Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership42,271 shares
Latest Disclosed Value $ 6,956,603
SRS Capital Advisors, Inc. reports 29.73% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 42,271 shares of Morgan Stanley (US:MS) valued at $6,956,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,583 shares of Morgan Stanley. This represents a change in shares of 29.73% during the quarter. The current value of the position is $8,958,493 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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 42,271 9,688 29.73 6,957 20.26 0.1964
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 32,583 -58,796 -64.34 5,785 -60.18 0.1684
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 91,379 59,541 187.01 14,526 211.03 0.2085
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 31,838 2,375 8.06 4,671 35.87 0.2147
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 29,463 27,895 1,779.02 3,437 1,644.67 0.2205
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 1,568 529 50.91 197 82.41 0.0124
2024-11-06 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 1,039 171 19.70 108 28.57 0.0097
2024-08-06 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 868 277 46.87 84 52.73 0.0082
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 591 -2 -0.34 56 0.00 0.0059
2024-02-06 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 593 -26 -4.20 55 10.00 0.0062
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 619 14 2.31 51 -1.96 0.0063
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 605 54 9.80 52 6.25 0.0066
2023-05-16 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 551 4 0.73 48 4.35 0.0064
2023-02-24 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 547 -41 -6.97 47 0.00 0.0064
2022-11-03 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 588 -15 -2.49 46 0.00 0.0073
2022-08-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 603 -18 -2.90 46 -14.81 0.0070
2022-05-12 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 621 97 18.51 54 5.88 0.0072
2022-02-08 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 524 51 10.78 51 10.87 0.0065
2021-11-05 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 473 246 108.37 46 119.05 0.0063
2021-08-02 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 227 33 17.01 21 61.54 0.0029
2021-02-03 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 194 44 29.33 13 85.71 0.0019
2020-11-12 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 7 0.00 0.0012
2020-08-06 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 7 40.00 0.0012
2020-05-13 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 5 -37.50 0.0012
2020-02-07 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 8 33.33 0.0023
2019-11-01 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 6 -14.29 0.0018
2019-08-08 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 7 16.67 0.0023
2019-02-06 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 150 0 0.00 6 -14.29 0.0024
2018-11-05 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 150 -360 -70.59 7 -70.83 0.0028
2018-08-21 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 510 12 2.41 24 -7.69 0.0105
2018-05-14 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 498 -54 -9.78 26 -7.14 0.0135
2018-02-15 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 552 160 40.82 28 55.56 0.0121
2017-11-15 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 392 -511 -56.59 18 -55.00 0.0086
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 903 146 19.29 40 25.00 0.0191
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 757 179 30.97 32 33.33 0.0154
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 578 578 24 0.0120
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.