Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionIntegrated Advisors Network LLC
Latest Disclosed Ownership29,061 shares
Latest Disclosed Value $ 4,782,520
Integrated Advisors Network LLC reports 36.71% decrease in ownership of MS / Morgan Stanley

On April 28, 2026 - Integrated Advisors Network LLC filed a 13F-HR form disclosing ownership of 29,061 shares of Morgan Stanley (US:MS) valued at $4,782,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,917 shares of Morgan Stanley. This represents a change in shares of -36.71% during the quarter. The current value of the position is $6,106,879 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 29,061 -16,856 -36.71 4,783 -41.33 0.2510
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 45,917 -1,718 -3.61 8,152 7.65 0.3606
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 47,635 -9,454 -16.56 7,572 -5.83 0.3180
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 57,089 28,093 96.89 8,042 137.69 0.3631
2025-04-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 28,996 -41,124 -58.65 3,383 -61.62 0.1707
2025-02-25 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 70,120 -7,971 -10.21 8,815 8.29 0.4211
2024-10-25 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 78,091 1,158 1.51 8,140 8.87 0.3849
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 76,933 6,311 8.94 7,477 12.45 0.3829
2024-05-06 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 70,622 37,856 115.53 6,650 117.64 0.3377
2024-02-26 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 32,766 -35,081 -51.71 3,055 -44.87 0.1727
2023-11-16 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 67,847 -1,967 -2.82 5,541 -7.06 0.3388
2023-07-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 69,814 -5,230 -6.97 5,962 -9.50 0.3433
2023-05-08 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 75,044 37,723 101.08 6,589 107.63 0.3959
2023-02-02 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 37,321 -400 -1.06 3,173 6.48 0.2045
2022-11-08 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 37,721 3,628 10.64 2,980 14.92 0.2025
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 34,093 900 2.71 2,593 -10.62 0.1687
2022-05-02 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 33,193 8,186 32.73 2,901 18.17 0.1701
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 25,007 2,815 12.68 2,455 13.71 0.1448
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 22,192 -43,491 -66.21 2,159 -64.15 0.1432
2021-08-06 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 65,683 765 1.18 6,022 19.44 0.4432
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 64,918 -7,684 -10.58 5,042 1.35 0.4607
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 72,602 -1,420 -1.92 4,975 39.01 0.5454
2020-11-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 74,022 -3,033 -3.94 3,579 -3.82 0.4525
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 77,055 19,591 34.09 3,721 90.43 0.4361
2020-05-06 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 57,464 698 1.23 1,954 -32.67 0.3825
2020-02-06 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 56,766 56,766 2,902 0.3915
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.