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