Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionInvestors Research Corp
Latest Disclosed Ownership6,903 shares
Latest Disclosed Value $ 1,136,027
Investors Research Corp reports 13.80% decrease in ownership of MS / Morgan Stanley

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 6,903 shares of Morgan Stanley (US:MS) valued at $1,136,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 8,008 shares of Morgan Stanley. This represents a change in shares of -13.80% during the quarter. The current value of the position is $1,462,953 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)
2026-04-03 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 6,903 -1,105 -13.80 1,136 -20.06 0.2096
2026-01-06 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 8,008 -1,450 -15.33 1,422 -5.46 0.2603
2025-10-02 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 9,458 -125 -1.30 1,503 11.42 0.2782
2025-07-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 9,583 0 0.00 1,350 20.66 0.2646
2025-04-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 9,583 33 0.35 1,118 -6.83 0.2421
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 9,550 -400 -4.02 1,201 15.72 0.2638
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 9,950 -2,466 -19.86 1,037 -14.01 0.2266
2024-07-31 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 12,416 0 0.00 1,207 3.17 0.2819
2024-05-06 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 12,416 -850 -6.41 1,169 -5.50 0.2734
2024-01-30 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 13,266 0 0.00 1,237 14.22 0.2986
2023-11-01 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 13,266 0 0.00 1,083 -4.33 0.2829
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 13,266 0 0.00 1,133 -2.75 0.2860
2023-05-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 13,266 -400 -2.93 1,165 0.26 0.3025
2023-02-06 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 13,666 250 1.86 1,162 9.53 0.3143
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,060 3.92 0.3247
2022-07-21 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,020 -13.04 0.3066
2022-04-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,173 -10.93 0.3313
2022-01-27 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,317 0.84 0.3987
2021-10-27 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,306 6.18 0.4408
2021-07-29 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 13,416 0 0.00 1,230 18.04 0.4255
2021-04-28 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 13,416 -115 -0.85 1,042 12.41 0.3925
2021-01-21 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 13,531 0 0.00 927 41.74 0.3648
2020-10-20 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 13,531 0 0.00 654 0.00 0.3174
2020-07-21 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 13,531 0 0.00 654 42.17 0.3282
2020-05-05 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 13,531 -500 -3.56 460 -35.84 0.2870
2020-02-11 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 14,031 0 0.00 717 19.70 0.3307
2019-10-22 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 14,031 0 0.00 599 -2.60 0.3038
2019-07-08 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 14,031 -250 -1.75 615 1.99 0.3212
2019-04-23 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 14,281 0 0.00 603 6.54 0.3215
2019-02-04 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 14,281 0 0.00 566 -14.89 0.3952
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 14,281 0 0.00 665 -1.77 0.3802
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 14,281 56 0.39 677 -11.85 0.3927
2018-05-09 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 14,225 -600 -4.05 768 -1.29 0.4671
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 14,825 14,825 778 0.4812
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.