Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionGradient Investments LLC
Latest Disclosed Ownership327,515 shares
Latest Disclosed Value $ 53,899,191
Gradient Investments LLC reports 0.68% decrease in ownership of MS / Morgan Stanley

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 327,515 shares of Morgan Stanley (US:MS) valued at $53,899,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 329,766 shares of Morgan Stanley. This represents a change in shares of -0.68% during the quarter. The current value of the position is $69,410,254 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)
2026-04-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 327,515 -2,251 -0.68 53,899 -7.93 0.8350
2026-01-08 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 329,766 -7,305 -2.17 58,543 9.26 0.9293
2025-10-06 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 337,071 5,873 1.77 53,581 14.85 0.8946
2025-07-08 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 331,198 -4,802 -1.43 46,653 19.01 0.8529
2025-04-09 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 336,000 37,193 12.45 39,201 4.35 0.7907
2025-01-21 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 298,807 -32,504 -9.81 37,566 8.78 0.7607
2024-10-15 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 331,311 -31,010 -8.56 34,536 -1.93 0.7197
2024-07-18 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 362,321 -1,351 -0.37 35,214 2.84 0.7908
2024-04-23 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 363,672 14,973 4.29 34,243 5.31 0.7941
2024-01-18 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 348,699 28,300 8.83 32,516 24.26 0.7863
2023-10-27 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 320,399 8,358 2.68 26,167 -1.81 0.6907
2023-07-11 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 312,041 202,573 185.05 26,648 177.27 0.6862
2023-04-17 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 109,468 23,766 27.73 9,611 31.91 0.2621
2023-01-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 85,702 621 0.73 7,286 8.39 0.2297
2022-10-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 85,081 -855 -0.99 6,722 2.85 0.2056
2022-07-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 85,936 11,684 15.74 6,536 0.71 0.1908
2022-05-26 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 74,252 -2,792 -3.62 6,490 -14.19 0.1667
2022-01-12 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 77,044 73,882 2,336.56 7,563 2,355.52 0.1917
2021-10-18 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 3,162 380 13.66 308 20.78 0.0086
2021-07-12 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 2,782 160 6.10 255 25.00 0.0075
2021-04-21 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 2,622 -82 -3.03 204 55.73 0.0066
2021-01-08 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 2,704 -101 -3.60 131 -3.68 0.0056
2020-10-06 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 2,805 53 1.93 136 2.26 0.0057
2020-07-10 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 2,752 10 0.36 133 43.01 0.0061
2020-04-07 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 2,742 873 46.71 93 -3.12 0.0050
2020-01-15 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 1,869 -1,246 -40.00 96 -27.82 0.0043
2019-10-10 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 3,115 -190,906 -98.39 133 -98.44 0.0065
2019-07-16 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 194,021 20,508 11.82 8,500 16.09 0.4363
2019-04-11 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 173,513 -20,199 -10.43 7,322 -4.67 0.4734
2019-01-18 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 193,712 6,682 3.57 7,681 -11.81 0.4609
2018-10-11 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 187,030 12,905 7.41 8,710 5.52 0.4467
2018-08-09 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 174,125 6,369 3.80 8,254 -8.82 0.4408
2018-04-10 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 167,756 9,218 5.81 9,052 8.82 0.4901
2018-02-07 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 158,538 158,538 8,318 0.4805
2017-10-16 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -437 -100.00 0 -100.00
2017-07-19 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 437 3 0.69 19 0.00 0.0013
2017-04-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 434 2 0.46 19 5.56 0.0015
2017-01-17 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 432 -605 -58.34 18 -45.45 0.0016
2016-10-11 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 1,037 56 5.71 33 32.00 0.0032
2016-07-14 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 981 4 0.41 25 4.17 0.0027
2016-04-13 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 977 600 159.15 24 100.00 0.0030
2016-01-19 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 377 289 328.41 12 300.00 0.0016
2015-10-14 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 88 88 0.00 3 0.0004
2015-08-25 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -390 -100.00 0 -100.00
2015-04-10 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 390 239 158.28 14 180.00 0.0021
2014-01-13 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 151 0 0.00 5 25.00 0.0013
2013-10-15 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 151 0 0.00 4 0.00 0.0013
2013-07-19 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 151 151 4 0.0015
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.