Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionClarius Group, LLC
Latest Disclosed Ownership4,719 shares
Latest Disclosed Value $ 837,764
Clarius Group, LLC ownership in MS / Morgan Stanley

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 4,719 shares of Morgan Stanley (US:MS) valued at $837,764 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 4,719 shares of Morgan Stanley. This represents a change in shares of 0.00% during the quarter. The current value of the position is $991,651 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)
2026-01-14 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 4,719 0 0.00 838 11.60 0.0478
2025-10-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 4,719 -7,130 -60.17 750 -55.06 0.0444
2025-07-22 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 11,849 -795 -6.29 1,669 13.15 0.0973
2025-04-18 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 12,644 -106 -0.83 1,475 -7.93 0.0926
2025-01-16 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 12,750 14 0.11 1,603 21.00 0.1095
2024-10-09 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 12,736 -145 -1.13 1,324 5.84 0.0929
2024-07-11 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 12,881 -415 -3.12 1,252 0.00 0.0887
2024-04-17 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 13,296 -2,085 -13.56 1,252 -12.76 0.0865
2024-01-29 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 15,381 -2,463 -13.80 1,434 -1.58 0.1189
2023-10-19 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 17,844 -3,481 -16.32 1,457 -19.99 0.1389
2023-08-10 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 21,325 -1,303 -5.76 1,821 -8.31 0.1408
2023-04-17 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 22,628 -31 -0.14 1,987 198,500.00 0.1687
2023-01-25 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 22,659 747 3.41 2 -99.94 0.1734
2022-10-24 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 21,912 569 2.67 1,731 -54.82 0.1730
2022-08-10 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 21,343 830 4.05 3,831 90.22 0.3823
2022-04-08 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 20,513 0 0.00 2,014 0.00 0.1594
2022-02-02 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 20,513 312 1.54 2,014 2.44 0.1594
2021-10-18 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 20,201 324 1.63 1,966 7.84 0.1761
2021-08-06 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 19,877 120 0.61 1,823 18.84 0.1636
2021-04-27 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 19,757 3,626 22.48 1,534 38.82 0.1503
2021-01-15 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 16,131 3,899 31.88 1,105 86.97 0.1191
2020-10-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 12,232 265 2.21 591 2.25 0.0759
2020-07-08 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 11,967 -1,471 -10.95 578 26.48 0.0810
2020-04-24 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 13,438 3,497 35.18 457 -13.12 0.0862
2020-01-22 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 9,941 810 8.87 526 34.87 0.0833
2019-10-22 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 9,131 -2,196 -19.39 390 -21.37 0.0715
2019-08-02 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 11,327 2,027 21.80 496 26.53 0.0997
2019-05-14 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 9,300 9,300 392 0.0954
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.