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-PE, MS-PF, CNY, MS-PL, URR, INR, MLPY
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
Analyzing Morgan Stanley's Unusual Options Activity
30 Jul 21
Unusual Options Activity Insight: Morgan Stanley
29 Jul 21
Understanding Morgan Stanley's Unusual Options Activity
28 Jul 21
Understanding Morgan Stanley's Unusual Options Activity
27 Jul 21
Understanding Morgan Stanley's Unusual Options Activity
26 Jul 21
Press releases
At Scale Podcast: Revitalizing Recycling
29 Jul 21
The Future of Elder Care
26 Jul 21
Sustainability Matters: Ellen MacArthur on Building a Circular Economy
22 Jul 21
Woodborn Partners Receives Equity Investment from TruFund's Impact Developers Fund for Project Development
21 Jul 21
Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition for Plan Sponsors Through Partnership with Vestwell
21 Jul 21
Investment data
| Top 50 of 7320 long holdings End of quarter 31 Mar 21 |
Value |
#Shares |
|---|---|---|
| $17.31B | 5.59M | |
| $17.15B | 43.28M | |
| $15.41B | 65.34M | |
| $14.95B | 122.39M | |
| $8.72B | 41.18M | |
| $7.56B | 25.66M | |
| $7.02B | 128.83M | |
| $6.67B | 6.03M | |
| $6.66B | 20.87M | |
| $6.59B | 18.52M | |
| $6.55B | 3.18M | |
| $6.46B | 28.47M | |
| $5.92B | 32.07M | |
| $5.75B | 37.78M | |
| $5B | 18.68M | |
| $4.93B | 2.38M | |
| $4.87B | 20.03M | |
| $4.68B | 73.59M | |
| $4.52B | 29.84M | |
| $4.51B | 20.4M | |
| $4.45B | 32.87M | |
| $4.34B | 60.19M | |
| $4.11B | 5.56M | |
| $3.99B | 24.31M | |
| $3.96B | 44.6M | |
| $3.82B | 9.59M | |
| $3.78B | 8.29M | |
| $3.74B | 11.64M | |
| $3.69B | 10.83M | |
| $3.67B | 14.06M | |
| $3.6B | 7.19M | |
| $3.46B | 11.34M | |
| $3.28B | 14.49M | |
| $3.28B | 27.33M | |
| $3.26B | 12.75M | |
| $3.21B | 6.76M | |
| $3.21B | 59.55M | |
| $3.11B | 23.64M | |
| $3.08B | 13.68M | |
| $3.01B | 10.89M | |
| $2.95B | 7.93M | |
| $2.94B | 45.65M | |
| $2.92B | 12.75M | |
| $2.92B | 13.78M | |
| $2.78B | 11.45M | |
| $2.7B | 10.49M | |
| $2.68B | 14.24M | |
| $2.66B | 4.98M | |
| $2.58B | 3.87M | |
| $2.5B | 11.52M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
3 May 21
30 Jul 21
31 Dec 21
Financial summary
Quarter (USD) |
Mar 21 | Dec 20 | Sep 20 | Jun 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) | 118.12B | 118.12B | 118.12B | 118.12B | 118.12B | 118.12B |
| Cash burn (monthly) | (positive/no burn) | 1.12B | (positive/no burn) | (positive/no burn) | (positive/no burn) | 1.85B |
| Cash used (since last report) | n/a | 4.46B | n/a | n/a | n/a | 7.4B |
| Cash remaining | n/a | 113.65B | n/a | n/a | n/a | 110.72B |
| Runway (months of cash) | n/a | 101.8 | n/a | n/a | n/a | 59.9 |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 Jul 21 | Sharon Yeshaya | Common Stock | Payment of exercise | Dispose F | No | No | 92.32 | 1,171 | 108.11K | 23,723.515 |
| 21 Jul 21 | Sharon Yeshaya | Common Stock | Sell | Dispose S | No | No | 95.6415 | 2,500 | 239.1K | 24,894.515 |
| 16 Jul 21 | Andrew M Saperstein | Common Stock | Sell | Dispose S | No | No | 92.97 | 11,465 | 1.07M | 173,074.63 |
| 1 Jun 21 | Corley Elizabeth | Common Stock | Grant | Aquire A | No | No | 92.4916 | 513.56 | 47.5K | 27,642.55 |
| 1 Jun 21 | Corley Elizabeth | Common Stock | Grant | Aquire A | No | No | 0 | 2,702.948 | 0 | 27,128.99 |
| 1 Jun 21 | Darling Alistair | Common Stock | Grant | Aquire A | No | No | 0 | 2,702.948 | 0 | 33,527.152 |
| 1 Jun 21 | Glocer Thomas H | Common Stock | Grant | Aquire A | No | No | 92.4916 | 864.944 | 80K | 92,287.165 |
| 1 Jun 21 | Glocer Thomas H | Common Stock | Grant | Aquire A | No | No | 0 | 2,702.948 | 0 | 91,422.221 |
Institutional ownership Q1 2021
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
64.0% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 1463 |
| Opened positions | 228 |
