MS Morgan Stanley

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Company profile
Ticker
MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, MS-PL, INR, MLPY, CNY, URR
Exchange
Website
CEO
James Gorman
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Goldman Sachs • Nomura • Navient • Blackrock • Charles Schwab • Jefferies • Interactive Brokers • Raymond James Financial • TD Ameritrade Holding • XP ...
Former names
DEAN WITTER DISCOVER & CO, MORGAN STANLEY DEAN WITTER & CO, MORGAN STANLEY DEAN WITTER DISCOVER & CO
SEC CIK
Corporate docs
IRS number
363145972
MS stock data
()
News
'Halftime Report' Final Trades: Moderna, Zoom Video And More
1 Mar 21
Rocket Companies 'Firing On All Cylinders,' BofA Says After Q4 Print
26 Feb 21
Rocket Companies CEO Jay Farner Talks Long-Term Goals After Q4 Beat
26 Feb 21
Benzinga Pro's Top 5 Stocks To Watch For Friday, Feb. 26, 2021: RKT, NGA, GM, EBON, LIXT
26 Feb 21
Rocket Shares Rally On Q4 Earnings Beat, Special Dividend Announcement
25 Feb 21
Press releases
Cleveland-Cliffs Set to Join S&P MidCap 400; WSFS Financial to Join S&P SmallCap 600
23 Feb 21
Results of Joint Special Meeting of Shareholders of Calvert Funds
23 Feb 21
Results of Special Shareholder Meeting of Eaton Vance Floating-Rate 2022 Target Term Trust (EFL); Approval of Interim Agreements for Certain Other Closed-End Funds
23 Feb 21
Morgan Stanley to Transition Wilson Sonsini's Capitalization Management Software to Shareworks
23 Feb 21
Results of Joint Special Meeting of Shareholders of Eaton Vance Mutual Funds
22 Feb 21
Investment data
Top 50 of 6886 long holdings End of quarter 31 Dec 20 |
Value |
#Shares |
---|---|---|
$20.36B | 6.25M | |
$17.3B | 130.35M | |
$15.37B | 69.1M | |
$13.16B | 35.21M | |
$8.92B | 40.79M | |
$8.3B | 30.38M | |
$6.22B | 122.01M | |
$6.15B | 28.24M | |
$6.11B | 17.12M | |
$5.82B | 32.11M | |
$5.73B | 3.27M | |
$5.72B | 18.23M | |
$5.61B | 17.84M | |
$5.5B | 4.86M | |
$4.98B | 39.21M | |
$4.73B | 19.62M | |
$4.59B | 5.61M | |
$4.55B | 13.5M | |
$4.5B | 32.35M | |
$4.4B | 2.51M | |
$4.35B | 18.71M | |
$4.13B | 15.18M | |
$4.07B | 58.92M | |
$3.96B | 47.86M | |
$3.95B | 7.18M | |
$3.89B | 54.36M | |
$3.86B | 28.22M | |
$3.79B | 24.11M | |
$3.69B | 68.12M | |
$3.6B | 7.73M | |
$3.6B | 9.58M | |
$3.36B | 6.71M | |
$3.13B | 9.26M | |
$3.09B | 13.89M | |
$3.03B | 13.65M | |
$2.93B | 11.03M | |
$2.92B | 26.69M | |
$2.84B | 12.24M | |
$2.82B | 10.79M | |
$2.8B | 7.99M | |
$2.76B | 19.5M | |
$2.73B | 10.79M | |
$2.67B | 7.08M | |
$2.67B | 43M | |
$2.67B | 48.64M | |
$2.66B | 14.91M | |
$2.63B | 22.12M | |
$2.55B | 13.01M | |
$2.55B | 39.93M | |
$2.51B | 3.55M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
25 Feb 21
1 Mar 21
31 Dec 21
Financial summary
Quarter (USD) |
Dec 20 | Sep 20 | Jun 20 | Mar 20 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) |
Dec 20 | Dec 19 | Dec 18 | Dec 17 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Financial data from company earnings reports.
Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 105.65B | 105.65B | 105.65B | 105.65B | 105.65B | 105.65B |
Cash burn (monthly) | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) | 8.46B | 2.1B |
Cash used (since last report) | n/a | n/a | n/a | n/a | 17.16B | 4.26B |
Cash remaining | n/a | n/a | n/a | n/a | 88.5B | 101.39B |
Runway (months of cash) | n/a | n/a | n/a | n/a | 10.5 | 48.2 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Feb 21 | James P Gorman | Common Stock | Payment of exercise | Dispose F | No | No | 78.43 | 179,076 | 14.04M | 1,206,734.334 |
26 Feb 21 | James P Gorman | Common Stock | Grant | Aquire A | No | No | 0 | 336,486 | 0 | 1,385,810.334 |
26 Feb 21 | Jonathan Pruzan | Common Stock | Payment of exercise | Dispose F | No | No | 78.43 | 30,196 | 2.37M | 280,717.59 |
26 Feb 21 | Jonathan Pruzan | Common Stock | Grant | Aquire A | No | No | 0 | 56,740 | 0 | 310,913.59 |
26 Feb 21 | Edward N Pick | Common Stock | Payment of exercise | Dispose F | No | No | 78.43 | 77,248 | 6.06M | 588,151.014 |
26 Feb 21 | Edward N Pick | Common Stock | Grant | Aquire A | No | No | 0 | 145,150 | 0 | 665,399.014 |
26 Feb 21 | Daniel A Simkowitz | Common Stock | Payment of exercise | Dispose F | No | No | 78.43 | 34,410 | 2.7M | 341,076.724 |
26 Feb 21 | Daniel A Simkowitz | Common Stock | Grant | Aquire A | No | No | 0 | 64,658 | 0 | 375,486.724 |
26 Feb 21 | Andrew M Saperstein | Common Stock | Payment of exercise | Dispose F | No | No | 78.43 | 25,846 | 2.03M | 183,907.227 |
26 Feb 21 | Andrew M Saperstein | Common Stock | Grant | Aquire A | No | No | 0 | 52,782 | 0 | 209,753.227 |
Institutional ownership Q4 2020
85.7% owned by funds/institutions
13F holders |
Current |
---|---|
Total holders | 1301 |
Opened positions | 281 |
Closed positions | 102 |
Increased positions | 573 |
Reduced positions | 312 |
13F shares |
Current |
---|---|
Total value | 106.87B |
Total shares | 1.55B |
Total puts | 40.75M |
Total calls | 32M |
Total put/call ratio | 1.3 |
Largest owners |
Shares | Value |
---|---|---|
MUFG Mitsubishi UFJ Financial | 377.09M | $25.84B |
STT State Street | 120.62M | $8.27B |
Vanguard | 115.57M | $7.92B |
BLK Blackrock | 109.54M | $7.51B |
TROW T. Rowe Price | 98.41M | $6.74B |
JPM JPMorgan Chase & Co. | 53.35M | $3.66B |
FMR | 35.97M | $2.47B |
Wellington Management | 29.93M | $2.05B |
Geode Capital Management | 21.86M | $1.49B |
AMP Ameriprise Financial | 19.58M | $1.34B |
Financial report summary
?Competition
TD Ameritrade Holding • Lazard • Lazard • Evercore • Moelis & Co • MS Young Adventure EnterpriseContent analysis
?
Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. freshman Bad
|
New words:
ACL, African, aftermath, air, Alaskan, ARRC, Asian, Atlanta, attestation, attrition, authentication, automatic, BaFin, Bangalore, bar, biennial, Black, burdensome, career, carefully, Center, cessation, channel, childcare, chose, climate, concert, counted, countering, Crawley, creditworthy, cutting, deepen, dispute, Divisional, earlier, Eaton, embody, engineering, ETB, ethnic, ethnically, ethnicity, ETSB, exacerbated, extinguishment, family, female, fewer, forbearance, Fusion, GDP, gradual, Hawaiian, healthcare, heart, HFI, Hispanic, Indian, Instructional, invite, Isaac, ISDA, Islander, landscape, Latino, launched, leader, learn, leibowitz, leisure, lodging, LTV, Mandell, manufacture, mathematical, mental, merit, Mirror, mission, MSEHSE, MSESE, Native, online, onward, onwhich, Operationally, Pacific, peaking, percent, pipeline, presidential, proforma, race, ratification, recalculate, recalculated, refreshed, registry, replenish, rest, reward, robust, SCB, SE, shelley, skill, skilled, slowdown, solvent, specialist, speed, spending, staffing, strive, subdued, surrogacy, survey, switched, Task, temporarily, tenure, thousand, tightening, timeline, tuition, unacceptably, unemployment, unnecessarily, unsuccessful, upheld, upstream, Vance, window, workforce, workplace, worsen
Removed:
aggregated, analyzed, attempted, attention, BEAT, Brazilian, Brodsky, BRRD, Bundesanstalt, calibration, caption, chaired, close, collectibility, collecting, compensating, comprise, considerably, converted, corrected, criticized, customized, deduction, delinquent, deserve, Directive, discontinuance, doubtful, electric, emergency, entitlement, equaled, ESPP, finalize, Finally, Finanzdienstleistungsaufsicht, GILTI, GLR, improbable, injunctive, intensified, interruption, iv, Jeffrey, letter, limiting, marketer, Memorandum, mention, MiFID, minimal, necessitating, object, OTTI, paul, payroll, penetration, phased, postretirement, preliminary, proportional, proposal, questioned, rated, recommence, reflective, reimbursement, Relocation, remained, remitted, repatriated, repurchasing, restored, score, Sherman, stake, sublease, subordinate, substandard, supporting, territorial, Thomson, transitional, unbundling, uncleared, uncorrected, undrawn, Unrated, wirth
Financial reports
10-K
2020 FY
Annual report
25 Feb 21
10-Q
2020 Q3
Quarterly report
3 Nov 20
10-Q
2020 Q2
Quarterly report
4 Aug 20
10-Q
2020 Q1
Quarterly report
5 May 20
10-K
2019 FY
Annual report
27 Feb 20
10-Q
2019 Q3
Quarterly report
5 Nov 19
10-Q
2019 Q2
Quarterly report
5 Aug 19
10-Q
2019 Q1
Quarterly report
3 May 19
10-K
2018 FY
Annual report
25 Feb 19
10-Q
2018 Q3
Quarterly report
5 Nov 18
Current reports
8-K
Morgan Stanley Closes Acquisition of Eaton Vance
1 Mar 21
8-K
Other Events
19 Feb 21
8-K
Other Events
22 Jan 21
8-K
Morgan Stanley Fourth Quarter and Full Year 2020 Earnings Results
20 Jan 21
8-K
Morgan Stanley Announces Anticipated Resumption of its Common Stock Repurchase Plan
21 Dec 20
8-K
Morgan Stanley Third Quarter 2020 Earnings Results
15 Oct 20
8-K
Entry into a Material Definitive Agreement
8 Oct 20
8-K
Morgan Stanley Closes Acquisition of E*TRADE
2 Oct 20
8-K
Morgan Stanley Second Quarter 2020 Earnings Results
16 Jul 20
8-K
Morgan Stanley Announces June 2020 CCAR Results
28 Jun 20
Registration and prospectus
FWP
Free writing prospectus
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
FWP
Free writing prospectus
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
FWP
Free writing prospectus
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
424B2
Prospectus for primary offering
1 Mar 21
Proxies
DEFA14A
Additional proxy soliciting materials
20 Apr 20
DEFA14A
Additional proxy soliciting materials
3 Apr 20
DEFA14A
Additional proxy soliciting materials
