MS Morgan Stanley Common Stock
$217,30
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$141–$232
84% of range
Calificación del Analista
BUY
33 analysts
Precio Objetivo
$237
+9% upside
P/E (TTM)
21.3
ROE
15.6%
Margen de Beneficio Neto
23.9%
Acerca de Morgan Stanley Common Stock Descripción general de la empresa de Wikipedia
Morgan Stanley es una multinacional financiera estadounidense que desarrolla su actividad como banco de inversión y agente de bolsa. Su sede central está en Nueva York. Se encuentra dentro las 500 empresas más relevantes de los Estados Unidos, según Forbes.
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Morgan Stanley es una multinacional financiera estadounidense que desarrolla su actividad como banco de inversión y agente de bolsa. Su sede central está en Nueva York. Se encuentra dentro las 500 empresas más relevantes de los Estados Unidos, según Forbes.
Historia
La empresa fue fundada en Nueva York el 5 de septiembre de 1935 por Henry S. Morgan y Harold Stanley como consecuencia del cambio de Ley Glass-Steagall, una legislación estadounidense para evitar las situaciones que dieron lugar a la quiebra de los mercados durante la Gran depresión de 1929. Se incorporó a la Bolsa de Nueva York en 1941. Acaparó con rapidez una amplia cuota de mercado en el sector. Amplió sus servicios con una división encargada de las fusiones y adquisiciones de empresas en 1971. En la década de 1980 abrió oficinas en el exterior: Sídney, Melbourne, Hong Kong, Fráncfort del Meno, Milán y Luxemburgo. En los años 90 se extendió por Singapur, Taipéi, Seúl, Shanghái, Pekín, Bombay, París, Génova, Madrid, Moscú, Johannesburgo, México, D. F. y São Paulo.
A finales de enero de 2008, la entidad española La Caixa compra parte del negocio de banca privada de Morgan Stanley en España por un importe que ronda los 600 000 000 €.
En 2017 reportaba ingresos por US$37 945 000 000, con un beneficio de explotación de US$10 400 000 000, un beneficio neto de US$6 220 000 000, activos totales de US$851 730 000 000, un capital social de US$77 390 000 000 y una plantilla total de 57 633 empleados. Al 30 de junio de 2020 reportaba un total de activos bajo gestión de US$1 901 000 000.
Según un estudio realizado por la propia empresa, pronosticaba que el 45% de las mujeres en edad laboral de entre 25 y 44 años en Estados Unidos, estarían solteras y sin hijos para el año 2030, la más grande proporción en la historia, lo cual representa un incremento respecto del 41% en 2018.
Servicios
También presta servicios financieros de carácter global, siendo los más destacados los siguientes:
Asesoría para la inversión bancaria y en seguros.
Operaciones de ventas institucionales.
Investigación y análisis de mercados y servicios financieros de terceros, países y áreas económicas.
Servicios directos de todo tipo en el ámbito financiero para el inversionista individual.[cita requerida]
Activos
En 2006 mantenía una red de 600 oficinas en 28 países distintos con 57 000 empleados; un capital de US$56 000 000 000 y unos beneficios netos anuales en 2005 de US$1 500 000 000.[cita requerida]
La división española cuenta con unos 400 trabajadores repartidos en 29 sucursales.[cita requerida][¿cuándo?]
La crisis de las hipotecas subprime y en general de la crisis económica de 2008, llevó a la empresa al borde de la quiebra por realizar operaciones de alto riesgo, por lo que el Sistema de la Reserva Federal de Estados Unidos comunicó a la entidad que debía restringir su actividad a la banca comercial, abandonando su condición de banco de inversión.
En el primer trimestre de 2009 tuvo ingresos de US$3 040 000 000, registrando una pérdida neta de US$190 000 000, es decir, 57 ¢ por acción durante el primer trimestre, comparada con el beneficio de US$1 430 000 000 o US$1,26 por acción, del mismo período del año anterior.
== Referencias ==
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
MS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$217.30
Capitalización Bursátil
$343.95B
P/E (TTM)
21.3
BPA (TTM)
$10.21
Ingresos (TTM)
—
Rendimiento div.
1.9%
ROE
15.6%
Deuda/Capital
—
Rango 52S
$141 – $232
MS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$10.21
2016-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
23.9%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
MS
Mediana de Pares
P/E (TTM)
21.3
19.4
P/B (P/C)
3.1
1.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
MS
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
23.9%
11.3%
ROA
1.3%
1.3%
ROE
15.6%
12.2%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
MS
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
MS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
14.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
9.6%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
7.7%
—
EPS YoY (EPS interanual)
28.4%
—
Net Income YoY (Beneficio Neto interanual)
25.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
MS
Mediana de Pares
Payout Ratio (Ratio de Pago)
39.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
1.9%
Ratio de Pago
