Morgan Stanley
IT ˙ BIT ˙ US6174464486
184,65 € ↓ -1,60 (-0,86%)
2026-06-04
AKTIENPREIS
SecurityIT:1MS / Morgan Stanley
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership2,923 shares
Latest Disclosed Value $ 481,038
Oakworth Capital, Inc. ownership in 1MS / Morgan Stanley

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 2,923 shares of Morgan Stanley (IT:1MS) valued at $409,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,923 shares of Morgan Stanley. This represents a change in shares of 0.00% during the quarter. The current value of the position is $539,732 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)
2026-04-24 2026-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,923 0 0.00 481 -7.14 0.0255
2026-01-30 2025-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,923 236 8.78 519 21.31 0.0283
2025-11-04 2025-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,687 0 0.00 427 12.96 0.0247
2025-07-17 2025-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,687 -139 -4.92 378 14.89 0.0244
2025-04-24 2025-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,826 -1,295 -31.42 330 -36.49 0.0230
2025-01-27 2024-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 4,121 -62 -1.48 518 18.81 0.0356
2024-10-21 2024-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 4,183 -1,014 -19.51 436 -13.66 0.0302
2024-07-19 2024-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,197 53 1.03 505 4.34 0.0369
2024-04-22 2024-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,144 2,500 94.55 484 96.75 0.0365
2024-01-31 2023-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,644 51 1.97 247 16.59 0.0198
2023-10-31 2023-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,593 0 0.00 212 -4.52 0.0193
2023-07-28 2023-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,593 -107 -3.96 221 -6.75 0.0188
2023-05-02 2023-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,700 0 0.00 237 3.49 0.0212
2023-02-03 2022-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,700 -9 -0.33 230 7.01 0.0220
2022-10-31 2022-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,709 163 6.40 214 10.31 0.0237
2022-08-05 2022-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,546 -84 -3.19 194 -15.65 0.0195
2022-04-11 2022-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,630 0 0.00 230 -10.85 0.0198
2022-02-07 2021-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,630 300 12.88 258 13.66 0.0219
2021-11-10 2021-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,330 0 0.00 227 6.07 0.0219
2021-07-20 2021-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,330 -1,204 -34.07 214 -21.90 0.0213
2021-04-30 2021-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 3,534 670 23.39 274 39.80 0.0311
2021-02-12 2020-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,864 1,564 120.31 196 211.11 0.0254
2020-11-09 2020-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,300 0 0.00 63 0.00 0.0102
2020-08-11 2020-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,300 0 0.00 63 43.18 0.0113
2020-05-07 2020-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,300 -300 -18.75 44 -46.34 0.0103
2020-01-31 2019-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,600 0 0.00 82 20.59 0.0144
2019-11-13 2019-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,600 -504 -23.95 68 -26.09 0.0132
2019-08-02 2019-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,104 504 31.50 92 35.29 0.0175
2019-05-06 2019-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,600 0 0.00 68 6.25 0.0139
2019-02-13 2018-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,600 1,215 315.58 64 255.56 0.0146
2018-10-25 2018-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 385 -207 -34.97 18 -35.71 0.0036
2018-08-07 2018-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 592 0 0.00 28 -9.68 0.0058
2018-05-09 2018-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 592 -1,096 -64.93 31 -64.37 0.0074
2018-01-22 2017-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,688 0 0.00 87 12.99 0.0205
2017-11-08 2017-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,688 0 0.00 77 2.67 0.0198
2017-07-31 2017-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,688 0 0.00 75 4.17 0.0205
2017-04-26 2017-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,688 1,248 283.64 72 300.00 0.0208
2017-01-27 2016-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 440 -350 -44.30 18 -28.00 0.0059
2016-10-24 2016-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 790 0 0.00 25 13.64 0.0087
2016-07-20 2016-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 790 440 125.71 22 144.44 0.0082
2016-05-13 2016-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 9 -18.18 0.0036
2016-01-26 2015-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 11 0.00 0.0046
2015-10-29 2015-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 11 -21.43 0.0058
2015-08-14 2015-06-30 13F/A-1 MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 14 7.69 0.0066
2015-07-14 2015-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 350 11
2015-05-12 2015-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 13 -7.14 0.0060
2015-02-24 2014-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 14 16.67 0.0072
2014-10-09 2014-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 12 9.09 0.0070
2014-07-14 2014-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 11 0.00 0.0067
2014-04-10 2014-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 0 0.00 11 0.00 0.0072
2014-01-27 2013-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 350 350 11 0.0078
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.