Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionRegions Financial Corp
Latest Disclosed Ownership196,183 shares
Latest Disclosed Value $ 32,285,836
Regions Financial Corp reports 837.42% increase in ownership of MS / Morgan Stanley

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 196,183 shares of Morgan Stanley (US:MS) valued at $32,285,836 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 20,928 shares of Morgan Stanley. This represents a change in shares of 837.42% during the quarter. The current value of the position is $41,225,896 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)
2026-05-05 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 196,183 175,255 837.42 32,286 769.04 0.1826
2026-01-27 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 20,928 127 0.61 3,715 12.37 0.0238
2025-11-19 2025-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 20,801 165 0.80 3,307 13.76 0.0215
2025-11-19 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 20,801 165 3,307 0.0190
2025-07-29 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 20,636 -397 -1.89 2,907 18.47 0.0200
2025-05-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 21,033 -177 -0.83 2,454 -7.99 0.0183
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 21,210 230 1.10 2,667 21.96 0.0196
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 20,980 -189 -0.89 2,187 6.27 0.0157
2024-07-31 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 21,169 -1,066 -4.79 2,057 -1.72 0.0156
2024-04-23 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 22,235 -781 -3.39 2,094 -2.47 0.0159
2024-02-06 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 23,016 -520 -2.21 2,146 11.65 0.0177
2023-11-01 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 23,536 362 1.56 1,922 -2.88 0.0173
2023-08-09 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 23,174 513 2.26 1,979 197,800.00 0.0171
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 22,661 -1,204 -5.05 2 -50.00 0.0179
2023-02-06 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 23,865 1,467 6.55 2 -99.89 0.0187
2022-11-03 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 22,398 -662 -2.87 1,770 0.91 0.0178
2022-07-25 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 23,060 -820 -3.43 1,754 -15.96 0.0167
2022-04-25 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 23,880 -3,941 -14.17 2,087 -23.58 0.0168
2022-01-31 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 27,821 -1,745 -5.90 2,731 -5.07 0.0213
2021-11-04 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 29,566 -651 -2.15 2,877 3.86 0.0249
2021-07-27 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 30,217 4,401 17.05 2,770 38.15 0.0239
2021-06-02 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 25,816 -6,399 -19.86 2,005 -9.19 0.0182
2021-02-05 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 32,215 1,652 5.41 2,208 49.39 0.0213
2020-10-15 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 30,563 -983 -3.12 1,478 -2.95 0.0161
2020-07-27 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 31,546 -2,586 -7.58 1,523 31.29 0.0177
2020-04-29 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 34,132 -3,787 -9.99 1,160 -40.14 0.0154
2020-02-03 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 37,919 -282 -0.74 1,938 18.90 0.0203
2019-10-24 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 38,201 4,257 12.54 1,630 9.62 0.0181
2019-07-19 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 33,944 -8,197 -19.45 1,487 -16.41 0.0168
2019-04-19 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 42,141 1,896 4.71 1,779 11.54 0.0205
2019-01-28 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 40,245 10,279 34.30 1,595 14.26 0.0199
2018-10-22 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 29,966 3,617 13.73 1,396 11.77 0.0151
2018-07-26 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 26,349 -547 -2.03 1,249 -13.98 0.0141
2018-04-18 2018-03-31 13F Morgan Stanley COM NEW 617446448 26,896 1,077 4.17 1,452 7.16 0.0163
2018-01-18 2017-12-31 13F Morgan Stanley COM NEW 617446448 25,819 838 3.35 1,355 12.54 0.0147
2017-10-23 2017-09-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 24,981 1,546 6.60 1,204 15.33 0.0137
2017-07-31 2017-06-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 23,435 811 3.58 1,044 7.74 0.0123
2017-05-02 2017-03-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 22,624 75 0.33 969 1.68 0.0115
2017-02-03 2016-12-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 22,549 8,464 60.09 953 110.84 0.0117
2016-10-28 2016-09-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 14,085 -693 -4.69 452 17.71 0.0058
2016-07-26 2016-06-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 14,778 2 0.01 384 3.78 0.0050
2016-05-02 2016-03-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 14,776 409 2.85 370 -19.04 0.0049
2016-01-29 2015-12-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 14,367 -10,886 -43.11 457 -42.59 0.0061
2015-10-20 2015-09-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 25,253 599 2.43 796 -16.74 0.0113
2015-07-14 2015-06-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 24,654 -2,088 -7.81 956 0.21 0.0127
2015-04-23 2015-03-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 26,742 -670 -2.44 954 -10.34 0.0123
2015-01-21 2014-12-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 27,412 -1,443 -5.00 1,064 6.72 0.0138
2014-10-27 2014-09-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 28,855 -4,219 -12.76 997 -6.74 0.0124
2014-07-23 2014-06-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 33,074 -3,101 -8.57 1,069 -5.23 0.0131
2014-04-17 2014-03-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 36,175 -7,751 -17.65 1,128 -18.08 0.0143
2014-01-27 2013-12-31 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 43,926 -1,602 -3.52 1,377 12.22 0.0170
2013-10-18 2013-09-30 13F MORGAN STANLEY GROUP COMMON STOCK 617446448 45,528 -1,061 -2.28 1,227 7.73 0.0162
2013-08-02 2013-06-30 13F MORGAN STANLEY GROUP COM 617446448 46,589 46,589 1,139 0.0155
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.