Morgan Stanley Investment Management Limited

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Assets, Funds, Holdings

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Morgan Stanley Investment Management Limited
CRD #105922
SEC #801-26847
CIK #0001270238, 0001359291, 0000895421, 0001358504, 0001230193
AUM $165.9 BB (2024-03-27)
Employees 206 (41% Investors, 3% Brokers)
Phone011442074258000
Address25 Cabot Square
London, United Kingdom
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
2502001501005002001200920172025
Sector Form 13F Holdings Cap ($TT) Value ($TT)
MSFT 1.9 0.1
AAPL 2.4 0.0
NVDA 0.4 0.0
AMZN 1.1 0.0
GOOGL 1.5 0.0
META 0.4 0.0
JPM 0.3 0.0
GOOG 1.5 0.0
V 0.4 0.0
LLY 0.3 0.0
View All
Holdings by Sector ($TT)
3.02.41.81.20.60.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Morgan Stanley Investment Management International Small Cap Trust 2012-03-30 90.9
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 18 16.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 59 87.9
(g) Pension and profit sharing plans 31 6.5
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 3 2.5
(j) Other investment advisers 12 5.4
(k) Insurance companies 9 8.4
(l) Sovereign wealth funds and foreign official institutions 7 5.0
(m) Corporations or other businesses not listed above 18 1.9
(n) Other 859 17.3
Total 1,017 151.6
By Discretionary
Discretionary 169 137.4
Non-Discretionary 848 14.2
Total 1,017 151.6
By Non-United States Persons
Non-United States Persons 137.7
United States Persons 13.8
Total 1,017 151.6
EDGAR Form CIK 2011 - 2024
10-K [0000895421]
10-Q [0000895421]
13F-HR [0000895421]
3 [0000895421]
4 [0000895421]
5 [0000895421]
8-K [0000895421]
SC 13D [0000895421]
SC 13G [0000895421]
13F-NT [0001230193]
4 [0001230193]
13F-NT [0001270238]
13F-NT [0001358504]
13F-NT [0001359291]
Form 13D/13G Filer Form 13D/13G Subject Filed
Morgan Stanley Kinetik Holdings Inc [2024-07-05]
Morgan Stanley Arbutus Biopharma Corp [2024-06-10]
Morgan Stanley Brazilian Distribution Co Companhia Brasileira de Distr CBD [2024-03-25]
Morgan Stanley Blackstone Strategic Credit 2027 Term Fund [2024-02-12]
Morgan Stanley BlackRock Taxable Municipal Bond Trust [2024-02-12]
Morgan Stanley Axogen Inc [2024-02-12]
Morgan Stanley Advent Convertible & Income Fund [2024-02-12]
Morgan Stanley Aurora Innovation Inc [2024-02-12]
Morgan Stanley Audiocodes Ltd [2024-02-12]
Morgan Stanley Clearbridge Energy Midstream Opportunity Fund Inc [2024-02-12]
View All
Form 3/4/5 Subject 2011 - 2024
Morgan Stanley
Grossman Eric F
Gorman James P
Crawley Mandell
Akram Raja
Pick Edward N
Simkowitz Daniel A
Herz Robert H
Yeshaya Sharon
Luczo Stephen J
View All
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