Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership26,056 shares
Latest Disclosed Value $ 4,288,036
Palisade Asset Management, LLC reports 0.96% increase in ownership of MS / Morgan Stanley

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 26,056 shares of Morgan Stanley (US:MS) valued at $4,288,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,807 shares of Morgan Stanley. This represents a change in shares of 0.96% during the quarter. The current value of the position is $5,522,048 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)
2026-04-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 26,056 249 0.96 4,288 -6.40 0.4306
2026-02-13 2025-12-31 13F Morgan Stanley COM NEW 617446448 25,807 -60 -0.23 4,582 11.43 0.4466
2025-11-17 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 25,867 9 0.03 4,112 12.88 0.3823
2025-08-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 25,858 170 0.66 3,642 21.52 0.3624
2025-04-23 2025-03-31 13F Morgan Stanley COM NEW 617446448 25,688 349 1.38 2,997 -5.90 0.3078
2025-02-11 2024-12-31 13F Morgan Stanley COM NEW 617446448 25,339 -375 -1.46 3,186 18.84 0.3232
2024-11-12 2024-09-30 13F Morgan Stanley COM NEW 617446448 25,714 993 4.02 2,680 11.57 0.2625
2024-08-02 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 24,721 -6,404 -20.58 2,403 -18.02 0.2484
2024-05-01 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 31,125 -100 -0.32 2,931 0.65 0.2855
2024-02-06 2023-12-31 13F Morgan Stanley COM NEW 617446448 31,225 20 0.06 2,912 14.25 0.3192
2023-11-07 2023-09-30 13F Morgan Stanley COM NEW 617446448 31,205 842 2.77 2,549 -1.74 0.3098
2023-08-08 2023-06-30 13F Morgan Stanley COM NEW 617446448 30,363 561 1.88 2,593 -0.88 0.3007
2023-05-10 2023-03-31 13F Morgan Stanley COM NEW 617446448 29,802 186 0.63 2,617 3.93 0.3206
2023-02-07 2022-12-31 13F Morgan Stanley COM NEW 617446448 29,616 522 1.79 2,518 9.48 0.2884
2022-11-09 2022-09-30 13F Morgan Stanley COM NEW 617446448 29,094 162 0.56 2,299 4.45 0.3152
2022-08-05 2022-06-30 13F Morgan Stanley COM 617446448 28,932 -24 -0.08 2,201 -13.04 0.2828
2022-04-21 2022-03-31 13F Morgan Stanley COM 617446448 28,956 0 0.00 2,531 -10.94 0.2903
2022-02-01 2021-12-31 13F Morgan Stanley COM 617446448 28,956 114 0.40 2,842 1.25 0.3179
2021-10-25 2021-09-30 13F Morgan Stanley COM 617446448 28,842 -48 -0.17 2,807 5.96 0.3423
2021-07-22 2021-06-30 13F Morgan Stanley COM 617446448 28,890 -24 -0.08 2,649 18.00 0.3116
2021-05-04 2021-03-31 13F Morgan Stanley COM 617446448 28,914 250 0.87 2,245 14.31 0.2889
2021-02-03 2020-12-31 13F Morgan Stanley COM 617446448 28,664 854 3.07 1,964 46.02 0.2674
2020-10-26 2020-09-30 13F Morgan Stanley COM 617446448 27,810 0 0.00 1,345 0.15 0.2026
2020-07-27 2020-06-30 13F Morgan Stanley COM 617446448 27,810 0 0.00 1,343 41.97 0.2142
2020-04-24 2020-03-31 13F Morgan Stanley COM 617446448 27,810 0 0.00 946 -33.47 0.1725
2020-01-16 2019-12-31 13F Morgan Stanley COM 617446448 27,810 0 0.00 1,422 19.80 0.2080
2019-10-16 2019-09-30 13F Morgan Stanley COM 617446448 27,810 0 0.00 1,187 -2.55 0.1810
2019-07-25 2019-06-30 13F Morgan Stanley COM 617446448 27,810 -700 -2.46 1,218 1.25 0.1891
2019-04-15 2019-03-31 13F Morgan Stanley COM 617446448 28,510 0 0.00 1,203 6.46 0.1906
2019-01-16 2018-12-31 13F Morgan Stanley COM 617446448 28,510 0 0.00 1,130 -14.91 0.1658
2018-10-19 2018-09-30 13F Morgan Stanley COM 617446448 28,510 -110 -0.38 1,328 -2.14 0.1755
2018-07-26 2018-06-30 13F Morgan Stanley COM 617446448 28,620 0 0.00 1,357 -12.11 0.1961
2018-04-25 2018-03-31 13F Morgan Stanley COM 617446448 28,620 0 0.00 1,544 2.80 0.2334
2018-02-01 2017-12-31 13F Morgan Stanley COM 617446448 28,620 4,000 16.25 1,502 26.64 0.2377
2017-11-02 2017-09-30 13F/A-1 MORGAN STANLEY COM 617446448 24,620 24,620 1,186 0.2156
2017-10-26 2017-09-30 13F MORGAN STANLEY COM 617446448 23,620 1,138
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.