모건스탠리
IT ˙ BIT ˙ US6174464486
€184.65 ↓ -1.60 (-0.86%)
2026-06-04
주가
SecurityIT:1MS / Morgan Stanley
InstitutionORG Partners LLC
Latest Disclosed Ownership541 shares
Latest Disclosed Value $ 96,035
ORG Partners LLC reports 4.64% increase in ownership of 1MS / Morgan Stanley

On January 14, 2026 - ORG Partners LLC filed a 13F-HR form disclosing ownership of 541 shares of Morgan Stanley (IT:1MS) valued at $83,541 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 24, 2025 disclosing 517 shares of Morgan Stanley. This represents a change in shares of 4.64% during the quarter. The current value of the position is $99,896 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)
2026-01-14 2025-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 541 24 4.64 96 17.07 0.0169
2025-10-24 2025-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 517 100 23.98 82 41.38 0.0150
2025-07-16 2025-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 417 115 38.08 59 70.59 0.0125
2025-04-21 2025-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 302 128 73.56 35 61.90 0.0086
2025-01-10 2024-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 174 -34 -16.35 22 0.00 0.0030
2024-10-11 2024-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 208 -31 -12.97 22 -8.70 0.0035
2024-07-16 2024-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 239 120 100.84 24 109.09 0.0030
2024-05-06 2024-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 119 -225 -65.41 11 -65.62 0.0212
2024-01-29 2023-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 344 -51 -12.91 32 0.00 0.0054
2023-11-13 2023-09-30 13F/A-1 MORGAN STANLEY MS 617446448 395 -175 -30.70 32 -34.69 0.0095
2023-11-03 2023-09-30 13F MORGAN STANLEY MS 617446448 395 -175 32 0.0296
2023-07-25 2023-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 570 570 49 0.0080
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.