Business description: 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%).

Number of employees: 80,000

Sales by Activity: Morgan Stanley

Fiscal Period: December20192020202120222023

Wealth Management (WM)

17.74B 19.06B 24.23B 24.35B 26.14B

Institutional Securities (IS)

20.39B 25.95B 29.84B 24.18B 22.66B

Investment Management (IM)

3.76B 3.73B 6.22B 5.38B 5.37B

Intersegment Eliminations

-467M -539M -541M -517M -555M
See all business segments

Geographical breakdown of sales: Morgan Stanley

Fiscal Period: December20192020202120222023

Americas

30.23B 35.02B 44.6B 40.12B 41.65B

Asia

5.13B 6.75B 7.45B 6.74B 6.43B

Europe, Middle East and Africa (EMEA)

6.06B 6.43B 7.7B 6.81B 6.06B
See all geographic segments

Managers: Morgan Stanley

Director TitleAgeSince
Chief Executive Officer 55 2023-12-31
President 56 2021-05-31
President 57 2023-12-31
Director of Finance/CFO 45 2021-05-31
Chief Tech/Sci/R&D Officer 49 -
See MORGAN STANLEY governance

Members of the board: Morgan Stanley

Manager TitleAgeSince
Chairman 65 2011-12-31
Director/Board Member 70 2012-07-01
Director/Board Member 64 2013-05-13
Director/Board Member 72 2013-07-31
Director/Board Member 65 2014-10-31
Director/Board Member 68 2015-04-30
Director/Board Member 71 2016-09-30
Director/Board Member 68 2018-06-30
Director/Board Member 67 2019-09-30
Director/Board Member 55 2023-12-31
Composition of the Board of Directors

