Home / Families / Morgan Stanley, Eaton Vance and Calvert
Morgan Stanley, Eaton Vance and Calvert
Fund registrants and adviser entities grouped under Morgan Stanley, Eaton Vance and Calvert by this site's alias table
- Vote records reported
- 346,635year to 30 June 2026
- Against management
- 18.8%63,606 of 337,829 marked votes
- Say-on-pay support
- 59.0%for, of for + against + abstain
- Shareholder-proposal support
- 51.2%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2026, Morgan Stanley, Eaton Vance and Calvert listed 346,635 vote records. Votes against management made up 18.8% of those marked either way (63,606 of 337,829); the median of the fund families tracked here stood at 7.8%.
Weighted by the number of shares voted, the against-management share is 17.4%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 59.0% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 51.2% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (38.7% of 24,675), SHAREHOLDER RIGHTS AND DEFENSES (24.3% of 868) and DIRECTOR ELECTIONS (22.8% of 165,822).
It reported 865.2 million shares out on loan at record dates, 1.88% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.
| year to 30 June 2026 | This family | Median family | All filers pooled |
|---|---|---|---|
| Against-management share | 18.8% | 7.8% | 10.6% |
| Say-on-pay support rate | 59.0% | 88.2% | 86.0% |
| Shareholder-proposal support rate | 51.2% | 30.7% | 33.9% |
| Shares on loan, share of shares held | 1.88% | 1.53% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 169,329 | 128,551 | 28,348 | 22.8% | |
| SECTION 14A SAY-ON-PAY VOTES | 24,681 | 13,515 | 9,379 | 38.7% | |
| AUDIT-RELATED | 24,048 | 23,317 | 689 | 2.5% | |
| INVESTMENT COMPANY MATTERS | 34 | 32 | 2 | 5.9% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 956 | 691 | 250 | 24.3% | |
| EXTRAORDINARY TRANSACTIONS | 3,743 | 2,967 | 775 | 20.3% | |
| CAPITAL STRUCTURE | 31,927 | 29,797 | 2,124 | 6.9% | |
| COMPENSATION | 29,761 | 24,786 | 4,885 | 15.8% | |
| CORPORATE GOVERNANCE | 63,083 | 55,241 | 7,426 | 12.6% | |
| ENVIRONMENT OR CLIMATE | 2,491 | 1,252 | 1,239 | 20.5% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 1,280 | 909 | 363 | 21.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 1,447 | 755 | 692 | 6.8% | |
| OTHER SOCIAL ISSUES | 3,602 | 1,959 | 1,634 | 18.7% | |
| OTHER | 2,505 | 1,646 | 857 | 7.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 425,783 | 18.3% | 66.5% | 58.9% | |
| year to 30 June 2025 | 350,416 | 18.7% | 57.2% | 52.8% | |
| year to 30 June 2026 | 346,635 | 18.8% | 59.0% | 51.2% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Morgan Stanley, Eaton Vance and Calvert voted against management on 634 of the 2,784 it marked either way (22.8%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.
