Home / Companies / Morgan Stanley / 23 May 2024
Morgan Stanley: meeting of 23 May 2024
Votes reported on Form N-PX, item by item
1,541 Form N-PX filers reported votes at the Morgan Stanley meeting of 23 May 2024. Their records fall into 9 items below, in ballot order: management items first, then proposals from security holders. Each bar shows how the reporting filers split; it is not the result of the meeting.
foragainstabstain, withhold or otheramber tick: the portion cast against management
Items
DIRECTOR ELECTIONSIssuer
Director elections
15 nominees; 93.4% of reported votes for; 84 filers withheld from or voted against at least one nominee.
15,809 vote records from 403 filers. 3 of the 400 filers that marked the item either way voted against management. 3 filers reported this item without a management mark.
SECTION 14A SAY-ON-PAY VOTESIssuer
Advisory vote on executive pay (say-on-pay)
3,012 vote records from 1,501 filers. 681 of the 1,448 filers that marked the item either way voted against management. 53 filers reported this item without a management mark.
0 filers reported share counts too large to be the holding described. No share split is published for this item. How that is decided
AUDIT-RELATEDIssuer
Audit-related items (auditor ratification)
1,051 vote records from 398 filers. 15 of the 395 filers that marked the item either way voted against management. 3 filers reported this item without a management mark.
0 filers reported share counts too large to be the holding described. No share split is published for this item. How that is decided
CAPITAL STRUCTUREIssuer
CAPITAL STRUCTURE: management items
Management items in this category are shown together; filers word and number them differently.
173 vote records from 71 filers. 1 of the 70 filers that marked the item either way voted against management. 1 filer reported this item without a management mark.
COMPENSATIONIssuer
COMPENSATION: management items
Management items in this category are shown together; filers word and number them differently.
954 vote records from 353 filers. 4 of the 351 filers that marked the item either way voted against management. 2 filers reported this item without a management mark.
OTHER SOCIAL ISSUESSecurity holder
Shareholder proposal regarding transparency in lobbying
1,011 vote records from 387 filers. 212 of the 385 filers that marked the item either way voted against management. 2 filers reported this item without a management mark.
0 filers reported share counts too large to be the holding described. No share split is published for this item. How that is decided
ENVIRONMENT OR CLIMATESecurity holder
Shareholder proposal requesting a clean energy supply financing ratio
962 vote records from 377 filers. 159 of the 374 filers that marked the item either way voted against management. 3 filers reported this item without a management mark.
0 filers reported share counts too large to be the holding described. No share split is published for this item. How that is decided
OTHER SOCIAL ISSUESSecurity holder
Shareholder proposal requesting a report on risks of politicized de-banking
958 vote records from 375 filers. 25 of the 372 filers that marked the item either way voted against management. 3 filers reported this item without a management mark.
0 filers reported share counts too large to be the holding described. No share split is published for this item. How that is decided
Several categoriesSecurity holder
Shareholder proposals (not separable from the filings)
Filers described these proposals in wordings that could not be matched to one another, so they are shown together.
139 vote records from 19 filers. 5 of the 19 filers that marked the item either way voted against management.