Shareholders: Morgan Stanley

NameEquities%Valuation
377,085,167 23.31 % 43 836 M $
110,279,349 6.816 % 12 820 M $
Vanguard Fiduciary Trust Co.
6.764 %
109,436,152 6.764 % 12 722 M $
BlackRock Advisors LLC
4.321 %
69,910,678 4.321 % 8 127 M $
JPMorgan Investment Management, Inc.
2.523 %
40,818,689 2.523 % 4 745 M $
NameEquities%Valuation
PNC Investments LLC
6.260 %
2,504,098 6.260 % 65 M $
Nuveen Asset Management LLC
1.514 %
605,532 1.514 % 16 M $
Capital Investment Trust Corp.
0.0300 %
12,001 0.0300 % 313 226 $
DoubleLine Capital LP
0.0250 %
10,000 0.0250 % 261 000 $
NameEquities%Valuation
37 100.00 % 4 301 $
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0481 %
25,000 0.0481 % 489 000 $
Atlas Wealth LLC
0.0375 %
19,494 0.0375 % 381 303 $
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 19 560 $
Russell Investments Canada Ltd.
0.001919 %
998 0.001919 % 19 521 $
Thurston, Springer, Miller, Herd & Titak, Inc.
0.001442 %
750 0.001442 % 14 670 $
NameEquities%Valuation
Caixa DTVM SA
0.000291 %
23,579 0.000291 % 550 010 $
Machado De Almeida Asset Management Ltda.
0.000219 %
17,700 0.000219 % 412 875 $
BRAM - Bradesco Asset Management SA DTVM
0.000154 %
12,495 0.000154 % 291 462 $
NameEquities%Valuation
20 - 2 325 $
NameEquities%Valuation
Nuveen Asset Management LLC
3.228 %
1,113,536 3.228 % 28 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 % 718 075 $
MFA Wealth Advisors LLC
0.007246 %
2,500 0.007246 % 63 300 $
NameEquities%Valuation
Nuveen Asset Management LLC
2.388 %
955,015 2.388 % 24 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0755 %
30,197 0.0755 % 767 306 $
DoubleLine Capital LP
0.0393 %
15,700 0.0393 % 398 937 $
Capital Investment Trust Corp.
0.0300 %
12,001 0.0300 % 304 945 $
Arlington Trust Co. LLC
0.0250 %
10,000 0.0250 % 254 100 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.5835 %
116,700 0.5835 % 3 M $
WhaleRock Point Partners LLC
0.0800 %
16,000 0.0800 % 366 560 $
ORG Partners LLC
0.0755 %
15,100 0.0755 % 345 941 $
Byrne Asset Management LLC
0.002000 %
400 0.002000 % 9 164 $
NameEquities%Valuation
Nuveen Asset Management LLC
5.293 %
2,117,050 5.293 % 56 M $
Sterling Capital Management LLC
1.897 %
758,771 1.897 % 20 M $
Flaherty & Crumrine, Inc.
0.4670 %
186,800 0.4670 % 5 M $
WhaleRock Point Partners LLC
0.0350 %
14,000 0.0350 % 369 600 $
DoubleLine Capital LP
0.0238 %
9,525 0.0238 % 251 460 $
NameEquities%Valuation
Nuveen Asset Management LLC
5.855 %
2,341,978 5.855 % 59 M $
Flaherty & Crumrine, Inc.
1.890 %
756,117 1.890 % 19 M $
PIMCO Europe Ltd.
0.7558 %
302,306 0.7558 % 8 M $
DoubleLine Capital LP
0.0861 %
34,425 0.0861 % 866 477 $
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0734 %
29,371 0.0734 % 739 268 $
NameEquities%Valuation
90 100.00 % 10 463 $
NameEquities%Valuation
31 100.00 % 3 604 $
NameEquities%Valuation
57 100.00 % 1 306 $
NameEquities%Valuation
Atlas Wealth LLC
0.8044 %
353,914 0.8044 % 8 M $
Tower Bridge Advisors, Inc.
0.0882 %
38,795 0.0882 % 917 890 $
Delta Capital Management LLC (New Jersey)
0.0608 %
26,755 0.0608 % 633 023 $
Ethos Financial Group LLC
0.0603 %
26,548 0.0603 % 628 126 $
1620 Investment Advisors, Inc.
0.0324 %
14,250 0.0324 % 337 155 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
0 - - $
LFG+ZEST SA
-
0 - - $
AQA Capital Ltd.
-
0 - - $
PIMCO Europe Ltd.
-
0 - - $
NameEquities%Valuation
67 100.00 % 7 789 $
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 % 694 232 $
Alpha Growth Management LLC
0.0118 %
4,000 0.0118 % 101 200 $
List of MORGAN STANLEY shareholders

Holdings: Morgan Stanley

NameEquities%Valuation
187,0000.02%4,164,015 $

Company details: Morgan Stanley

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

http://www.morganstanley.com
address Morgan Stanley(MS)

Group companies: Morgan Stanley

NameCategory and Sector
Investment Managers
Financial Conglomerates
Investment Trusts/Mutual Funds
Investment Managers
Eaton Vance Australia Pty Ltd.
See all subsidiaries

Other Investment Banking & Brokerage Services

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Change 5d. change 1-year change 3-years change Capi. ($)
-0.20%-1.73%+61.74%+32.86%212B
-0.29%+0.21%+72.95%+55.93%200B
-1.03%+0.05%+30.60%+2.11%151B
+0.72%+0.69%+50.38%+11.64%135B
+1.69%+3.10%+45.04%+29.05%59.23B
-1.25%+0.11%+56.42%+70.52%34.54B
+1.53%+5.16%+44.61%+30.86%26.15B
-0.06%+0.02%+46.21%+101.51%24.35B
+0.99%+1.31%+37.33%+12.37%22.07B
+1.11%+3.65%+25.57%+11.95%20.87B
Average +0.34%+1.93%+47.09%+35.88% 88.63B
Weighted average by Cap. +0.01%+0.91%+53.50%+31.62%
See all sector performances
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