Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership13,916,490 shares
Latest Disclosed Value $ 2,289,142,671
Ameriprise Financial Inc reports 1.87% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 13,916,490 shares of Morgan Stanley (US:MS) valued at $2,290,236,759 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,181,661 shares of Morgan Stanley. This represents a change in shares of -1.87% during the quarter. The current value of the position is $2,949,321,726 USD.

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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM 617446448 13,916,490 -265,171 -1.87 2,289,143 -9.10 0.0981
2026-02-17 2025-12-31 13F MORGAN STANLEY COM 617446448 14,181,661 -78,989 -0.55 2,518,353 11.05 0.5691
2025-11-14 2025-09-30 13F MORGAN STANLEY COM 617446448 14,260,650 822,120 6.12 2,267,847 19.74 0.5209
2025-08-14 2025-06-30 13F MORGAN STANLEY COM 617446448 13,438,530 374,711 2.87 1,894,023 24.33 0.4668
2025-05-14 2025-03-31 13F MORGAN STANLEY COM 617446448 13,063,819 219,729 1.71 1,523,337 -5.73 0.4112
2025-02-14 2024-12-31 13F MORGAN STANLEY COM 617446448 12,844,090 -267,728 -2.04 1,615,980 18.23 0.4146
2024-11-14 2024-09-30 13F MORGAN STANLEY COM 617446448 13,111,818 96,487 0.74 1,366,756 8.03 0.3505
2024-08-14 2024-06-30 13F MORGAN STANLEY COM 617446448 13,015,331 -281,368 -2.12 1,265,139 1.05 0.3423
2024-05-15 2024-03-31 13F MORGAN STANLEY COM 617446448 13,296,699 -2,039,253 -13.30 1,252,002 -12.54 0.3446
2024-02-14 2023-12-31 13F MORGAN STANLEY COM 617446448 15,335,952 -1,658,594 -9.76 1,431,578 3.14 0.4286
2023-11-14 2023-09-30 13F MORGAN STANLEY COM 617446448 16,994,546 -916,833 -5.12 1,387,933 -9.14 0.4557
2023-08-14 2023-06-30 13F MORGAN STANLEY COM 617446448 17,911,379 1,561,282 9.55 1,527,611 6.41 0.4789
2023-05-22 2023-03-31 13F/A-1 MORGAN STANLEY COM 617446448 16,350,097 1,262,338 8.37 1,435,536 11.91 0.4708
2023-05-15 2023-03-31 13F MOOG INC- COM 617446448 16,350,097 1,262,338 1,435,536 0.4708
2023-02-14 2022-12-31 13F MORGAN STANLEY COM 617446448 15,087,759 -177,783 -1.16 1,282,808 6.13 0.4397
2022-11-14 2022-09-30 13F MORGAN STANLEY COM 617446448 15,265,542 -1,730,741 -10.18 1,208,689 -6.31 0.4470
2022-08-15 2022-06-30 13F MORGAN STANLEY COM 617446448 16,996,283 -1,302,322 -7.12 1,290,145 -18.94 0.4500
2022-05-16 2022-03-31 13F MORGAN STANLEY COM 617446448 18,298,605 -5,459,544 -22.98 1,591,615 -31.43 0.4697
2022-02-14 2021-12-31 13F MORGAN STANLEY COM 617446448 23,758,149 7,416,538 45.38 2,321,075 45.95 0.6419
2021-11-15 2021-09-30 13F MORGAN STANLEY COM 617446448 16,341,611 -1,125,178 -6.44 1,590,285 -0.69 0.5081
2021-08-16 2021-06-30 13F MORGAN STANLEY COM 617446448 17,466,789 -330,782 -1.86 1,601,388 15.86 0.4952
2021-05-17 2021-03-31 13F MORGAN STANLEY COM 617446448 17,797,571 -1,779,668 -9.09 1,382,139 3.02 0.4594
2021-02-12 2020-12-31 13F MORGAN STANLEY COM 617446448 19,577,239 5,961,353 43.78 1,341,596 103.79 0.4758
2020-11-16 2020-09-30 13F MORGAN STANLEY COM 617446448 13,615,886 -217,096 -1.57 658,312 -1.47 0.2678
2020-08-14 2020-06-30 13F MORGAN STANLEY COM 617446448 13,832,982 1,669,701 13.73 668,127 61.58 0.2862
