Share ownership Morgan Stanley

MS

US6174464486

Investment Banking & Brokerage Services

Market Closed - NYSE Other stock markets 06:02:37 10/06/26 am AEST			After hours 10:00:00 am
210.25 ^USD	-0.94%		206.40	-1.83%

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10/06	Morgan Stanley Presents at Morgan Stanley US Financials Conference 2026, Jun-09-2026 through Jun-10-2026

Share class: Morgan Stanley

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	20,000	0	0	58.59 %
Stock B	0	519,882	0	0
Stock C	1	2,036,549,498	1,193,564,787 ( 58.61 %)	459,264,681 ( 22.55 %)
Stock D	0	44,000	0	0

Major shareholders: Morgan Stanley

Name	Stocks	%	Valuation
MITSUBISHI UFJ FINANCIAL GROUP, INC. 23.91 %	377,085,167	23.91 %	78 434 M $
STATE STREET CORPORATION 6.425 %	101,340,194	6.425 %	21 079 M $
Vanguard Capital Management LLC 4.927 %	77,715,132	4.927 %	16 165 M $
BlackRock Advisors LLC 4.76 %	75,072,961	4.76 %	15 615 M $
JPMorgan Investment Management, Inc. 2.763 %	43,578,279	2.763 %	9 064 M $
Vanguard Portfolio Management LLC 1.917 %	30,240,801	1.917 %	6 290 M $
Geode Capital Management LLC 1.756 %	27,702,674	1.756 %	5 762 M $
Fisher Asset Management LLC 1.623 %	25,600,068	1.623 %	5 325 M $
Fidelity Management & Research Co. LLC 1.433 %	22,601,036	1.433 %	4 701 M $
Capital Research & Management Co. (Global Investors) 1.285 %	20,270,720	1.285 %	4 216 M $
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Name	Stocks	%	Valuation
PNC Wealth Management LLC 6.621 %	2,648,276	6.621 %	67 M $
Capital Investment Trust Corp. 0.03 %	12,003	0.03 %	302 596 $
Manulife Investment Management (Taiwan) Co. Ltd. 0.0213 %	8,502	0.0213 %	214 335 $
First Command Advisory Services, Inc. 0.000208 %	83	0.000208 %	2 092 $

Name	Stocks	%	Valuation
Sterling Capital Management LLC 3.356 %	671,241	3.356 %	13 M $
PIMCO Europe Ltd. 0.5635 %	112,700	0.5635 %	2 M $
WhaleRock Point Partners LLC 0.06 %	12,000	0.06 %	237 960 $
ORG Partners LLC 0.0482 %	9,650	0.0482 %	191 360 $
Byrne Asset Management LLC 0.002 %	400	0.002 %	7 932 $
First Command Advisory Services, Inc. 0.00085 %	170	0.00085 %	3 371 $

Name	Stocks	%	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. 0.0551 %	18,742	0.0551 %	474 173 $
Ascentis Independent Advisors LLC 0.0282 %	9,599	0.0282 %	242 855 $
First Command Advisory Services, Inc. 0.000412 %	140	0.000412 %	3 542 $
ORG Partners LLC 0.000059 %	20	0.000059 %	506 $

Name	Stocks	%	Valuation
Orange Investment Advisors LLC -	287,000	-	295 610 $

Name	Stocks	%	Valuation
Orange Investment Advisors LLC -	346,000	-	266 420 $

Name	Stocks	%	Valuation
Atlas Wealth LLC 0.0484 %	25,187	0.0484 %	431 705 $
Roanoke Asset Management Corp. 0.0288 %	15,000	0.0288 %	257 100 $
McMillan Office, Inc. 0.0135 %	7,000	0.0135 %	119 980 $
Thompson Investment Management, Inc. 0.001923 %	1,000	0.001923 %	17 140 $
First Command Advisory Services, Inc. 0.00114 %	593	0.00114 %	10 164 $

Name	Stocks	%	Valuation
Santa Fé Investimentos Ltda 0.000025 %	1,950	0.000025 %	80 746 $

Name	Stocks	%	Valuation
Shelley Leibowitz -	20	-	4 160 $

Name	Stocks	%	Valuation
Flaherty & Crumrine, Inc. 1.292 %	445,718	1.292 %	11 M $
CTBC Investments Co., Ltd. 0.1595 %	55,017	0.1595 %	1 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.055 %	18,961	0.055 %	481 989 $
ORG Partners LLC 0.007383 %	2,547	0.007383 %	64 745 $
Ascentis Independent Advisors LLC 0.000136 %	47	0.000136 %	1 195 $

Name	Stocks	%	Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0527 %	21,099	0.0527 %	529 585 $
Capital Investment Trust Corp. 0.0212 %	8,491	0.0212 %	213 124 $
Hurley Capital LLC 0.003285 %	1,314	0.003285 %	32 981 $
Russell Investments Canada Ltd. 0.000868 %	347	0.000868 %	8 710 $

