Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firms clients include corporations, governments, institutions, and individuals.
Company profile
Ticker
MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, MSTLW, MS-PL, MS-PO, MS-PP
Exchange
Website
CEO
James Gorman
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
DEAN WITTER DISCOVER & CO, MORGAN STANLEY DEAN WITTER & CO, MORGAN STANLEY DEAN WITTER DISCOVER & CO
SEC CIK
Corporate docs
Subsidiaries
Morgan Stanley Capital Management, LLC • Morgan Stanley Domestic Holdings, Inc. • Morgan Stanley & Co. LLC • Morgan Stanley Capital Group Inc. • Morgan Stanley Capital Services LLC • Morgan Stanley Investment Management Inc. • Morgan Stanley Smith Barney LLC • Morgan Stanley Finance LLC • Morgan Stanley Holdings LLC • Morgan Stanley International Holdings Inc. ...
IRS number
363145972
MS stock data
Latest filings (excl ownership)
424B2
Prospectus for primary offering
20 May 24
424B2
Prospectus for primary offering
20 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
FWP
Free writing prospectus
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
424B2
Prospectus for primary offering
17 May 24
Transcripts
MS
Earnings call transcript
2024 Q1
16 Apr 24
MS
Earnings call transcript
2023 Q3
18 Oct 23
MS
Earnings call transcript
2023 Q2
18 Jul 23
MS
Earnings call transcript
2023 Q2
18 Jul 23
MS
Earnings call transcript
2023 Q1
19 Apr 23
MS
Earnings call transcript
2022 Q4
17 Jan 23
MS
Earnings call transcript
2022 Q3
14 Oct 22
MS
Earnings call transcript
2022 Q2
14 Jul 22
MS
Earnings call transcript
2022 Q1
14 Apr 22
MS
Earnings call transcript
2021 Q4
19 Jan 22
Latest ownership filings
4
MANDELL CRAWLEY
16 May 24
4
DANIEL A SIMKOWITZ
16 May 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
144
Notice of proposed sale of securities
14 May 24
SC 13G/A
BRAZILIAN DISTRIBUTION CO COMPANHIA BRASILEIRA DE DISTR CBD
10 May 24
SC 13G/A
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
6 May 24
4
JAMES P GORMAN
19 Apr 24
4
Charles Aubrey Smith III
19 Apr 24
144
Notice of proposed sale of securities
18 Apr 24
144
Notice of proposed sale of securities
18 Apr 24
Financial summary
Quarter (USD) | Mar 24 | Sep 23 | Jun 23 | Mar 23 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 102.31 bn | 102.31 bn | 102.31 bn | 102.31 bn | 102.31 bn | 102.31 bn |
Cash burn (monthly) | 2.03 bn | 2.15 bn | (no burn) | (no burn) | (no burn) | 952.00 mm |
Cash used (since last report) | 3.36 bn | 3.56 bn | n/a | n/a | n/a | 1.57 bn |
Cash remaining | 98.95 bn | 98.75 bn | n/a | n/a | n/a | 100.73 bn |
Runway (months of cash) | 48.7 | 45.9 | n/a | n/a | n/a | 105.8 |
Institutional ownership, Q4 2023
69.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1482 |
Opened positions | 206 |
Closed positions | 356 |
Increased positions | 494 |
Reduced positions | 600 |
13F shares | Current |
---|---|
Total value | 65.99 tn |
Total shares | 1.13 bn |
Total puts | 9.51 mm |
Total calls | 12.10 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
MUFG Mitsubishi UFJ Financial | 378.96 mm | $29.48 bn |
STT State Street | 113.92 mm | $10.62 tn |
Vanguard | 109.04 mm | $10.17 tn |
JPM JPMorgan Chase & Co. | 59.94 mm | $5.59 tn |
Wellington Management | 38.45 mm | $3.59 tn |
Capital International Investors | 24.50 mm | $2.28 tn |
Fisher Asset Management | 20.23 mm | $1.89 tn |
Massachusetts Financial Services | 20.20 mm | $1.88 tn |
FMR | 17.25 mm | $1.61 tn |
Capital Research Global Investors | 17.14 mm | $1.60 tn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 May 24 | Daniel A Simkowitz | Common Stock | Gift | Dispose G | No | No | 0 | 20,000 | 0.00 | 479,692.069 |
14 May 24 | Mandell Crawley | Common Stock | Sell | Dispose S | No | No | 99.6064 | 6,954 | 692.66 k | 46,273.641 |
18 Apr 24 | James P Gorman | Common Stock | Sell | Dispose S | No | No | 90.2053 | 100,000 | 9.02 mm | 414,870.286 |
17 Apr 24 | Charles Aubrey Smith III | Common Stock | Sell | Dispose S | No | No | 90.091 | 11,200 | 1.01 mm | 126,190.27 |
30 Jan 24 | Andrew M Saperstein | Common Stock | Sell | Dispose S | No | No | 87.917 | 10,000 | 879.17 k | 313,490.335 |
News
Market Whales and Their Recent Bets on Morgan Stanley Options
17 May 24
Qualcomm, Morgan Stanley And 2 Other Stocks Insiders Are Selling
17 May 24
Morgan Stanley Declares $270M Investment Into Bitcoin ETFs In Q1, Leads Institutional Inflow Of 'Historical Scale'
16 May 24
Morgan Stanley Obtains $700M Property Loan From Blackstone Venture
15 May 24
This Is What Whales Are Betting On Morgan Stanley
15 May 24
Press releases
Morgan Stanley Declares Dividends on Its Preferred Stock
15 May 24
Morgan Stanley Direct Lending Fund Announces March 31, 2024 Financial Results and Declares Second Quarter 2024 Dividend of $0.50 per Share
9 May 24
Bragar Eagel & Squire, P.C. Is Investigating Zoetis, and Morgan Stanley and Encourages Investors to Contact the Firm
7 May 24
Wolf Haldenstein Adler Freeman & Herz LLP announces that it is investigating Morgan Stanley for potential violations of federal securities laws
7 May 24
ROSEN, A TOP RANKED LAW FIRM, Encourages Morgan Stanley Investors to Inquire About Securities Class Action Investigation - MS
5 May 24