Morgan Stanley Investment Management Limited

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Morgan Stanley Investment Management Limited
CRD #105922
SEC #801-26847
CIK #0001358504, 0001270238, 0001359291, 0000895421, 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 ($B)
2502001501005001999200820172027
Sector Form 13F Holdings Value ($T)
Apple Inc 0.1
Nvidia Corp 0.1
Microsoft Corp 0.0
Amazon Com Inc 0.0
Alphabet Inc 0.0
Broadcom Inc 0.0
Facebook Inc 0.0
Alphabet Inc 0.0
J P Morgan Chase & Co 0.0
Tesla Motors Inc 0.0
View All
Holdings by Sector ($T)
4.03.22.41.60.80.02011201620212027
Type Form D Funds Date Sold AUM
Other T Series Middle Market Loan Fund Europe SCSP 2026-03-27 876.2 M
Other Morgan Stanley European Direct Lending Fund Leveraged SCA SICAV-RAIF 2025-03-27 533.1 M
Other Morgan Stanley European Direct Lending Fund SCA SICAV-RAIF 2025-03-27 633.8 M
Other Morgan Stanley Investment Management International Small Cap Trust 2012-03-30 90.9 M
AUM Breakdown Accounts AUM ($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
Nally Dennis M
Wilkins Rayford Jr
Butler Megan
Itagaki Yasushi
Grossman Eric F
Crawley Mandell
Yeshaya Sharon
Saperstein Andrew M
Simkowitz Daniel A
Pizzi Michael A
Pick Edward
Smith Charles A
Worster Victoria
Dees Brandon
Kirkpatrick Taylor
Akram Raja
Luczo Stephen J
Gorman James P
Mondee Holdings Inc
MS Capital Partners Adviser Inc
Western Asset Municipal Partners Fund Inc
Darling Alistair
Hotsuki Keishi
Pruzan Jonathan
Miyachi Masato
Corley Elizabeth
Alimera Sciences Inc
Rooney Robert P
Sonim Technologies Inc
Kamezawa Hironori
Olayan Hutham S
Eaton Vance Senior Income Trust
Mitsubishi UFJ Financial Group Inc
Brodsky Jeffrey S
Ensysce Biosciences Inc
Wirth Paul C
China XD Plastics Co Ltd
Morgan Stanley Private Equity Asia III LLC
Morgan Stanley Private Equity Asia III Inc
Morgan Stanley Private Equity Asia Employee Investors III LP
Morgan Stanley Private Equity Asia III LP
MS Holdings Inc
Morgan Stanley Private Equity Asia III Holdings Cayman Ltd
Mspea Modified Plastics Holding Ltd
Kelleher Thomas COLM
Ogasawara Takeshi
Bloom Energy Corp
Eaton Vance Ltd Duration Income Fund
China Automotive Systems Inc
Owens James W
Bowles Erskine B
Innocoll Holdings PLC
Kleinfeld Klaus
Rosenthal James A
Nicolaisen Donald T
Pacholder High Yield Fund Inc
Nuveen Short Duration Credit Opportunities Fund
Eaton Vance New Jersey Municipal Income Trust
Hirano Nobuyuki
Fleming Gregory J
Davies Howard J
Tyson Laura D
Porat Ruth
Morgan Stanley Investment Management Inc
Sagent Pharmaceuticals Inc
Morgan Stanley AIP GP LP
Sexton O Griffith
Mspea Agriculture Holding Ltd
Yongye International Inc
Texas Industries Inc
TransMontaigne Partners LLC
Kidder C Robert
Pioneer High Income Fund Inc
Feihe International Inc
Digitalglobe Inc
MFS Investment Grade Municipal Trust
MFS High Income Municipal Trust
BlackRock Municipal Income Investment Trust
BlackRock New Jersey Investment Quality Municipal Trust Inc
BlackRock Muni New York Intermediate Duration Fund Inc
BlackRock Municipal Bond Investment Trust
BlackRock Investment Quality Municipal Income Trust
BlackRock New York Municipal Income Quality Trust
Invesco van Kampen Massachusetts Value Municipal Income Trus
Bostock Roy J
BlackRock Muniyield Quality Fund Inc
BlackRock New York Municipal Income Trust II
BlackRock Municipal Income Quality Trust
Taubman Paul J
Nuveen Insured California Dividend Advantage Municipal Fund
Nuveen California Quality Municipal Income Fund
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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