Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership46,909 shares
Latest Disclosed Value $ 7,719,893
EP Wealth Advisors, Inc. reports 6.48% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 46,909 shares of Morgan Stanley (US:MS) valued at $7,719,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 44,055 shares of Morgan Stanley. This represents a change in shares of 6.48% during the quarter. The current value of the position is $9,857,457 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 46,909 2,854 6.48 7,720 -1.30 0.0379
2026-02-18 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 44,055 -305 -0.69 7,821 25.18 0.0406
2025-08-14 2025-06-30 13F Morgan Stanley COM NEW 617446448 44,360 11,087 33.32 6,249 60.99 0.0411
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 33,273 8,776 35.82 3,882 26.05 0.0310
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 24,497 2,374 10.73 3,080 33.52 0.0251
2024-11-15 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 22,123 4,572 26.05 2,306 35.25 0.0198
2024-08-19 2024-06-30 13F Morgan Stanley COM NEW 617446448 17,551 7,185 69.31 1,706 74.69 0.0181
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,366 1,158 12.58 976 13.75 0.0114
2024-02-28 2023-12-31 13F Morgan Stanley COM NEW 617446448 9,208 -3,536 -27.75 859 -17.50 0.0110
2023-11-24 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 12,744 8,547 203.65 1,041 0.10 0.0161
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 4,197 -1,824 -30.29 1,040 299.62 0.0150
2023-06-05 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 6,021 -943 -13.54 261 -56.08 0.0045
2023-06-12 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 6,964 6,964 592 0.0107
2022-12-02 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -8,995 -100.00 0 -100.00
2022-08-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 8,995 2,777 44.66 684 25.97 0.0154
2022-05-20 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 6,218 -833 -11.81 543 -21.53 0.0119
2022-02-17 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 7,051 150 2.17 692 2.98 0.0164
2021-11-23 2021-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,901 514 8.05 672 14.68 0.0184
2021-11-16 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 2,711 -3,676 672 0.0184
2021-08-24 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 6,387 -103 -1.59 586 16.27 0.0162
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 6,490 617 10.51 504 25.37 0.0160
2021-02-18 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 5,873 5,873 -9.51 402 -20.24 0.0141
2020-05-18 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -3,979 -100.00 0 -100.00
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 3,979 3,979 203 0.0084
2019-11-18 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -5,281 -100.00 0 -100.00
2019-08-27 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 5,281 498 10.41 231 14.36 0.0144
2019-05-20 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 4,783 4,783 -9.43 202 -12.55 0.0194
2019-02-15 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -4,552 -100.00 0 -100.00
2018-11-15 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 4,552 4,552 212 0.0166
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -3,782 -100.00 0 -100.00
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 3,782 3,782 204 0.0197
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.