Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership19,577 shares
Latest Disclosed Value $ 3,221,787
IFP Advisors, Inc reports 83.10% increase in ownership of MS / Morgan Stanley

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 19,577 shares of Morgan Stanley (US:MS) valued at $3,221,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,692 shares of Morgan Stanley. This represents a change in shares of 83.10% during the quarter. The current value of the position is $4,113,911 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)
2026-04-13 2026-03-31 13F MORGAN STANLEY cs 617446448 19,577 8,885 83.10 3,222 69.70 0.0668
2026-02-06 2025-12-31 13F MORGAN STANLEY cs 617446448 10,692 604 5.99 1,898 18.40 0.0426
2026-02-06 2025-09-30 13F/A-1 MORGAN STANLEY cs 617446448 10,088 1,787 21.53 1,604 11.79 0.0416
2025-12-02 2025-09-30 13F MORGAN STANLEY cs 617446448 9,323 1,022 1,728 0.0446
2025-07-24 2025-06-30 13F MORGAN STANLEY cs 617446448 8,301 -892 -9.70 1,435 33.77 0.0408
2025-05-05 2025-03-31 13F MORGAN STANLEY cs 617446448 9,193 1,470 19.03 1,072 10.52 0.0331
2025-02-04 2024-12-31 13F MORGAN STANLEY cs 617446448 7,723 -1,038 -11.85 971 6.24 0.0318
2025-02-04 2024-09-30 13F MORGAN STANLEY cs 617446448 8,761 3,762 75.26 913 88.25 0.0329
2024-07-30 2024-06-30 13F MORGAN STANLEY cs 617446448 4,999 710 16.55 486 20.35 0.0193
2024-07-30 2024-03-31 13F MORGAN STANLEY cs 617446448 4,289 -2,730 -38.89 404 -38.38 0.0177
2024-01-09 2023-12-31 13F MORGAN STANLEY cs 617446448 7,019 -3,923 -35.85 654 -26.76 0.0309
2023-10-12 2023-09-30 13F MORGAN STANLEY cs 617446448 10,942 -524 -4.57 894 -8.78 0.0402
2023-08-14 2023-06-30 13F/A-1 MORGAN STANLEY cs 617446448 11,466 2,437 26.99 979 111.45 0.0410
2023-08-04 2023-06-30 13F MORGAN STANLEY cs 617446448 11,466 2,437 587 0.0272
2023-04-18 2023-03-31 13F MORGAN STANLEY cs 617446448 9,029 -7,645 -45.85 463 0.0202
2023-02-07 2022-12-31 13F MORGAN STANLEY cs 617446448 16,674 252 1.53 1 -100.00 0.0238
2022-11-08 2022-09-30 13F MORGAN STANLEY cs 617446448 16,422 4,366 36.21 888 34.34 0.0231
2022-09-06 2022-06-30 13F/A-1 MORGAN STANLEY cs 617446448 12,056 0 0.00 661 0.00 0.0212
2022-08-12 2022-06-30 13F MORGAN STANLEY COM Stock 617446448 42 -12,014 2 0.0036
2022-09-06 2022-03-31 13F/A-1 MORGAN STANLEY cs 617446448 12,056 6,988 137.88 661 32.73 0.0212
2022-08-08 2022-03-31 13F MORGAN STANLEY COM Stock 617446448 7,802 2,734 407 0.0083
2022-01-12 2021-12-31 13F MORGAN STANLEY COM Stock 617446448 5,068 165 3.37 498 3.97 0.0097
2021-10-06 2021-09-30 13F MORGAN STANLEY COM Stock 617446448 4,903 -558 -10.22 479 -4.96 0.0096
2021-07-13 2021-06-30 13F MORGAN STANLEY COM Stock 617446448 5,461 1,585 40.89 504 68.00 0.0104
2021-04-30 2021-03-31 13F MORGAN STANLEY COM Stock 617446448 3,876 -1,926 -33.20 300 -24.43 0.0058