39.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 31 de julio de 2026 | $1,1500 |
| 30 de abril de 2026 | $1,0000 |
| 30 de enero de 2026 | $1,0000 |
| 31 de octubre de 2025 | $1,0000 |
| 31 de julio de 2025 | $1,0000 |
| 30 de abril de 2025 | $0,9250 |
| 31 de enero de 2025 | $0,9250 |
| 31 de octubre de 2024 | $0,9250 |
| 31 de julio de 2024 | $0,9250 |
| 29 de abril de 2024 | $0,8500 |
| 30 de enero de 2024 | $0,8500 |
| 30 de octubre de 2023 | $0,8500 |
| 28 de julio de 2023 | $0,8500 |
| 28 de abril de 2023 | $0,7750 |
| 30 de enero de 2023 | $0,7750 |
| 28 de octubre de 2022 | $0,7750 |
| 28 de julio de 2022 | $0,7750 |
| 28 de abril de 2022 | $0,7000 |
| 28 de enero de 2022 | $0,7000 |
| 28 de octubre de 2021 | $0,7000 |
MS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
33 analistas
- Compra fuerte 8 24,2%
- Compra 12 36,4%
- Mantener 12 36,4%
- Venta 0 0,0%
- Venta fuerte 1 3,0%
Precio objetivo a 12 meses
21 analistas · 2026-08-14
Mediana
$243.00
Media
$236.62
Ahora
$217.30
Mín
$184.00
Máx
$262.00
Objetivo mediano
$243.00
+11,8%
Objetivo medio
$236.62
+8,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.34%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $3.46 | $3.03 | 0.43% |
| 31 de marzo de 2026 | $3.43 | $3.09 | 0.34% |
| 31 de diciembre de 2025 | $2.68 | $2.51 | 0.17% |
| 30 de septiembre de 2025 | $2.80 | $2.17 | 0.63% |
| 30 de junio de 2025 | $2.13 | $2.01 | 0.12% |
| 31 de marzo de 2025 | $2.60 | $2.27 | 0.33% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MS | $281.00B | 17.4 | 14.4% | 23.9% | 15.6% | — |
| GS | $260.60B | 17.1 | 8.9% | 29.5% | 13.9% | — |
| SCHW | $207.21B | 21.5 | 22.0% | 37.0% | 17.9% | — |
| IBKR | — | 29.0 | 23.4% | — | — | — |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | — |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | — |
| LPLA | — | 32.7 | 37.2% | 5.1% | 16.6% | — |
| SF | — | 14.2 | 6.7% | 10.8% | 11.7% | — |
| JEF | — | 20.3 | 2.9% | 6.3% | 6.6% | — |
| EVR | — | 24.2 | 29.5% | 15.3% | 31.7% | — |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | · | · | · | · | · | · | · | $34.27B | |
| Interest Expense | · | · | $42.05B | $12.27B | $1.37B | $3.85B | $12.40B | $10.09B | $5.70B | $3.32B | $2.74B | $3.68B | |
| Interest Income | $59.06B | $54.13B | $45.85B | $21.59B | $9.41B | $10.16B | $17.10B | $13.89B | $9.00B | $7.02B | $5.83B | $5.41B | |
| Pretax Income | $21.95B | $17.60B | $11.81B | $14.09B | $19.67B | $14.42B | $11.30B | $11.24B | $10.40B | $8.85B | $8.49B | $3.59B | |
| Income Tax | $4.93B | $4.07B | $2.58B | $2.91B | $4.55B | $3.24B | $2.06B | $2.35B | $4.17B | $2.73B | $2.20B | $-90M | |
| Net Income | $16.86B | $13.39B | $9.09B | $11.03B | $15.03B | $11.00B | $9.04B | $8.75B | $6.11B | $5.98B | $6.13B | $3.47B | |
| EPS (Basic) | $10.32 | $8.04 | $5.24 | $6.23 | $8.16 | $6.55 | $5.26 | $4.81 | $3.14 | $2.98 | $2.97 | $1.64 | |
| EPS (Diluted) | $10.21 | $7.95 | $5.18 | $6.15 | $8.03 | $6.46 | $5.19 | $4.73 | $3.07 | $2.92 | $2.90 | $1.60 | |
| Shares (Basic) | 1,574,000,000 | 1,591,000,000 | 1,628,000,000 | 1,691,000,000 | 1,785,000,000 | 1,603,000,000 | 1,617,000,000 | 1,708,000,000 | 1,780,000,000 | 1,849,000,000 | 1,909,000,000 | 1,924,000,000 | |
| Shares (Diluted) | 1,592,000,000 | 1,611,000,000 | 1,646,000,000 | 1,713,000,000 | 1,814,000,000 | 1,624,000,000 | 1,640,000,000 | 1,738,000,000 | 1,821,000,000 | 1,887,000,000 | 1,953,000,000 | 1,971,000,000 |
Balance general 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $111.69B | $105.39B | $89.23B | $128.13B | $127.72B | $105.65B | $82.17B | $87.20B | $80.39B | $77.36B | $85.55B | $87.59B | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | $6.37B | $6.11B | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | $7.14B | $6.22B | |
| Goodwill | $16.73B | $16.71B | $16.71B | $16.65B | $16.83B | $11.63B | $7.14B | $6.69B | $6.60B | $6.58B | $6.58B | $6.59B | |
| Intangibles | $6.01B | $6.45B | $7.05B | $7.62B | $8.36B | $4.98B | $2.11B | $2.16B | $2.45B | $2.72B | $2.98B | $3.16B | |
| Total Assets | $1.42T | $1.22T | $1.19T | $1.18T | $1.19T | $1.12T | $895.43B | $853.53B | $851.73B | $814.95B | $787.47B | $801.51B | |
| Short-term Debt | · | · | · | · | · | · | · | · | $1.52B | $941M | $2.17B | $2.26B | |
| Total Liabilities | $1.31T | $1.11T | $1.09T | $1.08T | $1.08T | $1.01T | $812.73B | $772.12B | $773.27B | $737.77B | $711.28B | $729.41B | |
| Long-term Debt | $341.68B | $284.31B | $260.54B | $233.87B | $227.36B | $213.39B | $190.06B | $188.12B | $191.06B | $164.78B | $153.77B | $152.77B | |
| Total Debt | · | · | · | · | · | $0 | $0 | $0 | $0 | $941M | $2.17B | $2.26B | |
| Common Stock | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | |
| Paid-in Capital | $31.15B | $30.18B | $29.83B | $29.34B | $28.84B | $25.55B | $23.93B | $23.79B | $23.55B | $23.27B | $24.15B | $24.25B | |
| Retained Earnings | $115.09B | $104.99B | $98.00B | $94.86B | $89.43B | $78.69B | $70.59B | $64.17B | $57.58B | $53.68B | $49.20B | $44.62B | |
| Treasury Stock | $38.10B | $33.61B | $31.14B | $26.58B | $17.50B | $9.77B | $18.73B | $13.97B | $9.21B | $5.80B | $4.06B | $2.77B | |