Name	Stocks	%	Valuation
Shelley Leibowitz 100 %	37	100 %	7 696 $

Name	Stocks	%	Valuation
Flaherty & Crumrine, Inc. 1.878 %	751,117	1.878 %	18 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.2662 %	106,461	0.2662 %	3 M $
Taiwan Cooperative Securities Investment Trust Co., Ltd. 0.0547 %	21,873	0.0547 %	519 921 $
WhaleRock Point Partners LLC 0.0509 %	20,350	0.0509 %	483 720 $
Russell Investments Canada Ltd. 0.00218 %	872	0.00218 %	20 727 $
First Command Advisory Services, Inc. 0.000695 %	278	0.000695 %	6 608 $
Ascentis Independent Advisors LLC 0.000062 %	25	0.000062 %	594 $
ORG Partners LLC 0.000062 %	25	0.000062 %	594 $

Name	Stocks	%	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 0.1625 %	65,000	0.1625 %	2 M $
Franklin Templeton SinoAm Securities Investment Mgmt, Inc 0.0825 %	33,010	0.0825 %	842 745 $
Western Asset Management Co. LLC 0.0224 %	8,950	0.0224 %	228 494 $
First Command Advisory Services, Inc. 0.00014 %	56	0.00014 %	1 430 $

Name	Stocks	%	Valuation
Shelley Leibowitz 100 %	90	100 %	18 720 $

Name	Stocks	%	Valuation
Shelley Leibowitz 100 %	31	100 %	6 448 $

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

Name	Stocks	%	Valuation
Shelley Leibowitz 100 %	57	100 %	1 130 $

Name	Stocks	%	Valuation
Atlas Wealth LLC 0.3401 %	149,640	0.3401 %	3 M $
Ethos Financial Group LLC 0.0633 %	27,836	0.0633 %	547 812 $
Delta Capital Management LLC (New Jersey) 0.0536 %	23,605	0.0536 %	464 546 $
Capital Investment Trust Corp. 0.0159 %	7,002	0.0159 %	137 799 $
Estabrook Capital Management LLC 0.00308 %	1,355	0.00308 %	26 666 $
Hurley Capital LLC 0.002273 %	1,000	0.002273 %	19 680 $
First Command Advisory Services, Inc. 0.000273 %	120	0.000273 %	2 362 $

Name	Stocks	%	Valuation
Orange Investment Advisors LLC -	221,000	-	176 800 $
Holbrook Holdings, Inc. -	53,000	-	42 400 $

Name	Stocks	%	Valuation
Flaherty & Crumrine, Inc. -	4,860,000	-	5 M $
PIMCO Europe Ltd. -	3,600,000	-	4 M $
AQA Capital Ltd. -	700,000	-	698 446 $
LFG+ZEST SA -	700,000	-	698 446 $

Name	Stocks	%	Valuation
Orange Investment Advisors LLC -	279,000	-	209 250 $

Name	Stocks	%	Valuation
Orange Investment Advisors LLC -	909,000	-	736 290 $

Name	Stocks	%	Valuation
Shelley Leibowitz 100 %	67	100 %	13 936 $

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

Name	Stocks	%	Valuation
Shelley Leibowitz 0.1 %	20	0.1 %	4 160 $

Breakdown by shareholder type

Institutional	49.69%
Mitsubishi UFJ Financial Group, Inc.	23.92%
State Street Corp.	6.42%
Others	5.86%
Individuals	0.19%
Sumitomo Mitsui Trust Group, Inc.	0.16%
Fifth Third Bancorp	0.11%
Governments	0.1%
SEI Investments Co.	0.09%
Manulife Financial Corp.	0.08%
Swedbank AB	0.06%
Danske Bank A/S	0.05%
The Bank of Nova Scotia	0.05%
Rathbones Group Plc	0.05%
ABN AMRO Bank NV	0.02%
Zurich Insurance Group AG	0.02%
Banque Cantonale Vaudoise	0.01%
Pinnacle Financial Partners, Inc.	0.01%
German American Bancorp, Inc.	0.01%
Regions Financial Corp.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%
Migdal Insurance & Financial Holdings Ltd.	0.01%
Peapack-Gladstone Financial Corp.	0.01%
Unknown	13.05%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	47.69%
Japan	24.41%
United Kingdom	6.87%
Canada	2.77%
Norway	1.09%
France	0.84%
Australia	0.65%
Sweden	0.45%
Switzerland	0.32%
South Korea	0.23%
Netherlands	0.23%
Belgium	0.21%
Denmark	0.21%
Individuals	0.19%
Germany	0.18%
Ireland	0.09%
Spain	0.08%
Luxembourg	0.06%
Italy	0.06%
New Zealand	0.04%
Malta	0.04%
Singapore	0.04%
Finland	0.04%
Hong Kong	0.03%
Czech Republic	0.02%
Russia	0.02%
Austria	0.02%
Taiwan	0.02%
South Africa	0.01%
Brazil	0.01%
Mexico	0.01%
Israel	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

84,000

Sector

Investment Banking & Brokerage Services

Calendar

15/07 - Earnings release - Q2 2026

More about the company