Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFirst Manhattan Co
Latest Disclosed Ownership215,066 shares
Latest Disclosed Value $ 35,393,412
First Manhattan Co reports 2.07% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 215,066 shares of Morgan Stanley (US:MS) valued at $35,393,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 219,622 shares of Morgan Stanley. This represents a change in shares of -2.07% during the quarter. The current value of the position is $45,193,969 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 215,066 -4,556 -2.07 35,393 -9.22 0.0981
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 219,622 -4,142 -1.85 38,989 9.62 0.1024
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 223,764 17,191 8.32 35,570 22.24 0.0939
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 206,573 20,922 11.27 29,098 34.34 0.0822
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 185,651 136,507 277.77 21,660 250.58 0.0632
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 49,144 1,753 3.70 6,178 25.06 0.0181
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 47,391 -185 -0.39 4,940 6.86 0.0146
2024-08-15 2024-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 47,576 -144 -0.30 4,624 2.89 0.0148
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 47,576 -144 4,624 0.0148
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 47,720 -755 -1.56 4,493 -0.60 0.0146
2024-02-13 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 48,475 485 1.01 4,520 15.34 0.0157
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 47,990 -1,179 -2.40 3,919 -6.67 0.0145
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 49,169 2,248 4.79 4,199 1.94 0.0154
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 46,921 -593 -1.25 4,120 1.98 0.0158
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 47,514 6,757 16.58 4,040 25.43 0.0148
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 40,757 850 2.13 3,220 6.10 0.0136
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 39,907 -82 -0.21 3,035 -13.14 0.0122
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 39,989 38,265 2,219.55 3,494 1,967.46 0.0114
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 1,724 139 8.77 169 9.74 0.0006
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,585 -56 -3.41 154 2.67 0.0006
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,641 76 4.86 150 23.97 0.0005
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,565 575 58.08 121 80.60 0.0005
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 990 0 0.00 67 42.55 0.0003
2020-11-12 2020-09-30 13F MORGAN STANLEY COMMON 617446448 990 -464 -31.91 47 -32.86 0.0002
2020-08-14 2020-06-30 13F MORGAN STANLEY COMMON 617446448 1,454 0 0.00 70 42.86 0.0004
2020-05-06 2020-03-31 13F MORGAN STANLEY COMMON 617446448 1,454 464 46.87 49 -2.00 0.0003
2020-02-13 2019-12-31 13F MORGAN STANLEY COMMON 617446448 990 -438 -30.67 50 -16.67 0.0003
2019-11-13 2019-09-30 13F MORGAN STANLEY COMMON 617446448 1,428 -59 -3.97 60 -7.69 0.0003
2019-08-16 2019-06-30 13F MORGAN STANLEY COMMON 617446448 1,487 0 0.00 65 4.84 0.0004
2019-04-12 2019-03-31 13F MORGAN STANLEY COMMON 617446448 1,487 497 50.20 62 58.97 0.0004
2019-01-30 2018-12-31 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 39 -15.22 0.0002
2018-10-15 2018-09-30 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 46 0.00 0.0002
2018-08-01 2018-06-30 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 46 -13.21 0.0003
2018-04-20 2018-03-31 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 53 3.92 0.0003
2018-01-22 2017-12-31 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 51 8.51 0.0003
2017-10-25 2017-09-30 13F MORGAN STANLEY COMMON 617446448 990 0 0.00 47 6.82 0.0003
2017-08-10 2017-06-30 13F/A-2 MORGAN STANLEY COMMON 617446448 990 -2,680 -73.02 44 -71.97 0.0003
2017-08-01 2017-06-30 13F/A-1 MORGAN STANLEY COMMON 617446448 3,670 2,680 163 0.0010
2017-07-28 2017-06-30 13F MORGAN STANLEY COMMON 617446448 3,670 0 163
2017-04-25 2017-03-31 13F/A-1 MORGAN STANLEY COMMON 617446448 3,670 0 0.00 157 1.29 0.0009
2017-04-24 2017-03-31 13F MORGAN STANLEY COMMON 617446448 4,294 137
2017-01-25 2016-12-31 13F MORGAN STANLEY COMMON 617446448 3,670 -624 -14.53 155 13.14 0.0009
2016-10-20 2016-09-30 13F MORGAN STANLEY COMMON 617446448 4,294 100 2.38 137 26.85 0.0008
2016-07-14 2016-06-30 13F MORGAN STANLEY COMMON 617446448 4,194 0 0.00 108 3.85 0.0007
2016-04-22 2016-03-31 13F MORGAN STANLEY COMMON 617446448 4,194 0 0.00 104 -21.80 0.0006
2016-01-20 2015-12-31 13F MORGAN STANLEY COMMON 617446448 4,194 0 0.00 133 0.76 0.0008
2015-10-26 2015-09-30 13F MORGAN STANLEY COMMON 617446448 4,194 250 6.34 132 -13.16 0.0008
2015-07-17 2015-06-30 13F MORGAN STANLEY COMMON 617446448 3,944 0 0.00 152 8.57 0.0009
2015-04-30 2015-03-31 13F MORGAN STANLEY COMMON 617446448 3,944 -348 -8.11 140 -15.66 0.0008
2015-01-20 2014-12-31 13F MORGAN STANLEY COMMON 617446448 4,292 48 1.13 166 13.70 0.0009
2014-10-23 2014-09-30 13F MORGAN STANLEY COMMON 617446448 4,244 0 0.00 146 6.57 0.0008
2014-08-14 2014-06-30 13F/A-1 MORGAN STANLEY COMMON 617446448 4,244 -11,040 -72.23 137 -71.22 0.0009
2014-05-16 2014-03-31 13F MORGAN STANLEY COMMON 617446448 15,284 -200 -1.29 476 -1.86 0.0031
2014-02-04 2013-12-31 13F MORGAN STANLEY COMMON 617446448 15,484 0 0.00 485 16.31 0.0032
2013-10-29 2013-09-30 13F MORGAN STANLEY COMMON 617446448 15,484 0 0.00 417 -1.18 0.0029
2013-08-13 2013-06-30 13F MORGAN STANLEY COMMON 617446448 15,484 15,484 422 0.0029
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.