• MORGAN STANLEY Ownership Breakdown

  • Ownership Breakdown: MS

    as of 7/6/08
    Large Block Holder Type Number  
    Institutions 1,041
     
    Total Number of Shares Held
    1.11 B
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 2,266
    Other Major 17
    Total Number of Large Block Holders 3,324
  • Top 10 Institutional Holders: MS

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    State Street Global Advisors (US) 180.78 M 8.26 B 1.58% 16.30% Low
    AllianceBernstein L.P. 60.21 M 2.75 B 0.78% 5.43% Low
    Barclays Global Investors, N.A. 40.83 M 1.87 B 0.25% 3.68% Low
    Vanguard Group, Inc. 31.82 M 1.45 B 0.26% 2.87% Low
    Fidelity Management & Research 23.08 M 1.05 B 0.15% 2.08% Low
    T. Rowe Price Associates, Inc. 20.78 M 949.74 M 0.38% 1.87% Low
    UBS Global Asset Management (Americas), Inc. 19.29 M 881.74 M 1.95% 1.74% Low
    Credit Suisse Securities (USA) LLC 16.28 M 744.13 M 0.94% 1.47% Medium
    Harris Associates L.P. 13.49 M 616.45 M 1.28% 1.22% Low
    UBS Global Asset Management (Switzerland) 12 M 548.45 M 0.47% 1.08% Low

    Total % of Shares Owned by:

    Top 10 Holders
    37.75%
    Top 25 Holders
    47.77%
    Top 50 Holders
    56.16%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: MS

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Vanguard 500 Index Fund 10.5 M 479.84 M 0.44% 0.95% Low
    Fidelity Magellan Fund 6.5 M 315.90 M 0.81% 0.59% Medium
    Vanguard Total Stock Market Index Fund 6.79 M 310.16 M 0.31% 0.61% Low
    SPDR Trust Series 1 6.98 M 308.91 M 0.40% 0.63% Low
    CREF Stock Account 6.47 M 295.64 M 0.25% 0.58% Low
    Vanguard Institutional Index Fund 6.44 M 294.28 M 0.44% 0.58% Low
    Fidelity Equity-Income Fund 4.93 M 239.40 M 0.86% 0.44% Low
    Davis New York Venture Fund 3.84 M 186.44 M 0.41% 0.35% Low
    Statens Pensjonsfond Utland 3.47 M 184.36 M 0.11% 0.31% Low
    Financial Select Sector SPDR Fund 3.81 M 174.31 M 2.61% 0.34% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    5.39%
    Top 25 Holders
    8.69%
    Top 50 Holders
    11.65%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: MS

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    BNP Paribas Arbitrage SA 3.56 M 162.79 M 0.32% High
    Mack (John J) 1.59 M 83.73 M 0.14% Low
    Sexton (O Griffith) 638,683 31.04 M 0.06% Low
    KBC Group NV 224,636 10.27 M 0.02% Medium
    Lynch (Gary G) 153,499 7.57 M 0.01% Low
    Scully (Robert W) 80,745 4.26 M 0.01% Low
    Kelleher (Colm) 87,098 3.98 M 0.01% Low
    Kidder (C Robert) 62,834 3.05 M 0.01% Low
    Nides (Thomas R) 40,827 1.98 M 0.00% Low
    Bostock (Roy J) 33,927 1.65 M 0.00% Low

    Total % of Shares Owned by:

    Top 10 Holders
    0.58%
    Top 25 Holders
    0.59%
    Top 50 Holders
    0.59%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.