MS Morgan Stanley Common Stock
Tentang Morgan Stanley Common Stock Tinjauan perusahaan dari Wikipedia
Morgan Stanley adalah sebuah perusahaan bank investasi dan jasa keuangan multinasional asal Amerika yang berkantor pusat di Morgan Stanley Building di Broadway no. 1585, Midtown Manhattan, New York City. Dengan kantor di lebih dari 42 negara dan lebih dari 60.000 pegawai, klien Morgan Stanley meliputi perusahaan lain, pemerintah, institusi, dan individu. Morgan Stanley menempati peringkat ke-67 dalam daftar Fortune 500 tahun 2018.
Baca selengkapnya
Morgan Stanley adalah sebuah perusahaan bank investasi dan jasa keuangan multinasional asal Amerika yang berkantor pusat di Morgan Stanley Building di Broadway no. 1585, Midtown Manhattan, New York City. Dengan kantor di lebih dari 42 negara dan lebih dari 60.000 pegawai, klien Morgan Stanley meliputi perusahaan lain, pemerintah, institusi, dan individu. Morgan Stanley menempati peringkat ke-67 dalam daftar Fortune 500 tahun 2018.
Morgan Stanley dibentuk oleh mitra J.P. Morgan & Co., Henry Sturgis Morgan (cucu J.P. Morgan), Harold Stanley, dan sejumlah orang lainnya, pada tanggal 16 September 1935, sebagai tanggapan terhadap Undang-Undang Glass–Steagall yang mewajibkan pemisahan bisnis bank komersial dan bank investasi. Pada tahun pertamanya, perusahaan ini berhasil menguasai 24% pangsa pasar (US$1,1 miliar) di sektor penawaran umum dan HMETD.
Morgan Stanley kemudian bergabung dengan Dean Witter Discover & Co. pada tahun 1997 untuk membentuk "Morgan Stanley Dean Witter Discover & Co." Chairman dan CEO Dean Witter, Philip J. Purcell pun ditunjuk menjadi Chairman dan CEO dari perusahaan hasil penggabungan. Perusahaan ini kemudian mengubah namanya kembali menjadi "Morgan Stanley" pada tahun 2001. Bisnis utama dari Morgan Stanley saat ini adalah sekuritas institusional, manajemen kekayaan, dan manajemen investasi.
Gambaran umum
Morgan Stanley adalah sebuah perusahaan jasa keuangan yang melalui anak usaha dan afiliasinya, menyediakan layanan penasehatan, originasi, perdagangan, pengelolaan, dan distribusi modal untuk institusi, pemerintah, dan individu. Perusahaan ini beroperasi di tiga segmen bisnis, yakni Sekuritas Institusional, Manajemen Kekayaan, dan Manajemen Investasi.
Sejarah
Morgan Stanley (1935–1997)
Morgan Stanley memulai sejarahnya dari J.P. Morgan & Co. Pasca Undang-Undang Glass–Steagall berlaku, bisnis bank investasi dan bank komersial tidak boleh berada di bawah satu entitas induk. J.P. Morgan & Co. pun memilih untuk melanjutkan bisnis bank komersial. Sehingga sejumlah pegawai J.P. Morgan & Co., terutama Henry S. Morgan dan Harold Stanley, akhirnya keluar dari J.P. Morgan & Co. dan bergabung dengan mitra lain dari Drexel untuk membentuk Morgan Stanley. Perusahaan ini pun mulai beroperasi pada tanggal 16 September 1935, di Wall Street no. 2, New York City, tidak jauh dari kantor pusat J.P Morgan pada saat itu. Pada tahun 1938, perusahaan ini terlibat dalam distribusi surat utang senilai US$100 juta dari United States Steel Corporation sebagai penjamin emisi utama. Perusahaan ini juga menjadi sindikasi utama pada pendanaan perkeretaapian tahun 1939. Pada tahun 1941, perusahaan ini mengadakan reorganisasi untuk memungkinkan lebih banyak aktivitas di bisnis sekuritas.
Perusahaan inipun dipimpin oleh Perry Hall, pendiri terahir yang memimpin Morgan Stanley, mulai tahun 1951 hingga 1961. Pada masa kepemimpinannya, Morgan Stanley menjadi salah satu pengelola penawaran obligasi dari Bank Dunia yang berperingkat AAA pada tahun 1952, serta menerbitkan utang General Motors senilai US$300 juta, menawarkan saham IBM senilai US$231 juta, dan menawarkan utang AT&T senilai US$250 juta.