How the largest families voted
| Family | 1. Directors | 2. Say-on-pay | 3. Auditor | 6. Proposal | 7. Proposal | 8. Proposal |
|---|---|---|---|---|---|---|
| Vanguard | For | For | For | Against | Against | Against |
| BlackRock and iShares | For | For | For | Against | No report | No report |
| Fidelity | For | For | For | Against | Against | Against |
| Dimensional | For | Against * | For | Against | Against | Against |
| State Street and SPDR | For | Against * | For | For * | For * | Against |
| American Century | For | For | For | Against | Against | Against |
| Franklin Templeton | For | Against * | For | For * | Against | Against |
| Invesco | For | For | For | For * | Against | Against |
| Equitable | For | For | For | For * | For * | Against |
| Charles Schwab | For | Against * | For | Against | Against | Against |
| Nuveen and TIAA | For | For | For | For * | For * | Against |
| ProShares and ProFunds | For | Against * | For | For * | For * | Against |
| John Hancock and Manulife | For | Against * | For | For * | For * | Against |
| Morgan Stanley, Eaton Vance and Calvert | For | For | For | Against | Against | Against |
| J.P. Morgan | For | For | For | Against | Against | Against |
| Goldman Sachs | For | For | For | Against | Against | Against |
| WisdomTree | For | For | For | Against | Against | Against |
| PGIM and Prudential | For | Against * | For | For * | Against | Against |
| Jackson National funds | For | For | For | Against | Against | Against |
| Northern Trust and FlexShares | For | For | For | Abstain or withhold * | Abstain or withhold * | Against |
| SEI | For | Against * | For | For * | Against | Against |
| T. Rowe Price | For | For | For | Against | Against | Against |
| Thrivent | For | Against * | For | Against | Against | Against |
| Lincoln Financial | For | For | For | For * | Against | Against |
| Voya | For | Against * | For | Against | Against | Against |
| First Trust | For | Against * | For | Against | Against | Against |
| Russell Investments | For | Against * | For | For * | Against | Against |
| Nationwide | For | Against * | For | For * | For * | Against |
| Victory Capital | For | Against * | For | For * | For * | Against |
| Brighthouse Funds | For | For | For | For * | Against * | Against |
| Guggenheim and Rydex | For | Against * | For | For * | For * | Against |
| Columbia Threadneedle | For | Against * | For | For * | For * | Against |
| BNY Mellon | For | For | Against * | For * | For * | Against |
| Principal | For | Against * | For | For * | For * | Against |
| Capital Group and American Funds | For | For | For | Against | Against | Against |
| Pacific Life funds | For | For | For | Against | Against | Against |
| Global X | For | Against * | For | No report | No report | No report |
| MFS | For | For | For | For * | Against | Against |
| Transamerica | For | For | For | For * | For * | Against |
| Federated Hermes | For | Against * | For | For * | Against | Against |
| AllianceBernstein | For | For | For | For * | For * | Against |
| Hartford Funds | For | For | For | For * | For * | Against |
| DWS | For | Against * | For | For * | For * | Against |
| PIMCO | No report | Against * | No report | No report | No report | No report |
| Allspring | For | Against * | For | For * | For * | Against |
| MassMutual | For | For | For | For * | For * | Against |
| Harbor Funds | For | For | For | Against | Against | Against |
| Virtus | For | Abstain or withhold * | Against * | For * | For * | Against |
| Macquarie and Delaware Funds | For | Against * | For | Against | Against | Against |
| Janus Henderson | For | For | For | Against | Against | Against |
| Neuberger Berman | For | For | For | Against | Against | Against |
| American Beacon | For | For | For | For * | Against | Against |
| Natixis and Loomis Sayles | For | Against * | For | For * | For * | Against |
| Lord Abbett | For | For | For | Against | Against | Against |
| Dodge & Cox | No report | For | No report | No report | No report | No report |
| Harris Associates and Oakmark | No report | For | No report | No report | No report | No report |
| Baird | No report | Against * | No report | No report | No report | No report |
| Artisan Partners | For | For | For | Against | Against | Against |
* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.
Questions
How did large funds vote at the Morgan Stanley meeting?
1,541 Form N-PX filers reported votes at the meeting of 23 May 2024. On say-on-pay, 681 of 1,448 voted against management (47.0%). 3 proposals from security holders could be told apart in the filings. The family table lists each of the largest families item by item.
Is this the meeting result?
No. These are the votes of funds and managers that file Form N-PX, counted by filer and by the shares they reported. The certified result, which includes every shareholder, is reported by Morgan Stanley on Form 8-K.
Why are director elections shown as counts only?
Director records name the nominee. This site does not publish pages or rows about individuals, so for director elections it keeps the number of nominees and the split of votes and discards the wording.
Every meeting on file for Morgan Stanley
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings listing Morgan Stanley with a meeting date within three days of 23 May 2024. Proposal titles are the most common wording among filers and are replaced by the SEC category where a wording could name a person. Not verified by the SEC. Filings read through 23 Sep 2026.