2021-01-25 2020-12-31 13F MORGAN STANLEY COM Stock 617446448 5,802 3,100 114.73 397 207.75 0.0161
2020-10-29 2020-09-30 13F MORGAN STANLEY COM Stock 617446448 2,702 -68 -2.45 129 -1.53 0.0077
2020-08-05 2020-06-30 13F MORGAN STANLEY COM Stock 617446448 2,770 451 19.45 131 61.73 0.0104
2020-05-12 2020-03-31 13F MORGAN STANLEY COM Stock 617446448 2,319 553 31.31 81 -10.99 0.0082
2020-01-17 2019-12-31 13F MORGAN STANLEY COM Stock 617446448 1,766 -2,212 -55.61 91 -46.47 0.0068
2019-11-07 2019-09-30 13F MORGAN STANLEY COM Stock 617446448 3,978 3,314 499.10 170 529.63 0.0114
2019-05-15 2019-03-31 13F MORGAN STANLEY Stock 617446448 664 -6,560 -90.81 27 -90.49 0.0037
2019-06-03 2018-12-31 13F/A-10 MORGAN STANLEY Stock 617446448 7,224 -6,497 -47.35 284 -55.56 0.0173
2019-01-23 2018-12-31 13F MORGAN STANLEY Stock 617446448 7,224 -6,497 284 0.0173
2019-06-03 2018-09-30 13F/A-9 MORGAN STANLEY Stock 617446448 13,721 -2,481 -15.31 639 -16.80 0.0260
2018-10-25 2018-09-30 13F MORGAN STANLEY Stock 617446448 13,721 -2,481 639 0.0260
2019-06-03 2018-06-30 13F/A-8 MORGAN STANLEY Stock 617446448 16,202 923 6.04 768 -4.24 0.0323
2018-08-07 2018-06-30 13F MORGAN STANLEY Stock 617446448 16,202 9,967 768
2019-06-03 2018-03-31 13F/A-7 MORGAN STANLEY COM Stock 617446448 15,279 0 0.00 802 0.00 0.0364
2018-05-09 2018-03-31 13F MORGAN STANLEY Stock 617446448 19,481 13,246 1,051
2019-06-03 2017-12-31 13F/A-6 MORGAN STANLEY COM Stock 617446448 15,279 -6,180 -28.80 802 -22.44 0.0364
2018-01-24 2017-12-31 13F MORGAN STANLEY COM Stock 617446448 15,279 8,782 802
2017-10-30 2017-09-30 13F MORGAN STANLEY COM Stock 617446448 21,459 -9,377 -30.41 1,034 -24.75 0.0411
2019-06-03 2017-06-30 13F/A-5 MORGAN STANLEY COM Stock 617446448 30,836 3,885 14.42 1,374 18.96 0.0582
2017-07-31 2017-06-30 13F MORGAN STANLEY COM Stock 617446448 30,836 23,982 1,374
2019-06-03 2017-03-31 13F/A-4 MORGAN STANLEY COM Stock 617446448 26,951 11,688 76.58 1,155 79.07 0.0503
2017-04-26 2017-03-31 13F MORGAN STANLEY COM Stock 617446448 26,951 20,097 1,155
2019-06-03 2016-12-31 13F/A-3 MORGAN STANLEY COM Stock 617446448 15,263 3,012 24.59 645 64.12 0.0311
2017-02-14 2016-12-31 13F MORGAN STANLEY COM Stock 617446448 15,263 8,409 645
2016-11-04 2016-09-30 13F MORGAN STANLEY COM Stock 617446448 12,251 -479 -3.76 393 18.73 0.0204
2019-06-03 2016-06-30 13F/A-2 MORGAN STANLEY COM Stock 617446448 12,730 12,066 1,817.17 331 1,125.93 0.0185
2016-08-22 2016-06-30 13F MORGAN STANLEY COM Stock 617446448 12,730 12,066 331
2019-06-03 2016-03-31 13F/A-1 MORGAN STANLEY Stock 617446448 664 -11,205 -94.41 27 -92.86 0.0037
2016-05-02 2016-03-31 13F MORGAN STANLEY COM Stock 617446448 14,820 8,323 371
2016-02-11 2015-12-31 13F MORGAN STANLEY COM Stock 617446448 11,869 11,869 378 0.0254
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.