Morgan Stanley mengklaim dirinya sebagai pencipta model komputer pertama untuk analisis keuangan pada tahun 1962, sehingga memulai tren baru di bidang analisis keuangan. Dick Fisher berkontribusi pada penciptaan model komputer tersebut, setelah mempelajari bahasa pemrograman FORTRAN dan COBOL di IBM. Dick Fisher kemudian menjadi presiden dan chairman Morgan Stanley. Pada tahun 1967, perusahaan ini mendirikan Morgan & Cie, International di Paris untuk dapat masuk ke pasar sekuritas Eropa. Pada tahun yang sama, perusahaan ini mengakuisisi Brooks, Harvey & Co., Inc. dan resmi masuk ke bisnis lahan yasan. Bisnis penjualan dan perdagangan Morgan Stanley dipercaya merupakan usul dari Bob Baldwin.
Pada tahun 1996, Morgan Stanley resmi mengakuisisi Van Kampen American Capital.
Morgan Stanley pasca penggabungan (1997–sekarang)
Pada tanggal 5 Februari 1997, perusahaan ini bergabung dengan Dean Witter Discover & Co., hasil pemisahan bisnis jasa keuangan dari Sears Roebuck. Chairman dan CEO Dean Witter, Philip J. Purcell pun menjadi Chairman dan CEO dari perusahaan hasil penggabungan yang diberi nama "Morgan Stanley Dean Witter Discover & Co." Sementara presiden Morgan Stanley, John J. Mack menjadi presiden dan direktur operasi. Pada tahun 1998, nama perusahaan ini diubah menjadi "Morgan Stanley Dean Witter & Co." Awalnya, nama tersebut dipilih untuk menunjukkan kombinasi dari dua pendahulunya guna menghindari ketegangan antara keduanya. Namun pada tahun 2001, nama "Dean Witter" akhirnya dihapus dan nama perusahaan ini pun menjadi hanya "Morgan Stanley".
Morgan Stanley berkantor pusat di 24 lantai yang tersebar di Gedung 2 dan 5 dari World Trade Center di New York City. Kantor pusat tersebut diwariskan dari Dean Witter yang telah menempatinya sejak pertengahan dekade 1980-an. Perusahaan ini kehilangan tiga belas pegawainya akibat Serangan 11 September pada tahun 2001 (Thomas F. Swift, Wesley Mercer, Jennifer de Jesus, Joseph DiPilato, Nolbert Salomon, Godwin Forde, Steve R. Strauss, Lindsay C. Herkness, Albert Joseph, Jorge Velazquez, Titus Davidson, Charles Laurencin, dan Direktur Sekuritas, Rick Rescorla), sementara 2.687 orang pegawai lain berhasil dievakuasi oleh Rick Rescorla. Kantor pusat Morgan Stanley pun dipindahkan ke lokasi lain untuk sementara. Pada tahun 2005, Morgan Stanley memindahkan 2.300 orang pegawainya kembali ke Lower Manhattan, dan menjadi pemindahan pegawai terbesar pada saat itu.
Pada tahun 2003, NewYork–Presbyterian Hospital meresmikan nama Morgan Stanley Children's Hospital, sebagai penghargaan atas kontribusi Morgan Stanley dalam pembangunan rumah sakit anak di lingkungan NewYork–Presbyterian Hospital. Kontribusi tersebut dimulai pada masa kepemimpinan CEO Philip J. Purcell dan selesai di masa kepemimpinan John Mack. Para pegawai Morgan Stanley telah terlibat di rumah sakit tersebut sejak dekade 1990-an dan berdonasi secara pribadi untuk pembangunan gedung ramah anak yang akhirnya dibuka pada bulan November 2003.
Perusahaan ini kemudian mengalami krisis manajemen mulai bulan Maret 2005 dan menyebabkan sejumlah pegawainya keluar. Purcell pun mengundurkan diri dari jabatan CEO Morgan Stanley pada bulan Juni 2005, saat sejumlah mantan mitra Morgan Stanley mengadakan kampanye yang mengancam merusak perusahaan ini dan mempertanyakan kebijakannya yang menolak untuk meningkatkan leverage, meningkatkan risiko, dan masuk ke bisnis hipotek subprima, serta melakukan akuisisi besar. Strategi yang akhirnya membuat Morgan Stanley harus mengurangi asetnya secara besar-besaran akibat krisis hipotek subprima pada tahun 2007.
