The Bank of Nova Scotia0.02%
Corebridge Financial, Inc.0.02%
Nomura Holdings, Inc.0.01%
Peapack-Gladstone Financial Corp.0.01%
Banco Bilbao Vizcaya Argentaria SA0.01%
Unknown15.76%

Based on 1000 largest holdings

Geographical origin of shareholders

United States 47.62%
Japan 23.83%
United Kingdom 6.10%
Canada 2.01%
Norway 1.01%
Australia 0.97%
France 0.68%
Sweden 0.38%
Individuals 0.24%
South Korea 0.23%
Switzerland 0.15%
Spain 0.13%
Liechtenstein 0.12%
Ireland 0.11%
Denmark 0.10%
Germany 0.09%
Belgium 0.09%
Netherlands 0.08%
Italy 0.07%
Luxembourg 0.05%
Finland 0.05%
Israel 0.03%
Austria 0.03%
South Africa 0.02%
Czech Republic 0.02%
Singapore 0.01%
Slovakia 0.01%

Based on 1000 largest holdings

Logo Morgan Stanley
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
80,000
Calendar
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