Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFiduciary Trust Co
Latest Disclosed Ownership339,853 shares
Latest Disclosed Value $ 55,929,608
Fiduciary Trust Co reports 0.45% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 339,853 shares of Morgan Stanley (US:MS) valued at $55,929,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 341,397 shares of Morgan Stanley. This represents a change in shares of -0.45% during the quarter. The current value of the position is $71,416,709 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 339,853 -1,544 -0.45 55,930 -7.72 0.3849
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 341,397 -15,808 -4.43 60,608 6.74 0.6890
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 357,205 -1,119 -0.31 56,781 12.50 0.6432
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 358,324 -5,828 -1.60 50,474 18.80 0.6210
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 364,152 11,473 3.25 42,486 -4.18 0.5564
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 352,679 -13,563 -3.70 44,339 16.14 0.5854
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 366,242 -8,116 -2.17 38,177 4.93 0.5332
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 374,358 -2,111 -0.56 36,384 2.64 0.5462
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 376,469 -2,012 -0.53 35,448 0.44 0.5439
2024-02-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 378,481 2,240 0.60 35,293 14.86 0.5897
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 376,241 -798 -0.21 30,728 -4.57 0.5619
2023-08-01 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 377,039 -763 -0.20 32,199 -2.93 0.5673
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 377,802 -1,835 -0.48 33,171 2.77 0.6152
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 379,637 -1,528 -0.40 32,277 7.17 0.6280
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 381,165 634 0.17 30,116 4.05 0.6517
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 380,531 437 0.11 28,943 -12.87 0.6096
2022-05-12 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 380,094 -88 -0.02 33,220 -10.98 0.5956
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 380,182 11,322 3.07 37,318 3.97 0.6136
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 368,860 -647 -0.18 35,894 5.94 0.6387
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 369,507 2,274 0.62 33,880 18.80 0.6557
2021-05-19 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 367,233 300,791 452.71 28,519 526.38 0.5787
2021-01-26 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 66,442 2,874 4.52 4,553 48.16 0.0949
2020-11-13 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 63,568 -142 -0.22 3,073 -0.13 0.0724
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 63,710 -91 -0.14 3,077 41.80 0.0761
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 63,801 43 0.07 2,170 -33.42 0.0630
2020-02-04 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 63,758 -3,964 -5.85 3,259 12.77 0.0760
2019-11-12 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 67,722 -3,172 -4.47 2,890 -6.95 0.0725
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 70,894 -10,126 -12.50 3,106 -9.15 0.0815
2019-05-07 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 81,020 -2,458 -2.94 3,419 3.29 0.0919
2019-01-29 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 83,478 -3,364 -3.87 3,310 -18.17 0.1014
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 86,842 -7,190 -7.65 4,045 -9.24 0.1135
2018-08-03 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 94,032 1,273 1.37 4,457 -10.95 0.1349
2018-05-07 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 92,759 6,804 7.92 5,005 10.98 0.1546
2018-01-29 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 85,955 2,477 2.97 4,510 12.16 0.1341
2017-11-02 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 83,478 8,931 11.98 4,021 21.04 0.1237
2017-08-09 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 74,547 6,679 9.84 3,322 14.28 0.1018
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 67,868 10,873 19.08 2,907 20.72 0.0888
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 56,995 20,868 57.76 2,408 107.94 0.0780
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 36,127 -2,848 -7.31 1,158 14.31 0.0397
2016-08-12 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 38,975 5 0.01 1,013 4.00 0.0356
2016-05-16 2016-03-31 13F MORGAN STANLEY COM COM 617446448 38,970 3,982 11.38 974 -12.49 0.0344
2016-02-03 2015-12-31 13F MORGAN STANLEY COM COMMON 617446448 34,988 4,005 12.93 1,113 14.04 0.0472
2015-11-10 2015-09-30 13F MORGAN STANLEY COM COMMON 617446448 30,983 30,983 976 0.0440
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.