| AOCI | $-6.29B | $-6.81B | $-6.42B | $-6.25B | $-3.10B | $-1.96B | $-2.79B | $-2.29B | $-3.06B | $-2.64B | $-1.66B | $-1.25B | |
| Stockholders' Equity | $111.63B | $104.51B | $99.04B | $100.14B | $105.44B | $101.78B | $81.55B | $80.25B | $77.39B | $76.05B | $75.18B | $70.90B | |
| Liabilities + Equity | $1.42T | $1.22T | $1.19T | $1.18T | $1.19T | $1.12T | $895.43B | $853.53B | $851.73B | $814.95B | $787.47B | $801.51B | |
| Shares Outstanding | 1,582,834,137 | 1,606,653,706 | 1,627,000,000 | 1,675,000,000 | 1,772,000,000 | 1,810,000,000 | 1,594,000,000 | 1,700,000,000 | 1,788,000,000 | 1,852,000,000 | 1,920,000,000 | 1,951,000,000 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4.66B | $5.16B | $4.26B | $4.00B | $4.22B | $3.77B | $2.64B | $1.84B | $1.75B | $1.74B | $1.43B | $1.16B | |
| Stock-based Comp | $1.93B | $1.62B | $1.71B | $1.88B | $2.08B | $1.31B | $1.15B | $920M | $1.03B | $1.14B | $1.10B | $1.26B | |
| Deferred Tax | $561M | $152M | $-463M | $-849M | $4M | $-250M | $165M | $449M | $2.75B | $1.58B | $1.19B | $-240M | |
| Amort. of Intangibles | $454M | $602M | $601M | $610M | $612M | $373M | $314M | $344M | $309M | $291M | $306M | $297M | |
| Operating Cash Flow | $-17.89B | $1.36B | $-33.54B | $-6.40B | $33.97B | $-25.23B | $40.77B | $7.30B | $-4.50B | $5.38B | $-4.46B | $1.09B | |
| Investing Cash Flow | $-46.78B | $-29.46B | $-3.08B | $-11.63B | $-49.90B | $-37.90B | $-33.56B | $-22.88B | $-12.39B | $-19.51B | $-20.00B | · | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $43.63B | $34.18B | $36.74B | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $13.24B | $6.89B | $3.64B | |
| Dividends Paid | $6.59B | $6.14B | $5.76B | $5.40B | $4.17B | $2.74B | $2.63B | $2.38B | $2.08B | $1.75B | $1.46B | $904M | |
| Financing Cash Flow | $67.76B | $46.76B | $-2.73B | $22.71B | $41.55B | $83.78B | $-11.97B | $24.20B | $16.26B | $7.36B | $24.15B | · | |
| Net Change in Cash | $6.31B | $16.15B | $-38.90B | $402M | $22.07B | $23.48B | $-5.03B | $6.80B | $3.04B | $-8.19B | $-2.04B | $-12.90B | |
| Taxes Paid | $3.50B | $1.89B | $2.04B | $4.15B | $4.23B | $2.59B | $1.91B | $1.38B | $1.39B | $831M | $677M | $886M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.9% | 21.7% | 16.8% | 20.5% | 25.2% | 22.8% | 21.8% | 21.8% | 16.1% | 17.3% | 17.4% | 10.1% | |
| Pretax Margin | 31.1% | 28.5% | 21.8% | 26.2% | 32.9% | 29.9% | 27.3% | 28.0% | 27.4% | 25.6% | 24.2% | 10.5% | |
| ROA | 1.3% | 1.1% | 0.77% | 0.93% | 1.3% | 1.1% | 1.0% | 1.0% | 0.73% | 0.75% | 0.77% | 0.42% | |
| ROE | 15.6% | 13.2% | 9.1% | 10.7% | 14.5% | 12.0% | 11.2% | 11.1% | 8.0% | 7.9% | 8.4% | 5.1% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.4% | 14.1% | 0.89% | -10.2% | 22.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 1.1% | 3.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 28.4% | 53.5% | -15.8% | -23.4% | 24.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 18.4% | -0.33% | -7.1% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 25.9% | 47.3% | -17.6% | -26.6% | 36.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 15.2% | -3.8% | -6.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 19.2% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | · | · | · | · | · | $36.32B | $36.32B | $36.32B | $34.27B | |
| Net Income TTM | $16.86B | $13.39B | $9.09B | $11.03B | $15.03B | $11.00B | $9.04B | $8.75B | $6.11B | $5.98B | $6.13B | $3.47B | |
| Market Cap | $281.00B | $201.99B | $151.70B | $142.45B | $173.96B | $124.01B | $81.48B | $67.40B | $93.82B | $78.27B | $61.08B | $75.70B | |
| Enterprise Value | · | · | · | · | · | $18.36B | · | $-19.80B | $13.43B | $35.83B | $9.17B | $30.98B | |
| P/E | 17.4 | 15.8 | 18.0 | 13.8 | 12.2 | 10.6 | 9.8 | 8.4 | 17.1 | 14.5 | 11.0 | 24.2 | |
| P/S | · | · | · | · | · | · | · | · | 2.6 | 2.2 | 1.7 | 2.2 | |
| P/B | 2.5 | 1.9 | 1.5 | 1.4 | 1.6 | 1.2 | 1.0 | 0.8 | 1.2 | 1.0 | 0.8 | 1.1 | |
| P / Tangible Book | 3.2 | 2.5 | 2.0 | 1.9 | 2.2 | 1.5 | · | · | · | · | · | · | |
| P / Cash Flow | -15.7 | 148.3 | -4.5 | -22.3 | 5.1 | -4.9 | 2.0 | 9.2 | -20.8 | 32.0 | 16.6 | 66.9 | |
| EV / Revenue | · | · | · | · | · | · | · | · | 0.4 | 1.0 | 0.3 | 0.9 | |
| Dividend Yield | 2.4% | 3.0% | 3.8% | 3.8% | 2.4% | 2.2% | 3.2% | 3.5% | 2.2% | 2.2% | 2.4% | 1.2% | |
| Earnings Yield | 5.8% | 6.3% | 5.5% | 7.2% | 8.2% | 9.4% | 10.2% | 11.9% | 5.9% | 6.9% | 9.1% | 4.1% | |
| Payout Ratio | 39.1% | 45.8% | 63.4% | 49.0% | 27.7% | 24.9% | 29.0% | 27.2% | 34.1% | 29.2% | 23.8% | 26.1% | |
| Annual Payout | $6.59B | $6.14B | $5.76B | $5.40B | $4.17B | $2.74B | $2.63B | $2.38B | $2.08B | $1.75B | $1.46B | $904M |
Estado de resultados 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $11.13B | · | $11.33B | $10.04B | $7.63B | · | $3.59B | |
| Interest Income | $15.90B | $15.27B | $14.95B | $15.46B | $14.90B | $13.75B | $13.49B | $14.19B | $13.53B | $12.93B | $12.83B | $12.13B | $10.91B | $9.98B | $9.23B | $6.10B | |
| Pretax Income | $7.35B | $7.01B | $5.76B | $6.03B | $4.62B | $5.54B | $4.91B | $4.22B | $4.07B | $4.39B | $2.10B | $3.15B | $2.81B | $3.76B | $2.79B | $3.39B | |