Catatan
Referensi
Bacaan lebih lanjut
Patricia Beard (2008). Blue Blood and Mutiny: The Fight for the Soul of Morgan Stanley.
Pranala luar
Situs web resmi
Data bisnis Morgan Stanley:
Sumber: Wikipedia, CC BY-SA 4.0 · Lihat di Wikipedia ↗
MS Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
MS Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
| Tanggal ex-dividen | Jumlah |
|---|---|
| 31 Juli 2026 | $1,1500 |
| 30 April 2026 | $1,0000 |
| 30 Jan. 2026 | $1,0000 |
| 31 Okt. 2025 | $1,0000 |
| 31 Juli 2025 | $1,0000 |
| 30 April 2025 | $0,9250 |
| 31 Jan. 2025 | $0,9250 |
| 31 Okt. 2024 | $0,9250 |
| 31 Juli 2024 | $0,9250 |
| 29 April 2024 | $0,8500 |
| 30 Jan. 2024 | $0,8500 |
| 30 Okt. 2023 | $0,8500 |
| 28 Juli 2023 | $0,8500 |
| 28 April 2023 | $0,7750 |
| 30 Jan. 2023 | $0,7750 |
| 28 Okt. 2022 | $0,7750 |
| 28 Juli 2022 | $0,7750 |
| 28 April 2022 | $0,7000 |
| 28 Jan. 2022 | $0,7000 |
| 28 Okt. 2021 | $0,7000 |
MS Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
- Beli Kuat 8 24,2%
- Beli 12 36,4%
- Tahan 12 36,4%
- Jual 0 0,0%
- Jual Kuat 1 3,0%
Target Harga 12 Bulan
21 analis · 2026-08-14Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $3.46 | $3.03 | 0.43% |
| 31 Maret 2026 | $3.43 | $3.09 | 0.34% |
| 31 Des. 2025 | $2.68 | $2.51 | 0.17% |
| 30 Sep. 2025 | $2.80 | $2.17 | 0.63% |
| 30 Juni 2025 | $2.13 | $2.01 | 0.12% |
| 31 Maret 2025 | $2.60 | $2.27 | 0.33% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 10
| Metrik | Tren | 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 |
Neraca 18
| Metrik | Tren | 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 |
Arus Kas 12
| Metrik | Tren | 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 |
Profitabilitas 4
| Metrik | Tren | 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% |
Likuiditas & Solvabilitas 1
| Metrik | Tren | 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 |
Efisiensi 1
| Metrik | Tren | 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 |
Tingkat Pertumbuhan 10
| Metrik | Tren | 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% | · | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM) 14
| Metrik | Tren | 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 |
Laporan Laba Rugi 9
| Metrik | Tren | 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 |
Neraca 14
| Metrik | Tren | 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 |
Arus Kas 8
| Metrik | Tren | 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 |
Profitabilitas 4
| Metrik | Tren | 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% |
Efisiensi 1
| Metrik | Tren | 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 |
Valuasi (TTM) 8
| Metrik | Tren | 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% | · | · |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Laba Bersih | $16.86B | $13.39B | $9.09B | $11.03B | $15.03B |
| EPS Dilusian | $10.21 | $7.95 | $5.18 | $6.15 | $8.03 |
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Pemilik institusional (13F) 2.994 pengaju · $226.2B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 344 (+132 vs Kuartal sebelumnya) | 77 (-72 vs Kuartal sebelumnya) | 1.077 (+66 vs Kuartal sebelumnya) | 939 (-33 vs Kuartal sebelumnya) | +184.4M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP INC | $78.825.883.310 | 377.085.167 | 34,84% | Saham |
