Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership166,037 shares
Latest Disclosed Value $ 27,324,709
Umb Bank N A/mo reports 4.31% decrease in ownership of MS / Morgan Stanley

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 166,037 shares of Morgan Stanley (CH:MS) valued at $27,324,709 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 173,517 shares of Morgan Stanley. This represents a change in shares of -4.31% 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)
2026-05-11 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 166,037 -7,480 -4.31 27,325 -11.30 0.3815
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 173,517 7,172 4.31 30,804 16.50 0.4097
2025-11-04 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 166,345 -6,709 -3.88 26,442 8.48 0.3891
2025-07-11 2025-06-30 13F/A-01 MORGAN STANLEY COM NEW 617446448 173,054 -6,511 -3.63 24,376 16.36 0.3798
2025-07-10 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 179,565 0 20,950 0.3039
2025-04-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 179,565 -7,736 -4.13 20,950 -11.03 0.3452
2025-01-16 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 187,301 -8,456 -4.32 23,547 15.40 0.3724
2024-10-09 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 195,757 -11,447 -5.52 20,406 1.33 0.3177
2024-07-29 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 207,204 -57,594 -21.75 20,138 -19.23 0.3302
2024-04-26 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 264,798 -276,574 -51.09 24,933 -50.61 0.3949
2024-01-23 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 541,372 -44,873 -7.65 50,483 5.44 0.7379
2023-10-18 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 586,245 -34,320 -5.53 47,879 -9.66 0.7684
2023-07-25 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 620,565 -849 -0.14 52,996 -2.87 0.8043
2023-04-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 621,414 -4,338 -0.69 54,560 102,843.40 0.8726
2023-01-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 625,752 3,256 0.52 53 -99.89 0.8411
2022-10-13 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 622,496 144,401 30.20 49,184 35.25 0.8294
2022-07-20 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 478,095 6,717 1.42 36,364 -11.74 0.5662
2022-04-22 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 471,378 12,964 2.83 41,199 -8.44 0.5452
2022-02-09 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 458,414 50,626 12.41 44,998 13.40 0.5683
2021-10-18 2021-09-30 13F Morgan Stanley COMMON 617446448 407,788 8,166 2.04 39,682 8.30 0.8926
2021-07-26 2021-06-30 13F Morgan Stanley COMMON 617446448 399,622 4,211 1.06 36,641 19.32 0.8388
2021-04-15 2021-03-31 13F Morgan Stanley COMMON 617446448 395,411 85,493 27.59 30,707 44.59 0.7506
2021-02-04 2020-12-31 13F Morgan Stanley COMMON 617446448 309,918 242,179 357.52 21,238 549.08 0.5719
2020-10-16 2020-09-30 13F Morgan Stanley COMMON 617446448 67,739 0 0.00 3,272 0.00 0.1014
2020-07-16 2020-06-30 13F Morgan Stanley COMMON 617446448 67,739 -8,568 -11.23 3,272 26.14 0.1014
2020-05-26 2020-03-31 13F Morgan Stanley COMMON 617446448 76,307 -20,514 -21.19 2,594 -47.60 0.0929
2020-01-31 2019-12-31 13F Morgan Stanley COMMON 617446448 96,821 -27,683 -22.23 4,950 -6.83 0.1363
2019-10-30 2019-09-30 13F Morgan Stanley COMMON 617446448 124,504 -302,570 -70.85 5,313 -71.60 0.1276
2019-07-30 2019-06-30 13F Morgan Stanley COMMON 617446448 427,074 -11,539 -2.63 18,710 1.08 0.4592
2019-04-30 2019-03-31 13F Morgan Stanley COMMON 617446448 438,613 13,351 3.14 18,510 9.78 0.5644
2019-01-24 2018-12-31 13F Morgan Stanley COMMON 617446448 425,262 19,074 4.70 16,861 -10.86 0.5148
2018-10-22 2018-09-30 13F Morgan Stanley COMMON 617446448 406,188 -90,683 -18.25 18,916 -19.68 0.5620
2018-07-31 2018-06-30 13F Morgan Stanley COMMON 617446448 496,871 18,352 3.84 23,552 -8.79 0.7478
2018-04-25 2018-03-31 13F Morgan Stanley COMMON 617446448 478,519 2,085 0.44 25,821 3.29 0.8339
2018-01-22 2017-12-31 13F Morgan Stanley COMMON 617446448 476,434 -5,052 -1.05 24,998 7.78 0.8148
2017-10-11 2017-09-30 13F Morgan Stanley COMMON 617446448 481,486 -3,875 -0.80 23,194 7.24 0.7975
2017-08-02 2017-06-30 13F Morgan Stanley COMMON 617446448 485,361 -14,308 -2.86 21,628 1.04 0.7570
2017-04-24 2017-03-31 13F Morgan Stanley COMMON 617446448 499,669 -1,064 -0.21 21,406 1.18 0.7489
2017-01-18 2016-12-31 13F Morgan Stanley COMMON 617446448 500,733 13,631 2.80 21,156 35.48 0.7787
2016-10-28 2016-09-30 13F Morgan Stanley COMMON 617446448 487,102 328,567 207.25 15,616 279.12 0.6292
2016-07-26 2016-06-30 13F Morgan Stanley COMMON 617446448 158,535 135,615 591.69 4,119 618.85 0.1733
2016-04-20 2016-03-31 13F Morgan Stanley COMMON 617446448 22,920 -20,670 -47.42 573 -58.69 0.0244
2016-01-19 2015-12-31 13F Morgan Stanley COMMON 617446448 43,590 -17,892 -29.10 1,387 -28.39 0.0604
2015-10-28 2015-09-30 13F Morgan Stanley COMMON 617446448 61,482 -139,539 -69.42 1,937 -75.16 0.1138
2015-07-20 2015-06-30 13F Morgan Stanley COMMON 617446448 201,021 -9,346 -4.44 7,797 3.85 0.3571
2015-04-17 2015-03-31 13F Morgan Stanley COMMON 617446448 210,367 21,663 11.48 7,508 2.55 0.3385
2015-01-23 2014-12-31 13F Morgan Stanley COMMON 617446448 188,704 14,055 8.05 7,321 21.25 0.3274
2014-10-21 2014-09-30 13F Morgan Stanley COMMON 617446448 174,649 48,448 38.39 6,038 47.99 0.2946
2014-07-18 2014-06-30 13F Morgan Stanley COMMON 617446448 126,201 2,708 2.19 4,080 5.97 0.1938
2014-04-30 2014-03-31 13F Morgan Stanley COMMON 617446448 123,493 123,493 3,850 0.2156
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.