Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership12,332 shares
Latest Disclosed Value $ 2,029,424
Principle Wealth Partners Llc reports 4.18% increase in ownership of MS / Morgan Stanley

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 12,332 shares of Morgan Stanley (US:MS) valued at $2,029,477 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,837 shares of Morgan Stanley. This represents a change in shares of 4.18% during the quarter. The current value of the position is $2,591,446 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)
2026-05-07 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 12,332 495 4.18 2,029 -3.43 0.1160
2026-02-06 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 11,837 237 2.04 2,101 14.00 0.1182
2025-11-03 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 11,600 -64 -0.55 1,844 12.24 0.1070
2025-07-30 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 11,664 24 0.21 1,643 20.91 0.1026
2025-05-06 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 11,640 13 0.11 1,358 -7.05 0.0971
2025-01-29 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 11,627 -47 -0.40 1,462 20.15 0.1026
2024-11-13 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 11,674 30 0.26 1,217 7.52 0.0862
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 11,644 4 0.03 1,132 3.19 0.0861
2024-04-23 2024-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 11,640 4 0.03 1,096 1.01 0.0856
2024-04-23 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 11,640 4 1,096 0.0856
2024-02-05 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 11,636 6 0.05 1,085 14.33 0.0934
2023-11-01 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 11,630 5 0.04 950 -4.33 0.0954
2023-07-31 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 11,625 -940 -7.48 993 -10.06 0.0998
2023-05-10 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 12,565 4 0.03 1,103 3.37 0.1179
2023-02-02 2022-12-31 13F MORGAN STANLEY COM Stock 617446448 12,561 -27 -0.21 1,068 7.24 0.1210
2022-11-14 2022-09-30 13F MORGAN STANLEY COM Stock 617446448 12,588 0 0.00 995 3.97 0.0938
2022-08-02 2022-06-30 13F MORGAN STANLEY COM Stock 617446448 12,588 0 0.00 957 -13.00 0.1152
2022-05-12 2022-03-31 13F MORGAN STANLEY COM Stock 617446448 12,588 3 0.02 1,100 -10.93 0.1157
2022-02-11 2021-12-31 13F MORGAN STANLEY COM Stock 617446448 12,585 128 1.03 1,235 1.90 0.1297
2021-11-16 2021-09-30 13F MORGAN STANLEY COM Stock 617446448 12,457 -730 -5.54 1,212 0.25 0.1399
2021-08-13 2021-06-30 13F MORGAN STANLEY COM Stock 617446448 13,187 -576 -4.19 1,209 13.10 0.1373
2021-05-18 2021-03-31 13F MORGAN STANLEY COM Stock 617446448 13,763 0 0.00 1,069 13.36 0.1250
2021-02-16 2020-12-31 13F MORGAN STANLEY COM Stock 617446448 13,763 -490 -3.44 943 36.87 0.1242
2020-11-16 2020-09-30 13F MORGAN STANLEY COM Stock 617446448 14,253 0 0.00 689 0.15 0.1920
2020-08-14 2020-06-30 13F MORGAN STANLEY COM Stock 617446448 14,253 0 0.00 688 41.86 0.2020
2020-05-13 2020-03-31 13F MORGAN STANLEY COM Stock 617446448 14,253 0 0.00 485 -33.47 0.1820
2020-02-04 2019-12-31 13F MORGAN STANLEY COM Stock 617446448 14,253 580 4.24 729 25.04 0.2328
2019-11-05 2019-09-30 13F MORGAN STANLEY COM Stock 617446448 13,673 3,133 29.72 583 26.19 0.2015
2019-11-05 2019-06-30 13F MORGAN STANLEY COM Stock 617446448 10,540 0 0.00 462 3.82 0.2377
2019-10-30 2019-03-31 13F MORGAN STANLEY COM Stock 617446448 10,540 1,572 17.53 445 32.44 0.2545
2019-10-10 2018-12-31 13F MORGAN STANLEY Com New 617446448 8,968 8,968 336 0.2820
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.