MS — Morgan Stanley

Investment Banking & Brokerage · Financials

S&P 500 Timeline

1993-07-29Joined S&P 500
Morgan Stanley is a global financial services firm. The company provides investment banking products and services to corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Securities segment provides financial advisory, capital-raising, and related financing services to institutional investors. The Wealth Management segment provides brokerage and investment advisory services covering various types of investments, including stocks, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and commercial banking strategies.

Key Facts

StatusActive
SectorFinancials
IndustryInvestment Banking & Brokerage
Joined1993-07-29
Tenure32 yrs

Industry Peers

Sector Peers

Institutional Holdings (13F)

2,700 institutions hold MS, totaling 2.17B shares ($267.6B) · As of 2026Q1

RankInstitutionSharesValue
1MITSUBISHI UFJ FINANCIAL GROUP INC377.1M$62.1B
2VANGUARD CAPITAL MANAGEMENT LLC155.4M$25.6B
3MORGAN STANLEY439.0M$22.0B
4STATE STREET CORP101.4M$16.7B
5BlackRock, Inc.96.4M$15.9B
6BARCLAYS PLC65.4M$7.0B
7JPMORGAN CHASE & CO43.6M$6.9B
8GOLDMAN SACHS GROUP INC31.6M$5.2B
9VANGUARD PORTFOLIO MANAGEMENT LLC30.2M$5.0B
10GEODE CAPITAL MANAGEMENT, LLC27.7M$4.5B

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10