Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionIeq Capital, Llc
Latest Disclosed Ownership144,805 shares
Latest Disclosed Value $ 23,830,660
Ieq Capital, Llc reports 30.06% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Ieq Capital, Llc filed a 13F-HR form disclosing ownership of 144,805 shares of Morgan Stanley (CH:MS) valued at $23,830,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 111,338 shares of Morgan Stanley. This represents a change in shares of 30.06% 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 144,805 33,467 30.06 23,831 20.57 0.0803
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 111,338 -26,089 -18.98 19,766 -9.52 0.0592
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 137,427 63,795 86.64 21,845 110.64 0.0663
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 73,632 -53,177 -41.93 10,372 -29.90 0.0635
2025-05-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 126,809 27,998 28.33 14,795 19.10 0.1177
2025-02-03 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 98,811 -18,213 -15.56 12,423 1.84 0.1201
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 117,024 5,795 5.21 12,199 12.84 0.1497
2024-08-12 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 111,229 6,389 6.09 10,810 9.51 0.1455
2024-05-09 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 104,840 3,823 3.78 9,872 4.80 0.1418
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 101,017 1,927 1.94 9,420 16.40 0.1567
2023-11-06 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 99,090 171 0.17 8,093 -4.20 0.1646
2023-08-08 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 98,919 -8,841 -8.20 8,448 -10.72 0.1704
2023-05-02 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 107,760 18,815 21.15 9,461 25.11 0.2194
2023-02-06 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 88,945 10,784 13.80 7,562 22.46 0.2117
2022-11-04 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 78,161 -16,280 -17.24 6,175 -14.05 0.1695
2022-07-27 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 94,441 -13,071 -12.16 7,184 -23.55 0.2177
2022-04-26 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 107,512 4,156 4.02 9,397 -7.38 0.2239
2022-01-31 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 103,356 21,022 25.53 10,146 27.82 0.2346
2021-11-09 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 82,334 1,191 1.47 7,938 6.69 0.2108
2021-07-29 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 81,143 513 0.64 7,440 18.83 0.2186
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 80,630 913 1.15 6,261 14.61 0.2586
2021-02-03 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 79,717 3,913 5.16 5,463 49.06 0.2430
2020-11-03 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 75,804 3,230 4.45 3,665 4.56 0.1970
2020-07-31 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 72,574 -3,783 -4.95 3,505 35.43 0.2275
2020-05-07 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 76,357 63,743 505.34 2,588 316.75 0.2077
2020-02-11 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 12,614 12,614 621 0.0544
2020-02-04 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 78,310 3,696
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.