Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFirst Citizens Bank & Trust Co
Latest Disclosed Ownership42,430 shares
Latest Disclosed Value $ 6,982,704
First Citizens Bank & Trust Co reports 208.04% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - First Citizens Bank & Trust Co filed a 13F-HR form disclosing ownership of 42,430 shares of Morgan Stanley (US:MS) valued at $6,982,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 13,774 shares of Morgan Stanley. This represents a change in shares of 208.04% during the quarter. The current value of the position is $8,992,190 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.

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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 42,430 28,656 208.04 6,983 185.56 0.1471
2026-02-18 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 13,774 1,631 13.43 2,445 26.68 0.0510
2025-10-31 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 12,143 890 7.91 1,930 21.77 0.0416
2025-07-30 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 11,253 -20,877 -64.98 1,585 -57.71 0.0287
2025-04-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 32,130 475 1.50 3,749 -5.81 0.0952
2025-01-21 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 31,655 -1,304 -3.96 3,980 15.84 0.0730
2024-10-17 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 32,959 -124 -0.37 3,436 6.84 0.0755
2024-07-19 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 33,083 581 1.79 3,215 5.07 0.0607
2024-04-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 32,502 4,896 17.74 3,060 18.88 0.0586
2024-01-22 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 27,606 -5,433 -16.44 2,574 -4.60 0.0467
2023-10-30 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 33,039 -2,504 -7.04 2,698 -11.10 0.0526
2023-08-15 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 35,543 -1,456 -3.94 3,035 -6.56 0.0558
2023-05-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 36,999 -30,363 -45.07 3,249 64,860.00 0.0648
2023-01-24 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 67,362 -1,002 -1.47 6 -99.91 0.1735
2022-10-20 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 68,364 -5,070 -6.90 5,402 -3.29 0.1773
2022-07-26 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 73,434 -8 -0.01 5,586 -12.98 0.1975
2022-04-26 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 73,442 2,480 3.49 6,419 -7.85 0.2494
2022-03-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 70,962 -11,395 -13.84 6,966 -13.08 0.2725
2021-10-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 82,357 1,175 1.45 8,014 7.67 0.3828
2021-07-14 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 81,182 -4,824 -5.61 7,443 11.44 0.3528
2021-04-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 86,006 -64 -0.07 6,679 13.22 0.3149
2021-01-13 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 86,070 -6,281 -6.80 5,899 32.12 0.3013
2020-10-15 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 92,351 -13,441 -12.71 4,465 -12.62 0.3145
2020-07-15 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 105,792 15,744 17.48 5,110 66.88 0.4270
2020-04-17 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 90,048 4,061 4.72 3,062 -30.35 0.3701
2020-01-15 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 85,987 202 0.24 4,396 20.11 0.4230
2020-01-15 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 85,785 0 3,660 274,541.8676
2019-10-17 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 85,785 -1,150 -1.32 3,660 -3.89 0.4410
2019-07-11 2019-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 86,935 872 1.01 3,808 4.85 0.4154
2019-07-11 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 86,063 0 3,632
2019-04-12 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 86,063 46,118 115.45 3,632 129.29 0.4047
2019-01-15 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 39,945 -1,082 -2.64 1,584 -17.11 0.1926
2018-10-18 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 41,027 -518 -1.25 1,911 -2.95 0.2123
2018-07-11 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 41,545 -19,762 -32.23 1,969 -40.48 0.2418
2018-04-11 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 61,307 163 0.27 3,308 3.12 0.4497
2018-01-10 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 61,144 8,754 16.71 3,208 27.10 0.4313
2017-10-12 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 52,390 43,064 461.76 2,524 506.73 0.3286
2017-07-24 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 9,326 -162 -1.71 416 2.46 0.0535
2017-04-25 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 9,488 34 0.36 406 1.75 0.0492
2017-02-06 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 9,454 9,454 0.00 399 0.0437
2016-04-19 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -171,717 -100.00 0 -100.00
2016-02-03 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 171,717 1,687 0.99 5,462 1.98 0.3988
2015-11-03 2015-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 170,030 -4,310 -2.47 5,356 -20.80 0.3978
2015-11-03 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 170,030 5,356
2015-07-29 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 174,340 -13,587 -7.23 6,763 0.83 0.4683
2015-05-14 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 187,927 187,927 0.00 6,707 0.4639
2015-01-27 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -188,233 -100.00 0 -100.00
2014-10-08 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 188,233 -1,339 -0.71 6,507 6.17 0.5334
2014-08-05 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 189,572 46,128 32.16 6,129 58.54 0.5223
2013-10-25 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 143,444 1,320 0.93 3,866 11.35 0.1478
2013-08-06 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 142,124 142,124 3,472 0.1425
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.