| Income Tax | $1.70B | $1.37B | $1.34B | $1.37B | $1.05B | $1.17B | $1.18B | $995M | $957M | $933M | $555M | $710M | $591M | $727M | $528M | $726M | |
| Net Income | $5.58B | $5.57B | $4.40B | $4.61B | $3.54B | $4.32B | $3.71B | $3.19B | $3.08B | $3.41B | $1.52B | $2.41B | $2.18B | $2.98B | $2.24B | $2.63B | |
| EPS (Basic) | $3.50 | $3.47 | $2.72 | $2.83 | $2.15 | $2.62 | $2.24 | $1.91 | $1.85 | $2.04 | $0.88 | $1.39 | $1.25 | $1.72 | $1.30 | $1.49 | |
| EPS (Diluted) | $3.46 | $3.43 | $2.68 | $2.80 | $2.13 | $2.60 | $2.23 | $1.88 | $1.82 | $2.02 | $0.86 | $1.38 | $1.24 | $1.70 | $1.27 | $1.47 | |
| Shares (Basic) | 1,554,000,000 | 1,561,000,000 | -3,158,000,000 | 1,571,000,000 | 1,577,000,000 | 1,584,000,000 | -3,192,000,000 | 1,588,000,000 | 1,594,000,000 | 1,601,000,000 | -3,276,000,000 | 1,624,000,000 | 1,635,000,000 | 1,645,000,000 | -3,420,000,000 | 1,674,000,000 | |
| Shares (Diluted) | 1,569,000,000 | 1,576,000,000 | -3,191,000,000 | 1,590,000,000 | 1,593,000,000 | 1,600,000,000 | -3,225,000,000 | 1,609,000,000 | 1,611,000,000 | 1,616,000,000 | -3,311,000,000 | 1,643,000,000 | 1,651,000,000 | 1,663,000,000 | -3,462,000,000 | 1,697,000,000 |
Balance general 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $160.13B | $133.53B | $111.69B | $103.73B | $109.13B | $90.74B | $105.39B | $91.08B | $90.16B | $102.31B | · | $108.40B | $104.99B | $111.26B | · | $111.70B | |
| Goodwill | $17.11B | $17.11B | $16.73B | $16.73B | $16.73B | $16.71B | $16.71B | $16.73B | $16.72B | $16.72B | $16.71B | $16.70B | $16.65B | $16.66B | $16.65B | $16.72B | |
| Intangibles | $5.87B | $5.96B | $6.01B | $6.10B | $6.18B | $6.30B | $6.45B | $6.62B | $6.76B | $6.91B | · | $7.20B | $7.32B | $7.47B | · | $7.89B | |
| Total Assets | $1.68T | $1.58T | $1.42T | $1.36T | $1.35T | $1.30T | $1.22T | $1.26T | $1.21T | $1.23T | · | $1.17T | $1.16T | $1.20T | · | $1.16T | |
| Total Liabilities | $1.56T | $1.47T | $1.31T | $1.25T | $1.24T | $1.19T | $1.11T | $1.15T | $1.11T | $1.13T | · | $1.07T | $1.06T | $1.10T | · | $1.06T | |
| Long-term Debt | $383.16B | $363.01B | $341.68B | $324.13B | $320.13B | $297.00B | $284.31B | $291.22B | $269.90B | $266.15B | · | $242.84B | $243.82B | $245.59B | · | $216.36B | |
| Common Stock | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | · | $20M | $20M | $20M | · | $20M | |
| Paid-in Capital | $31.60B | $30.99B | $31.15B | $30.73B | $30.26B | $29.77B | $30.18B | $29.82B | $29.46B | $29.05B | · | $29.59B | $29.25B | $28.86B | · | $28.89B | |
| Retained Earnings | $122.77B | $118.91B | $115.09B | $112.43B | $109.57B | $107.65B | $104.99B | $102.91B | $101.37B | $99.81B | · | $98.01B | $97.15B | $96.39B | · | $94.06B | |
| Treasury Stock | $41.48B | $39.88B | $38.10B | $36.62B | $35.50B | $34.42B | $33.61B | $32.87B | $32.13B | $31.37B | · | $29.96B | $28.48B | $27.48B | · | $24.95B | |
| AOCI | $-6.33B | $-5.51B | $-6.29B | $-6.35B | $-5.91B | $-5.96B | $-6.81B | $-5.99B | $-6.76B | $-7.06B | · | $-7.20B | $-6.30B | $-5.71B | · | $-5.76B | |
| Stockholders' Equity | $116.33B | $114.29B | $111.63B | $109.96B | $108.18B | $106.81B | $104.51B | $103.65B | $100.71B | $99.20B | · | $99.21B | $100.39B | $100.83B | · | $101.01B | |
| Liabilities + Equity | $1.68T | $1.58T | $1.42T | $1.36T | $1.35T | $1.30T | $1.22T | $1.26T | $1.21T | $1.23T | · | $1.17T | $1.16T | $1.20T | · | $1.16T | |
| Shares Outstanding | 1,571,931,108 | 1,579,629,298 | 1,582,834,137 | 1,591,091,689 | 1,598,299,431 | 1,606,806,297 | 1,606,653,706 | 1,612,068,430 | 1,619,075,147 | 1,626,657,461 | 1,627,000,000 | 1,642,250,165 | 1,658,733,133 | 1,670,318,320 | 1,675,000,000 | 1,694,051,265 |
Flujo de Efectivo 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.20B | $714M | $1.14B | $1.35B | $1.31B | $865M | $1.65B | $1.27B | $1.27B | $975M | $1.41B | $988M | $922M | $940M | $1.21B | $928M | |
| Stock-based Comp | $562M | $571M | $469M | $449M | $469M | $539M | $391M | $372M | $417M | $442M | $361M | $367M | $423M | $558M | $498M | $528M | |
| Operating Cash Flow | $-2.75B | $-7.10B | $-2.41B | $-3.33B | $11.83B | $-23.98B | $11.80B | $-17.32B | $2.52B | $4.36B | $-17.75B | $3.75B | $-9.67B | $-9.87B | $-14.00B | $-7.55B | |
| Investing Cash Flow | $-7.20B | $-6.60B | $-13.40B | $-10.68B | $-17.67B | $-5.03B | $-10.15B | $-6.70B | $-13.67B | $1.05B | $-8.80B | $517M | $6.24B | $-1.04B | $898M | $-4.16B | |
| Dividends Paid | $1.68B | $1.71B | $1.69B | $1.71B | $1.58B | $1.62B | $1.58B | $1.59B | $1.47B | $1.50B | $1.48B | $1.50B | $1.38B | $1.41B | $1.38B | $1.41B | |
| Financing Cash Flow | $37.06B | $36.46B | $23.97B | $9.08B | $21.67B | $13.04B | $15.26B | $23.05B | $-404M | $8.86B | $5.69B | $361M | $-2.49B | $-6.29B | $25.98B | $-4.57B | |
| Net Change in Cash | $26.61B | $21.83B | $7.96B | $-5.40B | $18.39B | $-14.65B | $14.30B | $924M | $-12.14B | $13.07B | $-19.17B | $3.41B | $-6.26B | $-16.87B | $16.43B | $-19.59B | |
| Taxes Paid | $1.77B | $398M | $820M | $339M | $1.81B | $534M | $436M | $406M | $810M | $233M | $787M | $270M | $671M | $307M | $1.34B | $817M |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.1% | 27.1% | · | 25.3% | 21.1% | 24.3% | · | 20.7% | 20.5% | 22.5% | · | 18.1% | 16.2% | 20.5% | · | 20.3% | |
