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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Real-time Estimate Cboe BZX Other stock markets 13:19:33 2025-12-05 EST			5-day change	1st Jan Change
176.58 ^USD	+0.96%		+4.31%	+40.76%

11:11am	Campbell's Likely to 'Talk Down' Q2 Expectations as Sales Trends Weaken, Morgan Stanley Says	MT
11:10am	ServiceTitan Q3 Reflects Strong Execution, Morgan Stanley Says	MT

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	2023-12-31
Daniel Simkowitz PSD	President	58	2023-12-31
Andy Saperstein PSD	President	57	2021-05-31
Sharon Yeshaya DFI	Director of Finance/CFO	46	2021-05-31
Michael Pizzi COO	Chief Operating Officer	50	2024-12-31

See MORGAN STANLEY governance

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

Composition of the Board of Directors

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 $

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 $

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 $

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 $

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 $

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	+1.03%	+4.34%	+35.83%	+97.10%	278B
THE GOLDMAN SACHS GROUP, INC.	+1.85%	+3.39%	+43.11%	+129.87%	263B
CITIGROUP INC.	+0.66%	+5.09%	+50.73%	+138.54%	193B
CHARLES SCHWAB	+0.17%	+2.83%	+16.55%	+17.37%	169B
CITIC SECURITIES COMPANY LIMITED	+2.43%	+1.02%	-9.55%	+40.49%	55.86B
RAYMOND JAMES FINANCIAL, INC.	+0.46%	+4.37%	-1.30%	+40.64%	31.98B
LPL FINANCIAL HOLDINGS INC.	+0.54%	+4.52%	+12.55%	+66.57%	29.55B
HUATAI SECURITIES CO., LTD.	+2.78%	+3.81%	+20.44%	+65.78%	25.57B
CSC FINANCIAL CO., LTD.	+1.98%	+3.94%	+19.13%	+83.01%	25.39B
NOMURA HOLDINGS, INC.	-3.27%	+2.22%	+29.64%	+143.45%	23.5B
Average	+0.86%	+3.44%	+21.71%	+82.28%	109.44B
Weighted average by Cap.	+1.04%	+3.64%	+32.32%	+94.55%

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