Morgan Stanley (MS)

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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$128.67

Low target

$112.00

High target

$142.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

20 Dec 24

8-K

Departure of Directors or Certain Officers

20 Dec 24

Transcripts

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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

Earnings call transcript

2022 Q3

14 Oct 22

Earnings call transcript

2022 Q2

14 Jul 22

Latest ownership filings

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Cohen & Steers Real Estate Opportunities & Income Fund

26 Nov 24

SC 13G

WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

26 Nov 24

SC 13G/A

FIRST TRUST SENIOR FLOATING RATE INCOME FUND II

14 Nov 24

13F-HR

Quarterly holdings report by institutional manager

Angel Oak Mortgage REIT, Inc.

14 Nov 24

Financial summary

Financial statements Chart MS financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	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

Financial data from company earnings reports.

Institutional ownership, Q3 2024

MS institutional ownership history Ownership history

58.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1833	1800	+1.8%
Opened positions	179	164	+9.1%
Closed positions	146	145	+0.7%
Increased positions	736	726	+1.4%
Reduced positions	644	639	+0.8%

13F shares	Current	Prev Q	Change
Total value	95.66 tn	90.24 tn	+6.0%
Total shares	958.18 mm	973.03 mm	-1.5%
Total puts	29.39 mm	27.22 mm	+8.0%
Total calls	26.27 mm	31.52 mm	-16.7%
Total put/call ratio	1.1	0.9	+29.6%

Largest owners	Shares	Value	Change
STT State Street	110.28 mm	$11.50 tn	+0.0%
Vanguard	109.44 mm	$11.41 tn	+0.7%
BLK BlackRock	88.78 mm	$9.25 tn	NEW
JPM JPMorgan Chase & Co.	40.99 mm	$4.27 tn	-17.3%
Wellington Management	31.17 mm	$3.25 tn	-19.1%
Capital International Investors	30.02 mm	$3.13 tn	+1.1%
Geode Capital Management	25.24 mm	$2.62 tn	+1.1%
FMR	22.84 mm	$2.38 tn	-1.5%
Fisher Asset Management	22.40 mm	$2.34 tn	+2.7%
BAC Bank of America	20.83 mm	$2.17 tn	-0.9%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	88.78 mm	+88.78 mm	NEW
BLK BlackRock	0.00	-84.37 mm	EXIT
Norges Bank	0.00	-14.35 mm	EXIT
JPM JPMorgan Chase & Co.	40.99 mm	-8.60 mm	-17.3%
Wellington Management	31.17 mm	-7.36 mm	-19.1%
Capital Research Global Investors	15.05 mm	+6.39 mm	+73.9%
Alphinity Investment Management Pty	5.97 mm	+5.97 mm	NEW
BEN Franklin Resources	7.85 mm	+3.37 mm	+75.2%
BK The Bank of New York Mellon Corporation	11.02 mm	-1.86 mm	-14.4%
Ontario Teachers Pension Plan Board	0.00	-1.79 mm	EXIT

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
1 Dec 24	Traquina Perry M	Common Stock	Grant	Acquire A	No	No	132.0352	530.162	70.00 k	83,168.056
1 Dec 24	Schapiro Mary L	Common Stock	Grant	Acquire A	No	No	132.0352	378.687	50.00 k	36,581.595
1 Dec 24	Stephen J Luczo	Common Stock	Grant	Acquire A	No	No	132.0352	378.687	50.00 k	18,381.456
1 Dec 24	Glocer Thomas H	Common Stock	Grant	Acquire A	No	No	132.0352	757.374	100.00 k	114,772.154
17 Oct 24	Stephen J Luczo	Common Stock	Sell	Dispose S	Yes	No	119.1745	60,000	7.15 mm	138,363