| Pretax Margin | 34.4% | 34.1% | · | 33.1% | 27.5% | 31.2% | · | 27.4% | 27.1% | 29.0% | · | 23.7% | 20.9% | 25.9% | · | 26.1% | |
| ROA | 0.37% | 0.39% | · | 0.35% | 0.28% | 0.34% | · | 0.26% | 0.26% | 0.28% | · | 0.21% | 0.19% | 0.25% | · | 0.22% | |
| ROE | 5.0% | 5.0% | · | 4.3% | 3.4% | 4.2% | · | 3.1% | 3.1% | 3.4% | · | 2.4% | 2.2% | 2.9% | · | 2.5% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $19.30B | $18.03B | · | $15.65B | $14.12B | $13.99B | · | $12.08B | $11.08B | $10.98B | · | $10.20B | $10.29B | $11.77B | · | $12.50B | |
| Market Cap | $328.60B | $259.96B | · | $252.92B | $225.14B | $187.47B | · | $168.04B | $157.36B | $153.17B | · | $134.12B | $141.66B | $146.65B | · | $133.85B | |
| P/E | 17.7 | 15.0 | · | 16.9 | 16.7 | 14.0 | · | 14.7 | 15.0 | 14.9 | · | 14.1 | 14.7 | 13.3 | · | 11.5 | |
| P/B | 2.8 | 2.3 | · | 2.3 | 2.1 | 1.8 | · | 1.6 | 1.6 | 1.5 | · | 1.4 | 1.4 | 1.5 | · | 1.3 | |
| P / Tangible Book | 3.5 | 2.8 | · | 2.9 | 2.6 | 2.2 | · | 2.1 | 2.0 | 2.0 | · | 1.8 | 1.9 | 1.9 | · | 1.8 | |
| P / Cash Flow | · | -36.6 | · | · | · | -7.8 | · | · | · | 35.1 | · | · | · | -14.9 | · | · | |
| Earnings Yield | 5.7% | 6.7% | · | 5.9% | 6.0% | 7.1% | · | 6.8% | 6.7% | 6.7% | · | 7.1% | 6.8% | 7.5% | · | 8.7% | |
| Payout Ratio | · | 30.7% | · | · | · | 37.5% | · | · | · | 43.9% | · | · | · | 47.2% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $16.86B | $13.39B | $9.09B | $11.03B | $15.03B |
| EPS Diluido | $10.21 | $7.95 | $5.18 | $6.15 | $8.03 |
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Propietarios institucionales (13F) 2 994 declarantes · $226.2B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 344 (+132 vs trimestre anterior) | 77 (-72 vs trimestre anterior) | 1 077 (+66 vs trimestre anterior) | 939 (-33 vs trimestre anterior) | +184.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | $78 825 883 310 | 377 085 167 | 34,84% | Acciones |
| STATE STREET CORP | $20 812 192 768 | 99 560 815 | 9,20% | Acciones |
| VANGUARD GROUP INC | $19 106 678 677 | 107 625 070 | 8,45% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $16 242 541 995 | 77 700 641 | 7,18% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 313 682 781 | 30 203 228 | 2,79% | Acciones |
| Fisher Asset Management, LLC | $5 471 202 923 | 26 172 995 | 2,42% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 878 508 367 | 23 450 292 | 2,16% | Acciones |
| Capital Research Global Investors | $3 777 544 254 | 18 070 606 | 1,67% | Acciones |
| NORGES BANK | $3 759 486 569 | 17 984 532 | 1,66% | Acciones |
| FMR LLC | $3 644 419 863 | 17 434 079 | 1,61% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 422 065 478 | 11 585 361 | 1,07% | Acciones |
| Capital World Investors | $2 126 114 066 | 10 170 848 | 0,94% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 062 254 177 | 9 865 357 | 0,91% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1 528 164 971 | 7 310 395 | 0,68% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 402 553 671 | 6 709 499 | 0,62% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 323 651 105 | 6 332 047 | 0,59% | Acciones |
| Capital International Investors | $1 314 201 234 | 6 284 290 | 0,58% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $1 296 303 241 | 6 201 219 | 0,57% | Acciones |
| UBS Group AG | $1 009 977 387 | 4 831 503 | 0,45% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $983 762 308 | 4 706 096 | 0,43% | Acciones |
| BlackRock, Inc. | $868 368 047 | 4 154 076 | 0,38% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $797 828 335 | 3 816 630 | 0,35% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $715 658 056 | 3 423 546 | 0,32% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $674 505 396 | 3 226 681 | 0,30% | Acciones |
| Boston Partners | $656 545 206 | 3 115 374 | 0,29% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $646 690 329 | 3 093 632 | 0,29% | Acciones |
| JANE STREET GROUP, LLC | $633 077 640 | 3 028 500 | 0,28% | Opción de venta |
| National Pension Service | $618 889 886 | 2 960 629 | 0,27% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $602 880 558 | 2 884 044 | 0,27% | Acciones |
| AXIOM INVESTORS LLC /DE | $582 619 774 | 2 787 121 | 0,26% | Acciones |
| Legal & General Group Plc | $557 087 838 | 2 664 982 | 0,25% | Acciones |
| JANUS HENDERSON GROUP PLC | $556 610 017 | 3 382 214 | 0,25% | Acciones |
| Vanguard Global Advisers, LLC | $543 556 260 | 2 600 250 | 0,24% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $534 058 109 | 2 554 813 | 0,24% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $531 174 240 | 2 541 017 | 0,23% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $523 211 233 | 2 502 924 | 0,23% | Acciones |
| UBS Group AG | $481 113 922 | 2 301 540 | 0,21% | Opción de compra |
| JANE STREET GROUP, LLC | $457 839 408 | 2 190 200 | 0,20% | Opción de compra |
| California Public Employees Retirement System | $442 309 826 | 2 115 910 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $437 646 013 | 2 093 599 | 0,19% | Acciones |