| Closed positions | 103 |
| Increased positions | 617 |
| Reduced positions | 445 |
13F shares |
Current |
|---|---|
| Total value | 92.55B |
| Total shares | 1.19B |
| Total puts | 33.04M |
| Total calls | 22M |
| Total put/call ratio | 1.5 |
Largest owners |
Shares | Value |
|---|---|---|
| STT State Street | 132.34M | $10.28B |
| Vanguard | 121.02M | $9.4B |
| BLK Blackrock | 119.36M | $9.27B |
| TROW T. Rowe Price | 68.94M | $5.35B |
| JPM JPMorgan Chase & Co. | 54.99M | $4.27B |
| FMR | 44.74M | $3.47B |
| Wellington Management | 33.84M | $2.63B |
| Geode Capital Management | 23.29M | $1.8B |
| BAC Bank Of America | 21.93M | $1.7B |
| AMP Ameriprise Financial | 17.8M | $1.38B |
Financial report summary
?Competition
TD Ameritrade Holding • Lazard • Lazard • Evercore • Moelis & Co • MS Young Adventure EnterpriseContent analysis
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| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. freshman Avg
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New words:
accommodative, added, Advocate, ARRC, attrition, BaFin, benchmark, Cessation, channel, compel, confirmed, constituted, counted, effort, ETB, ETSB, Europe, exited, fallback, FCA, Force, ICE, indefinite, ISDA, Italy, larger, legacy, levied, lived, MSEHSE, MSESE, notwithstanding, obtain, onboarding, onward, overlay, overseen, panel, platform, population, prejudice, premier, proforma, Protocol, reaching, reclassified, recommended, rejected, renamed, resumption, robust, SE, slightly, stamp, steering, stipulation, Task, tighter, trillion, unaffiliated, unfunded, unvested, USD, vested, workplace
Removed:
achieved, acquire, adjust, Aid, alliance, amending, annually, assessed, assume, back, backing, bridge, brought, capitalization, categorized, CDIB, clarify, close, closely, collect, collectability, collection, collective, concealment, concept, concert, conclusion, considerable, constant, continuation, Contra, creditworthy, customary, de, declined, deduct, deferment, designating, developing, discontinued, economy, employed, encourage, encouraging, evidence, existing, expect, expectation, expired, extinguishment, family, FICC, Firmwide, forbearance, Forum, frequently, gradual, gradually, GreenPoint, GSIB, health, Implementation, inception, indirectly, individually, insured, integrate, intended, intent, intermittent, Isaac, knew, length, life, location, longer, lost, lowered, marketplace, measuring, meeting, membership, misrepresented, MSM, mutual, necessitating, negatively, negotiation, November, operation, optional, origination, overcollateralization, passivity, permanent, pertaining, projected, projection, proposed, recast, recognizing, redeemed, referenced, refreshed, reinstating, relationship, remeasurement, replaced, replenish, rescission, resettle, restructured, resubmit, resulted, returned, reversion, revert, revolving, safety, securing, significantly, Solium, solvent, sought, Spain, spoliation, stability, STACK, stating, structuring, subdued, subordinated, super, supportable, sustained, syndicated, System, term, testing, ultimate, uncollectible, unemployment, Unrated, updated, upgrade, voluntarily, widened, window, withdrew, work
Financial reports
10-Q
2021 Q1
Quarterly report
3 May 21
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
Current reports
8-K
Morgan Stanley Second Quarter 2021 Earnings Results
15 Jul 21
8-K
Other Events
28 Jun 21
8-K
Morgan Stanley Announces Key Leadership Changes
21 May 21
8-K
Departure of Directors or Certain Officers
20 May 21
8-K
Morgan Stanley First Quarter 2021 Earnings Results
16 Apr 21
8-K
Amendments to Articles of Incorporation or Bylaws
15 Apr 21
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
Registration and prospectus
FWP
Free writing prospectus
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
424B2
