Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionNvwm, Llc
Latest Disclosed Ownership14,650 shares
Latest Disclosed Value $ 2,410,894
Nvwm, Llc reports 0.10% decrease in ownership of MS / Morgan Stanley

On April 27, 2026 - Nvwm, Llc filed a 13F-HR form disclosing ownership of 14,650 shares of Morgan Stanley (US:MS) valued at $2,410,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 14,664 shares of Morgan Stanley. This represents a change in shares of -0.10% during the quarter. The current value of the position is $3,078,551 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)
2026-04-27 2026-03-31 13F MORGAN STANLEY COM COM 617446448 14,650 -14 -0.10 2,411 -7.41 0.2827
2026-01-20 2025-12-31 13F MORGAN STANLEY COM COM 617446448 14,664 -751 -4.87 2,603 6.24 0.5664
2025-10-16 2025-09-30 13F MORGAN STANLEY COM COM 617446448 15,415 -192 -1.23 2,450 11.46 0.5510
2025-08-06 2025-06-30 13F MORGAN STANLEY COM COM 617446448 15,607 766 5.16 2,198 26.98 0.5307
2025-05-07 2025-03-31 13F MORGAN STANLEY COM COM 617446448 14,841 250 1.71 1,732 -5.62 0.4599
2025-01-27 2024-12-31 13F MORGAN STANLEY COM COM 617446448 14,591 -440 -2.93 1,834 17.11 0.4628
2024-10-29 2024-09-30 13F MORGAN STANLEY COM COM 617446448 15,031 215 1.45 1,567 8.83 0.3988
2024-08-13 2024-06-30 13F MORGAN STANLEY COM COM 617446448 14,816 868 6.22 1,440 9.60 0.3834
2024-05-07 2024-03-31 13F MORGAN STANLEY COM COM 617446448 13,948 -167 -1.18 1,313 -0.23 0.3606
2024-02-08 2023-12-31 13F MORGAN STANLEY COM COM 617446448 14,115 -5,230 -27.04 1,316 -16.66 0.3945
2023-10-30 2023-09-30 13F MORGAN STANLEY COM COM 617446448 19,345 839 4.53 1,580 -0.06 0.5163
2023-08-08 2023-06-30 13F MORGAN STANLEY COM COM 617446448 18,506 671 3.76 1,580 0.96 0.5139
2023-05-11 2023-03-31 13F MORGAN STANLEY COM COM 617446448 17,835 -64 -0.36 1,566 2.89 0.5248
2023-02-14 2022-12-31 13F MORGAN STANLEY COM COM 617446448 17,899 24 0.13 1,522 7.72 0.5527
2022-11-15 2022-09-30 13F MORGAN STANLEY COM COM 617446448 17,875 734 4.28 1,412 8.28 0.5604
2022-08-04 2022-06-30 13F MORGAN STANLEY COM COM 617446448 17,141 -13,730 -44.48 1,304 -51.67 0.5066
2022-05-11 2022-03-31 13F MORGAN STANLEY COM COM 617446448 30,871 14,535 88.98 2,698 68.20 0.8552
2022-02-08 2021-12-31 13F MORGAN STANLEY COM COM 617446448 16,336 1,033 6.75 1,604 7.72 0.5001
2021-11-03 2021-09-30 13F MORGAN STANLEY COM COM 617446448 15,303 -2,780 -15.37 1,489 -10.19 0.5357
2021-08-04 2021-06-30 13F MORGAN STANLEY COM COM 617446448 18,083 303 1.70 1,658 20.06 0.5959
2021-05-11 2021-03-31 13F MORGAN STANLEY COM COM 617446448 17,780 17,624 11,297.44 1,381 12,454.55 0.5485
2021-02-09 2020-12-31 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 11 37.50 0.0046
2020-12-10 2020-09-30 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 8 0.00 0.0038
2020-08-11 2020-06-30 13F MORGAN STANLEY COM COM 617446448 156 -100 -39.06 8 -11.11 0.0043
2020-05-08 2020-03-31 13F MORGAN STANLEY COM COM 617446448 256 -32 -11.11 9 -40.00 0.0063
2020-02-07 2019-12-31 13F MORGAN STANLEY COM COM 617446448 288 132 84.62 15 114.29 0.0090
2019-11-08 2019-09-30 13F/A-1 MORGAN STANLEY COM COM 617446448 156 0 0.00 7 0.00 0.0043
2019-10-29 2019-09-30 13F MORGAN STANLEY COM COM 617446448 156 0 7 0.0043
2019-08-07 2019-06-30 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 7 0.00 0.0042
2019-05-10 2019-03-31 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 7 16.67 0.0046
2019-01-29 2018-12-31 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 6 -14.29 0.0045
2018-11-14 2018-09-30 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 7 0.00 0.0044
2018-08-01 2018-06-30 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 7 -12.50 0.0049
2018-05-17 2018-03-31 13F MORGAN STANLEY COM COM 617446448 156 0 0.00 8 0.00 0.0058
2018-03-15 2017-12-31 13F MORGAN STANLEY COM COM 617446448 156 156 8 0.0061
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.