MS Morgan Stanley Dashboard

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

NYSE

Website

www.morganstanley.com/

CEO

James Gorman

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Finance and Insurance > Investment Banking and Securities Dealing

Industry (SIC)

Security Brokers, Dealers & Flotation Companies

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

0000895421

Corporate docs

Articles of Incorporation & Bylaws

IRS number

363145972

MS stock data

S&P 500

1M 1Y 2Y 5Y

News

Pro users get this 30m faster

'Halftime Report' Final Trades: Moderna, Zoom Video And More

1 Mar 21

On CNBC's "Fast Money Halftime Report," the investment committee gave their final trades. Short Hills Capital Partners’ Stephen Weiss likes Moderna, Inc. (NASDAQ: MRNA).

Rocket Companies 'Firing On All Cylinders,' BofA Says After Q4 Print

26 Feb 21

Rocket Companies Inc (NYSE: RKT) reported Thursday with fourth-quarter results that signal the online mortgage, real estate and e-commerce

Rocket Companies CEO Jay Farner Talks Long-Term Goals After Q4 Beat

26 Feb 21

Rocket Companies, Inc. (NYSE: RKT) CEO Jay Farner discussed the Detroit-based company's long-term plans on CNBC's "Squawk On The Street" Friday.

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

Pro users get this 30m faster

Cleveland-Cliffs Set to Join S&P MidCap 400; WSFS Financial to Join S&P SmallCap 600

23 Feb 21

NEW YORK, Feb. 23, 2021 /PRNewswire/ -- S&P SmallCap 600 constituent Cleveland-Cliffs Inc. (NYSE:CLF) will replace Eaton Vance Corp. (NYSE:EV) in the S&P MidCap 400, and WSFS Financial Corp. (NASD: WSFS) will

Results of Joint Special Meeting of Shareholders of Calvert Funds

23 Feb 21

WASHINGTON, Feb. 23, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE:EV) by Morgan Stanley (NYSE:MS) announced on October 8, 2020, shareholders of the Calvert funds (the

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

BOSTON, Feb. 23, 2021 /PRNewswire/ -- In connection with the proposed acquisition of Eaton Vance Corp. (NYSE:EV) by Morgan Stanley (NYSE:MS) announced on October 8, 2020 (the "Transaction"), shareholders of Eaton

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

Data from SEC filings

Top 50 of 6886 long holdings End of quarter 31 Dec 20	Value	#Shares
AMZN Amazon Com Inc	$20.36B	6.25M
AAPL Apple Inc	$17.3B	130.35M
MSFT Microsoft Corp	$15.37B	69.1M
SPY SPDR S&P 500 Etf TR	$13.16B	35.21M
V Visa Inc	$8.92B	40.79M
FB Facebook Inc	$8.3B	30.38M
UBER Uber Technologies Inc	$6.22B	122.01M
SQ Square Inc	$6.15B	28.24M
MA Mastercard Incorporated	$6.11B	17.12M
DIS Disney Walt Co	$5.82B	32.11M
GOOG Alphabet Inc (CAP STK CL A)	$5.73B	3.27M
QQQ Invesco QQQ TR	$5.72B	18.23M
SPOT Spotify Technology S a	$5.61B	17.84M
SHOP Shopify Inc	$5.5B	4.86M
JPM Jpmorgan Chase & Co	$4.98B	39.21M
Ishares TR (RUS 1000 GRW ETF)	$4.73B	19.62M
ISRG Intuitive Surgical Inc	$4.59B	5.61M
ZM Zoom Video Communications In	$4.55B	13.5M
PG Procter and Gamble Co	$4.5B	32.35M
GOOG Alphabet Inc (CAP STK CL C)	$4.4B	2.51M
BABA Alibaba Group HLDG LTD	$4.35B	18.71M
VEEV Veeva Sys Inc	$4.13B	15.18M
IBB Ishares TR	$4.07B	58.92M
PM Philip Morris Intl Inc	$3.96B	47.86M
NOW Servicenow Inc	$3.95B	7.18M
TAL Tal Education Group	$3.89B	54.36M
Ishares TR (RUS 1000 VAL ETF)	$3.86B	28.22M
JNJ Johnson & Johnson	$3.79B	24.11M
TWTR Twitter Inc	$3.69B	68.12M
TMO Thermo Fisher Scientific Inc	$3.6B	7.73M
Ishares TR (CORE S&P500 ETF)	$3.6B	9.58M
MSCI Adobe Systems Incorporated	$3.36B	6.71M
TWLO Twilio Inc	$3.13B	9.26M
CRM Salesforce Com Inc	$3.09B	13.89M
DHR Danaher Corporation	$3.03B	13.65M
HD Home Depot Inc	$2.93B	11.03M
ABT Abbott Labs	$2.92B	26.69M
BRK.A Berkshire Hathaway Inc Del	$2.84B	12.24M
ACN Accenture PLC Ireland	$2.82B	10.79M
UNH Unitedhealth Group Inc	$2.8B	7.99M
NKE Nike Inc	$2.76B	19.5M
Vanguard Index FDS (GROWTH ETF)	$2.73B	10.79M
COST Costco WHSL Corp New	$2.67B	7.08M
Ishares Inc	$2.67B	43M
KO Coca Cola Co	$2.67B	48.64M
GLD SPDR Gold TR	$2.66B	14.91M
Vanguard Index FDS (VALUE ETF)	$2.63B	22.12M
Ishares TR (RUSSELL 2000 ETF)	$2.55B	13.01M
FTCH Farfetch LTD	$2.55B	39.93M
TSLA Tesla Inc	$2.51B	3.55M