| STATE STREET CORP | $20.812.192.768 | 99.560.815 | 9,20% | Saham |
| VANGUARD GROUP INC | $19.106.678.677 | 107.625.070 | 8,45% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.242.541.995 | 77.700.641 | 7,18% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.313.682.781 | 30.203.228 | 2,79% | Saham |
| Fisher Asset Management, LLC | $5.471.202.923 | 26.172.995 | 2,42% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $4.878.508.367 | 23.450.292 | 2,16% | Saham |
| Capital Research Global Investors | $3.777.544.254 | 18.070.606 | 1,67% | Saham |
| NORGES BANK | $3.759.486.569 | 17.984.532 | 1,66% | Saham |
| FMR LLC | $3.644.419.863 | 17.434.079 | 1,61% | Saham |
| AMERIPRISE FINANCIAL INC | $2.422.065.478 | 11.585.361 | 1,07% | Saham |
| Capital World Investors | $2.126.114.066 | 10.170.848 | 0,94% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.062.254.177 | 9.865.357 | 0,91% | Saham |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.528.164.971 | 7.310.395 | 0,68% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $1.402.553.671 | 6.709.499 | 0,62% | Saham |
| BANK OF AMERICA CORP /DE/ | $1.323.651.105 | 6.332.047 | 0,59% | Saham |
| Capital International Investors | $1.314.201.234 | 6.284.290 | 0,58% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $1.296.303.241 | 6.201.219 | 0,57% | Saham |
| UBS Group AG | $1.009.977.387 | 4.831.503 | 0,45% | Saham |
| WELLINGTON MANAGEMENT GROUP LLP | $983.762.308 | 4.706.096 | 0,43% | Saham |
| BlackRock, Inc. | $868.368.047 | 4.154.076 | 0,38% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $797.828.335 | 3.816.630 | 0,35% | Saham |
| TWO SIGMA INVESTMENTS, LP | $715.658.056 | 3.423.546 | 0,32% | Saham |
| CANADA PENSION PLAN INVESTMENT BOARD | $674.505.396 | 3.226.681 | 0,30% | Saham |
| Boston Partners | $656.545.206 | 3.115.374 | 0,29% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $646.690.329 | 3.093.632 | 0,29% | Saham |
| JANE STREET GROUP, LLC | $633.077.640 | 3.028.500 | 0,28% | Opsi jual |
| National Pension Service | $618.889.886 | 2.960.629 | 0,27% | Saham |
| Mitsubishi UFJ Asset Management Co., Ltd. | $602.880.558 | 2.884.044 | 0,27% | Saham |
| AXIOM INVESTORS LLC /DE | $582.619.774 | 2.787.121 | 0,26% | Saham |
| Legal & General Group Plc | $557.087.838 | 2.664.982 | 0,25% | Saham |
| JANUS HENDERSON GROUP PLC | $556.610.017 | 3.382.214 | 0,25% | Saham |
| Vanguard Global Advisers, LLC | $543.556.260 | 2.600.250 | 0,24% | Saham |
| VANGUARD ASSET MANAGEMENT, Ltd | $534.058.109 | 2.554.813 | 0,24% | Saham |
| NEUBERGER BERMAN GROUP LLC | $531.174.240 | 2.541.017 | 0,23% | Saham |
| Sumitomo Mitsui Trust Group, Inc. | $523.211.233 | 2.502.924 | 0,23% | Saham |
| UBS Group AG | $481.113.922 | 2.301.540 | 0,21% | Opsi beli |
| JANE STREET GROUP, LLC | $457.839.408 | 2.190.200 | 0,20% | Opsi beli |
| California Public Employees Retirement System | $442.309.826 | 2.115.910 | 0,20% | Saham |
| RHUMBLINE ADVISERS | $437.646.013 | 2.093.599 | 0,19% | Saham |
| TD Asset Management Inc | $433.410.576 | 2.073.338 | 0,19% | Saham |
| LPL Financial LLC | $433.347.513 | 2.073.037 | 0,19% | Saham |