Prospectus for primary offering
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
424B2
Prospectus for primary offering
30 Jul 21
FWP
Free writing prospectus
30 Jul 21
Proxies
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEF 14A
Definitive proxy
1 Apr 21
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
Other
EFFECT
Notice of effectiveness
1 Feb 21
CORRESP
Correspondence with SEC
25 Jan 21
CORRESP
Correspondence with SEC
18 Jan 21
UPLOAD
Letter from SEC
20 Dec 20
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
Ownership
4
MORGAN STANLEY / SHARON YESHAYA ownership change
23 Jul 21
4
MORGAN STANLEY / ANDREW M SAPERSTEIN ownership change
16 Jul 21
SC 13G
Cricut / MORGAN STANLEY ownership change
12 Jul 21
SC 13G/A
BlackRock Enhanced International Dividend Trust / MORGAN STANLEY ownership change
12 Jul 21
SC 13G/A
Just Eat Takeaway.com / MORGAN STANLEY ownership change
12 Jul 21
SC 13G/A
21Vianet / MORGAN STANLEY ownership change
9 Jul 21
SC 13G/A
Linx / MORGAN STANLEY ownership change
9 Jul 21
SC 13G/A
OI S.A. - In Judicial Reorganization / MORGAN STANLEY ownership change
9 Jul 21
SC 13G
iQIYI / MORGAN STANLEY ownership change
28 Jun 21
SC 13G
Just Eat Takeaway.com / MORGAN STANLEY ownership change
28 Jun 21
Patents
APP
Utility
Enterprise-level Security Method and System
29 Jul 21
A method of detecting and responding to anomalous activity within a system involves generating a two-dimensional graphical image of a first dimension and a second dimension, and wherein the first dimension corresponds to a cyclical repeating interval made up of multiple bins, the graphical image having been generated such that a bin of the multiple bins, is the bin having a highest count, and the bin is scaled to the second dimension, and counts of all other bins in the interval are scaled relative to that highest count, graphically comparing the generated graphical image to an immediately preceding graphical image for similarity, and when a result of the comparison fails to satisfy a pre-specified similarity threshold, automatically triggering an appropriate anomaly detection-based follow-on action.
GRANT
Utility
Systems and methods for providing online content in braille
27 Jul 21
A method and system for providing online content in braille is provided.
GRANT
Utility
Characterizing client-server connection configurations according to communication layer attributes
27 Jul 21
A system and method for characterizing a connection configuration of a client connecting to a computer system.
GRANT
Utility
System and method for carbon emissions exposure determination
20 Jul 21
A system and method may determine the carbon emissions risk to an institution through its lending and investment activities to a plurality of counterparties by, for example, determining carbon emissions data for a number of counterparties and, for each counterparty, determining the carbon emissions risk to the institution.
GRANT
Utility
File indexing and retrospective malware detection system
13 Jul 21
A computer-implemented method for indexing a stream of files is disclosed.
Transcripts
2021 Q2
Earnings call transcript
15 Jul 21
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
Reddit threads
MSFT long-term vs FAANG, growth-rate, ai, and tablets
30 Jul 21
Cortexyme ($CRTX) GAIN Trial to make or break the Stock (Q42021) by DDD
29 Jul 21
Daily Discussion Thread - July 29, 2021
29 Jul 21
Daily Discussion Thread - July 29th, 2021
29 Jul 21
Announcements x Daily Discussion for Thursday, July 29, 2021
29 Jul 21
Mark Spitznagel The Dao of Capital book summary
28 Jul 21
Everyone here knows how to read a chart
28 Jul 21
Daily Discussion Thread - July 28th, 2021
28 Jul 21
Is this insider trading?
27 Jul 21
Microsoft posts big earnings beat, but Windows revenue from device makers falls 3%
27 Jul 21