Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionMCF Advisors LLC
Latest Disclosed Ownership6,894 shares
Latest Disclosed Value $ 1,134,549
MCF Advisors LLC reports 39.55% increase in ownership of MS / Morgan Stanley

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 6,894 shares of Morgan Stanley (US:MS) valued at $1,134,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,940 shares of Morgan Stanley. This represents a change in shares of 39.55% during the quarter. The current value of the position is $1,504,753 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)
2026-05-11 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 6,894 1,954 39.55 1,135 29.30 0.0497
2026-02-11 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 4,940 581 13.33 877 26.73 0.0485
2025-11-05 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 4,359 34 0.79 693 13.63 0.0425
2025-07-15 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 4,325 105 2.49 609 23.78 0.0403
2025-05-06 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 4,220 -53 -1.24 492 -8.38 0.0354
2025-01-17 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 4,273 287 7.20 537 29.40 0.0377
2024-10-24 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 3,986 112 2.89 416 10.37 0.0291
2024-08-05 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 3,874 257 7.11 377 10.59 0.0285
2024-04-16 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 3,617 -160 -4.24 341 -3.41 0.0264
2024-02-01 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 3,777 0 0.00 352 14.29 0.0288
2023-10-19 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 3,777 0 0.00 308 -4.35 0.0278
2023-07-24 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 3,777 0 0.00 323 -3.30 0.0291
2023-04-18 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 3,777 -81 -2.10 333 1.83 0.0311
2023-01-31 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 3,858 -10 -0.26 328 6.86 0.0335
2022-11-09 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 3,868 11 0.29 306 4.44 0.0340
2022-08-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 3,857 198 5.41 293 -8.44 0.0309
2022-05-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 3,659 3,659 320 0.0300
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -3,661 -100.00 0 -100.00
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 3,661 98 2.75 356 8.87 0.0360
2021-08-10 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 3,563 182 5.38 327 24.33 0.0338
2021-05-13 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 3,381 0 0.00 263 13.36 0.0296
2021-02-09 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 3,381 0 0.00 232 42.33 0.0277
2020-11-12 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 3,381 -200 -5.59 163 -5.78 0.0215
2020-08-11 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 3,581 197 5.82 173 50.43 0.0241
2020-04-24 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 3,384 -325 -8.76 115 -39.47 0.0192
2020-02-07 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 3,709 325 9.60 190 31.94 0.0289
2019-10-22 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 3,384 0 0.00 144 -2.70 0.0234
2019-08-06 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 3,384 0 0.00 148 3.50 0.0245
2019-05-07 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 3,384 0 0.00 143 6.72 0.0247
2019-01-25 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 3,384 0 0.00 134 -15.19 0.0256
2018-10-24 2018-09-30 13F MORGAN STANLEY COM 617446448 3,384 0 0.00 158 -1.25 0.0276
2018-07-20 2018-06-30 13F MORGAN STANLEY COM 617446448 3,384 0 0.00 160 -12.57 0.0308
2018-05-10 2018-03-31 13F MORGAN STANLEY COM 617446448 3,384 0 0.00 183 2.81 0.0360
2018-02-06 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 3,384 0 0.00 178 9.20 0.0330
2017-10-30 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 3,384 200 6.28 163 14.79 0.0320
2017-07-25 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 3,184 0 0.00 142 4.41 0.0282
2017-05-02 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 3,184 -309 -8.85 136 -8.11 0.0285
2017-01-20 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 3,493 -683 -16.36 148 10.45 0.0324
2016-11-10 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 4,176 26 0.63 134 24.07 0.0317
2016-08-11 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 4,150 -3,158 -43.21 108 -40.98 0.0264
2016-05-04 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 7,308 42 0.58 183 -20.78 0.0478
2016-02-08 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 7,266 32 0.44 231 1.32 0.0621
2015-11-09 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 7,234 27 0.37 228 -18.57 0.0584
2015-07-24 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 7,207 337 4.91 280 14.29 0.0704
2015-04-29 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 6,870 38 0.56 245 15.02 0.0611
2014-10-24 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 6,832 21 0.31 213 0.47 0.0628
2014-07-29 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 6,811 23 0.34 212 0.00 0.0668
2014-05-13 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 6,788 11 0.16 212 0.47 0.0712
2014-10-28 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 6,777 -1,625 -19.34 211 -19.47 0.0747
2014-10-27 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 8,402 16 0.19 262 0.38 0.1445
2014-10-27 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 8,386 17 0.20 261 0.00 0.1571
2014-10-27 2013-03-31 13F MORGAN STANLEY COM NEW 617446448 8,369 17 0.20 261 0.38 0.1503
2014-11-03 2012-12-31 13F MORGAN STANLEY COM NEW 617446448 8,352 26 0.31 260 0.00 0.1578
2014-11-03 2012-09-30 13F MORGAN STANLEY COM NEW 617446448 8,326 -372 -4.28 260 -4.06 0.1694
2014-10-31 2012-06-30 13F MORGAN STANLEY COM NEW 617446448 8,698 29 0.33 271 0.37 0.1641
2014-10-31 2012-03-31 13F MORGAN STANLEY COM NEW 617446448 8,669 23 0.27 270 0.00 0.1659
2014-11-03 2011-12-31 13F MORGAN STANLEY COM NEW 617446448 8,646 8,646 270 0.1832
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.