Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBurney Co/
Latest Disclosed Ownership25,077 shares
Latest Disclosed Value $ 4,126,865
Burney Co/ reports 31.11% decrease in ownership of MS / Morgan Stanley

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 25,077 shares of Morgan Stanley (US:MS) valued at $4,126,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 36,400 shares of Morgan Stanley. This represents a change in shares of -31.11% during the quarter. The current value of the position is $5,269,681 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)
2026-04-29 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 25,077 -11,323 -31.11 4,127 -36.15 0.1290
2026-01-23 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 36,400 11,507 46.23 6,462 63.35 0.2015
2025-10-16 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 24,893 398 1.62 3,957 14.67 0.1259
2025-08-05 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 24,495 -21,447 -46.68 3,450 -35.63 0.1168
2025-05-06 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 45,942 21,226 85.88 5,360 72.51 0.1950
2025-01-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 24,716 -2,358 -8.71 3,107 10.10 0.1098
2024-10-18 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 27,074 2,828 11.66 2,822 19.78 0.1004
2024-07-29 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 24,246 2,675 12.40 2,356 16.00 0.0900
2024-05-22 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 21,571 -794 -3.55 2,031 -2.59 0.0774
2024-02-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 22,365 -5,713 -20.35 2,086 -9.07 0.0878
2023-11-08 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 28,078 -6,395 -18.55 2,293 -22.09 0.1075
2023-08-09 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 34,473 -82,685 -70.58 2,944 -71.39 0.1350
2023-05-10 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 117,158 -4,930 -4.04 10,286 -0.90 0.5069
2023-02-06 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 122,088 -11,702 -8.75 10,380 -1.82 0.5257
2022-11-15 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 133,790 -523 -0.39 10,571 3.47 0.5835
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 134,313 -1,999 -1.47 10,216 -14.25 0.5374
2022-05-09 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 136,312 -1,482 -1.08 11,914 -11.92 0.4889
2022-05-09 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 4,631 405
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 137,794 998 0.73 13,526 1.61 0.5839
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 136,796 -11,241 -7.59 13,312 -1.93 0.6249
2021-08-06 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 148,037 4,623 3.22 13,574 21.88 0.6314
2021-05-13 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 143,414 11,660 8.85 11,137 23.35 0.5492
2021-02-11 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 131,754 114,802 677.22 9,029 1,001.10 0.4954
2020-12-14 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 16,952 -243 -1.41 820 -1.32 0.0508
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 17,195 -2,171 -11.21 831 26.29 0.0539
2020-05-13 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 19,366 -3,019 -13.49 658 -42.48 0.0506
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 22,385 1,277 6.05 1,144 26.97 0.0631
2019-11-12 2019-09-30 13F MORGAN STANLEY COM 617446448 21,108 569 2.77 901 0.11 0.0540
2019-08-12 2019-06-30 13F MORGAN STANLEY COM 617446448 20,539 355 1.76 900 5.63 0.0546
2019-05-13 2019-03-31 13F MORGAN STANLEY COM 617446448 20,184 20,184 852 0.0528
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.