Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionGryphon Financial Partners LLC
Latest Disclosed Ownership11,478 shares
Latest Disclosed Value $ 1,888,951
Gryphon Financial Partners LLC reports 2.42% increase in ownership of MS / Morgan Stanley

On May 6, 2026 - Gryphon Financial Partners LLC filed a 13F-HR form disclosing ownership of 11,478 shares of Morgan Stanley (US:MS) valued at $1,888,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 11,207 shares of Morgan Stanley. This represents a change in shares of 2.42% during the quarter. The current value of the position is $2,432,533 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)
2026-05-06 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 11,478 271 2.42 1,889 -5.08 0.1504
2026-01-08 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 11,207 1,096 10.84 1,990 23.77 0.2129
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 10,111 420 4.33 1,607 17.73 0.1832
2025-08-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 9,691 1,160 13.60 1,365 37.19 0.1783
2025-05-12 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 8,531 1,861 27.90 995 18.74 0.1435
2025-02-06 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 6,670 -325 -4.65 839 14.95 0.1198
2024-11-08 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 6,995 27 0.39 729 7.68 0.0985
2024-08-07 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 6,968 1,551 28.63 677 32.75 0.1014
2024-05-01 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 5,417 -9,322 -63.25 510 -63.96 0.0848
2024-02-13 2023-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 14,739 11,295 327.96 1,415 403.56 0.2501
2024-02-06 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 14,739 11,295 1,415 0.0988
2023-11-07 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 3,444 -1,676 -32.73 281 -35.70 0.0653
2023-08-08 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 5,120 -858 -14.35 437 -16.60 0.0947
2023-05-03 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 5,978 -1,216 -16.90 525 -14.24 0.1194
2023-02-08 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 7,194 -1,567 -17.89 612 -11.71 0.1456
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 8,761 -832 -8.67 692 -5.21 0.1744
2022-07-28 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 9,593 -222 -2.26 730 -14.92 0.1772
2022-05-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 9,815 -389 -3.81 858 -14.29 0.1747
2022-02-01 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 10,204 -1,609 -13.62 1,001 -12.88 0.1897
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 11,813 1,590 15.55 1,149 103.00 0.2551
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 10,223 463 4.74 566 -25.33 0.1273
2021-05-05 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 9,760 107 1.11 758 14.67 0.1722
2021-02-10 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 9,653 -455 -4.50 661 34.90 0.1703
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 10,108 21 0.21 490 0.41 0.1448
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 10,087 926 10.11 488 56.41 0.1513
2020-05-05 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 9,161 552 6.41 312 -29.25 0.1149
2020-02-06 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 8,609 -344 -3.84 441 15.45 0.1144
2019-11-07 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 8,953 516 6.12 382 3.24 0.1102
2019-08-09 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 8,437 8,437 370 0.1065
2018-11-06 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -2,319 -100.00 0 -100.00
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 2,319 -110 -4.53 110 -16.03 0.0497
2018-05-14 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 2,429 -9 -0.37 131 2.34 0.0671
2018-02-09 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 2,438 2,438 128 0.0728
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.