Morgan Stanley (MS)

Morgan Stanley Capital Management, LLC • Morgan Stanley & Co. LLC • Morgan Stanley Domestic Holdings, 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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$132.57

Low target

$125.00

High target

$144.00

Latest filings (excl ownership)

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424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

424B2

Prospectus for primary offering

18 Apr 25

Transcripts

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Earnings call transcript

2025 Q1

11 Apr 25

Earnings call transcript

2024 Q4

16 Jan 25

Earnings call transcript

2024 Q3

16 Oct 24

Earnings call transcript

2024 Q2

16 Jul 24

Earnings call transcript

2024 Q1

16 Apr 24

Earnings call transcript

2023 Q3

18 Oct 23

Earnings call transcript

2023 Q2

18 Jul 23

Earnings call transcript

2023 Q2

18 Jul 23

Earnings call transcript

2023 Q1

19 Apr 23

Earnings call transcript

2022 Q4

17 Jan 23

Latest ownership filings

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144

Notice of proposed sale of securities

Notice of proposed sale of securities

15 Apr 25

SC 13G/A

Playa Hotels & Resorts N.V.

7 Apr 25

SC 13G/A

Aurora Innovation, Inc.

7 Apr 25

SC 13G/A

PELOTON INTERACTIVE, INC.

Net Lease Office Properties

6 Mar 25

Financial summary

Financial statements Chart MS financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 22	Dec 21	Dec 20
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)	105.39 bn	105.39 bn	105.39 bn	105.39 bn	105.39 bn	105.39 bn
Cash burn (monthly)	(no burn)	251.25 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	908.85 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	104.48 bn	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	415.8	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

MS institutional ownership history Ownership history

60.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	2075	1859	+11.6%
Opened positions	341	183	+86.3%
Closed positions	125	132	-5.3%
Increased positions	690	746	-7.5%
Reduced positions	772	650	+18.8%

13F shares	Current	Prev Q	Change
Total value	117.87 tn	95.62 tn	+23.3%
Total shares	979.68 mm	958.49 mm	+2.2%
Total puts	29.84 mm	29.43 mm	+1.4%
Total calls	22.14 mm	26.27 mm	-15.7%
Total put/call ratio	1.3	1.1	+20.3%

Largest owners	Shares	Value	Change
STT State Street	111.28 mm	$13.99 tn	+0.9%
Vanguard	110.13 mm	$13.85 tn	+0.6%
BlackRock	95.09 mm	$11.95 tn	+7.1%
JPM JPMorgan Chase & Co.	41.03 mm	$5.16 tn	+0.1%
Capital International Investors	29.98 mm	$3.77 tn	-0.1%
Geode Capital Management	25.84 mm	$3.24 tn	+2.4%
FMR	25.56 mm	$3.21 tn	+11.9%
Fisher Asset Management	22.83 mm	$2.87 tn	+1.9%
Capital Research Global Investors	21.79 mm	$2.74 tn	+44.8%
Wellington Management	20.90 mm	$2.63 tn	-33.0%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	15.19 mm	+15.19 mm	NEW
Wellington Management	20.90 mm	-10.28 mm	-33.0%
Capital Research Global Investors	21.79 mm	+6.74 mm	+44.8%
BlackRock	95.09 mm	+6.30 mm	+7.1%
BCS Barclays	2.52 mm	-3.56 mm	-58.6%
BK The Bank of New York Mellon Corporation	7.74 mm	-3.28 mm	-29.8%
Citadel Advisors	3.36 mm	+3.21 mm	+2081.9%
FMR	25.56 mm	+2.73 mm	+11.9%
RJF Raymond James Financial	2.58 mm	+2.58 mm	NEW
Schroder Investment Management	7.28 mm	+2.45 mm	+50.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

MS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Apr 25	Eric F Grossman	Common Stock	Sell	Dispose S	No	No	111.6501	10,068	1.12 mm	199,274.084
14 Apr 25	Sharon Yeshaya	Common Stock	Gift	Acquire G	Yes	No	0	12,288	0.00	25,583
14 Apr 25	Sharon Yeshaya	Common Stock	Gift	Dispose G	No	No	0	12,288	0.00	127,765.916
14 Apr 25	Sharon Yeshaya	Common Stock	Gift	Dispose G	No	No	0	180	0.00	140,053.916
21 Feb 25	Mandell Crawley	Common Stock	Payment of exercise	Dispose F	No	No	134.34	7,849	1.05 mm	63,140.187
21 Feb 25	Mandell Crawley	Common Stock	Grant	Acquire A	No	No	0	15,372	0.00	70,989.187
21 Feb 25	Edward N Pick	Common Stock	Payment of exercise	Dispose F	No	No	134.34	68,835	9.25 mm	670,818.72
21 Feb 25	Edward N Pick	Common Stock	Grant	Acquire A	No	No	0	124,351	0.00	739,653.72
21 Feb 25	Michael A. Pizzi	Common Stock	Payment of exercise	Dispose F	No	No	134.34	15,603	2.10 mm	153,753.955
21 Feb 25	Michael A. Pizzi	Common Stock	Grant	Acquire A	No	No	0	32,453	0.00	169,356.955