| ALLIANCEBERNSTEIN L.P. | $431.558.988 | 2.622.343 | 0,19% | Saham |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $429.034.813 | 2.607.005 | 0,19% | Saham |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $392.347.803 | 1.876.903 | 0,17% | Saham |
| AMERICAN CENTURY COMPANIES INC | $384.475.882 | 1.839.245 | 0,17% | Saham |
| Robeco Institutional Asset Management B.V. | $383.293.235 | 1.833.588 | 0,17% | Saham |
| PNC Financial Services Group, Inc. | $378.302.824 | 1.809.715 | 0,17% | Saham |
| Ensign Peak Advisors, Inc | $378.020.829 | 1.808.366 | 0,17% | Saham |
| FIFTH THIRD BANCORP | $377.809.449 | 1.807.355 | 0,17% | Saham |
| GOLDMAN SACHS GROUP INC | $349.625.386 | 1.672.529 | 0,15% | Saham |
| VIKING GLOBAL INVESTORS LP | $339.186.841 | 1.622.593 | 0,15% | Saham |
| RAYMOND JAMES FINANCIAL INC | $313.544.844 | 1.499.927 | 0,14% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $300.673.729 | 1.438.355 | 0,13% | Saham |
| Qube Research & Technologies Ltd | $297.690.101 | 1.424.082 | 0,13% | Saham |
| Cullen Capital Management, LLC | $295.482.478 | 1.413.521 | 0,13% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $294.663.737 | 1.790.507 | 0,13% | Saham |
| HighTower Advisors, LLC | $289.491.019 | 1.409.310 | 0,13% | Saham |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $277.685.600 | 1.328.385 | 0,12% | Saham |
| PRUDENTIAL FINANCIAL INC | $264.589.872 | 1.265.738 | 0,12% | Saham |
| Eurizon Capital SGR S.p.A. | $249.633.915 | 1.190.383 | 0,11% | Saham |
| Hamlin Capital Management, LLC | $246.311.832 | 1.178.300 | 0,11% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $236.079.745 | 1.129.349 | 0,10% | Saham |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $232.454.416 | 1.122.424 | 0,10% | Saham |
| Focused Investors LLC | $230.790.612 | 1.104.050 | 0,10% | Saham |
| Bank of New York Mellon Corp | $228.138.940 | 1.091.365 | 0,10% | Saham |
| AVIVA PLC | $227.334.763 | 1.087.518 | 0,10% | Saham |
| Quantinno Capital Management LP | $221.848.822 | 1.061.274 | 0,10% | Saham |
| Fayez Sarofim & Co | $220.865.393 | 1.056.570 | 0,10% | Saham |
| Holocene Advisors, LP | $219.955.860 | 1.052.219 | 0,10% | Saham |
| Squarepoint Ops LLC | $216.893.842 | 1.037.571 | 0,10% | Saham |
| D. E. Shaw & Co., Inc. | $215.619.743 | 1.031.476 | 0,10% | Saham |
| COMMERCE BANK | $214.605.271 | 1.026.623 | 0,09% | Saham |
| GOLDMAN SACHS GROUP INC | $210.064.296 | 1.004.900 | 0,09% | Opsi beli |
| Alecta Tjanstepension Omsesidigt | $207.611.695 | 993.500 | 0,09% | Saham |
| MARSHALL WACE, LLP | $206.792.611 | 989.249 | 0,09% | Saham |
| NORDEA INVESTMENT MANAGEMENT AB | $205.920.126 | 983.100 | 0,09% | Saham |
| Alphinity Investment Management Pty Ltd | $205.500.326 | 983.067 | 0,09% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $203.072.326 | 971.452 | 0,09% | Saham |
| Clark Capital Management Group, Inc. | $202.711.538 | 969.726 | 0,09% | Saham |
| OFI INVEST ASSET MANAGEMENT | $199.085.131 | 1.087.716 | 0,09% | Saham |
| Evercore Wealth Management, LLC | $198.006.242 | 947.217 | 0,09% | Saham |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $196.614.709 | 940.560 | 0,09% | Saham |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $194.205.267 | 929.034 | 0,09% | Saham |
| Pictet Asset Management Holding SA | $192.194.512 | 919.415 | 0,08% | Saham |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $190.662.000 | 912.086 | 0,08% | Saham |
