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Company · MS (NYSE)

Morgan Stanley

Near-universal adoption came from solving one job well first

Key figures
Industry
Security Brokers, Dealers & Flotation Companies (SIC 6211)
Institutional holders
2,730 at 30 Jun 2026 (2,507 the quarter before)
SEC number
895421
LEI
IGJSJL3JD5P30I6NJZ34

Source: SEC EDGAR filings and company facts, SEC Form 13F; checked 27 Oct 2026

About

Morgan Stanley was OpenAI's first wealth management partner. Its advisor tools reached near-universal adoption, and the firm is extending the model from wealth into banking and research.

Figures
98%+Advisor teams using AI tools
100,000+Internal documents searchable
30 minSaved per meeting with Debrief

Source: OpenAI, Morgan Stanley customer story

Latest filings
14 Oct 2026
8-K 8-K
13 Aug 2026
13F-HR 13F-HR
4 Aug 2026
10-Q 10-Q
15 Jul 2026
8-K 8-K
24 Jun 2026
8-K FORM 8-K

Source: SEC EDGAR

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Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.

Morgan Stanley: MS, filings, holders and country risk | Tamarly