Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership271,441 shares
Latest Disclosed Value $ 44,671,031
Sequoia Financial Advisors, LLC reports 0.02% increase in ownership of MS / Morgan Stanley

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 271,441 shares of Morgan Stanley (US:MS) valued at $44,671,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 271,375 shares of Morgan Stanley. This represents a change in shares of 0.02% during the quarter. The current value of the position is $57,526,491 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)
2026-04-30 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 271,441 66 0.02 44,671 -7.28 0.2498
2026-02-03 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 271,375 12,064 4.65 48,177 16.88 0.2687
2025-10-29 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 259,311 59,093 29.51 41,220 46.16 0.2504
2025-07-25 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 200,218 12,425 6.62 28,203 28.72 0.1931
2025-04-23 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 187,793 127,645 212.22 21,910 189.76 0.1691
2025-08-08 2024-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 60,148 2,215 3.82 7,562 25.22 0.0727
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 60,148 2,215 7,562 0.0731
2024-10-21 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 57,933 11,149 23.83 6,039 32.82 0.0648
2024-07-15 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 46,784 3,690 8.56 4,547 12.05 0.0548
2024-04-30 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 43,094 -14,853 -25.63 4,058 -24.91 0.0505
2024-01-26 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 57,947 31,954 122.93 5,404 154.62 0.0670
2023-11-08 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 25,993 -157 -0.60 2,123 -4.97 0.0372
2023-08-08 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 26,150 1,402 5.67 2,233 2.81 0.0383
2023-04-25 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 24,748 5,087 25.87 2,173 29.98 0.0483
2023-02-10 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 19,661 -5,223 -20.99 1,672 52.60 0.0411
2023-01-18 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 19,661 -5,223 1,672 0.0377
2022-10-26 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 24,884 -926 -3.59 1,095 -4.62 0.0345
2022-07-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 25,810 -3,946 -13.26 1,148 -28.43 0.0325
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 29,756 -2,080 -6.53 1,604 -10.39 0.0401
2022-02-22 2021-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 31,836 20,261 175.04 1,790 105.04 0.0488
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 31,836 20,261 1,790 0.0328
2021-10-26 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 11,575 -19,786 -63.09 873 -46.01 0.0887
2021-07-27 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 31,361 2,319 7.98 1,617 32.54 0.0590
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 29,042 690 2.43 1,220 10.41 0.0511
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 28,352 21,129 292.52 1,105 216.62 0.0505
2020-10-23 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 7,223 555 8.32 349 8.39 0.0184
2020-08-25 2020-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,668 213 3.30 322 47.03 0.0190
2020-08-11 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -6,455 322 19,066.4656
2020-05-11 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 6,455 6,455 219 0.0162
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -5,368 -100.00 0 -100.00
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 5,368 0 0.00 250 -1.57 0.0248
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 5,368 -722 -11.86 254 -22.80 0.0271
2018-05-14 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 6,090 -104,007 -94.47 329 -94.31 0.0346
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 110,097 5,069 4.83 5,777 14.19 0.6086
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 105,028 3,257 3.20 5,059 11.55 0.5992
2017-08-09 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 101,771 7,712 8.20 4,535 12.56 0.5619
2017-05-01 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 94,059 7,121 8.19 4,029 9.69 0.5125
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 86,938 45,280 108.69 3,673 174.93 0.5252
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 41,658 41,658 1,336 0.2490
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.