| TD Asset Management Inc | $433 410 576 | 2 073 338 | 0,19% | Acciones |
| LPL Financial LLC | $433 347 513 | 2 073 037 | 0,19% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $431 558 988 | 2 622 343 | 0,19% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $429 034 813 | 2 607 005 | 0,19% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $392 347 803 | 1 876 903 | 0,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $384 475 882 | 1 839 245 | 0,17% | Acciones |
| Robeco Institutional Asset Management B.V. | $383 293 235 | 1 833 588 | 0,17% | Acciones |
| PNC Financial Services Group, Inc. | $378 302 824 | 1 809 715 | 0,17% | Acciones |
| Ensign Peak Advisors, Inc | $378 020 829 | 1 808 366 | 0,17% | Acciones |
| FIFTH THIRD BANCORP | $377 809 449 | 1 807 355 | 0,17% | Acciones |
| GOLDMAN SACHS GROUP INC | $349 625 386 | 1 672 529 | 0,15% | Acciones |
| VIKING GLOBAL INVESTORS LP | $339 186 841 | 1 622 593 | 0,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $313 544 844 | 1 499 927 | 0,14% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $300 673 729 | 1 438 355 | 0,13% | Acciones |
| Qube Research & Technologies Ltd | $297 690 101 | 1 424 082 | 0,13% | Acciones |
| Cullen Capital Management, LLC | $295 482 478 | 1 413 521 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $294 663 737 | 1 790 507 | 0,13% | Acciones |
| HighTower Advisors, LLC | $289 491 019 | 1 409 310 | 0,13% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $277 685 600 | 1 328 385 | 0,12% | Acciones |
| PRUDENTIAL FINANCIAL INC | $264 589 872 | 1 265 738 | 0,12% | Acciones |
| Eurizon Capital SGR S.p.A. | $249 633 915 | 1 190 383 | 0,11% | Acciones |
| Hamlin Capital Management, LLC | $246 311 832 | 1 178 300 | 0,11% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $236 079 745 | 1 129 349 | 0,10% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $232 454 416 | 1 122 424 | 0,10% | Acciones |
| Focused Investors LLC | $230 790 612 | 1 104 050 | 0,10% | Acciones |
| Bank of New York Mellon Corp | $228 138 940 | 1 091 365 | 0,10% | Acciones |
| AVIVA PLC | $227 334 763 | 1 087 518 | 0,10% | Acciones |
| Quantinno Capital Management LP | $221 848 822 | 1 061 274 | 0,10% | Acciones |
| Fayez Sarofim & Co | $220 865 393 | 1 056 570 | 0,10% | Acciones |
| Holocene Advisors, LP | $219 955 860 | 1 052 219 | 0,10% | Acciones |
| Squarepoint Ops LLC | $216 893 842 | 1 037 571 | 0,10% | Acciones |
| D. E. Shaw & Co., Inc. | $215 619 743 | 1 031 476 | 0,10% | Acciones |
| COMMERCE BANK | $214 605 271 | 1 026 623 | 0,09% | Acciones |
| GOLDMAN SACHS GROUP INC | $210 064 296 | 1 004 900 | 0,09% | Opción de compra |
| Alecta Tjanstepension Omsesidigt | $207 611 695 | 993 500 | 0,09% | Acciones |
| MARSHALL WACE, LLP | $206 792 611 | 989 249 | 0,09% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $205 920 126 | 983 100 | 0,09% | Acciones |
| Alphinity Investment Management Pty Ltd | $205 500 326 | 983 067 | 0,09% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $203 072 326 | 971 452 | 0,09% | Acciones |
| Clark Capital Management Group, Inc. | $202 711 538 | 969 726 | 0,09% | Acciones |
| OFI INVEST ASSET MANAGEMENT | $199 085 131 | 1 087 716 | 0,09% | Acciones |
| Evercore Wealth Management, LLC | $198 006 242 | 947 217 | 0,09% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $196 614 709 | 940 560 | 0,09% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $194 205 267 | 929 034 | 0,09% | Acciones |
| Pictet Asset Management Holding SA | $192 194 512 | 919 415 | 0,08% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $190 662 000 | 912 086 | 0,08% | Acciones |
| Mariner, LLC | $190 047 806 | 909 130 | 0,08% | Acciones |
| TWO SIGMA ADVISERS, LP | $189 779 570 | 1 069 000 | 0,08% | Acciones |
| APG Asset Management N.V. | $189 023 501 | 1 033 824 | 0,08% | Acciones |
| BARCLAYS PLC | $186 798 144 | 893 600 | 0,08% | Acciones |
| CITIGROUP INC | $176 450 664 | 844 100 | 0,08% | Opción de venta |
| STOREBRAND ASSET MANAGEMENT AS | $174 292 953 | 833 778 | 0,08% | Acciones |
| FRANKLIN RESOURCES INC | $174 287 100 | 833 750 | 0,08% | Acciones |
| Caisse de depot et placement du Quebec | $171 850 530 | 822 094 | 0,08% | Acciones |
| Korea Investment CORP | $171 816 038 | 821 929 | 0,08% | Acciones |
| BANK OF MONTREAL /CAN/ | $171 386 670 | 819 875 | 0,08% | Acciones |
| MACKENZIE FINANCIAL CORP | $170 085 605 | 813 651 | 0,08% | Acciones |
| RBF Capital, LLC | $169 412 705 | 810 432 | 0,07% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $167 530 765 | 790 128 | 0,07% | Acciones |
| Aberdeen Group plc | $167 078 983 | 799 268 | 0,07% | Acciones |
Informantes de la empresa 94 insiders · 38 directivos · 41 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Edward N Pick | Chief Executive Officer | 17 de enero de 2024 G | 527 531 | 0 | 0 | $0 |
| Walid A Chammah | Chairman/CEO of MS Int'l | 7 de octubre de 2010 F | 639 269 | 0 | 0 | $0 |
| PURCELL PHILIP J | Chairman of the Board and CEO | 4 de enero de 2005 M | 44 911 | 0 | 0 | $0 |
| Sharon Yeshaya | Chief Financial Officer | 16 de julio de 2026 S | 0 | 0 | 2 | $-3 460 921 |
