Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership8,193 shares
Latest Disclosed Value $ 1,348,322
Financial Management Professionals, Inc. reports 1.16% increase in ownership of MS / Morgan Stanley

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 8,193 shares of Morgan Stanley (US:MS) valued at $1,348,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,099 shares of Morgan Stanley. This represents a change in shares of 1.16% during the quarter. The current value of the position is $1,721,677 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)
2026-04-15 2026-03-31 13F Morgan Stanley Stock 617446448 8,193 94 1.16 1,348 -6.19 0.1512
2026-01-27 2025-12-31 13F Morgan Stanley Stock 617446448 8,099 61 0.76 1,438 12.53 0.1483
2025-10-15 2025-09-30 13F Morgan Stanley Stock 617446448 8,038 228 2.92 1,278 16.09 0.1330
2025-07-15 2025-06-30 13F Morgan Stanley Stock 617446448 7,810 -534 -6.40 1,100 13.05 0.1238
2025-04-10 2025-03-31 13F Morgan Stanley Stock 617446448 8,344 85 1.03 973 -6.26 0.1243
2025-01-15 2024-12-31 13F Morgan Stanley Stock 617446448 8,259 673 8.87 1,038 0.1313
2024-10-24 2024-09-30 13F Morgan Stanley Stock 617446448 7,586 -171 -2.20 1 0.0982
2024-07-12 2024-06-30 13F Morgan Stanley Stock 617446448 7,757 -180 -2.27 1 0.1035
2024-04-16 2024-03-31 13F Morgan Stanley Stock 617446448 7,937 599 8.16 1 0.1101
2024-01-12 2023-12-31 13F Morgan Stanley Stock 617446448 7,338 99 1.37 1 0.1115
2023-10-13 2023-09-30 13F Morgan Stanley Stock 617446448 7,239 -360 -4.74 1 0.1039
2023-07-10 2023-06-30 13F Morgan Stanley Stock 617446448 7,599 232 3.15 1 0.1086
2023-04-13 2023-03-31 13F Morgan Stanley Stock 617446448 7,367 878 13.53 1 0.1248
2023-01-11 2022-12-31 13F Morgan Stanley Stock 617446448 6,489 1,122 20.91 1 -100.00 0.1130
2022-10-27 2022-09-30 13F Morgan Stanley Stock 617446448 5,367 304 6.00 424 10.13 0.0971
2022-07-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 5,063 551 12.21 385 -2.28 0.0934
2022-04-27 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 4,512 663 17.23 394 4.23 0.0854
2022-01-28 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 3,849 1,015 35.82 378 36.96 0.0801
2021-11-02 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 2,834 158 5.90 276 12.65 0.0637
2021-08-05 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 2,676 267 11.08 245 31.02 0.0631
2021-04-26 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 2,409 941 64.10 187 85.15 0.0500
2021-02-03 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 1,468 108 7.94 101 53.03 0.0283
2020-10-26 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,360 5 0.37 66 1.54 0.0235
2020-07-21 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 1,355 1,130 502.22 65 712.50 0.0224
2020-04-24 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 8 -33.33 0.0034
2020-01-21 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 12 20.00 0.0040
2019-10-11 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 10 0.00 0.0037
2019-07-29 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 10 11.11 0.0037
2019-04-22 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 9 0.00 0.0036
2019-01-22 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 9 -10.00 0.0056
2018-10-24 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 10 -9.09 0.0039
2018-08-01 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 225 0 0.00 11 -8.33 0.0045
2018-05-04 2018-03-31 13F MORGAN STANLEY COM 617446448 225 225 12 0.0062
2014-11-03 2014-09-30 13F MORGAN STANLEY COM 617446448 0 -200 -100.00 0 -100.00
2014-08-01 2014-06-30 13F MORGAN STANLEY COM 617446448 200 0 0.00 6 0.00 0.0040
2014-05-06 2014-03-31 13F MORGAN STANLEY COM 617446448 200 0 0.00 6 0.00 0.0041
2014-01-23 2013-12-31 13F MORGAN STANLEY COM 617446448 200 0 0.00 6 20.00 0.0040
2013-10-30 2013-09-30 13F MORGAN STANLEY COM 617446448 200 0 0.00 5 0.00 0.0031
2013-08-08 2013-06-30 13F MORGAN STANLEY COM 617446448 200 200 5 0.0037
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.