A further 3 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Alphabet Inc. 5 Jun 2026
- Visa Inc. 27 Jan 2026
- Netflix, Inc. 4 Jun 2026
- Oracle Corporation 18 Nov 2025
- Cisco Systems, Inc. 16 Dec 2025
- Thermo Fisher Scientific Inc. 20 May 2026
- Abbott Laboratories 24 Apr 2026
- The Coca-Cola Company 29 Apr 2026
- Advanced Micro Devices, Inc. 13 May 2026
- Salesforce, Inc. 28 May 2026
- Pfizer Inc. 23 Apr 2026
- Texas Instruments Incorporated 16 Apr 2026
- ACCENTURE PLC 28 Jan 2026
- Adobe Inc. 15 Apr 2026
- Philip Morris International Inc. 6 May 2026
- Citigroup Inc. 20 May 2026
- MEDTRONIC PLC 16 Oct 2025
- NIKE, Inc. 9 Sep 2025
- S&P Global Inc. 20 May 2026
- Starbucks Corporation 25 Mar 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- BlackRock, Inc. 20 May 2026
- Automatic Data Processing, Inc. 12 Nov 2025
- Mondelez International, Inc. 20 May 2026
- Arista Networks, Inc. 29 May 2026
- Prologis, Inc. 28 Apr 2026
- CME Group Inc. 9 Jun 2026
- WARNER BROS. DISCOVERY, INC. 23 Apr 2026
- WARNER BROS. DISCOVERY, INC. 9 Jun 2026
- T-Mobile US, Inc. 16 Jun 2026
- McKesson Corporation 30 Jul 2025
- FedEx Corporation 29 Sep 2025
- The Travelers Companies, Inc. 20 May 2026
- Parker-Hannifin Corporation 22 Oct 2025
- Sysco Corporation 14 Nov 2025
- Dell Technologies Inc. 25 Jun 2026
- Truist Financial Corporation 28 Apr 2026
- Synopsys, Inc. 16 Apr 2026
- Welltower Inc. 21 May 2026
- Snowflake Inc. 2 Jul 2025
Shareholder proposals it supported
Of 1,212 proposals from security holders that could be told apart in the filings and on which it cast a vote, Morgan Stanley, Eaton Vance and Calvert voted for 644 (53.1%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 5 Dec 2025 | Report on Human Rights Due Diligence |
| Microsoft Corporation | 5 Dec 2025 | Report on Al Data Usage Oversight |
| Microsoft Corporation | 5 Dec 2025 | Report on Data Operations in Human Rights Hotspots |
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting a mandatory independent board chair policy |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI data usage oversight |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI-generated misinformation |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Visa Inc. | 27 Jan 2026 | Shareholder proposal on shareholder right to act by written consent. |
| Mastercard Incorporated | 16 Jun 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent |
| Eli Lilly and Company | 4 May 2026 | Shareholder proposal to prepare an annual lobbying report. |
| Eli Lilly and Company | 4 May 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Report on Customer Data Privacy Risks |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics |
| The Home Depot, Inc. | 21 May 2026 | Shareholder Proposal Regarding Independent Board Chair |
| CHEVRON CORPORATION | 27 May 2026 | Commission a Third-Party Report on Human Rights Processes |
| CHEVRON CORPORATION | 27 May 2026 | Report on Indigenous Peoples' Rights |
| Walmart Inc. | 4 Jun 2026 | Report on Workplace Health and Safety Governance |
| Berkshire Hathaway Inc. | 2 May 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework... |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report on Human Rights Oversight. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Independent Board Chair. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. |
| The Coca-Cola Company | 29 Apr 2026 | Vote on a shareowner proposal requesting a report on risks related to ingredients |
| The Coca-Cola Company | 29 Apr 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend Article X of the bylaws. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to... |
| Tesla, Inc. | 6 Nov 2025 | Declassify the Board of Directors |
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
| Advanced Micro Devices, Inc. | 13 May 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. |
| McDonald's Corporation | 20 May 2026 | Advisory Vote on Shareholders' Right to Act by Written Consent. |
| Verizon Communications Inc. | 21 May 2026 | Board oversight of material issues related to climate change |
| QUALCOMM Incorporated | 17 Mar 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." |
| International Business Machines Corporation | 28 Apr 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent |
| CATERPILLAR INC. | 10 Jun 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent |
| Pfizer Inc. | 23 Apr 2026 | Adopt an Independent Chair Policy |
| AT&T INC. | 14 May 2026 | EEO-1 Report Disclosure Policy |
Shares on loan
Morgan Stanley, Eaton Vance and Calvert reported 865.2 million shares on loan at record dates against 45.04 billion shares voted: 1.88% of the two together. Median family: 1.53%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Filers grouped under this family
Grouping is by registrant and manager name, from a hand-maintained table. See the methodology.
Questions
How did Morgan Stanley, Eaton Vance and Calvert vote on executive pay?
In the year to 30 June 2026 Morgan Stanley, Eaton Vance and Calvert reported 22,903 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 13,515 were for (59.0%), 9,379 against and 9 abstentions. Counting one item per company meeting, it voted against management on 634 of the 2,784 say-on-pay items it marked either way. A further 3 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Morgan Stanley, Eaton Vance and Calvert vote against management?
18.8% of the time in the year to 30 June 2026: 63,606 of the 337,829 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Morgan Stanley, Eaton Vance and Calvert support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 1,726 votes on proposals from security holders in the year to 30 June 2026 and voted for 498 of them (28.9%). Across every category it voted for 51.2% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers listed above, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.