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MS Morgan Stanley

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Company profile

Ticker
MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, CNY, URR, MS-PL, INR, MLPY
Exchange
NYSE
Website
www.morganstanley.com
CEO
James Patrick Gorman
Employees
Incorporated
Delaware
Location
New York
Fiscal year end
Dec 31
Sector
Finance > Investment Banks/Brokers
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
IRS number
363145972

MS stock data

(
)

Investment data

Data from SEC filings
Top 50 of 6462 long holdings
End of quarter 30 Jun 20 		Value
 		 #Shares
 
AMZN Amazon Com Inc
$12.74B 4.62M
MSFT Microsoft Corp
$12.01B 59M
AAPL Apple Inc
$11.86B 32.51M
SPY SPDR S&P 500 Etf TR
$11.07B 35.9M
V Visa Inc
$6.17B 31.96M
SHOP Shopify Inc
$5.23B 5.51M
FB Facebook Inc
$4.52B 19.92M
SPOT Spotify Technology S a
$4.49B 17.39M
MA Mastercard Incorporated
$4.15B 14.03M
BABA Alibaba Group HLDG LTD
$4.1B 18.99M
ZM Zoom Video Communications In
$3.84B 15.15M
SQ Square Inc
$3.69B 35.19M
IBB Ishares TR (RUS 1000 GRW ETF)
$3.67B 19.12M
GOOG Alphabet Inc (CAP STK CL A)
$3.57B 2.51M
JPM Jpmorgan Chase & Co
$3.54B 37.66M
PG Procter and Gamble Co
$3.54B 29.58M
VEEV Veeva Sys Inc
$3.3B 14.07M
GOOG Alphabet Inc (CAP STK CL C)
$3.24B 2.29M
IBB Ishares TR
$3.21B 56.08M
PM Philip Morris Intl Inc
$3.19B 45.59M
QQQ Invesco QQQ TR
$3.09B 12.47M
IBB Ishares TR (RUS 1000 VAL ETF)
$3.06B 27.16M
JNJ Johnson & Johnson
$3.03B 21.54M
IBB Ishares TR (RUSSELL 2000 ETF)
$2.93B 20.49M
DIS Disney Walt Co
$2.83B 25.42M
NOW Servicenow Inc
$2.79B 6.89M
TAL Tal Education Group
$2.79B 40.82M
TMO Thermo Fisher Scientific Inc
$2.78B 7.66M
UBER Uber Technologies Inc
$2.7B 86.92M
ISRG Intuitive Surgical Inc
$2.6B 4.56M
ACN Accenture PLC Ireland
$2.57B 11.98M
IBB Ishares TR (CORE S&P500 ETF)
$2.55B 8.23M
TWLO Twilio Inc
$2.45B 11.17M
HD Home Depot Inc
$2.38B 9.5M
OKTA Okta Inc
$2.35B 11.76M
COUP Coupa Software Inc
$2.35B 8.48M
ABT Abbott Labs
$2.27B 24.8M
MSCI Adobe Inc
$2.25B 5.16M
DHR Danaher Corporation
$2.23B 12.61M
T At&t Inc
$2.22B 73.39M
Vanguard Index FDS
$2.18B 10.8M
IBB Ishares Inc
$2.08B 43.68M
CRM Salesforce Com Inc
$2.08B 11.09M
GLD SPDR Gold TR
$2.05B 12.27M
VZ Verizon Communications Inc
$2.05B 37.22M
WORK Slack Technologies Inc
$2.02B 65.05M
Pimco Etf TR
$2.02B 19.83M
UNH Unitedhealth Group Inc
$1.97B 6.68M
KO Coca Cola Co
$1.96B 43.83M
Vanguard BD Index FDS
$1.95B 22.1M
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Aug 20
22 Oct 20
31 Dec 20

News

Financial summary

Financial statements Chart MS financial data
Quarter (USD) Jun 20 Mar 20 Sep 19 Jun 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
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.

Recent insider trades

MS insider ownership history Insider history
Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
2 Oct 20 Shelley B Leibowitz Common Stock Grant Aquire A No 0 30,954 0 30,954
2 Oct 20 Olayan Hutham S Common Stock Grant Aquire A No 0 3,129 0 3,129
2 Oct 20 Traquina Perry M Depositary Shares Grant Aquire A No 0 400 0 400
2 Oct 20 Andrew M Saperstein Depositary Shares Grant Aquire A No 0 100 0 100
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q2 2020

