Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionVoya Financial Advisors, Inc.
Latest Disclosed Ownership2,842 shares
Latest Disclosed Value $ 450,144
Voya Financial Advisors, Inc. reports 1.17% increase in ownership of MS / Morgan Stanley

On May 12, 2026 - Voya Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,842 shares of Morgan Stanley (US:MS) valued at $467,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,809 shares of Morgan Stanley. This represents a change in shares of 1.17% during the quarter. The current value of the position is $602,305 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 2,842 33 1.17 450 -10.89 0.0449
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 2,809 290 11.51 505 24.69 0.0485
2025-10-09 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 2,519 -1,158 -31.49 406 -21.66 0.0392
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 3,677 -51 -1.37 517 20.51 0.0522
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 3,728 -373 -9.10 430 -16.70 0.0474
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 4,101 -694 -14.47 516 3.21 0.0561
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 4,795 1,113 30.23 499 41.76 0.0538
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 3,682 -303 -7.60 353 -5.38 0.0399
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 3,985 -2,175 -35.31 373 -35.42 0.0425
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 6,160 -1,332 -17.78 577 -6.34 0.0694
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 7,492 -134 -1.76 616 -5.38 0.0767
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 7,626 -47 -0.61 650 -1.52 0.0757
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 7,673 -2,330 -23.29 661 -22.54 0.0823
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 10,003 -43 -0.43 853 6.23 0.1108
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 10,046 5 0.05 802 2.17 0.1037
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 10,041 2,732 37.38 785 18.94 0.0977
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 7,309 1,055 16.87 660 6.80 0.0755
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 6,254 771 14.06 618 13.19 0.0698
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 5,483 -441 -7.44 546 1.68 0.0668
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 5,924 -22,148 -78.90 537 -75.81 0.0701
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 28,072 3,203 12.88 2,220 31.59 0.0875
2021-03-05 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 24,869 -764 -2.98 1,687 39.31 0.0727
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 25,633 -1,417 -5.24 1,211 -5.24 0.0601
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 27,050 20,110 289.77 1,278 428.10 0.0671
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 6,940 509 7.91 242 -26.22 0.0134
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 6,431 15 0.23 328 19.27 0.0161
2019-11-26 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,416 65 1.02 275 -0.36 0.0148
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 6,416 65 275 14,841.6477
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 6,351 359 5.99 276 9.96 0.0148
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 5,992 446 8.04 251 15.14 0.0146
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 5,546 574 11.54 218 -8.40 0.0145
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 4,972 -1,554 -23.81 238 -24.44 0.0139
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 6,526 -560 -7.90 315 -16.00 0.0205
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 7,086 851 13.65 375 14.33 0.0249
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 6,235 806 14.85 328 25.67 0.0211
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 5,429 5,429 261 0.0174
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.