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 #0001358504, 0001359291, 0000895421, 0001270238, 0001230193
AUM 174.54 B (2026-06-11)
Employees 222 (44% Investors, 0% Brokers)
Phone442074258000
Address25 Cabot Square
London, United Kingdom
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
2502001501005001999200820172027
CIK Period
0001358504 0001359291 0000895421 0001270238 0001230193
Sector Form 13F Holdings Value ($T)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
Other T Series Middle Market Loan Fund Europe SCSP 2026-03-27 876.2 M
Other Morgan Stanley European Direct Lending Fund Leveraged SCA SICAV-RAIF 2025-03-27 533.1 M
Other Morgan Stanley European Direct Lending Fund SCA SICAV-RAIF 2025-03-27 633.8 M
Other Morgan Stanley Investment Management International Small Cap Trust 2012-03-30 90.9 M
AUM Breakdown Accounts AUM ($B)
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 20 29.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 42 94.4
(g) Pension and profit sharing plans 21 7.5
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 2 2.8
(j) Other investment advisers 5 5.5
(k) Insurance companies 6 7.7
(l) Sovereign wealth funds and foreign official institutions 6 5.3
(m) Corporations or other businesses not listed above 16 1.9
(n) Other 15 19.6
Total 134 174.5
By Discretionary
Discretionary 130 152.3
Non-Discretionary 4 22.3
Total 134 174.5
By Non-United States Persons
Non-United States Persons 165.0
United States Persons 9.6
Total 134 174.5
EDGAR Form CIK 2011 - 2026
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 ZEPP Health Corp [2026-06-26]
Morgan Stanley XPLR Infrastructure LP [2026-05-15]
Morgan Stanley TGE Value Creative Solutions Corp [2026-05-15]
Morgan Stanley Presidio Production Co [2026-05-15]
Morgan Stanley Nuveen S&P 500 Dynamic Overwrite Fund [2026-05-12]
Morgan Stanley Turtle Beach Corp [2026-05-12]
Morgan Stanley Nuveen Real Estate Income Fund [2026-05-12]
Morgan Stanley Vertex Inc [2026-05-12]
Morgan Stanley KKR Income Opportunities Fund [2026-05-12]
Morgan Stanley MFS Investment Grade Municipal Trust [2026-05-11]
View All
Firm Profile (Form ADV)
Discretionary AUM$44.7B
ServesInstitutional
LEIBFRUOW7W8D392UIUAW55
Form 3/4/5 Subject 2011 - 2026
Herz Robert H
Morgan Stanley
Peterson Douglas L
James Erika H
Good Lynn J
Schapiro Mary L
Glocer Thomas H
Leibowitz Shelley B
Miscik Judith A
Traquina Perry M
View All
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 4,935 $160.89 793,992
Morgan Stanley MS
Common Stock
2026-03-12 Grant 16,432 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 33,677 $160.89 5,418,293
Morgan Stanley MS
Common Stock
2026-03-12 Grant 17,399 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Grant 22,715 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 11,597 $160.89 1,865,841
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 7,900 $160.89 1,271,031
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 9,622 $160.89 1,548,084
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 18,175 $160.89 2,924,176
Morgan Stanley MS
Common Stock
2026-03-12 Tax withheld 26,943 $160.89 4,334,859
Morgan Stanley MS
Common Stock
2026-03-12 Grant 60,897 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Grant 9,666 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Grant 32,865 $0.00
Morgan Stanley MS
Common Stock
2026-03-12 Grant 52,777 $0.00
Morgan Stanley MS
Common Stock
2026-02-19 Grant 9,666 $0.00
Morgan Stanley MS
Common Stock
2026-02-19 Tax withheld 7,900 $176.59 1,395,061
Morgan Stanley MS
Common Stock
2026-02-19 Tax withheld 18,175 $176.59 3,209,523
Morgan Stanley MS
Common Stock
2026-02-19 Grant 17,399 $0.00
Morgan Stanley MS
Common Stock
2026-02-19 Tax withheld 4,935 $176.59 871,472
Morgan Stanley MS
Common Stock
2026-02-19 Grant 52,777 $0.00
showing 20 of 200 most recent transactions
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