MORGAN STANLEY
Ticker: MSFinancialsBanks & BrokersS&P 500The business
Morgan Stanley (NYSE: MS) is a global financial services firm that advises, originates, trades, manages and distributes capital for governments, institutions and individuals worldwide. The company operates through three primary business segments: Institutional Securities, Wealth Management, and Investment Management.
The Institutional Securities segment provides capital markets services including underwriting, sales, trading and market-making activities across equities, fixed income, currencies and commodities. Wealth Management serves high-net-worth and ultra-high-net-worth clients through a combination of advisor-led, workplace and digital direct channels, primarily in the United States. Investment Management offers a broad range of investment products and services including alternative investments, mutual funds and other asset management solutions to institutional and individual clients globally.
As of December 31, 2025, Morgan Stanley employed approximately 83,000 people across 42 countries. The firm maintains principal offices in New York City, London, Frankfurt, Tokyo, Hong Kong and other major financial centers worldwide. The company operates as a financial holding company regulated by the Federal Reserve and is classified as a U.S. global systemically important bank.
Morgan Stanley's predecessor companies date back to 1924, with the current entity incorporated in Delaware in 1981. The firm has grown through strategic acquisitions and organic expansion, including the integration of E*TRADE Financial Corporation in 2020, which strengthened its digital wealth management capabilities.
The company's business model centers on leveraging its integrated platform to serve diverse client bases across multiple asset classes and geographies. Morgan Stanley maintains significant competitive advantages through its established market positions, brand reputation, technology infrastructure, and access to capital markets. The firm is subject to extensive regulation by U.S. federal and state agencies and international regulators in jurisdictions where it operates.
More information is available at www.morganstanley.com.
- Sector
- Financials
- Industry
- Banks & Brokers
- HQ
- NEW YORK, NY
- FY end
- 12-31
- CIK
- 895421
- SIC
- 6211
Ownership
Who holds MORGAN STANLEY — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.34% | $7.85B |
| VANGUARD 500 INDEX FUND VOO · VANGUARD INDEX FUNDS | 0.39% | $6.49B |
| iShares Core S&P 500 ETF IVV · iShares Trust | 0.39% | $3.45B |
| Fidelity 500 Index Fund FXAIX · Fidelity Concord Street Trust | 0.38% | $3.20B |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust SPY | 0.39% | $3.04B |
Bonds held by funds
Funds report holding 234 issues of MORGAN STANLEY's debt. Weighted-average coupon 4.52%.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| Morgan Stanley | 5.073% | 2037-01-30 | 216 | $1.32B |
| Morgan Stanley | 4.809% | 2032-04-16 | 218 | $1.27B |
| MORGAN STANLEY SR UNSEC 5.296% 04-10-37/36 | 5.296%Variable | 2037-04-10 | 221 | $1.19B |
| Morgan Stanley | 4.708% | 2032-03-12 | 255 | $1.15B |
| Morgan Stanley Private Bank NA | 4.465% | 2031-11-19 | 135 | $1.10B |
| Morgan Stanley | 4.555% | 2030-04-10 | 146 | $1.04B |
| Morgan Stanley | 2.699%Variable | 2031-01-22 | 149 | $1.01B |
| MORGAN STANLEY | 5.250%Variable | 2034-04-21 | 143 | $996.23M |
| MS V4.493 01/16/32 | 4.493% | 2032-01-16 | 209 | $954.97M |
| Morgan Stanley, Series I | 4.356%Variable | 2031-10-22 | 152 | $940.69M |
The 10 largest by fund-held value, of 234.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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