Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionIowa State Bank
Latest Disclosed Ownership59,071 shares
Latest Disclosed Value $ 9,721,314
Iowa State Bank reports 0.89% decrease in ownership of MS / Morgan Stanley

On April 15, 2026 - Iowa State Bank filed a 13F-HR form disclosing ownership of 59,071 shares of Morgan Stanley (CH:MS) valued at $9,721,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 59,602 shares of Morgan Stanley. This represents a change in shares of -0.89% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F Morgan Stanley Com 617446448 59,071 -531 -0.89 9,721 -8.13 1.6193
2026-01-06 2025-12-31 13F Morgan Stanley Com 617446448 59,602 -523 -0.87 10,581 10.71 1.9842
2025-10-03 2025-09-30 13F Morgan Stanley Com 617446448 60,125 -2,915 -4.62 9,557 7.64 1.8193
2025-07-22 2025-06-30 13F Morgan Stanley Com 617446448 63,040 -1,510 -2.34 8,880 17.90 1.7686
2025-04-09 2025-03-31 13F Morgan Stanley Com 617446448 64,550 978 1.54 7,531 -5.77 1.5989
2025-01-06 2024-12-31 13F Morgan Stanley Com 617446448 63,572 -2,678 -4.04 7,992 15.74 1.6628
2024-10-09 2024-09-30 13F Morgan Stanley Com 617446448 66,250 530 0.81 6,906 8.11 1.4199
2024-07-23 2024-06-30 13F Morgan Stanley Com 617446448 65,720 1,305 2.03 6,387 5.31 1.4115
2024-04-23 2024-03-31 13F Morgan Stanley Com 617446448 64,415 1,538 2.45 6,065 3.45 1.3423
2024-01-23 2023-12-31 13F Morgan Stanley Com 617446448 62,877 192 0.31 5,863 14.53 1.4061
2023-10-24 2023-09-30 13F Morgan Stanley Com 617446448 62,685 -1,374 -2.14 5,119 -6.42 1.3284
2023-08-04 2023-06-30 13F Morgan Stanley Com 617446448 64,059 -1,860 -2.82 5,471 -5.48 1.3730
2023-04-25 2023-03-31 13F Morgan Stanley Com 617446448 65,919 -393 -0.59 5,788 115,640.00 1.4506
2023-01-06 2022-12-31 13F Morgan Stanley Com 617446448 66,312 1,825 2.83 6 -99.90 1.4162
2022-10-14 2022-09-30 13F Morgan Stanley Com 617446448 64,487 1,973 3.16 5,095 7.15 1.4486
2022-08-05 2022-06-30 13F Morgan Stanley Com 617446448 62,514 183 0.29 4,755 -12.72 1.2616
2022-04-27 2022-03-31 13F Morgan Stanley Com 617446448 62,331 -1,825 -2.84 5,448 -13.50 1.2631
2022-02-02 2021-12-31 13F Morgan Stanley Com 617446448 64,156 2,270 3.67 6,298 4.58 1.4825
2021-10-12 2021-09-30 13F Morgan Stanley Com 617446448 61,886 129 0.21 6,022 6.36 1.6837
2021-08-03 2021-06-30 13F Morgan Stanley Com 617446448 61,757 -397 -0.64 5,662 17.30 1.5886
2021-04-15 2021-03-31 13F Morgan Stanley Com 617446448 62,154 13 0.02 4,827 13.36 1.4519
2021-02-04 2020-12-31 13F Morgan Stanley Com 617446448 62,141 18,989 44.00 4,258 104.02 1.4094
2020-10-19 2020-09-30 13F Morgan Stanley Com 617446448 43,152 2,121 5.17 2,087 5.30 0.8073
2020-07-16 2020-06-30 13F Morgan Stanley Com 617446448 41,031 10,441 34.13 1,982 90.58 0.8627
2020-04-29 2020-03-31 13F Morgan Stanley Com 617446448 30,590 1,865 6.49 1,040 -29.16 0.4890
2020-01-21 2019-12-31 13F Morgan Stanley Com 617446448 28,725 8,884 44.78 1,468 73.32 0.5218
2019-10-18 2019-09-30 13F Morgan Stanley Com 617446448 19,841 19,841 847 0.3216
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.