Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionGreenleaf Trust
Latest Disclosed Ownership28,243 shares
Latest Disclosed Value $ 4,647,950
Greenleaf Trust reports 2.47% increase in ownership of MS / Morgan Stanley

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 28,243 shares of Morgan Stanley (US:MS) valued at $4,647,951 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 27,563 shares of Morgan Stanley. This represents a change in shares of 2.47% during the quarter. The current value of the position is $5,934,984 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)
2026-04-27 2026-03-31 13F Morgan Stanley Com 617446448 28,243 680 2.47 4,648 -5.03 0.0256
2026-01-21 2025-12-31 13F Morgan Stanley Com 617446448 27,563 -308 -1.11 4,893 10.45 0.0449
2025-10-22 2025-09-30 13F Morgan Stanley Com 617446448 27,871 -844 -2.94 4,430 9.55 0.0403
2025-07-17 2025-06-30 13F Morgan Stanley Com 617446448 28,715 -2,520 -8.07 4,045 10.98 0.0358
2025-04-30 2025-03-31 13F Morgan Stanley Com 617446448 31,235 -1,650 -5.02 3,644 -11.85 0.0332
2025-01-24 2024-12-31 13F Morgan Stanley COM NEW 617446448 32,885 1,010 3.17 4,134 24.44 0.0376
2024-10-22 2024-09-30 13F Morgan Stanley COM NEW 617446448 31,875 114 0.36 3,323 7.65 0.0296
2024-07-22 2024-06-30 13F Morgan Stanley COM NEW 617446448 31,761 965 3.13 3,087 6.45 0.0293
2024-04-29 2024-03-31 13F Morgan Stanley COM NEW 617446448 30,796 1,369 4.65 2,900 5.65 0.0269
2024-01-31 2023-12-31 13F Morgan Stanley COM NEW 617446448 29,427 -8,470 -22.35 2,744 -11.34 0.0294
2023-11-09 2023-09-30 13F Morgan Stanley COM NEW 617446448 37,897 1,841 5.11 3,095 0.52 0.0357
2023-08-09 2023-06-30 13F Morgan Stanley COM NEW 617446448 36,056 -3,000 -7.68 3,079 -10.21 0.0327
2023-05-11 2023-03-31 13F Morgan Stanley COM NEW 617446448 39,056 644 1.68 3,429 114,200.00 0.0387
2023-01-25 2022-12-31 13F Morgan Stanley COM NEW 617446448 38,412 238 0.62 3 -99.90 0.0414
2022-11-10 2022-09-30 13F Morgan Stanley COM NEW 617446448 38,174 3,023 8.60 3,016 12.79 0.0446
2022-08-12 2022-06-30 13F Morgan Stanley COM NEW 617446448 35,151 1,530 4.55 2,674 -8.99 0.0405
2022-04-27 2022-03-31 13F Morgan Stanley COM NEW 617446448 33,621 -391 -1.15 2,938 -12.01 0.0351
2022-02-11 2021-12-31 13F Morgan Stanley COM NEW 617446448 34,012 2,815 9.02 3,339 9.98 0.0391
2021-11-12 2021-09-30 13F Morgan Stanley COM NEW 617446448 31,197 1,029 3.41 3,036 9.76 0.0370
2021-08-10 2021-06-30 13F Morgan Stanley COM NEW 617446448 30,168 1,043 3.58 2,766 22.28 0.0343
2021-04-30 2021-03-31 13F Morgan Stanley COM NEW 617446448 29,125 4,089 16.33 2,262 31.82 0.0299
2021-02-08 2020-12-31 13F Morgan Stanley COM NEW 617446448 25,036 3,333 15.36 1,716 63.58 0.0228
2020-10-30 2020-09-30 13F Morgan Stanley COM NEW 617446448 21,703 3,048 16.34 1,049 16.43 0.0163
2020-08-12 2020-06-30 13F Morgan Stanley COM NEW 617446448 18,655 -14,456 -43.66 901 -19.98 0.0158
2020-04-29 2020-03-31 13F Morgan Stanley COM NEW 617446448 33,111 18,975 134.23 1,126 55.74 0.0224
2020-02-11 2019-12-31 13F Morgan Stanley COM NEW 617446448 14,136 -1,239 -8.06 723 10.21 0.0113
2019-11-08 2019-09-30 13F Morgan Stanley COM NEW 617446448 15,375 540 3.64 656 0.92 0.0102
2019-07-24 2019-06-30 13F Morgan Stanley COM NEW 617446448 14,835 635 4.47 650 8.51 0.0103
2019-05-08 2019-03-31 13F Morgan Stanley COM NEW 617446448 14,200 -3,000 -17.44 599 -12.17 0.0099
2019-02-07 2018-12-31 13F Morgan Stanley COM NEW 617446448 17,200 2,886 20.16 682 2.25 0.0135
2018-10-29 2018-09-30 13F Morgan Stanley COM NEW 617446448 14,314 903 6.73 667 4.87 0.0121
2018-08-07 2018-06-30 13F Morgan Stanley COM NEW 617446448 13,411 836 6.65 636 -6.33 0.0121
2018-04-30 2018-03-31 13F Morgan Stanley COM NEW 617446448 12,575 875 7.48 679 10.59 0.0135
2018-02-08 2017-12-31 13F Morgan Stanley COM NEW 617446448 11,700 733 6.68 614 16.29 0.0125
2017-11-13 2017-09-30 13F Morgan Stanley COM NEW 617446448 10,967 3,629 49.45 528 61.47 0.0116
2017-07-24 2017-06-30 13F Morgan Stanley COM NEW 617446448 7,338 1,089 17.43 327 22.01 0.0075
2017-04-28 2017-03-31 13F Morgan Stanley COM NEW 617446448 6,249 401 6.86 268 8.50 0.0064
2017-01-24 2016-12-31 13F Morgan Stanley COM NEW 617446448 5,848 5,848 247 0.0065
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.