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MORGAN STANLEY due diligence

Who MORGAN STANLEY (MS) is on the public record: identity, annual results, what it filed in the last year and why, straight from SEC EDGAR.

19845 filings in EDGAR's recent index, 63 of them Form 4 insider filings · view the filings on SEC EDGAR · source: SEC EDGAR submissions index and XBRL financial data

At a glance

MORGAN STANLEY (MS, MS-PK, MS-PE and 7 more) is a large accelerated filer incorporated in Delaware, classified under SIC 6211 (Security Brokers, Dealers & Flotation Companies), and lists on NYSE. Its fiscal year ends December 31. It has also filed as MORGAN STANLEY, MORGAN STANLEY, and MORGAN STANLEY DEAN WITTER & CO.

For the fiscal year ended December 31, 2025, its 10-K reported revenue of $70.6B, up 14.4% from the year before, net income of $16.9B, and total assets of $1.42T.

In the twelve months to October 9, 2026 it made 19,845 filings on EDGAR, including 1 annual report, 3 quarterly reports, 7 current reports on Form 8-K, and 63 Form 4 insider filings, plus 19,460 prospectus supplements and free writing prospectuses for its securities offerings. Its 8-Ks were filed most often for results of operations (4), other events (2), and shareholder vote results (1).

CIK
0000895421
Filer status
Large accelerated filer
Industry (SIC)
Security Brokers, Dealers & Flotation Companies (6211)
Incorporated
Delaware
Listed on
NYSE
Tickers
MS, MS-PK, MS-PE, MS-PA, MS-PF, MS-PI, MS-PL, MS-PO, MS-PP, MS-PQ
Fiscal year end
12-31

Annual results

Fiscal year endedRevenueNet incomeTotal assets
2025-12-31$70.6B +14.4%$16.9B +25.9%$1.42T
2024-12-31$61.8B +14.1%$13.4B +47.4%$1.22T
2023-12-31$54.1B$9.1B$1.19T
As reported in each 10-K's XBRL data on SEC EDGAR (revenue tag RevenuesNetOfInterestExpense); a later 10-K's restatement replaces the earlier figure.
FilingFiledPeriodAccession
Annual report (10-K)2026-02-192025-12-310000895421-26-000086
Quarterly report (10-Q)2026-08-042026-06-300000895421-26-000212
Current report (8-K)2026-07-152026-07-150000895421-26-000207

Filing activity

19,845 filings since 2025-10-09, 19,460 of them prospectus supplements and free writing prospectuses (not listed below). By form:

SCHEDULE 13G/A
202
SCHEDULE 13G
67
4
63
144
19
8-K
7
13F-HR
4
10-Q
3
SCHEDULE 13D/A
3

8-K items in the last 12 months: results of operations (Item 2.02, 4) · other events (Item 8.01, 2) · shareholder vote results (Item 5.07, 1) · Regulation FD disclosures (Item 7.01, 1).

FiledFormDocumentPeriod
2026-10-07SCHEDULE 13G/ASchedule 13G amendment
2026-09-24442026-09-22
2026-09-174FORM 42026-09-15
2026-09-17SCHEDULE 13G/ASchedule 13G amendment
2026-09-08SCHEDULE 13G/ASchedule 13G amendment
2026-09-08SCHEDULE 13G/ASchedule 13G amendment
2026-08-20SCHEDULE 13GSchedule 13G ownership filing
2026-08-17N-PXForm N-PX filing2026-06-30
2026-08-14SCHEDULE 13G/ASchedule 13G amendment
2026-08-13SCHEDULE 13G/ASchedule 13G amendment
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The full due-diligence dossier on MORGAN STANLEY

The free view above is identity and filing dates. The paid dossier reads the filings: business and segments, financial trend, insider and institutional activity, litigation and risk-factor themes, recent news, and the red flags, every claim cited and delivered with a data appendix.

agents: POST /v1/dossier with {"ticker":"MS"} over x402 or MPP, $0.85

Sample output and API docs · all reports

MS insider filingsAll company profiles13F fund holdingsAll reports

Generated from public SEC EDGAR filings. Filing data is shown as filed. This is information, not investment advice.