| Mariner, LLC | $190.047.806 | 909.130 | 0,08% | Saham |
| TWO SIGMA ADVISERS, LP | $189.779.570 | 1.069.000 | 0,08% | Saham |
| APG Asset Management N.V. | $189.023.501 | 1.033.824 | 0,08% | Saham |
| BARCLAYS PLC | $186.798.144 | 893.600 | 0,08% | Saham |
| CITIGROUP INC | $176.450.664 | 844.100 | 0,08% | Opsi jual |
| STOREBRAND ASSET MANAGEMENT AS | $174.292.953 | 833.778 | 0,08% | Saham |
| FRANKLIN RESOURCES INC | $174.287.100 | 833.750 | 0,08% | Saham |
| Caisse de depot et placement du Quebec | $171.850.530 | 822.094 | 0,08% | Saham |
| Korea Investment CORP | $171.816.038 | 821.929 | 0,08% | Saham |
| BANK OF MONTREAL /CAN/ | $171.386.670 | 819.875 | 0,08% | Saham |
| MACKENZIE FINANCIAL CORP | $170.085.605 | 813.651 | 0,08% | Saham |
| RBF Capital, LLC | $169.412.705 | 810.432 | 0,07% | Saham |
| JONES FINANCIAL COMPANIES LLLP | $167.530.765 | 790.128 | 0,07% | Saham |
| Aberdeen Group plc | $167.078.983 | 799.268 | 0,07% | Saham |
Orang dalam perusahaan 94 orang dalam · 38 pejabat · 41 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Edward N Pick | Chief Executive Officer | 17 Jan. 2024 G | 527.531 | 0 | 0 | $0 |
| Walid A Chammah | Chairman/CEO of MS Int'l | 7 Okt. 2010 F | 639.269 | 0 | 0 | $0 |
| PURCELL PHILIP J | Chairman of the Board and CEO | 4 Jan. 2005 M | 44.911 | 0 | 0 | $0 |
| Sharon Yeshaya | Chief Financial Officer | 16 Juli 2026 S | 0 | 0 | 2 | $-3.460.921 |
| Raja Akram | Deputy Chief Financial Officer | 18 Jan. 2024 S | 97.634 | 0 | 0 | $0 |
| Paul C Wirth | Deputy Chief Financial Officer | 17 Jan. 2020 F | 153.977 | 0 | 0 | $0 |
| Ruth Porat | Chief Financial Officer | 2 Maret 2015 F | 881.037 | 0 | 0 | $0 |
| David H Sidwell | Chief Financial Officer | 12 Des. 2006 A | 520.791 | 0 | 0 | $0 |
| Daniel A Simkowitz | Co-President | 17 Juli 2025 G | 391.546 | 0 | 0 | $0 |
| Andrew M Saperstein | Co-President | 17 Juli 2025 S | 0 | 0 | 0 | $0 |
| Thomas Colm Kelleher | President | 24 April 2019 G | 970.068 | 0 | 0 | $0 |
| Gregory J Fleming | President-Wealth & Invest Mgt | 23 Juli 2015 G | 498.726 | 0 | 0 | $0 |
| Paul J Taubman | Co-President-Inst'l Securities | 20 Jan. 2012 F | 1.269.224 | 0 | 0 | $0 |
| Zoe Cruz | Co-President | 10 Sep. 2007 F | 1.667.827 | 0 | 0 | $0 |
| Robert W Scully | Co-President | 29 Des. 2006 J | 50.000 | 0 | 0 | $0 |
| Stephan F Newhouse | President | 3 Jan. 2005 M | 1.271.544 | 0 | 0 | $0 |
| Jonathan Pruzan | Chief Operating Officer | 18 Jan. 2023 F | 406.985 | 0 | 0 | $0 |
| James A Rosenthal | Chief Operating Officer | 18 Nov. 2016 M | 172.910 | 0 | 0 | $0 |
| Thomas R Nides | Chief Operating Officer | 7 Okt. 2010 F | 207.612 | 0 | 0 | $0 |
| Michael A. Pizzi | Head Technology & Operations | 17 Juli 2026 S | 121.770 | 0 | 2 | $-5.208.825 |
| Charles Aubrey Smith III | Chief Risk Officer | 17 Juli 2025 S | 119.239 | 0 | 0 | $0 |
| Eric F Grossman | Chief Legal/Admin Officer | 17 Juli 2025 S | 186.420 | 0 | 0 | $0 |
| Mandell Crawley | Chief Human Resources Officer | 17 Jan. 2024 F | 52.705 | 0 | 0 | $0 |
| James P Gorman | Executive Chairman | 17 Jan. 2024 F | 584.701 | 0 | 0 | $0 |
| Keishi Hotsuki | Chief Risk Officer | 24 Feb. 2023 F | 339.211 | 0 | 0 | $0 |
| Robert P Rooney | Head of Tech/Ops/Resilience | 20 Jan. 2022 F | 253.946 | 0 | 0 | $0 |
