Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionStoneX Group Inc.
Latest Disclosed Ownership23,155 shares
Latest Disclosed Value $ 3,810,553
StoneX Group Inc. reports 23.64% decrease in ownership of MS / Morgan Stanley

On May 14, 2026 - StoneX Group Inc. filed a 13F-HR form disclosing ownership of 23,155 shares of Morgan Stanley (CH:MS) valued at $3,810,553 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 30,322 shares of Morgan Stanley. This represents a change in shares of -23.64% 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 23,155 -7,167 -23.64 3,811 -29.23 0.2051
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 30,322 1,056 3.61 5,384 15.74 0.2336
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 29,266 -7,014 -19.33 4,652 -8.96 0.2028
2025-08-13 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 36,280 424 1.18 5,110 22.16 0.2484
2025-08-13 2025-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 35,856 3,097 9.45 4,183 1.58 0.2649
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 35,856 3,097 4 0.2649
2025-08-13 2024-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 32,759 6,071 22.75 4,118 48.08 0.2629
2025-02-12 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 32,759 6,071 4 0.2658
2025-08-13 2024-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 26,688 5,448 25.65 2,782 34.74 0.2415
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 26,688 5,448 3 0.2449
2025-08-13 2024-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 21,240 2,158 11.31 2,064 14.92 0.1986
2024-08-07 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 20,518 1,436 2 0.1953
2025-08-13 2024-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 19,082 4,417 30.12 1,797 31.38 0.1948
2024-05-01 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 18,793 4,128 2 0.1935
2025-08-13 2023-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 14,665 2,634 21.89 1,367 39.21 0.1669
2024-02-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 14,665 2,634 1 0.1678
2025-08-13 2023-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 12,031 576 5.03 983 0.41 0.1322
2023-11-15 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 12,031 576 1 0.1350
2025-08-13 2023-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 11,455 457 4.16 978 1.35 0.1244
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 11,238 240 1 0.1238
2025-08-13 2023-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 10,998 1,682 18.05 966 21.84 0.1293
2023-05-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 10,914 1,598 1 0.1301
2025-08-13 2022-12-31 13F/A-2 MORGAN STANLEY COM NEW 617446448 9,316 772 9.04 792 17.33 0.1153
2025-08-13 2022-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 8,544 -499 -5.52 675 -1.75 0.3524
2022-11-08 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 8,544 -499 675 0.3577
2025-08-13 2022-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 9,043 -1,483 -14.09 688 -25.24 0.3329
2022-07-27 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 9,043 -1,483 688 0.3518
2025-08-13 2022-03-31 13F/A-4 MORGAN STANLEY COM NEW 617446448 10,526 1,243 13.39 920 0.88 0.0870
2025-08-13 2021-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 9,283 4,517 94.78 911 96.34 0.1089
2022-02-10 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 9,283 4,517 911 0.1089
2021-10-20 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 4,766 -1,005 -17.41 464 -12.29 0.0667
2021-08-06 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 5,771 1,392 31.79 529 55.59 0.0785
2021-06-30 2021-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 4,379 4,379 340 0.0611
2021-06-23 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 4,379 4,379 340 0.0624
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.