Morgan Stanley holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

25 Feb 21

1 Mar 21

31 Dec 21

Financial summary

Financial statements Chart MS financial data

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

Beta Read what these cash burn values mean

Recent insider trades

MS insider ownership history Insider history

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

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

MS institutional ownership history Ownership history

85.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1301	1122	+16.0%
Opened positions	281	137	+105.1%
Closed positions	102	94	+8.5%
Increased positions	573	417	+37.4%
Reduced positions	312	391	-20.2%

13F shares	Current	Prev Q	Change
Total value	106.87B	67.09B	+59.3%
Total shares	1.55B	1.39B	+11.6%
Total puts	40.75M	33.59M	+21.3%
Total calls	32M	24.04M	+33.1%
Total put/call ratio	1.3	1.4	-8.9%

Largest owners	Shares	Value	Change
MUFG Mitsubishi UFJ Financial	377.09M	$25.84B	0.0%
STT State Street	120.62M	$8.27B	+8.6%
Vanguard	115.57M	$7.92B	+19.0%
BLK Blackrock	109.54M	$7.51B	+18.3%
TROW T. Rowe Price	98.41M	$6.74B	+12.0%
JPM JPMorgan Chase & Co.	53.35M	$3.66B	+6.2%
FMR	35.97M	$2.47B	+104.8%
Wellington Management	29.93M	$2.05B	+329.4%
Geode Capital Management	21.86M	$1.49B	+21.6%
AMP Ameriprise Financial	19.58M	$1.34B	+43.8%

Largest transactions	Shares	Bought/sold	Change
Wellington Management	29.93M	+22.96M	+329.4%
Vanguard	115.57M	+18.46M	+19.0%
FMR	35.97M	+18.41M	+104.8%
BLK Blackrock	109.54M	+16.93M	+18.3%
Primecap Management	12.07M	+12.07M	NEW
TROW T. Rowe Price	98.41M	+10.55M	+12.0%
STT State Street	120.62M	+9.58M	+8.6%
GQG Partners	7.35M	+7.35M	NEW
AMP Ameriprise Financial	19.58M	+5.96M	+43.8%
Citadel Advisors	1.91M	-5.79M	-75.2%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

TD Ameritrade Holding • Lazard • Lazard • Evercore • Moelis & Co • MS Young Adventure Enterprise

Content 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

From filing 10-K 2020 FY