Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionMaple Capital Management, Inc.
Latest Disclosed Ownership181,370 shares
Latest Disclosed Value $ 29,848,023
Maple Capital Management, Inc. reports 18.23% decrease in ownership of MS / Morgan Stanley

On May 8, 2026 - Maple Capital Management, Inc. filed a 13F-HR form disclosing ownership of 181,370 shares of Morgan Stanley (US:MS) valued at $29,848,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 221,798 shares of Morgan Stanley. This represents a change in shares of -18.23% during the quarter. The current value of the position is $38,113,092 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)
2026-05-08 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 181,370 -40,428 -18.23 29,848 -24.20 1.9979
2026-02-03 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 221,798 -3,331 -1.48 39,376 10.03 2.4784
2025-11-21 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 225,129 -11,032 -4.67 35,786 7.58 2.3498
2025-08-08 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 236,161 -12,730 -5.11 33,266 14.56 2.2781
2025-06-16 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 248,891 -16,988 -6.39 29,038 -13.13 2.2442
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 265,879 83 0.03 33,426 20.65 2.4611
2024-10-21 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 265,796 2,689 1.02 27,707 8.35 2.1130
2024-07-30 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 263,107 5,887 2.29 25,571 5.58 2.0746
2024-05-09 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 257,220 6,864 2.74 24,220 3.74 2.2033
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 250,356 2,724 1.10 23,346 15.43 2.3361
2023-10-10 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 247,632 901 0.37 20,224 -4.02 2.3068
2023-07-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 246,731 5,617 2.33 21,071 -0.47 2.2956
2023-05-02 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 241,114 3,395 1.43 21,170 4.75 2.5868
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 237,719 1,861 0.79 20,211 -4.59 2.6763
2022-11-15 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 235,858 8,597 3.78 21,182 22.55 2.6724
2022-08-02 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 227,261 10,400 4.80 17,285 -8.81 2.2772
2022-05-17 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 216,861 8,847 4.25 18,954 -7.17 2.2252
2022-02-15 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 208,014 18,366 9.68 20,419 10.64 2.2281
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 189,648 3,831 2.06 18,455 -4.45 2.3413
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 185,817 18,244 10.89 19,314 48.41 2.3305
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 167,573 9,325 5.89 13,014 20.00 1.9250
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 158,248 954 0.61 10,845 21.80 1.6721
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 157,294 86,733 122.92 8,904 161.27 1.4423
2020-08-12 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 70,561 70,561 3,408 0.6677
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.