| Raja Akram | Deputy Chief Financial Officer | 18 de enero de 2024 S | 97 634 | 0 | 0 | $0 |
| Paul C Wirth | Deputy Chief Financial Officer | 17 de enero de 2020 F | 153 977 | 0 | 0 | $0 |
| Ruth Porat | Chief Financial Officer | 2 de marzo de 2015 F | 881 037 | 0 | 0 | $0 |
| David H Sidwell | Chief Financial Officer | 12 de diciembre de 2006 A | 520 791 | 0 | 0 | $0 |
| Daniel A Simkowitz | Co-President | 17 de julio de 2025 G | 391 546 | 0 | 0 | $0 |
| Andrew M Saperstein | Co-President | 17 de julio de 2025 S | 0 | 0 | 0 | $0 |
| Thomas Colm Kelleher | President | 24 de abril de 2019 G | 970 068 | 0 | 0 | $0 |
| Gregory J Fleming | President-Wealth & Invest Mgt | 23 de julio de 2015 G | 498 726 | 0 | 0 | $0 |
| Paul J Taubman | Co-President-Inst'l Securities | 20 de enero de 2012 F | 1 269 224 | 0 | 0 | $0 |
| Zoe Cruz | Co-President | 10 de septiembre de 2007 F | 1 667 827 | 0 | 0 | $0 |
| Robert W Scully | Co-President | 29 de diciembre de 2006 J | 50 000 | 0 | 0 | $0 |
| Stephan F Newhouse | President | 3 de enero de 2005 M | 1 271 544 | 0 | 0 | $0 |
| Jonathan Pruzan | Chief Operating Officer | 18 de enero de 2023 F | 406 985 | 0 | 0 | $0 |
| James A Rosenthal | Chief Operating Officer | 18 de noviembre de 2016 M | 172 910 | 0 | 0 | $0 |
| Thomas R Nides | Chief Operating Officer | 7 de octubre de 2010 F | 207 612 | 0 | 0 | $0 |
| Michael A. Pizzi | Head Technology & Operations | 17 de julio de 2026 S | 121 770 | 0 | 2 | $-5 208 825 |
| Charles Aubrey Smith III | Chief Risk Officer | 17 de julio de 2025 S | 119 239 | 0 | 0 | $0 |
| Eric F Grossman | Chief Legal/Admin Officer | 17 de julio de 2025 S | 186 420 | 0 | 0 | $0 |
| Mandell Crawley | Chief Human Resources Officer | 17 de enero de 2024 F | 52 705 | 0 | 0 | $0 |
| James P Gorman | Executive Chairman | 17 de enero de 2024 F | 584 701 | 0 | 0 | $0 |
| Keishi Hotsuki | Chief Risk Officer | 24 de febrero de 2023 F | 339 211 | 0 | 0 | $0 |
| Robert P Rooney | Head of Tech/Ops/Resilience | 20 de enero de 2022 F | 253 946 | 0 | 0 | $0 |
| Jeffrey S Brodsky | Chief Human Resources Officer | 21 de enero de 2021 S | 150 095 | 0 | 0 | $0 |
| Francis P Barron | Chief Legal Officer | 21 de enero de 2011 A | 69 441 | 0 | 0 | $0 |
| Kenneth Michael Deregt | Global Head-FI Sales/Trading | 21 de enero de 2011 A | 229 865 | 0 | 0 | $0 |
| John J Mack | Chairman of the Board | 21 de enero de 2011 A | 1 816 302 | 0 | 0 | $0 |
| Charles D Johnston | Head of Morgan Stanley SB | 21 de enero de 2010 A | 137 436 | 0 | 0 | $0 |
| Gary G Lynch | Chief Legal Officer | 21 de enero de 2010 F | 455 675 | 0 | 0 | $0 |
| Thomas V Daula | Chief Risk Officer | 10 de octubre de 2006 M | 75 707 | 0 | 0 | $0 |
| David W Heleniak | Vice Chairman | 14 de febrero de 2006 P | 314 553 | 0 | 0 | $0 |
| David S Moser | Principal Accounting Officer | 8 de septiembre de 2005 F | 13 707 | 0 | 0 | $0 |
| Donald G Kempf JR | Chief Legal Officer | 6 de julio de 2005 S | 177 494 | 0 | 0 | $0 |
| Alexander C Frank | Controller | 23 de diciembre de 2004 M | 23 931 | 0 | 0 | $0 |
| Stephen S Crawford | Chief Admin Officer | 14 de diciembre de 2004 A | 274 146 | 0 | 0 | $0 |
| Mary L Schapiro | Consejero | 28 de julio de 2026 G | 38 518 | 0 | 1 | $-212 060 |
| Megan Butler | Consejero | 1 de junio de 2026 F | 5 829 | 0 | 0 | $0 |
| Erika H James | Consejero | 1 de junio de 2026 A | 13 253 | 0 | 0 | $0 |
| Dennis M Nally | Consejero | 1 de junio de 2026 A | 47 076 | 0 | 0 | $0 |
| Shelley B Leibowitz | Consejero | 1 de junio de 2026 A | 48 370 | 0 | 0 | $0 |
| Douglas L. Peterson | Consejero | 1 de junio de 2026 A | 11 672 | 0 | 0 | $0 |
| Judith A Miscik | Consejero | 1 de junio de 2026 A | 66 494 | 0 | 0 | $0 |
| Robert H Herz | Consejero | 1 de junio de 2026 A | 102 563 | 0 | 0 | $0 |
| Lynn J Good | Consejero | 1 de junio de 2026 A | 3 501 | 0 | 0 | $0 |
| Perry M Traquina | Consejero | 1 de junio de 2026 A | 91 332 | 0 | 0 | $0 |
| Rayford Wilkins JR | Consejero | 1 de junio de 2026 A | 78 269 | 0 | 0 | $0 |
| Thomas H Glocer | Consejero | 1 de junio de 2026 A | 124 550 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 39 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. ×22 presentaciones | 13 de abril de 2026 | 23,95% | Enmienda | — | SEC |
| MORGAN STANLEY, MS HOLDINGS INCORPORATED, MORGAN STANLEY PRIVATE EQUITY ASIA III, INC., MORGAN STANLEY PRIVATE EQUITY ASIA III, L.L.C., NORTH HAVEN PRIVATE EQUITY ASIA III, L.P., NORTH HAVEN PRIVATE EQUITY ASIA EMPLOYEE INVESTORS III, L.P. (F/K/A MORGAN STANLEY PRIVATE EQUITY ASIA EMPLOYEE INVESTORS III, L.P.), MORGAN STANLEY PRIVATE EQUITY ASIA III HOLDINGS (CAYMAN) LTD, MSPEA MODIFIED PLASTICS HOLDING LIMITED ×71 presentaciones | 15 de octubre de 2019 | — | Presentación inicial | — | SEC |
| Morgan Stanley I.R.S., Morgan Stanley & Co. Incorporated I.R.S. | 4 de agosto de 2010 | — | Presentación inicial | — | SEC |
| 30 de octubre de 2008 | — | Presentación inicial | — | SEC | |
