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| Morgan Stanley Investment Management Limited
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|---|---|
| CRD # | 105922 |
| SEC # | 801-26847 |
| CIK # | 0001230193, 0001359291, 0001270238, 0000895421, 0001358504 |
| AUM | $212.9 BB (2022-10-13) |
| Employees | 153 (49% Investors, 0% Brokers) |
| Phone | 011442074258000 |
| Address | 25 Cabot Square London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 34.7 | |
| AAPL | 2,382.8 | 33.1 | |
| AMZN | 1,093.0 | 14.1 | |
| V | 419.3 | 11.3 | |
| GOOGL | 1,475.1 | 10.5 | |
| JPM | 340.2 | 7.9 | |
| NVDA | 399.6 | 7.5 | |
| GOOG | 1,482.6 | 7.2 | |
| UNH | 477.0 | 7.1 | |
| TMO | 209.7 | 6.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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 | 22 | 13.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 50 | 126.3 |
| (g) Pension and profit sharing plans | 38 | 12.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 3.1 |
| (j) Other investment advisers | 11 | 6.8 |
| (k) Insurance companies | 10 | 22.5 |
| (l) Sovereign wealth funds and foreign official institutions | 8 | 6.1 |
| (m) Corporations or other businesses not listed above | 22 | 3.1 |
| (n) Other | 721 | 19.8 |
| Total | 886 | 212.9 |
| By Discretionary | ||
| Discretionary | 176 | 197.6 |
| Non-Discretionary | 710 | 15.3 |
| Total | 886 | 212.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 193.6 | |
| United States Persons | 19.3 | |
| Total | 886 | 212.9 |
| 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] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Morgan Stanley Smith Barney LLC
✚
|
NY | 1,185.1 |
|
Morgan Stanley Investment Management Inc
✚
|
NY | 490.6 |
|
Morgan Stanley Investment Management Limited
✚
|
212.9 | |
|
Morgan Stanley AIP GP LP
✚
|
PA | 30.4 |
|
Morgan Stanley Investment Management Company
✚
|
25.6 | |
|
MS Capital Partners Adviser Inc
✚
|
NY | 23.2 |
|
Morgan Stanley Infrastructure Inc
✚
|
NY | 15.7 |
|
MSREF Real Estate Advisor Inc
✚
|
NY | 12.4 |
|
Morgan Stanley Private Equity Asia Inc
✚
|
NY | 3.8 |
|
MSRESS III Manager LLC
✚
|
NY | 0.1 |
|
MSREF V LLC
✚
|
NY | 0.1 |
|
Morgan Stanley Smith Barney Venture Services LLC
✚
|
NY | 0.0 |
|
Morgan Stanley Real Estate Advisor Inc
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dimensional Fund Advisors Ltd
✚
|
248.1 | |
|
DFA Australia Limited
✚
|
246.1 | |
|
Baillie Gifford Overseas Ltd
✚
|
227.7 | |
|
Jackson National Asset Management LLC
✚
|
MI | 222.7 |
|
TIAA-CREF Investment Management LLC
✚
|
NY | 215.4 |
|
Legg Mason Partners Fund Advisor LLC
✚
|
NY | 212.5 |
|
Russell Investments Implementation Services LLC
✚
|
WA | 170.1 |
|
PFM Asset Management LLC
✚
|
PA | 153.8 |
|
Olive Street Investment Advisers LLC
✚
|
MO | 149.0 |
|
Sumitomo Mitsui DS Asset Management Compny Limited
✚
|
148.5 |