2020-05-15 2020-03-31 13F MORGAN STANLEY COM 617446448 12,163,281 -2,847,027 -18.97 413,497 -46.11 0.2171
2020-02-14 2019-12-31 13F MORGAN STANLEY COM 617446448 15,010,308 685,733 4.79 767,309 25.54 0.3190
2019-11-14 2019-09-30 13F MORGAN STANLEY COM 617446448 14,324,575 1,310,027 10.07 611,227 7.20 0.2739
2019-08-14 2019-06-30 13F MORGAN STANLEY COM 617446448 13,014,548 409,482 3.25 570,171 7.19 0.2554
2019-05-15 2019-03-31 13F MORGAN STANLEY COM 617446448 12,605,066 -1,429,210 -10.18 531,933 -4.43 0.2447
2019-02-14 2018-12-31 13F MORGAN STANLEY COM 617446448 14,034,276 2,168,494 18.28 556,586 -2.40 0.2784
2018-11-14 2018-09-30 13F MORGAN STANLEY COM 617446448 11,865,782 -2,660,979 -18.32 570,263 -17.20 0.1994
2018-08-14 2018-06-30 13F MORGAN STANLEY COM 617446448 14,526,761 -3,587,892 -19.81 688,735 -29.54 0.3048
2018-05-14 2018-03-31 13F MORGAN STANLEY COM 617446448 18,114,653 -140,490 -0.77 977,464 2.07 0.4423
2018-02-12 2017-12-31 13F MORGAN STANLEY COM 617446448 18,255,143 -1,136,788 -5.86 957,671 2.52 0.4368
2017-11-07 2017-09-30 13F MORGAN STANLEY COM 617446448 19,391,931 -1,581,503 -7.54 934,110 -0.05 0.4446
2017-08-10 2017-06-30 13F MORGAN STANLEY COM 617446448 20,973,434 654,034 3.22 934,569 7.36 0.4678
2017-05-05 2017-03-31 13F MORGAN STANLEY COM 617446448 20,319,400 -3,460,007 -14.55 870,508 -13.35 0.4504
2017-02-03 2016-12-31 13F MORGAN STANLEY COM 617446448 23,779,407 1,559,458 7.02 1,004,681 41.03 0.5486
2016-11-08 2016-09-30 13F MORGAN STANLEY COM 617446448 22,219,949 1,254,736 5.98 712,370 30.79 0.3991
2016-08-08 2016-06-30 13F MORGAN STANLEY COM 617446448 20,965,213 15,064,236 255.28 544,671 269.08 0.3192
2016-05-12 2016-03-31 13F MORGAN STANLEY COM 617446448 5,900,977 -130,124 -2.16 147,575 -23.08 0.0881
2016-02-11 2015-12-31 13F MORGAN STANLEY COM 617446448 6,031,101 -298,940 -4.72 191,857 -3.85 0.1126
2015-11-12 2015-09-30 13F MORGAN STANLEY COM 617446448 6,330,041 -416,724 -6.18 199,549 -23.75 0.1236
2015-08-13 2015-06-30 13F MORGAN STANLEY COM 617446448 6,746,765 -660,489 -8.92 261,707 -1.01 0.1490
2015-05-14 2015-03-31 13F MORGAN STANLEY COM 617446448 7,407,254 -326,592 -4.22 264,368 -11.90 0.1517
2015-02-13 2014-12-31 13F MORGAN STANLEY COM 617446448 7,733,846 93,238 1.22 300,072 13.60 0.1749
2014-11-14 2014-09-30 13F MORGAN STANLEY COM 617446448 7,640,608 -162,276 -2.08 264,137 4.71 0.1589
2014-08-13 2014-06-30 13F MORGAN STANLEY COM 617446448 7,802,884 7,802,384 1,560,476.80 252,267 1,201,171.43 0.1488
2014-05-14 2014-03-31 13F MARKET VECTORS-RENMINBI COM 61747W257 500 -300 -37.50 21 -38.24 0.0000
2014-05-14 2014-03-31 13F MORGAN STANLEY COM 617446448 8,676,158 -1,370,228 270,417 0.1624
2014-02-14 2013-12-31 13F MARKET VECTORS-RENMINBI COM 61747W257 800 0 0.00 34 0.00 0.0000
2014-02-14 2013-12-31 13F MORGAN STANLEY COM 617446448 10,046,386 -1,674,699 315,054 0.1908
2013-11-14 2013-09-30 13F MORGAN STANLEY PRF 61747W257 800 -1,000 -55.56 34 -55.26 0.0000
2013-11-14 2013-09-30 13F MORGAN STANLEY COM 617446448 11,721,085 -122,116 315,884 0.2072
2013-08-14 2013-06-30 13F MORGAN STANLEY PRF 61747W257 1,800 1,800 76 0.0001
2013-08-14 2013-06-30 13F MORGAN STANLEY COM 617446448 11,843,201 11,841,401 289,327 0.2003
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.