Morgan Stanley
IT ˙ BIT ˙ US6174464486
184,65 € ↓ -1,60 (-0,86%)
2026-06-04
AKTIENPREIS
SecurityIT:1MS / Morgan Stanley
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership37,126 shares
Latest Disclosed Value $ 6,109,826
Simon Quick Advisors, Llc reports 6.13% increase in ownership of 1MS / Morgan Stanley

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 37,126 shares of Morgan Stanley (IT:1MS) valued at $5,204,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 34,983 shares of Morgan Stanley. This represents a change in shares of 6.13% during the quarter. The current value of the position is $6,855,316 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 37,126 2,143 6.13 6,110 -1.63 0.2795
2026-01-29 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 34,983 1,033 3.04 6,211 15.09 0.2710
2025-10-21 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 33,950 -4,082 -10.73 5,397 0.73 0.2441
2025-10-08 2025-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 38,032 -8,288 -17.89 5,357 -0.87 0.2711
2025-08-04 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 56,446 10,126 7,951 0.3200
2025-04-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 46,320 -2,927 -5.94 5,404 -12.71 0.3075
2025-01-17 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 49,247 776 1.60 6,191 22.55 0.3708
2024-10-15 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 48,471 861 1.81 5,053 9.19 0.3192
2024-08-02 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 47,610 1,182 2.55 4,627 5.86 0.3268
2024-04-19 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 46,428 645 1.41 4,372 2.39 0.3276
2024-01-16 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 45,783 -694 -1.49 4,269 12.49 0.3775
2023-10-24 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 46,477 840 1.84 3,796 -2.62 0.3580
2023-08-01 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 45,637 30 0.07 3,897 -2.67 0.3599
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 45,607 1,018 2.28 4,004 5.65 0.4341
2023-01-30 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 44,589 -73 -0.16 3,791 7.40 0.4497
2022-11-07 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 44,662 489 1.11 3,529 -7.25 0.4988
2022-08-08 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 44,173 42,709 2,917.28 3,805 2,872.66 0.4983
2022-05-05 2022-03-31 13F Morgan Stanley COM 617446448 1,464 1,362 1,335.29 128 1,180.00 0.0363
2022-02-08 2021-12-31 13F Morgan Stanley COM 617446448 102 -7,806 -98.71 10 -98.70 0.0027
2021-10-27 2021-09-30 13F Morgan Stanley COM 617446448 7,908 7,718 4,062.11 769 4,423.53 0.1978
2021-07-21 2021-06-30 13F Morgan Stanley COM 617446448 190 88 86.27 17 142.86 0.0045
2021-05-06 2021-03-31 13F Morgan Stanley COM 617446448 102 -59 -36.65 7 -36.36 0.0021
2021-01-27 2020-12-31 13F Morgan Stanley COM 617446448 161 -916 -85.05 11 -78.85 0.0033
2020-10-26 2020-09-30 13F Morgan Stanley COM 617446448 1,077 670 164.62 52 160.00 0.0148
2020-08-04 2020-06-30 13F Morgan Stanley COM 617446448 407 -4,034 -90.84 20 -86.75 0.0076
2020-04-09 2020-03-31 13F Morgan Stanley COM 617446448 4,441 1,166 35.60 151 -9.58 0.0560
2020-01-06 2019-12-31 13F Morgan Stanley COM 617446448 3,275 -3,070 -48.38 167 -38.38 0.0605
2019-10-16 2019-09-30 13F MORGAN STANLEY COM COM 617446448 6,345 5,739 947.03 271 942.31 0.1197
2019-08-05 2019-06-30 13F MORGAN STANLEY COM COM 617446448 606 445 276.40 27 271.43 0.0134
2019-04-16 2019-03-31 13F MORGAN STANLEY COM COM 617446448 161 0 0.00 7 16.67 0.0029
2019-01-29 2018-12-31 13F MORGAN STANLEY COM COM 617446448 161 161 6 0.0022
2018-10-29 2018-09-30 13F MORGAN STANLEY COM COM 617446448 0 -1,769 -100.00 0 -100.00
2018-08-10 2018-06-30 13F MORGAN STANLEY COM COM 617446448 1,769 -32,812 -94.88 83 -95.55 0.0352
2018-05-07 2018-03-31 13F MORGAN STANLEY COM COM 617446448 34,581 -2,596 -6.98 1,866 -11.23 0.7817
2018-04-10 2017-12-31 13F/A-1 Morgan Stanley COM 617446448 37,177 -8,339 -18.32 2,102 -4.15 0.9378
2018-02-13 2017-12-31 13F Morgan Stanley COM 617446448 37,177 -8,339 2,102 0.8363
2017-11-06 2017-09-30 13F MORGAN STANLEY COM 617446448 45,516 1,895 4.34 2,193 12.81 0.7955
2017-08-11 2017-06-30 13F MORGAN STANLEY COM COM 617446448 43,621 -937 -2.10 1,944 1.83 1.0979
2017-05-15 2017-03-31 13F/A-1 MORGAN STANLEY COM COM 617446448 44,558 8 0.02 1,909 1.43 1.1310
2017-05-11 2017-03-31 13F MORGAN STANLEY COM Stock 617446448 44,558 8 1,909 1.2909
2017-01-24 2016-12-31 13F Morgan Stanley COM 617446448 44,550 44,550 1,882 1.4057
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.