3 Apr 20
DEF 14A
Definitive proxy
3 Apr 20
PX14A6G
Letter to shareholders
30 Apr 19
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEF 14A
Definitive proxy
5 Apr 19
DEF 14A
Definitive proxy
5 Apr 18
DEFA14A
Additional proxy soliciting materials
5 Apr 18
Other
EFFECT
Notice of effectiveness
1 Feb 21
EFFECT
Notice of effectiveness
15 Jun 20
NO ACT
No action letter
22 Feb 17
CERTNYS
Certification of approval for NYSE listing
31 Jan 17
NO ACT
No action letter
8 Feb 16
UPLOAD
Letter from SEC
2 Jun 15
CORRESP
Correspondence with SEC
26 May 15
CORRESP
Correspondence with SEC
30 Apr 15
UPLOAD
Letter from SEC
28 Apr 15
NO ACT
No action letter
9 Mar 15
Ownership
4
MORGAN STANLEY / Keishi Hotsuki ownership change
26 Feb 21
4
MORGAN STANLEY / ERIC F GROSSMAN ownership change
26 Feb 21
4
MORGAN STANLEY / DANIEL A SIMKOWITZ ownership change
26 Feb 21
4
MORGAN STANLEY / ANDREW M SAPERSTEIN ownership change
26 Feb 21
4
MORGAN STANLEY / EDWARD N PICK ownership change
26 Feb 21
4
MORGAN STANLEY / JONATHAN PRUZAN ownership change
26 Feb 21
4
MORGAN STANLEY / JAMES P GORMAN ownership change
26 Feb 21
SC 13G
JAKKS PACIFIC / MORGAN STANLEY ownership change
22 Feb 21
SC 13G/A
iQIYI / MORGAN STANLEY ownership change
19 Feb 21
4
MORGAN STANLEY / Keishi Hotsuki ownership change
18 Feb 21
Patents
APP
Utility
Named Entity Extraction In Automated Chat Assistant
25 Feb 21
A system for providing responses to natural language queries or commands is disclosed.
GRANT
Utility
System and method for creating and validating software development life cycle (SDLC) digital artifacts
16 Feb 21
Systems and methods for creating and validating software development life cycle (“SDLC”) digital artifacts are disclosed.
APP
Utility
Classification Rules Engine and Api Generator
11 Feb 21
A system is disclosed, comprising data storage and one or more computing devices.
APP
Utility
Network of Computing Nodes and a Method of Operating the Computing Nodes to Effectuate Real-time Bank Account-to-bank Account Money Transfer
4 Feb 21
A network of computing nodes and a method of operating the computing nodes effectuate, in real-time, an international, money transfer from the bank account of a first person (the payer) in a first country to the bank account of a second person (the beneficiary) in a second, different, country.
GRANT
Utility
Chaotic system anomaly response by artificial intelligence
26 Jan 21
A system for detecting and responding to an anomaly in a chaotic environment, comprising one or more autonomous agent devices and a central server comprising a processor and non-transitory memory.
Transcripts
2020 Q3
Earnings call transcript
15 Oct 20
2020 Q2
Earnings call transcript
16 Jul 20
2020 Q1
Earnings call transcript
16 Apr 20
2019 Q4
Earnings call transcript
16 Jan 20
2019 Q3
Earnings call transcript
17 Oct 19
2019 Q2
Earnings call transcript
18 Jul 19
2019 Q1
Earnings call transcript
17 Apr 19
2018 Q4
Earnings call transcript
17 Jan 19
2018 Q3
Earnings call transcript
16 Oct 18
2018 Q2
Earnings call transcript
18 Jul 18
Reddit threads
r/Stocks Daily Discussion Monday - Mar 01, 2021
1 Mar 21
Due Diligence & Analysis on Stocks. How to Research Stocks (What to look for)
28 Feb 21
What Stock Do You Think Is Just Waiting To Explode In The Coming Years And Dominate It's Market?
28 Feb 21
Investments you own that you believe have the highest chance of 10X'ing in 5-10 years.
27 Feb 21
Why Melvin and the other HF’s basically have no chance of winning...IMO!
27 Feb 21
Most anticipated earnings releases for the week beginning March 1, 2021
27 Feb 21
r/Stocks Daily Thread on Meme Stocks Saturday - Feb 27, 2021
27 Feb 21
What Undervalued stocks Are You Considering or Buying Given That The Market Has Been A Bit Red?
26 Feb 21
What Are Your Moves Tomorrow, February 26, 2021
25 Feb 21
Cramer Confusion on GME 🦍🦍📈🤑
25 Feb 21