Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionFirst Financial Corp /in/
Latest Disclosed Ownership554 shares
Latest Disclosed Value $ 91,172
First Financial Corp /in/ ownership in MS / Morgan Stanley

On April 7, 2026 - First Financial Corp /in/ filed a 13F-HR form disclosing ownership of 554 shares of Morgan Stanley (CH:MS) valued at $91,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 554 shares of Morgan Stanley. This represents a change in shares of 0.00% during the quarter.

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)
2026-04-07 2026-03-31 13F Morgan Stanley Com 617446448 554 0 0.00 91 -7.14 0.0204
2026-01-13 2025-12-31 13F Morgan Stanley Com 617446448 554 -111 -16.69 98 -6.67 0.0371
2025-10-09 2025-09-30 13F Morgan Stanley Com 617446448 665 -260 -28.11 106 -19.23 0.0414
2025-07-09 2025-06-30 13F Morgan Stanley Com 617446448 925 0 0.00 130 21.50 0.0582
2025-04-10 2025-03-31 13F Morgan Stanley Com 617446448 925 -254 -21.54 108 -27.70 0.0522
2025-01-13 2024-12-31 13F Morgan Stanley Com 617446448 1,179 0 0.00 148 21.31 0.0690
2024-10-24 2024-09-30 13F Morgan Stanley Com 617446448 1,179 0 0.00 123 7.02 0.0587
2024-07-11 2024-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,179 0 0.00 115 2.70 0.0584
2024-04-12 2024-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,179 202 20.68 111 21.98 0.0563
2024-01-16 2023-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 977 -2,985 -75.34 91 -71.83 0.0464
2023-10-11 2023-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 3,962 3,227 439.05 324 420.97 0.1897
2023-07-14 2023-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 735 62 9.21 63 5.08 0.0402
2023-04-17 2023-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 673 0 0.00 59 3.51 0.0368
2023-01-17 2022-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 673 0 0.00 57 7.55 0.0351
2022-10-20 2022-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 673 49 7.85 53 12.77 0.0356
2022-07-15 2022-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 624 0 0.00 47 -14.55 0.0309
2022-04-14 2022-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 624 0 0.00 55 -9.84 0.0278
2022-01-14 2021-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 624 0 0.00 61 0.00 0.0373
2021-10-18 2021-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 624 312 100.00 61 110.34 0.0405
2021-07-15 2021-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 29 20.83 0.0193
2021-04-15 2021-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 24 14.29 0.0167
2021-01-15 2020-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 21 40.00 0.0155
2020-10-13 2020-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 15 0.00 0.0127
2020-07-15 2020-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 -250 -44.48 15 -21.05 0.0128
2020-04-15 2020-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 562 182 47.89 19 0.00 0.0175
2020-01-15 2019-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 380 0 0.00 19 18.75 0.0138
2019-10-15 2019-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 380 -132 -25.78 16 -27.27 0.0125
2019-07-15 2019-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 512 0 0.00 22 0.00 0.0178
2019-04-12 2019-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 512 0 0.00 22 10.00 0.0164
2019-01-15 2018-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 512 200 64.10 20 33.33 0.0161
2018-10-16 2018-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 15 0.00 0.0098
2018-07-12 2018-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 15 -11.76 0.0105
2018-04-17 2018-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 17 6.25 0.0122
2018-01-16 2017-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 16 6.67 0.0103
2017-10-13 2017-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 15 7.14 0.0098
2017-07-13 2017-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 312 0 0.00 14 7.69 0.0089
2017-04-18 2017-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 312 -47 -13.09 13 -13.33 0.0083
2017-01-10 2016-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 359 0 0.00 15 25.00 0.0089
2016-10-17 2016-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 359 -203 -36.12 12 -20.00 0.0071
2016-07-12 2016-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 562 -3,894 -87.39 15 -86.49 0.0087
2016-04-18 2016-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 4,456 1,000 28.94 111 0.91 0.0579
2016-01-14 2015-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 3,456 350 11.27 110 12.24 0.0582
2015-10-09 2015-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 3,106 500 19.19 98 -2.97 0.0551
2015-07-14 2015-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,606 2,286 714.38 101 741.67 0.0512
2015-04-14 2015-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 320 0 0.00 12 0.00 0.0060
2015-01-08 2014-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 320 0 0.00 12 9.09 0.0060
2014-10-21 2014-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 320 0 0.00 11 10.00 0.0055
2014-07-18 2014-06-30 13F/A-1 MORGAN STANLEY COMMON STOCK 617446448 320 -50 -13.51 10 -16.67 0.0048
2014-07-17 2014-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,930 61
2014-04-21 2014-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 370 -1,560 -80.83 12 -80.33 0.0058
2014-01-23 2013-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,930 0 0.00 61 17.31 0.0285
2013-10-28 2013-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,930 1,460 310.64 52 372.73 0.0256
2013-07-24 2013-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 470 470 11 0.0055
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.