Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionLaffer Investments
Latest Disclosed Ownership1,417 shares
Latest Disclosed Value $ 233,196
Laffer Investments reports 24.63% decrease in ownership of MS / Morgan Stanley

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 1,417 shares of Morgan Stanley (US:MS) valued at $233,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,880 shares of Morgan Stanley. This represents a change in shares of -24.63% during the quarter. The current value of the position is $297,768 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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 1,417 -463 -24.63 233 -30.03 0.0344
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,880 1,880 334 0.0507
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -2,807 -100.00 0 -100.00
2025-08-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 2,807 2,807 395 0.0705
2025-02-06 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -2,826 -100.00 0 -100.00
2024-11-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 2,826 0 0.00 295 7.30 0.0597
2024-08-14 2024-06-30 13F MORGAN STANLEY COMMON STOCKS 617446448 2,826 1,282 83.03 275 88.97 0.0592
2024-05-15 2024-03-31 13F MORGAN STANLEY COMMON STOCKS 617446448 1,544 699 82.72 145 85.90 0.0375
2024-02-08 2023-12-31 13F MORGAN STANLEY COMMON STOCKS 617446448 845 102 13.73 79 30.00 0.0209
2023-11-14 2023-09-30 13F MORGAN STANLEY COMMON STOCKS 617446448 743 -636 -46.12 61 -48.72 0.0178
2023-08-14 2023-06-30 13F MORGAN STANLEY COMMON STOCKS 617446448 1,379 -38 -2.68 118 -5.65 0.0312
2023-05-09 2023-03-31 13F MORGAN STANLEY COMMON STOCKS 617446448 1,417 -1 -0.07 124 3.33 0.0337
2023-02-10 2022-12-31 13F MORGAN STANLEY COMMON STOCKS 617446448 1,418 0 0.00 121 7.14 0.0347
2022-11-10 2022-09-30 13F morgan stanley COMMON STOCKS 617446448 1,418 14 1.00 112 5.66 0.0412
2022-08-15 2022-06-30 13F morgan stanley COMMON STOCKS 617446448 1,404 0 0.00 107 -13.11 0.0375
2022-05-13 2022-03-31 13F morgan stanley COMMON STOCKS 617446448 1,404 -11 -0.78 123 -11.59 0.0370
2022-02-11 2021-12-31 13F morgan stanley COMMON STOCKS 617446448 1,415 0 0.00 139 0.73 0.0401
2021-11-16 2021-09-30 13F morgan stanley COMMON STOCKS 617446448 1,415 504 55.32 138 65.06 0.0398
2021-08-16 2021-06-30 13F morgan stanley COMMON STOCKS 617446448 911 -4,298 -82.51 84 -79.46 0.0313
2021-05-17 2021-03-31 13F MORGAN STANLEY COM COMMON STOCKS 617446448 5,209 -2,216 -29.85 405 -19.68 0.1531
2021-06-11 2020-12-31 13F/A-1 MORGAN STANLEY COM COMMON STOCKS 617446448 7,425 -1,400 -15.86 504 18.08 0.2125
2021-02-19 2020-12-31 13F MORGAN STANLEY COM COMMON STOCKS 617446448 6,344 -2,481 435 0.2110
2021-06-11 2020-09-30 13F/A-1 MORGAN STANLEY COM COMMON STOCKS 617446448 8,825 -4,747 -34.98 427 -34.96 0.2134
2020-11-13 2020-09-30 13F Morgan Stanley COMMON STOCKS 617446448 8,852 -4,720 428 0.2089
2021-06-11 2020-06-30 13F/A-1 MORGAN STANLEY COM COMMON STOCKS 617446448 13,572 -15,649 -53.55 656 -34.04 0.3767
2020-08-14 2020-06-30 13F Morgan Stanley COMMON STOCKS 617446448 13,697 -15,524 662 0.4217
2020-04-28 2020-03-31 13F Morgan Stanley COMMON STOCKS 617446448 29,221 826 2.91 994 -31.56 0.7751
2020-02-20 2019-12-31 13F Morgan Stanley COMMON STOCKS 617446448 28,395 28,311 33,703.57 1,452 48,266.67 0.9660
2019-11-14 2019-09-30 13F Morgan Stanley COMMON STOCKS 617446448 84 84 4 0.0031
2018-05-14 2018-03-31 13F Morgan Stanley COMMON STOCKS 617446448 0 -52,525 -100.00 0 -100.00
2018-02-13 2017-12-31 13F Morgan Stanley COMMON STOCKS 617446448 52,525 0 0.00 2,756 8.89 0.6906
2017-11-16 2017-09-30 13F Morgan Stanley COMMON STOCKS 617446448 52,525 -3,885 -6.89 2,530 0.68 0.6678
2017-08-11 2017-06-30 13F Morgan Stanley COMMON STOCKS 617446448 56,410 0 0.00 2,514 4.01 0.6403
2017-05-16 2017-03-31 13F Morgan Stanley COMMON STOCKS 617446448 56,410 0 0.00 2,417 1.38 0.6349
2017-02-15 2016-12-31 13F Morgan Stanley COMMON STOCKS 617446448 56,410 -3,340 -5.59 2,383 24.44 0.6401
2016-11-15 2016-09-30 13F Morgan Stanley COMMON STOCKS 617446448 59,750 0 0.00 1,916 23.39 0.5325
2016-08-15 2016-06-30 13F Morgan Stanley COMMON STOCKS 617446448 59,750 -3,260 -5.17 1,552 -1.46 0.4411
2016-05-17 2016-03-31 13F Morgan Stanley COMMON STOCKS 617446448 63,010 0.00 1,576 -21.41 0.4263
2016-02-16 2015-12-31 13F Morgan Stanley COMMON STOCKS 617446448 2,004 1.01 0.5416
2015-11-06 2015-09-30 13F Morgan Stanley COMMON STOCKS 617446448 0.00 1,985 -18.82 0.5252
2015-08-14 2015-06-30 13F Morgan Stanley COMMON STOCKS 617446448 63,010 -31,836 -33.57 2,444 -27.80 0.5931
2015-05-11 2015-03-31 13F Morgan Stanley COMMON STOCKS 617446448 94,846 0.00 3,385 -8.02 0.4739
2015-02-17 2014-12-31 13F Morgan Stanley COMMON STOCKS 617446448 0.00 3,680 12.26 0.5252
2014-11-14 2014-09-30 13F Morgan Stanley COMMON STOCKS 617446448 94,846 0 0.00 3,279 6.91 0.4851
2014-08-14 2014-06-30 13F Morgan Stanley COMMON STOCKS 617446448 94,846 -5,110 -5.11 3,066 -1.57 0.4724
2014-05-15 2014-03-31 13F Morgan Stanley COMMON STOCKS 617446448 99,956 0 0.00 3,116 -0.61 0.5011
2014-02-18 2013-12-31 13F Morgan Stanley COMMON STOCKS 617446448 99,956 3,135 21.19 0.5185
2013-11-14 2013-09-30 13F Morgan Stanley COMMON STOCKS 617446448 2,587 0.4865
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.