Subsidiaries of MORGAN STANLEY as disclosed in its SEC filing
Entity
Jurisdiction
Note
Morgan Stanley
United States
Morgan Stanley Capital Management, LLC
United States
Morgan Stanley & Co. LLC
United States
Morgan Stanley Bank, N.A.
United States
Morgan Stanley Domestic Holdings, LLC
United States
Morgan Stanley Capital Group Inc.
United States
Morgan Stanley Capital Services LLC
United States
Morgan Stanley Investment Management Inc.
United States
Morgan Stanley Private Bank, National Association
United States
Morgan Stanley Smith Barney LLC
United States
Financial health
Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.
Piotroski F-score
3 / 6
PASSReturn on assets positiveROA 1.2%
FAILOperating cash flow positiveOCF -17.9B
PASSReturn on assets improving1.1% → 1.2%
FAILCash flow exceeds earningsOCF -17.9B vs NI 16.9B
FAILLong-term debt ratio falling23.4% → 24.1% of assets
17 institutions tracked — 8 added, 6 reduced, 3 opened a new position, 1 sold out. Active managers added 11,196,263 shares while index money cut 3,632,995.
Institutional holders of MORGAN STANLEY and their share-count change
Manager
Kind
Shares
Change
Value
Capital World Investors
Active fund
10,170,848
+8,554,426
$2.1B
CITADEL ADVISORS LLC
Hedge fund
4,996,865
−2,284,255
$1.0B
PRICE T ROWE ASSOCIATES INC /MD/
Active fund
19,246,850
+2,232,093
$4.0B
FMR LLC
Active fund
24,903,987
Capital returned
What the company actually paid out and bought back, as reported — the record behind any yield figure.
Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.
Questions about MORGAN STANLEY
How many subsidiaries does MORGAN STANLEY file with the SEC?
21, listed in its most recent exhibit 21. They are incorporated across 4 jurisdictions (United States, Japan, United Kingdom, Germany). That exhibit is filed with the company's annual report and is the company's own list, not an estimate.
Is MORGAN STANLEY financially healthy?
MORGAN STANLEY scores 3 out of 6 on the Piotroski F-score. Only 6 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of MORGAN STANLEY?
Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are STATE STREET CORP (trimming), BlackRock, Inc. (trimming), JPMORGAN CHASE & CO (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.
This page is one panel of the terminal
The structure map above is the Corporate Blueprint, and in the desktop it is interactive — click any entity to re-centre the map on it and walk the ownership chain. It sits alongside the screener, the scorecard and the filings lab on one desk, on your machine.
Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.
Morgan Stanley Finance LLC
United States
Morgan Stanley Holdings LLC
United States
Morgan Stanley International Holdings Inc.
United States
Morgan Stanley Japan Holdings Co., Ltd.
Japan
Morgan Stanley MUFG Securities Co., Ltd.
Japan
Morgan Stanley International Limited
United Kingdom
Morgan Stanley Europe SE
Germany
Morgan Stanley Bank AG
Germany
Morgan Stanley Investments (UK)
United Kingdom
Morgan Stanley & Co. International plc
United Kingdom
Morgan Stanley Investment Management Limited
United Kingdom
—
$16.9B
—
—
1,592,000,000
+2,173,964
$5.2B
STATE STREET CORP
Index
99,560,815
−1,779,379
$20.8B
BlackRock, Inc.
Index
94,899,620
−1,497,269
$19.8B
Point72 Asset Management, L.P.
Hedge fund
269,495
−1,238,525
$56.3M
JPMORGAN CHASE & CO
Active fund
45,290,077
+646,398
$9.6B
WELLINGTON MANAGEMENT GROUP LLP
Active fund
5,129,203
+471,432
$1.1B
GEODE CAPITAL MANAGEMENT, LLC
Index
27,346,327
−356,347
$5.7B
AQR CAPITAL MANAGEMENT LLC
Hedge fund
915,529
+353,816
$191.4M
BANK OF AMERICA CORP /DE/
Active fund
16,651,161
+324,485
$3.5B
MORGAN STANLEY
Active fund
6,085,858
−41,538
$1.3B
Bridgewater Associates, LP
Hedge fund
18,729
+3,967
$3.9M
NORGES BANK, VIKING GLOBAL INVESTORS LP, SOROS FUND MANAGEMENT LLC hold a position with no prior filing to compare against, so their change is unknown rather than zero — and they are left out of the totals above.
From 13F filings, which cover institutions managing over $100m and are filed up to 45 days after the quarter ends — so this is a considered position, not a live one, and it is not the whole shareholder register.