Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionGibraltar Capital Management, Inc.
Latest Disclosed Ownership3,884 shares
Latest Disclosed Value $ 639,190
Gibraltar Capital Management, Inc. reports 20.34% decrease in ownership of MS / Morgan Stanley

On April 13, 2026 - Gibraltar Capital Management, Inc. filed a 13F-HR form disclosing ownership of 3,884 shares of Morgan Stanley (CH:MS) valued at $639,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,876 shares of Morgan Stanley. This represents a change in shares of -20.34% 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)
2026-04-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 3,884 -992 -20.34 639 -26.13 0.1101
2026-02-02 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 4,876 -270 -5.25 866 5.75 0.1472
2025-10-28 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 5,146 0 0.00 818 12.98 0.1468
2025-08-05 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 5,146 0 0.00 725 20.67 0.1416
2025-04-30 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 5,146 -5,689 -52.51 600 -55.95 0.1297
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 10,835 0 0.00 1,362 20.64 0.6015
2024-10-25 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 10,835 643 6.31 1,129 14.04 0.5074
2024-08-02 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 10,192 0 0.00 991 3.23 0.4480
2024-05-07 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,192 -1,212 -10.63 960 -9.78 0.4469
2024-02-05 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 11,404 -210 -1.81 1,063 12.13 0.4533
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 11,614 7 0.06 949 -4.34 0.4206
2023-08-03 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 11,607 -53,231 -82.10 991 -82.59 0.4391
2023-05-08 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 64,838 925 1.45 5,693 4.77 2.6602
2023-01-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 63,913 978 1.55 5,434 9.27 2.5720
2022-10-27 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 62,935 -852 -1.34 4,972 2.47 2.5456
2022-07-19 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 63,787 -4,825 -7.03 4,852 -19.09 2.3577
2022-04-11 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 68,612 217 0.32 5,997 -10.68 2.4948
2022-01-21 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 68,395 -1,593 -2.28 6,714 -1.42 3.0415
2021-10-13 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 69,988 -16,533 -19.11 6,811 -10.18 3.4615
2021-07-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 86,521 2,815 3.36 7,583 15.82 3.7882
2021-04-20 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 83,706 3,076 3.81 6,547 18.48 3.3673
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 80,630 2,695 3.46 5,526 46.66 3.2915
2020-11-05 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 77,935 -1,894 -2.37 3,768 -2.28 2.6307
2020-07-15 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 79,829 -713 -0.89 3,856 40.83 2.8305
2020-04-16 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 80,542 -1,774 -2.16 2,738 -34.93 1.9482
2020-01-21 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 82,316 8,107 10.92 4,208 32.91 2.5283
2019-10-09 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 74,209 -3,982 -5.09 3,166 -7.59 2.3904
2019-07-17 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 78,191 -703 -0.89 3,426 2.91 3.5298
2019-04-11 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 78,894 -42,790 -35.16 3,329 -31.01 3.3429
2019-01-17 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 121,684 -6,953 -5.41 4,825 -19.46 5.1117
2018-10-09 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 128,637 -512 -0.40 5,991 -2.14 4.6983
2018-07-11 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 129,149 742 0.58 6,122 -11.65 5.1660
2018-04-20 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 128,407 -19,541 -13.21 6,929 -10.74 5.8738
2018-01-17 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 147,948 -4,233 -2.78 7,763 5.89 6.1664
2017-10-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 152,181 818 0.54 7,331 8.69 6.4655
2017-07-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 151,363 5,521 3.79 6,745 7.95 6.7434
2017-04-06 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 145,842 -2,571 -1.73 6,248 -0.35 5.8678
2017-01-17 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 148,413 -3,784 -2.49 6,270 28.51 5.8321
2016-10-11 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 152,197 -1,542 -1.00 4,879 22.16 5.6388
2016-07-29 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 153,739 16,377 11.92 3,994 16.27 4.9139
2016-04-19 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 137,362 52,051 61.01 3,435 26.57 4.6223
2016-01-15 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 85,311 25,512 42.66 2,714 44.06 3.3709
2015-11-05 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 59,799 980 1.67 1,884 -17.44 2.3300
2015-07-10 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 58,819 -5,345 -8.33 2,282 -0.35 2.4297
2015-05-08 2015-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 64,164 64,164 2,290 2.1697
2015-04-22 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 64,164 2,290
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.