STOCK TITAN

[SCHEDULE 13G] MORGAN STANLEY Passive Investment Disclosure (>5%)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Capital Management reports beneficial ownership of 89,855,360 shares of Morgan Stanley common stock, representing 5.65% of the class. The filing states Vanguard has sole dispositive power over 89,855,360 shares and sole voting power over 12,140,228 shares. The disclosure notes these holdings include securities held for Vanguard funds and managed accounts. The schedule is signed by Ashley Grim on 04/30/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive holding by an investment manager; ownership disclosed as 5.65%.

Vanguard Capital Management reports a substantial passive stake of 89,855,360 shares (5.65%). The filing attributes dispositive power to the reporting business unit and notes holdings include securities held by Vanguard funds and managed accounts.

Impact depends on Vanguard's portfolio actions; subsequent filings would show material changes in ownership levels or voting intentions.

Voting vs dispositive power is split; voting power is a minority of the reported stake.

The schedule lists 12,140,228 shares with sole voting power while dispositive power covers 89,855,360 shares, indicating many shares are managed for clients. The filing follows SEC Release No. 34-39538 disclosure conventions.

Watch future amendments for any changes to voting direction or identification of underlying funds that exceed reporting thresholds.

Beneficial ownership 89,855,360 shares Amount beneficially owned reported in Schedule 13G
Percent of class 5.65% Percent of Morgan Stanley common stock
Sole voting power 12,140,228 shares Number of shares with sole power to vote
Filing signature date 04/30/2026 Date Schedule 13G was signed
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Morgan Stanley"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 89855360"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power financial
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 89855360"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





617446448

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management hold in Morgan Stanley (MS)?

Vanguard reports beneficial ownership of 89,855,360 shares, equal to 5.65% of Morgan Stanley common stock as disclosed in the Schedule 13G filing signed 04/30/2026.

How much voting power does Vanguard have over Morgan Stanley shares?

Vanguard reports sole voting power for 12,140,228 shares. The filing separates voting power from dispositive power, which is larger at 89,855,360 shares.

Does the Schedule 13G indicate Vanguard is the actual owner of all reported shares?

The filing states Vanguard exercises dispositive power on behalf of funds and managed accounts; it includes securities held by Vanguard funds and other managed accounts, not necessarily direct proprietary ownership.

Who signed the Schedule 13G for Vanguard Capital Management?

The document is signed by Ashley Grim, Head of Global Fund Administration, with the signing date recorded as 04/30/2026.