Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBTC Capital Management, Inc.
Latest Disclosed Ownership102,546 shares
Latest Disclosed Value $ 16,874,179
BTC Capital Management, Inc. reports 4.12% decrease in ownership of MS / Morgan Stanley

On April 20, 2026 - BTC Capital Management, Inc. filed a 13F-HR form disclosing ownership of 102,546 shares of Morgan Stanley (US:MS) valued at $16,875,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 106,950 shares of Morgan Stanley. This represents a change in shares of -4.12% during the quarter. The current value of the position is $21,549,016 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)
2026-04-20 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 102,546 -4,404 -4.12 16,874 -11.21 0.5985
2026-01-15 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 106,950 -4,137 -3.72 19,005 7.64 1.3260
2025-11-06 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 111,087 2,056 1.89 17,657 15.41 1.2185
2025-07-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 109,031 -308 -0.28 15,299 19.93 1.2489
2025-04-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 109,339 8,232 8.14 12,757 0.41 1.1667
2025-01-23 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 101,107 -5,705 -5.34 12,705 14.10 1.1777
2024-10-21 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 106,812 -2,497 -2.28 11,134 4.81 0.9899
2024-07-19 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 109,309 -6,117 -5.30 10,624 -2.26 0.9863
2024-04-11 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 115,426 8,505 7.95 10,869 24.47 0.9938
2023-10-17 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 106,921 758 0.71 8,732 -3.58 1.0080
2023-07-11 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 106,163 -3,178 -2.91 9,057 -5.61 0.9791
2023-04-07 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 109,341 -15,536 -12.44 9,595 -9.75 1.1037
2023-01-27 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 124,877 4,163 3.45 10,631 11.45 1.2783
2022-10-17 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 120,714 2,150 1.81 9,539 5.99 1.2465
2022-08-08 2022-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 118,564 88,631 296.10 9,000 243.64 1.1003
2022-07-25 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 118,564 88,631 9,000 1.0919
2022-05-06 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 29,933 -91,820 -75.41 2,619 -78.09 0.1863
2022-05-06 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 33,598 2,938
2022-05-06 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 115,980 10,148
2022-02-09 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 121,753 76 0.06 11,954 0.95 1.1815
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 121,677 -13,992 -10.31 11,841 -4.95 1.3284
2021-08-02 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 135,669 -13,853 -9.26 12,457 7.26 1.4183
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 149,522 1,468 0.99 11,614 14.37 1.2968
2021-01-28 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 148,054 -4,138 -2.72 10,155 38.16 1.2116
2020-10-14 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 152,192 -2,840 -1.83 7,350 -1.84 1.0253
2020-08-04 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 155,032 29,049 23.06 7,488 74.71 1.1449
2020-05-06 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 125,983 47,519 60.56 4,286 7.12 0.8184
2020-02-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 78,464 4,668 6.33 4,001 27.10 0.5699
2019-10-18 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 73,796 2,670 3.75 3,148 1.09 0.5025
2019-07-26 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 71,126 -989 -1.37 3,114 2.40 0.5039
2019-05-16 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 72,115 8,015 12.50 3,041 19.77 0.4853
2019-02-13 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 64,100 6,731 11.73 2,539 -4.91 0.4547
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 57,369 -12,530 -17.93 2,670 -19.51 0.4559
2018-08-15 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 69,899 1,837 2.70 3,317 -9.64 0.7846
2018-05-09 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 68,062 3,186 4.91 3,671 7.81 0.6008
2018-01-29 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 64,876 -1,310 -1.98 3,405 6.67 0.5862
2017-11-06 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 66,186 -1,483 -2.19 3,192 5.94 0.5711
2017-08-02 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 67,669 1,188 1.79 3,013 5.91 0.5441
2017-04-26 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 66,481 -2,581 -3.74 2,845 -2.47 0.5305
2017-02-01 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 69,062 -14,709 -17.56 2,917 8.28 0.5769
2016-10-26 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 83,771 -17,022 -16.89 2,694 2.79 0.5608
2016-08-01 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 100,793 -1,896 -1.85 2,621 1.98 0.5672
2016-05-02 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 102,689 18,876 22.52 2,570 -3.53 0.5928
2016-02-08 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 83,813 83,813 2,664 0.6237
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.