| Jeffrey S Brodsky | Chief Human Resources Officer | 21 Jan. 2021 S | 150.095 | 0 | 0 | $0 |
| Francis P Barron | Chief Legal Officer | 21 Jan. 2011 A | 69.441 | 0 | 0 | $0 |
| Kenneth Michael Deregt | Global Head-FI Sales/Trading | 21 Jan. 2011 A | 229.865 | 0 | 0 | $0 |
| John J Mack | Chairman of the Board | 21 Jan. 2011 A | 1.816.302 | 0 | 0 | $0 |
| Charles D Johnston | Head of Morgan Stanley SB | 21 Jan. 2010 A | 137.436 | 0 | 0 | $0 |
| Gary G Lynch | Chief Legal Officer | 21 Jan. 2010 F | 455.675 | 0 | 0 | $0 |
| Thomas V Daula | Chief Risk Officer | 10 Okt. 2006 M | 75.707 | 0 | 0 | $0 |
| David W Heleniak | Vice Chairman | 14 Feb. 2006 P | 314.553 | 0 | 0 | $0 |
| David S Moser | Principal Accounting Officer | 8 Sep. 2005 F | 13.707 | 0 | 0 | $0 |
| Donald G Kempf JR | Chief Legal Officer | 6 Juli 2005 S | 177.494 | 0 | 0 | $0 |
| Alexander C Frank | Controller | 23 Des. 2004 M | 23.931 | 0 | 0 | $0 |
| Stephen S Crawford | Chief Admin Officer | 14 Des. 2004 A | 274.146 | 0 | 0 | $0 |
| Mary L Schapiro | Direktur | 28 Juli 2026 G | 38.518 | 0 | 1 | $-212.060 |
| Megan Butler | Direktur | 1 Juni 2026 F | 5.829 | 0 | 0 | $0 |
| Erika H James | Direktur | 1 Juni 2026 A | 13.253 | 0 | 0 | $0 |
| Dennis M Nally | Direktur | 1 Juni 2026 A | 47.076 | 0 | 0 | $0 |
| Shelley B Leibowitz | Direktur | 1 Juni 2026 A | 48.370 | 0 | 0 | $0 |
| Douglas L. Peterson | Direktur | 1 Juni 2026 A | 11.672 | 0 | 0 | $0 |
| Judith A Miscik | Direktur | 1 Juni 2026 A | 66.494 | 0 | 0 | $0 |
| Robert H Herz | Direktur | 1 Juni 2026 A | 102.563 | 0 | 0 | $0 |
| Lynn J Good | Direktur | 1 Juni 2026 A | 3.501 | 0 | 0 | $0 |
| Perry M Traquina | Direktur | 1 Juni 2026 A | 91.332 | 0 | 0 | $0 |
| Rayford Wilkins JR | Direktur | 1 Juni 2026 A | 78.269 | 0 | 0 | $0 |
| Thomas H Glocer | Direktur | 1 Juni 2026 A | 124.550 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 39 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. ×22 pengajuan | 13 April 2026 | 23,95% | Amandemen | — | 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 pengajuan | 15 Okt. 2019 | — | Pengajuan awal | — | SEC |
| Morgan Stanley I.R.S., Morgan Stanley & Co. Incorporated I.R.S. | 4 Agu 2010 | — | Pengajuan awal | — | SEC |
| 30 Okt. 2008 | — | Pengajuan awal | — | SEC | |
| Orang pelapor yang tidak diungkapkan | 3 Nov. 2006 | — | Pengajuan awal | M&A / penjualan | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 8 Sep. 2006 | — | Pengajuan awal | M&A / penjualan | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 23 Agu 2006 | — | Pengajuan awal | M&A / penjualan | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 26 Juni 2006 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 19 Juni 2006 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 18 Mei 2006 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 9 Mei 2006 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 27 April 2006 | — | Pengajuan awal | Investasi pasif | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 22 Maret 2006 | — | Pengajuan awal | Investasi pasif | SEC |
| Orang pelapor yang tidak diungkapkan | 24 Okt. 2005 | — | Pengajuan awal | — | SEC |
| Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan | 31 Maret 2004 | — | Pengajuan awal | Investasi pasif | 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.
