Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,638,520 shares
Latest Disclosed Value $ 269,655,919
Stifel Financial Corp reports 0.15% increase in ownership of MS / Morgan Stanley

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,638,520 shares of Morgan Stanley (US:MS) valued at $269,651,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,636,077 shares of Morgan Stanley. This represents a change in shares of 0.15% during the quarter. The current value of the position is $344,318,593 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 1,638,520 2,443 0.15 269,656 -7.16 0.0581
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,636,077 26,652 1.66 290,459 13.53 0.2613
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,609,425 4,812 0.30 255,841 13.19 0.2336
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 1,604,613 -14,608 -0.90 226,029 19.65 0.2199
2025-05-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 1,619,221 17,090 1.07 188,915 -6.21 0.2008
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 1,602,131 -5,792 -0.36 201,422 20.17 0.2098
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 1,607,923 64,999 4.21 167,611 11.77 0.1758
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 1,542,924 17,705 1.16 149,959 4.42 0.1687
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 1,525,219 126,490 9.04 143,617 10.10 0.1636
2024-02-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 1,398,729 51,366 3.81 130,438 18.53 0.1641
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 1,347,363 57,471 4.46 110,044 -0.11 0.1547
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 1,289,892 -2,356 -0.18 110,162 -2.91 0.1507
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 1,292,248 -3,430 -0.26 113,463 3.00 0.1626
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 1,295,678 71,040 5.80 110,160 13.85 0.1654
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,224,638 83,142 7.28 96,758 11.44 0.1584
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 1,141,496 26,275 2.36 86,822 -10.93 0.1359
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 1,115,221 -77,009 -6.46 97,471 -16.71 0.1330
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 1,192,230 -2,679 -0.22 117,030 0.65 0.1547
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,194,909 -45,501 -3.67 116,277 2.24 0.1705
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,240,410 32,900 2.72 113,734 21.28 0.1702
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,207,510 382,779 46.41 93,775 65.91 0.1546
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 824,731 506,401 159.08 56,520 267.23 0.1008
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 318,330 10,684 3.47 15,391 3.58 0.0317
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 307,646 -3,038 -0.98 14,859 40.98 0.0342
2020-05-14 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 310,684 -107,970 -25.79 10,540 -50.79 0.0291
2020-02-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 418,654 56,491 15.60 21,417 38.68 0.0446
2019-11-19 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 362,163 83,902 30.15 15,443 26.94 0.0394
2019-11-13 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 361,997 83,736 15,436 8,652.6517
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 278,261 -177,607 -38.96 12,166 -36.68 0.0314
2019-05-14 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 455,868 222,747 95.55 19,215 107.98 0.0543
2019-02-13 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 233,121 -164,649 -41.39 9,239 -50.12 0.0299
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 397,770 9,208 2.37 18,521 0.63 0.0531
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 388,562 -223,225 -36.49 18,405 -44.27 0.0565
2018-05-11 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 611,787 36,963 6.43 33,024 9.49 0.1042
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 574,824 -3,094 -0.54 30,163 8.34 0.0956
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 577,918 433,920 301.34 27,842 333.47 0.0966
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 143,998 -4,295 -2.90 6,423 1.05 0.0238
2017-05-10 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 148,293 15,091 11.33 6,356 12.80 0.0246
2017-02-16 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 133,202 15,449 13.12 5,635 49.59 0.0239
2016-11-15 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 117,753 -21,907 -15.69 3,767 3.77 0.0169
2016-08-17 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 139,660 39,039 38.80 3,630 44.22 0.0168
2016-05-16 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 100,621 -36,948 -26.86 2,517 -42.48 0.0134
2016-03-21 2015-12-31 13F/A-2 MORGAN STANLEY COM NEW 617446448 137,569 9,799 7.67 4,376 8.86 0.0228
2016-02-26 2015-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 161,516 23,947 9,162 0.0479
2016-02-16 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 137,836 13,338
2015-11-16 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 127,770 -6,537 -4.87 4,020 -21.91 0.0226
2015-08-17 2015-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 134,307 46,888 53.64 5,148 64.89 0.0266
2015-08-17 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 130,898 5,035
2015-05-14 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 87,419 -11,892 -11.97 3,122 -18.95 0.0171
2015-02-13 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 99,311 17,077 20.77 3,852 35.49 0.0214
2014-11-13 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 82,234 17,352 26.74 2,843 35.57 0.0250
2014-08-14 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 64,882 20,939 47.65 2,097 53.07 0.0188
2014-05-15 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 43,943 43,943 1,370 0.0131
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.