Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionJupiter Wealth Management LLC
Latest Disclosed Ownership57,257 shares
Latest Disclosed Value $ 11,098,124
Jupiter Wealth Management LLC reports 2.82% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Jupiter Wealth Management LLC filed a 13F-HR form disclosing ownership of 57,257 shares of Morgan Stanley (US:MS) valued at $9,422,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 55,688 shares of Morgan Stanley. This represents a change in shares of 2.82% during the quarter. The current value of the position is $12,031,986 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)
2026-05-14 2026-03-31 13F Morgan Stanley Com COM 617446448 57,257 1,569 2.82 11,098 18.59 4.3864
2026-02-13 2025-12-31 13F Morgan Stanley Com COM 617446448 55,688 2,613 4.92 9,359 10.93 4.1673
2025-11-14 2025-09-30 13F Morgan Stanley Com COM 617446448 53,075 250 0.47 8,437 8.08 3.9864
2025-08-14 2025-06-30 13F Morgan Stanley Com COM 617446448 52,825 3,807 7.77 7,805 21.71 3.9416
2025-05-20 2025-03-31 13F Morgan Stanley Com COM 617446448 49,018 792 1.64 6,414 5.79 3.8850
2025-02-20 2024-12-31 13F Morgan Stanley Com COM 617446448 48,226 2,298 5.00 6,063 26.63 3.0383
2024-11-04 2024-09-30 13F Morgan Stanley Com COM 617446448 45,928 0 0.00 4,788 0.99 2.4496
2024-08-12 2024-06-30 13F Morgan Stanley Com COM 617446448 45,928 -1,680 -3.53 4,740 4.11 2.5127
2024-05-09 2024-03-31 13F Morgan Stanley Com COM 617446448 47,608 1,200 2.59 4,553 5.22 2.4101
2024-02-07 2023-12-31 13F Morgan Stanley Com COM 617446448 46,408 5,331 12.98 4,328 39.85 2.5453
2023-11-13 2023-09-30 13F Morgan Stanley Com COM 617446448 41,077 -2,524 -5.79 3,094 -16.89 2.0058
2023-08-15 2023-06-30 13F Morgan Stanley Com COM 617446448 43,601 101 0.23 3,724 -2.51 3.1974
2023-04-13 2023-03-31 13F Morgan Stanley Com COM 617446448 43,500 -5,362 -10.97 3,819 95,375.00 3.5157
2023-02-14 2022-12-31 13F Morgan Stanley Com COM 617446448 48,862 1,229 2.58 4 -99.89 4.0187
2022-11-14 2022-09-30 13F Morgan Stanley Com COM 617446448 47,633 1,295 2.79 3,763 6.78 3.7754
2022-08-15 2022-06-30 13F Morgan Stanley Com COM 617446448 46,338 -3,016 -6.11 3,524 -18.29 3.2112
2022-05-10 2022-03-31 13F Morgan Stanley Com COM 617446448 49,354 -26,968 -35.33 4,313 -42.42 2.6990
2022-02-09 2021-12-31 13F Morgan Stanley Com COM 617446448 76,322 -7,770 -9.24 7,491 -8.89 3.8864
2021-11-17 2021-09-30 13F Morgan Stanley Com COM 617446448 84,092 -7,247 -7.93 8,222 -9.74 3.8772
2021-08-09 2021-06-30 13F Morgan Stanley Com COM 617446448 91,339 -6,291 -6.44 9,109 11.56 4.3611
2021-04-30 2021-03-31 13F Morgan Stanley Com COM 617446448 97,630 3,430 3.64 8,165 26.47 4.1247
2021-02-12 2020-12-31 13F Morgan Stanley Com COM 617446448 94,200 3,480 3.84 6,456 47.20 3.9538
2020-11-19 2020-09-30 13F Morgan Stanley COM 617446448 90,720 -34,076 -27.31 4,386 -32.23 3.0927
2020-08-17 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 124,796 -6,010 -4.59 6,472 28.85 3.2383
2020-05-04 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 130,806 130,806 5,023 2.9251
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.