| Persona informante no revelada | 3 de noviembre de 2006 | — | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 8 de septiembre de 2006 | — | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 23 de agosto de 2006 | — | Presentación inicial | M&A / venta | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 26 de junio de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 19 de junio de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 18 de mayo de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 9 de mayo de 2006 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 27 de abril de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 22 de marzo de 2006 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada | 24 de octubre de 2005 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 31 de marzo de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 255 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IAI · iShares Trust | 16,57% | 1 050 922 SH | 8 de agosto de 2026 | Diario |
| PGF · Invesco Exchange-Traded Fund Trust | 10,60% | 3 079 879 | 8 de agosto de 2026 | Diario |
| KBWB · Invesco Exchange-Traded Fund Trust … | 7,44% | 2 354 696 SH | 8 de agosto de 2026 | Diario |
| PGX · Invesco Exchange-Traded Fund Trust … | 6,67% | 10 932 900 | 8 de agosto de 2026 | Diario |
| CCOR · Listed Funds Trust | 4,85% | 7 028 NS | 30 de abril de 2026 | N-PORT |
| NITE · Capitol Series Trust | 4,81% | 7 706 NS | 30 de abril de 2026 | N-PORT |
| BWTG · ETF Opportunities Trust | 4,36% | 4 317 NS | 31 de mayo de 2026 | N-PORT |
| PFF · iShares Trust | 3,67% | 21 445 791 SH | 8 de agosto de 2026 | Diario |
| PFI · Invesco Exchange-Traded Fund Trust | 3,67% | 10 002 SH | 8 de agosto de 2026 | Diario |
| IYG · iShares Trust | 3,49% | 359 984 SH | 8 de agosto de 2026 | Diario |
| IYF · iShares Trust | 3,45% | 706 998 SH | 8 de agosto de 2026 | Diario |
| BDIV · ETF Series Solutions | 3,39% | 1 118 NS | 30 de abril de 2026 | N-PORT |
| PWV · Invesco Exchange-Traded Fund Trust | 3,33% | 274 451 SH | 8 de agosto de 2026 | Diario |
| MFSV · MFS Active Exchange Traded Funds Tr… | 2,95% | 67 185 NS | 31 de mayo de 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 2,90% | 1 930 193 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 2,68% | 311 364 NS | 30 de abril de 2026 | N-PORT |
| FDV · Federated Hermes ETF Trust | 2,58% | 101 550 NS | 30 de abril de 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 2,45% | 118 694 000 SH | 8 de agosto de 2026 | Diario |
| NUDV · Nushares ETF Trust | 2,40% | 5 692 NS | 30 de abril de 2026 | N-PORT |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 2,36% | 82 378 000 | 8 de agosto de 2026 | Diario |
| ICAP · Series Portfolios Trust | 2,33% | 12 155 NS | 31 de mayo de 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 2,25% | 2 758 300 | 8 de agosto de 2026 | Diario |
| FAS · Direxion Shares ETF Trust | 2,23% | 230 171 NS | 30 de abril de 2026 | N-PORT |
| UYG · ProShares Trust | 2,23% | 74 167 NS | 31 de mayo de 2026 | N-PORT |
| VRIG · Invesco Actively Managed Exchange-T… | 2,07% | 38 196 000 | 8 de agosto de 2026 | Diario |
| TBG · EA Series Trust | 1,98% | 23 881 NS | 30 de abril de 2026 | N-PORT |
| DECO · SSGA Active Trust | 1,95% | 1 615 NS | 30 de abril de 2026 | N-PORT |
| NULV · Nushares ETF Trust | 1,94% | 211 454 NS | 30 de abril de 2026 | N-PORT |
| HECO · SSGA Active Trust | 1,93% | 8 264 NS | 30 de abril de 2026 | N-PORT |
| JDIV · J.P. Morgan Exchange-Traded Fund Tr… | 1,85% | 1 090 NS | 30 de abril de 2026 | N-PORT |
| VCEB · VANGUARD WORLD FUND | 1,78% | 22 474 950 PA | 8 de agosto de 2026 | Diario |
| GSY · Invesco Actively Managed Exchange-T… | 1,76% | 68 046 000 | 8 de agosto de 2026 | Diario |
| SNPV · DBX ETF Trust | 1,70% | 18 836 NS | 29 de mayo de 2026 | N-PORT |
| NULC · Nushares ETF Trust | 1,64% | 4 904 NS | 30 de abril de 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 1,63% | 117 861 NS | 30 de abril de 2026 | N-PORT |
| IXG · iShares Trust | 1,59% | 51 948 SH | 8 de agosto de 2026 | Diario |
| VCIT · VANGUARD SCOTTSDALE FUNDS | 1,41% | 975 540 000 PA | 8 de agosto de 2026 | Diario |
| AVLV · AMERICAN CENTURY ETF TRUST | 1,36% | 843 366 NS | 31 de mayo de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 1,36% | 386 054 NS | 30 de abril de 2026 | N-PORT |
| SUSA · iShares Trust | 1,29% | 249 137 SH | 8 de agosto de 2026 | Diario |
| ORR · EA Series Trust | 1,28% | 22 630 NS | 29 de mayo de 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,25% | 17 712 SH | 8 de agosto de 2026 | Diario |
| ROPE · EA Series Trust | 1,24% | 507 NS | 29 de mayo de 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 1,24% | 6 904 NS | 30 de abril de 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 1,23% | 653 288 000 PA | 8 de agosto de 2026 | Diario |
| SNPG · DBX ETF Trust | 1,22% | 789 NS | 29 de mayo de 2026 | N-PORT |
| IWLG · New York Life Investments Active ET… | 1,22% | 20 252 NS | 30 de abril de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 1,21% | 45 173 SH | 8 de agosto de 2026 | Diario |
| CVY · Invesco Exchange-Traded Fund Trust | 1,21% | 77 115 | 8 de agosto de 2026 | Diario |
| GURU · Global X Funds | 1,18% | 3 604 NS | 30 de abril de 2026 | N-PORT |