Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPittenger & Anderson Inc
Latest Disclosed Ownership160,825 shares
Latest Disclosed Value $ 26,466,971
Pittenger & Anderson Inc reports 1.31% increase in ownership of MS / Morgan Stanley

On May 1, 2026 - Pittenger & Anderson Inc filed a 13F-HR form disclosing ownership of 160,825 shares of Morgan Stanley (US:MS) valued at $26,466,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 158,750 shares of Morgan Stanley. This represents a change in shares of 1.31% during the quarter. The current value of the position is $33,795,766 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)
2026-05-01 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 160,825 2,075 1.31 26,467 -6.09 1.0533
2026-02-02 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 158,750 -545 -0.34 28,183 11.30 1.0845
2025-11-03 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 159,295 -52 -0.03 25,322 12.81 0.9285
2025-07-30 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 159,347 -320 -0.20 22,446 20.49 0.8206
2025-05-01 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 159,667 0 0.00 18,628 -7.20 0.6827
2025-01-31 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 159,667 1,679 1.06 20,073 21.89 0.7292
2024-10-30 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 157,988 1,928 1.24 16,469 8.58 0.6168
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 156,060 -100 -0.06 15,167 3.15 0.6232
2024-05-02 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 156,160 -130 -0.08 14,704 0.89 0.5973
2024-02-02 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 156,290 266 0.17 14,574 14.38 0.6529
2023-11-02 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 156,024 2,925 1.91 12,742 -2.54 0.6427
2023-08-09 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 153,099 -920 -0.60 13,075 -3.31 0.6289
2023-05-10 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 154,019 -2,815 -1.79 13,523 1.41 0.6987
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 156,834 0 0.00 13,334 7.61 0.7329
2022-11-15 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 156,834 -795 -0.50 12,391 3.35 0.7443
2022-07-14 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 157,629 -5,687 -3.48 11,989 -16.01 0.6998
2022-04-28 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 163,316 -1,311 -0.80 14,274 -11.67 0.7001
2022-02-10 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 164,627 1,463 0.90 16,160 1.78 0.7465
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 163,164 1,790 1.11 15,877 7.31 0.7966
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 161,374 1,075 0.67 14,796 18.85 0.7579
2021-05-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 160,299 47,667 42.32 12,449 61.28 0.6714
2021-02-11 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 112,632 14,800 15.13 7,719 63.19 0.4378
2020-11-10 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 97,832 15,342 18.60 4,730 18.72 0.3020
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 82,490 500 0.61 3,984 42.90 0.2803
2020-04-30 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 81,990 10,565 14.79 2,788 -23.64 0.2369
2020-02-12 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 71,425 -5,100 -6.66 3,651 11.82 0.2442
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 76,525 -775 -1.00 3,265 -3.60 0.2354
2019-08-09 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 77,300 -8,250 -9.64 3,387 -6.18 0.2534
2019-05-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 85,550 -825 -0.96 3,610 5.40 0.2824
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 86,375 -12,310 -12.47 3,425 -25.48 0.3145
2018-10-12 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 98,685 3,500 3.68 4,596 1.86 0.3626
2018-08-15 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 95,185 500 0.53 4,512 -11.69 0.3858
2018-05-08 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 94,685 2,570 2.79 5,109 5.71 0.4475
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 92,115 10,350 12.66 4,833 22.70 0.4229
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 81,765 3,150 4.01 3,939 12.45 0.3573
2017-08-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 78,615 8,675 12.40 3,503 16.92 0.3347
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 69,940 -1,900 -2.64 2,996 -1.29 0.3011
2017-02-16 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 71,840 11,050 18.18 3,035 55.72 0.3228
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 60,790 45,190 289.68 1,949 381.23 0.2163
2016-08-09 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 15,600 0 0.00 405 3.85 0.0447
2016-05-13 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 15,600 -19,040 -54.97 390 -64.61 0.0454
2016-02-10 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 34,640 1,250 3.74 1,102 4.75 0.1380
2015-11-10 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 33,390 2,235 7.17 1,052 -12.99 0.1390
2015-08-14 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 31,155 3,450 12.45 1,209 22.24 0.1552
2015-05-12 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 27,705 1,885 7.30 989 -1.30 0.1274
2015-02-18 2014-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 25,820 6,270 32.07 1,002 48.22 0.1321
2015-02-13 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 25,820 1,002
2014-11-13 2014-09-30 13F Morgan Stanley COM NEW 617446448 19,550 0 0.00 676 6.96 0.0991
2014-08-15 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 19,550 75 0.39 632 4.12 0.0931
2014-05-13 2014-03-31 13F MORGAN STANLEY COM 617446448 19,475 1,000 5.41 607 4.84 0.0846
2014-02-07 2013-12-31 13F MORGAN STANLEY COM 617446448 18,475 325 1.79 579 18.40 0.0812
2013-11-12 2013-09-30 13F MORGAN STANLEY COM 617446448 18,150 2,550 16.35 489 28.35 0.0782
2013-08-08 2013-06-30 13F MORGAN STANLEY COM 617446448 15,600 15,600 381 0.0658
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.