Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership1,151,520 shares
Latest Disclosed Value $ 189,505,646
Standard Life Aberdeen plc reports 2.80% increase in ownership of MS / Morgan Stanley

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 1,151,520 shares of Morgan Stanley (US:MS) valued at $189,505,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,120,122 shares of Morgan Stanley. This represents a change in shares of 2.80% during the quarter. The current value of the position is $244,041,634 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)
2026-04-29 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 1,151,520 31,398 2.80 189,506 -4.70 0.1660
2026-01-16 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,120,122 -19,938 -1.75 198,855 10.49 0.3079
2025-11-07 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,140,060 -6,319 -0.55 179,970 11.86 0.2846
2025-07-24 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 1,146,379 88,022 8.32 160,883 32.28 0.2737
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 1,058,357 -474,214 -30.94 121,626 -36.83 0.2372
2025-01-24 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 1,532,571 -96,381 -5.92 192,537 13.80 0.3614
2024-10-25 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 1,628,952 162,771 11.10 169,191 18.73 0.3102
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 1,466,181 25,395 1.76 142,498 5.04 0.2732
2024-05-09 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 1,440,786 55,656 4.02 135,664 5.03 0.2660
2024-01-31 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 1,385,130 275,183 24.79 129,163 42.49 0.2800
2023-11-07 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 1,109,947 52,847 5.00 90,649 0.41 0.2313
2024-06-20 2023-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 1,057,100 75,379 7.68 90,276 4.73 0.2101
2023-08-04 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 1,057,100 75,379 90,276 0.2101
2024-06-20 2023-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 981,721 73,717 8.12 86,195 11.65 0.2157
2023-04-28 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 981,721 73,717 86,195 0.2157
2024-06-20 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 908,004 63,808 7.56 77,199 15.74 0.2099
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 908,004 63,808 77,198 0.2099
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 844,196 325,839 62.86 66,699 68.80 0.1986
2022-08-05 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 518,357 19,217 3.85 39,513 -10.79 0.1242
2022-05-04 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 499,140 -117,035 -18.99 44,293 -26.77 0.1132
2022-02-10 2021-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 616,175 -43,494 -6.59 60,484 -6.54 0.1328
2022-02-08 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 616,175 -43,494 60,484 0.0436
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 659,669 -79 -0.01 64,717 6.98 0.1458
2021-08-10 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 659,748 -22,856 -3.35 60,492 14.09 0.1325
2021-05-06 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 682,604 -108,844 -13.75 53,021 -2.24 0.1205
2021-02-10 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 791,448 244,726 44.76 54,238 105.18 0.1322
2020-10-21 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 546,722 -41,523 -7.06 26,434 -6.97 0.0705
2020-08-10 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 588,245 -29,817 -4.82 28,416 35.17 0.0769
2020-05-13 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 618,062 594 0.10 21,023 -33.40 0.0668
2020-02-18 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 617,468 -27,035 -4.19 31,565 14.77 0.0763
2019-11-13 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 644,503 -60,039 -8.52 27,504 -10.90 0.0686
2019-08-13 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 704,542 -160,742 -18.58 30,870 -15.49 0.0685
2019-05-14 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 865,284 -153,023 -15.03 36,528 -9.57 0.0791
2019-02-12 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 1,018,307 -1,269,488 -55.49 40,392 -62.09 0.0959
2018-11-20 2018-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 2,287,795 -91,083 -3.83 106,543 -5.52 0.1986
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 2,287,795 -91,083 106,543
2018-08-09 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 2,378,878 30,140 1.28 112,770 -11.03 0.2167
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 2,348,738 -717,662 -23.40 126,750 -21.23 0.2514
2018-02-12 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 3,066,400 -875,357 -22.21 160,909 -15.26 0.3078
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 3,941,757 3,941,757 189,894 0.3463
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.