Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership40,200 shares
Latest Disclosed Value $ 6,615,699
Ritholtz Wealth Management reports 4.82% increase in ownership of MS / Morgan Stanley

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 40,200 shares of Morgan Stanley (US:MS) valued at $6,615,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 38,352 shares of Morgan Stanley. This represents a change in shares of 4.82% during the quarter. The current value of the position is $8,519,586 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)
2026-04-20 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 40,200 1,848 4.82 6,616 -2.83 0.1148
2026-01-23 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 38,352 2,569 7.18 6,809 19.69 0.1243
2025-10-28 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 35,783 2,613 7.88 5,688 21.75 0.1106
2025-07-28 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 33,170 3,419 11.49 4,672 34.60 0.1032
2025-04-17 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 29,751 498 1.70 3,471 -5.60 0.1037
2025-01-15 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 29,253 991 3.51 3,678 24.81 0.1080
2024-10-10 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 28,262 -384 -1.34 2,946 5.82 0.0888
2024-08-01 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 28,646 -4,440 -13.42 2,784 -10.63 0.0919
2024-04-24 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 33,086 1,088 3.40 3,115 4.43 0.1075
2024-01-18 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 31,998 -193 -0.60 2,984 13.47 0.1157
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 32,191 -114 -0.35 2,629 -4.68 0.1180
2023-07-17 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 32,305 3,387 11.71 2,759 8.63 0.1241
2023-04-20 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 28,918 666 2.36 2,539 5.70 0.1266
2023-01-19 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 28,252 -7,237 -20.39 2,402 -14.34 0.1341
2022-10-19 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 35,489 8,630 32.13 2,804 37.25 0.1489
2022-07-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 26,859 955 3.69 2,043 -9.76 0.1287
2022-04-14 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 25,904 916 3.67 2,264 -7.70 0.1530
2022-01-18 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 24,988 -2,217 -8.15 2,453 -7.33 0.1525
2021-10-14 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 27,205 4,337 18.97 2,647 26.23 0.1835
2021-07-20 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 22,868 1,079 4.95 2,097 23.94 0.1510
2021-05-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 21,789 4,038 22.75 1,692 39.14 0.1409
2021-01-19 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 17,751 3,154 21.61 1,216 72.24 0.1164
2020-10-23 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 14,597 1,754 13.66 706 13.87 0.0793
2020-07-15 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 12,843 12,843 620 0.0798
2018-04-17 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -4,298 -100.00 0 -100.00
2018-01-23 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 4,298 4,298 226 0.0670
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.