Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firms clients include corporations, governments, institutions, and individuals.
Company profile
Ticker
MS, MS-PA, MS-PK, MS-PI, MS-PF, MS-PE, MSTLW, MS-PL, MS-PO, MS-PP
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
Latest filings (excl ownership)
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
FWP
Free writing prospectus
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
424B2
Prospectus for primary offering
18 Mar 24
Transcripts
MS
Earnings call transcript
2023 Q3
18 Oct 23
MS
Earnings call transcript
2023 Q2
18 Jul 23
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
Latest ownership filings
SC 13G/A
Xperi Inc.
7 Mar 24
SC 13G/A
Global-E Online Ltd.
7 Mar 24
SC 13G/A
NOVAVAX INC
7 Mar 24
4
DANIEL A SIMKOWITZ
23 Feb 24
4
ANDREW M SAPERSTEIN
23 Feb 24
4
EDWARD N PICK
23 Feb 24
4
ERIC F GROSSMAN
23 Feb 24
4
JAMES P GORMAN
23 Feb 24
4
ANDREW M SAPERSTEIN
14 Feb 24
4
JAMES P GORMAN
14 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cost of revenue | |||||
Operating income | |||||
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Net profit margin | |||||
Cash on hand | |||||
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) | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn | 108.40 bn |
Cash burn (monthly) | (no burn) | 274.58 mm | (no burn) | (no burn) | (no burn) | 2.48 bn |
Cash used (since last report) | n/a | 1.54 bn | n/a | n/a | n/a | 13.96 bn |
Cash remaining | n/a | 106.86 bn | n/a | n/a | n/a | 94.44 bn |
Runway (months of cash) | n/a | 389.2 | n/a | n/a | n/a | 38.1 |
Institutional ownership, Q4 2023
68.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1457 |
Opened positions | 199 |
Closed positions | 367 |
Increased positions | 489 |
Reduced positions | 590 |
13F shares | Current |
---|---|
Total value | 65.92 tn |
Total shares | 1.13 bn |
Total puts | 9.44 mm |
Total calls | 12.02 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
MUFG Mitsubishi UFJ Financial | 378.96 mm | $29.48 bn |
STT State Street | 113.92 mm | $10.62 tn |
Vanguard | 109.04 mm | $10.17 tn |
JPM JPMorgan Chase & Co. | 59.94 mm | $5.59 tn |
Wellington Management | 38.45 mm | $3.59 tn |
Capital International Investors | 24.50 mm | $2.28 tn |
Fisher Asset Management | 20.23 mm | $1.89 tn |
Massachusetts Financial Services | 20.20 mm | $1.88 tn |
FMR | 17.25 mm | $1.61 tn |
Capital Research Global Investors | 17.14 mm | $1.60 tn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 Jan 24 | Eric F Grossman | Common Stock | Sell | Dispose S | No | No | 88.5476 | 26,562 | 2.35 mm | 234,626.894 |
30 Jan 24 | Andrew M Saperstein | Common Stock | Sell | Dispose S | No | No | 87.917 | 10,000 | 879.17 k | 313,490.335 |
30 Jan 24 | Akram Raja | Common Stock | Sell | Dispose S | No | No | 87.4102 | 4,500 | 393.35 k | 93,133.693 |
30 Jan 24 | Eric F Grossman | Common Stock | Sell | Dispose S | No | No | 87.8137 | 26,563 | 2.33 mm | 261,188.894 |
26 Jan 24 | James P Gorman | Common Stock | Sell | Dispose S | No | No | 87.928 | 50,000 | 4.40 mm | 379,701.476 |
25 Jan 24 | James P Gorman | Common Stock | Sell | Dispose S | Yes | No | 87.9287 | 50,000 | 4.40 mm | 400,000 |
25 Jan 24 | James P Gorman | Common Stock | Gift | Dispose G | No | No | 0 | 105,000 | 0.00 | 479,701.476 |
News
Behind the Scenes of Morgan Stanley's Latest Options Trends
18 Mar 24
Here's How Much You Would Have Made Owning Morgan Stanley Stock In The Last 5 Years
18 Mar 24
Morgan Stanley Unusual Options Activity
15 Mar 24
JPMorgan Uses AI To Cut Down On Manual Labor: How Dimon's Bank Leverages Tech (CORRECTED)
15 Mar 24
10 Financials Stocks With Whale Alerts In Today's Session
14 Mar 24
Press releases
Morgan Stanley Announces Children's Mental Health Innovation Award Winners and Launches Leadership Learning Series
14 Mar 24
Morgan Stanley Announces Launch of Private Markets Transaction Desk
4 Mar 24
Morgan Stanley Direct Lending Fund Announces December 31, 2023 Financial Results and Declares First Quarter 2024 Dividend of $0.50 per Share
1 Mar 24
Dan Simkowitz to Speak at the Annual Morgan Stanley European Financials Conference
28 Feb 24
Calvert Research and Management announces 100 Most Sustainable U.S. Companies
26 Feb 24