Kepemilikan ETF Dimiliki oleh 255 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| IAI · iShares Trust | 16,57% | 1.050.922 SH | 8 Agu 2026 | Harian |
| PGF · Invesco Exchange-Traded Fund Trust | 10,60% | 3.079.879 | 8 Agu 2026 | Harian |
| KBWB · Invesco Exchange-Traded Fund Trust … | 7,44% | 2.354.696 SH | 8 Agu 2026 | Harian |
| PGX · Invesco Exchange-Traded Fund Trust … | 6,67% | 10.932.900 | 8 Agu 2026 | Harian |
| CCOR · Listed Funds Trust | 4,85% | 7.028 NS | 30 April 2026 | N-PORT |
| NITE · Capitol Series Trust | 4,81% | 7.706 NS | 30 April 2026 | N-PORT |
| BWTG · ETF Opportunities Trust | 4,36% | 4.317 NS | 31 Mei 2026 | N-PORT |
| PFF · iShares Trust | 3,67% | 21.445.791 SH | 8 Agu 2026 | Harian |
| PFI · Invesco Exchange-Traded Fund Trust | 3,67% | 10.002 SH | 8 Agu 2026 | Harian |
| IYG · iShares Trust | 3,49% | 359.984 SH | 8 Agu 2026 | Harian |
| IYF · iShares Trust | 3,45% | 706.998 SH | 8 Agu 2026 | Harian |
| BDIV · ETF Series Solutions | 3,39% | 1.118 NS | 30 April 2026 | N-PORT |
| PWV · Invesco Exchange-Traded Fund Trust | 3,33% | 274.451 SH | 8 Agu 2026 | Harian |
| MFSV · MFS Active Exchange Traded Funds Tr… | 2,95% | 67.185 NS | 31 Mei 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 2,90% | 1.930.193 SH | 8 Agu 2026 | Harian |
| FNCL · FIDELITY COVINGTON TRUST | 2,68% | 311.364 NS | 30 April 2026 | N-PORT |
| FDV · Federated Hermes ETF Trust | 2,58% | 101.550 NS | 30 April 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 2,45% | 118.694.000 SH | 8 Agu 2026 | Harian |
| NUDV · Nushares ETF Trust | 2,40% | 5.692 NS | 30 April 2026 | N-PORT |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 2,36% | 82.378.000 | 8 Agu 2026 | Harian |
| ICAP · Series Portfolios Trust | 2,33% | 12.155 NS | 31 Mei 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 2,25% | 2.758.300 | 8 Agu 2026 | Harian |
| FAS · Direxion Shares ETF Trust | 2,23% | 230.171 NS | 30 April 2026 | N-PORT |
| UYG · ProShares Trust | 2,23% | 74.167 NS | 31 Mei 2026 | N-PORT |
| VRIG · Invesco Actively Managed Exchange-T… | 2,07% | 38.196.000 | 8 Agu 2026 | Harian |
| TBG · EA Series Trust | 1,98% | 23.881 NS | 30 April 2026 | N-PORT |
| DECO · SSGA Active Trust | 1,95% | 1.615 NS | 30 April 2026 | N-PORT |
| NULV · Nushares ETF Trust | 1,94% | 211.454 NS | 30 April 2026 | N-PORT |
| HECO · SSGA Active Trust | 1,93% | 8.264 NS | 30 April 2026 | N-PORT |
| JDIV · J.P. Morgan Exchange-Traded Fund Tr… | 1,85% | 1.090 NS | 30 April 2026 | N-PORT |
| VCEB · VANGUARD WORLD FUND | 1,78% | 22.474.950 PA | 8 Agu 2026 | Harian |
| GSY · Invesco Actively Managed Exchange-T… | 1,76% | 68.046.000 | 8 Agu 2026 | Harian |
| SNPV · DBX ETF Trust | 1,70% | 18.836 NS | 29 Mei 2026 | N-PORT |
| NULC · Nushares ETF Trust | 1,64% | 4.904 NS | 30 April 2026 | N-PORT |
| BKDV · BNY Mellon ETF Trust II | 1,63% | 117.861 NS | 30 April 2026 | N-PORT |
| IXG · iShares Trust | 1,59% | 51.948 SH | 8 Agu 2026 | Harian |
| VCIT · VANGUARD SCOTTSDALE FUNDS | 1,41% | 975.540.000 PA | 8 Agu 2026 | Harian |
| AVLV · AMERICAN CENTURY ETF TRUST | 1,36% | 843.366 NS | 31 Mei 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 1,36% | 386.054 NS | 30 April 2026 | N-PORT |
| SUSA · iShares Trust | 1,29% | 249.137 SH | 8 Agu 2026 | Harian |
| ORR · EA Series Trust | 1,28% | 22.630 NS | 29 Mei 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,25% | 17.712 SH | 8 Agu 2026 | Harian |
| ROPE · EA Series Trust | 1,24% | 507 NS | 29 Mei 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 1,24% | 6.904 NS | 30 April 2026 | N-PORT |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 1,23% | 653.288.000 PA | 8 Agu 2026 | Harian |
| SNPG · DBX ETF Trust | 1,22% | 789 NS | 29 Mei 2026 | N-PORT |
| IWLG · New York Life Investments Active ET… | 1,22% | 20.252 NS | 30 April 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 1,21% | 45.173 SH | 8 Agu 2026 | Harian |
| CVY · Invesco Exchange-Traded Fund Trust | 1,21% | 77.115 | 8 Agu 2026 | Harian |
| GURU · Global X Funds | 1,18% | 3.604 NS | 30 April 2026 | N-PORT |