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-PI, MS-PF, MS-PL, MS-PP, MS-PO
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
Analyst ratings and price targets
Latest filings (excl ownership)
FWP
Free writing prospectus
26 May 23
424B2
Prospectus for primary offering
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
FWP
Free writing prospectus
26 May 23
Transcripts
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
MS
Earnings call transcript
2021 Q3
14 Oct 21
MS
Earnings call transcript
2021 Q2
15 Jul 21
MS
Earnings call transcript
2021 Q1
16 Apr 21
MS
Earnings call transcript
2020 Q4
20 Jan 21
Latest ownership filings
3
Charles Aubrey Smith III
26 May 23
4
RAJA AKRAM
17 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
SC 13G/A
Oblong, Inc.
10 May 23
SC 13G/A
BAXTER INTERNATIONAL INC
9 May 23
SC 13G/A
Nuveen Intermediate Duration Municipal Term Fund
8 May 23
4
JAMES P GORMAN
5 May 23
4
THOMAS H GLOCER
5 May 23
SC 13G/A
ZoomInfo Technologies Inc.
5 May 23
4
RAJA AKRAM
3 May 23
Financial summary
| Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
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| Revenue | |||||
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| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| 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) | 111.26 bn | 111.26 bn | 111.26 bn | 111.26 bn | 111.26 bn | 111.26 bn |
| Cash burn (monthly) | 5.62 bn | 2.07 bn | (no burn) | (no burn) | 3.29 bn | 1.38 bn |
| Cash used (since last report) | 10.86 bn | 4.00 bn | n/a | n/a | 6.35 bn | 2.66 bn |
| Cash remaining | 100.39 bn | 107.26 bn | n/a | n/a | 104.90 bn | 108.60 bn |
| Runway (months of cash) | 17.9 | 51.8 | n/a | n/a | 31.9 | 79.0 |
Institutional ownership, Q1 2023
61.9% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 1606 |
| Opened positions | 140 |
| Closed positions | 161 |
| Increased positions | 618 |
| Reduced positions | 619 |
| 13F shares | Current |
|---|---|
| Total value | 88.93 tn |
| Total shares | 1.03 bn |
| Total puts | 20.53 mm |
| Total calls | 24.67 mm |
| Total put/call ratio | 0.8 |
| Largest owners | Shares | Value |
|---|---|---|
| STT State Street | 115.83 mm | $10.17 tn |
| Vanguard | 112.33 mm | $9.86 tn |
| BLK Blackrock | 87.07 mm | $7.65 tn |
| JPM JPMorgan Chase & Co. | 48.29 mm | $4.24 tn |
| Wellington Management | 46.91 mm | $4.12 tn |
| FMR | 27.01 mm | $2.37 tn |
| Capital Research Global Investors | 26.16 mm | $2.30 tn |
| Capital World Investors | 23.84 mm | $2.09 tn |
| Geode Capital Management | 23.20 mm | $2.03 tn |
| Capital International Investors | 23.12 mm | $2.03 tn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 May 23 | Akram Raja | Common Stock | Sell | Dispose S | No | No | 82.9505 | 7,320 | 607.20 k | 96,483.509 |
| 3 May 23 | Glocer Thomas H | Common Stock | Sell | Dispose S | No | No | 87.105 | 4,535 | 395.02 k | 98,110.369 |
| 3 May 23 | James P Gorman | Common Stock | Gift | Dispose G | No | No | 0 | 1,947 | 0.00 | 1,259,894.478 |
| 1 May 23 | Akram Raja | Common Stock | Payment of exercise | Dispose F | No | No | 89.97 | 16,321 | 1.47 mm | 103,148.386 |
News
Morgan Stanley's Chief Investment Officer Issues Macro Warning To Traders, Says Investors Are Being Fooled By Rise In Liquidity
27 May 23
$1000 Invested In Morgan Stanley 10 Years Ago Would Be Worth This Much Today
26 May 23
ChatGPT Bug Bites JP Morgan: Looks To Develop AI Software For Investment Advice
26 May 23
Looking At Morgan Stanley's Recent Unusual Options Activity
24 May 23
Citi, Deutsche Bank Admit To Sharing Pricing Secrets Of UK Government Bonds: Report
24 May 23
Press releases
Eaton Vance Management Announces Portfolio Management Teams of Certain Closed-End Funds
26 May 23
Morgan Stanley at Work's Third Annual State of the Workplace Study Finds Equity Compensation a Key Driver of Employee Retention, While Helping Employees Meet Long-term Goals
24 May 23
Meeting Essential Needs with Dignity, Inc. and Leonard Cheshire Teams Win Morgan Stanley's 14th Annual Strategy Challenge Supporting Nonprofits in the U.S. and the U.K.
23 May 23
DirectBooks Welcomes BMO Capital Markets, Blaylock Van, and American Veterans Group
23 May 23
James Gorman to Speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference
22 May 23