MS institutional ownership history Ownership history
88.8% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 1075 1020 +5.4%
Opened positions 180 132 +36.4%
Closed positions 125 187 -33.2%
Increased positions 364 349 +4.3%
Reduced positions 369 377 -2.1%
13F shares
 Current Prev Q Change
Total value 399.84B 247.53B +61.5%
Total shares 1.4B 1.37B +2.1%
Total puts 39.35M 38.27M +2.8%
Total calls 24.22M 16.96M +42.8%
Total put/call ratio 1.6 2.3 -28.0%
Largest owners
 Shares Value Change
MUFG Mitsubishi UFJ Financial 377.09M $18.21B 0.0%
STT State Street 111.98M $5.41B -1.2%
Vanguard 98.75M $4.77B -2.3%
N Price T Rowe Associates 95.18M $4.6B +44.5%
BLK BlackRock 95.08M $4.59B -0.3%
JPM JPMorgan Chase & Co. 51.67M $2.5B +4.4%
Nuveen Asset Management 19.84M $958.32M +10.4%
IVZ Invesco 19.09M $922.12M -11.4%
Geode Capital Management 18.05M $869.95M +2.1%
GS Goldman Sachs 17.55M $847.73M +31.6%
Largest transactions
 Shares Bought/sold Change
N Price T Rowe Associates 95.18M +29.29M +44.5%
Arrowstreet Capital, Limited Partnership 39.2K -9.7M -99.6%
Wellcome Trust 0 -8M EXIT
Fisher Asset Management 8.46M +7.91M +1424.9%
Greenhaven Associates 9.49M +6.58M +225.7%
GS Goldman Sachs 17.55M +4.22M +31.6%
JHG Janus Henderson 9.21M +4.09M +79.8%
PRU Prudential Financial 1.96M -2.62M -57.2%
Schafer Cullen Capital Management 2.76M +2.6M +1684.6%
Susquehanna International 2.2M -2.56M -53.7%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
Stockwalk • TD Ameritrade Holding • Lazard • Lazard • Evercore • Moelis & Co. • MS Young Adventure Enterprise
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
New words: absence, accretion, air, akram, amid, calibrated, careful, carefully, denial, dispute, drawn, drop, face, fewer, fiscal, focused, GDP, governmental, half, heightened, HELOC, leisure, lodging, meaningfully, monetary, moved, narrowing, peaking, persistence, personal, phased, prohibit, prohibition, prudential, raja, recession, role, sharp, subsided, tightening, travel, turn, UK, upstream, wider
Removed: basic, borrowing, challenge, challenged, comprise, converted, earlier, entitlement, EPS, equaled, evolve, exclusive, listed, modeling, paul, subordinate, transitional, wirth
From filing 10-Q 2020 Q2

Financial reports

View all
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
26 Feb 19
10-Q
2018 Q3
Quarterly report
5 Nov 18
10-Q
2018 Q2
Quarterly report
3 Aug 18
10-Q
2018 Q1
Quarterly report
4 May 18

Current reports

View all
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
29 Jun 20
8-K
Submission of Matters to a Vote of Security Holders
22 May 20
8-K
Morgan Stanley First Quarter 2020 Earnings Results
16 Apr 20
8-K
Entry into a Material Definitive Agreement
21 Feb 20
8-K
Morgan Stanley to Acquire E*TRADE, Creating a Leader in all Major Wealth Management Channels
20 Feb 20
8-K
Other Events
17 Jan 20

Registration and prospectus

View all
424B2
Prospectus for primary offering
22 Oct 20
424B2
Prospectus for primary offering
22 Oct 20
424B2
Prospectus for primary offering
22 Oct 20
FWP
Free writing prospectus
22 Oct 20
FWP
Free writing prospectus
22 Oct 20
FWP
Free writing prospectus
22 Oct 20
424B2
Prospectus for primary offering
22 Oct 20
FWP
Free writing prospectus
22 Oct 20
424B2
Prospectus for primary offering
22 Oct 20
FWP
Free writing prospectus
22 Oct 20

Proxies

View all
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
6 Apr 18
DEFA14A
Additional proxy soliciting materials
6 Apr 18

Other

View all
EFFECT
Notice of effectiveness
15 Jun 20
NO ACT
No action letter
23 Feb 17
CERTNYS
Certification of approval for NYSE listing
1 Feb 17
NO ACT
No action letter
9 Feb 16
UPLOAD
Letter from SEC
3 Jun 15
CORRESP
Correspondence with SEC
27 May 15
CORRESP
Correspondence with SEC
1 May 15
UPLOAD
Letter from SEC
29 Apr 15
NO ACT
No action letter
10 Mar 15
CERTNYS
Certification of approval for NYSE listing
18 Sep 14

Ownership

View all
SC 13G
AMICUS THERAPEUTICS / MORGAN STANLEY ownership change
22 Oct 20
4
Change in insider ownership
22 Oct 20
4
Change in insider ownership
22 Oct 20
4
Change in insider ownership
22 Oct 20
4
Change in insider ownership
22 Oct 20
SC 13G
PennyMac Mortgage Investment Trust / MORGAN STANLEY ownership change
19 Oct 20
SC 13G
SINCLAIR BROADCAST / MORGAN STANLEY ownership change
19 Oct 20
SC 13G/A
Chewy / MORGAN STANLEY ownership change
9 Oct 20
SC 13G/A
Okta / MORGAN STANLEY ownership change
9 Oct 20
SC 13G/A
Salient Midstream & MLP Fund / MORGAN STANLEY ownership change
9 Oct 20

Patents

View all
GRANT
Utility
System for tracking transaction data across applications
13 Oct 20
A computer-implemented system and method to track a transaction that is executed by a series of applications in a workflow.
GRANT
Utility
Trading anomaly kill switch
6 Oct 20
A system that can detect when abnormal trading activity is occurring and take action to halt the detected abnormal trading activity without human intervention using a computer-implemented anomaly detection and action stage computer that performs an exponential weighted averaging of trade order flow, on a per symbol basis within a sliding volume based window and a volume based exponential weighted averaging, on a per symbol basis, on trade update messages received during the sliding volume based window and checks for an inflection in covariance between them.
GRANT
Utility
Faulty distributed system component identification
6 Oct 20
A system for detecting a communications computer network node malfunction by analysis of network traffic output by the network node.
GRANT
Utility
Optically analyzing domain names
22 Sep 20
Systems and methods determine whether domain names are potentially maliciously registered variants of a set of monitored domain names.
GRANT
Utility
Metadata driven orchestration engine
8 Sep 20
An efficient reusable, extensible light weight framework statelessly orchestrates system activities in any application which involves a series of sequential or parallel set of activities involving computational logic, data retrieval and persistence services.