STOCK TITAN

Morgan Stanley (MS) amends 13F; removes an erroneously listed holding in CUSIP 64119N608

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR/A

Rhea-AI Filing Summary

Morgan Stanley files an amended Form 13F restating its prior report to remove an erroneously included holding in CUSIP 64119N608; the amendment is numbered 1 and signed by Claire Gordon on 05-27-2026. The filing states there are no other changes to reported positions.

Positive

  • None.

Negative

  • None.
Amendment Number 1 Amendment number on cover page
Authorized Signatory Date 05-27-2026 Signature date by Claire Gordon
Other Included Managers 24 Number of other included managers listed on the Form 13F summary page
Information Table Entries 45,419 Form 13F Information Table entry total
Information Table Value Total $1,674,971,377,331 Form 13F Information Table value total (rounded to nearest dollar)
Form 13F regulatory
"The filing is titled 'FORM 13F' and includes a '13F INFORMATION TABLE' entry total"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
CUSIP 64119N608 financial
"The restatement corrects the erroneous inclusion of a holding in CUSIP 64119N608"
13F Combination Report regulatory
"Checked box: '13F COMBINATION REPORT' indicating portion of holdings are reported here"
Restatement regulatory
"The cover language: 'This Amendment ... is a restatement.'"
A restatement is a company’s formal correction of previously released financial reports when errors or omissions are discovered, similar to fixing a report card after finding mistakes in the scores. It matters to investors because it can change past performance figures, alter valuation or earnings trends, and signal weaknesses in accounting controls or management oversight, which may affect confidence and the stock’s perceived risk.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 12-31-2025
Check here if Amendment X Amendment Number: 1
This Amendment (Check only one.): X is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: MORGAN STANLEY
Address: 1585 BROADWAY
NEW YORK, NY 10036
Form 13F File Number: 028-03432
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Claire Gordon
Title: Authorized Signatory
Phone: 44 141 245-8893
Signature, Place, and Date of Signing:
Claire Gordon Glasgow, X0 05-27-2026
[Signature] [City, State] [Date]
Morgan Stanley is restating its 13F due to the erroneous inclusion of a holding in CUSIP 64119N608. There are no other changes to the positions reported.
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
Morgan Stanley Institutional Investment Advisors LLC 028-24289 0002026079
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 24
Form 13F Information Table Entry Total: 45,419
Form 13F Information Table Value Total: 1,674,971,377,331
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 MORGAN STANLEY & CO INTERNATIONAL PLC 028-04312 0000924186
2 MORGAN STANLEY & CO. LLC 028-11873 0001359291
3 Morgan Stanley Canada LTD 028-13197 0001442737
4 MORGAN STANLEY CAPITAL SERVICES, LLC 028-21416 0001891397
5 MORGAN STANLEY AIP GP LP 028-14710 0001230207
6 MORGAN STANLEY INVESTMENT MANAGEMENT CO 028-11366 0001270238
7 MORGAN STANLEY INVESTMENT MANAGEMENT INC 028-11866 0001230193
8 Morgan Stanley Investment Management LTD 028-11867 0001358504
9 MORGAN STANLEY SMITH BARNEY LLC 028-13935 0001466170
10 Morgan Stanley Strategic Investments, Inc 028-12509 0001399427
11 MORGAN STANLEY LATAM LLC 028-11533 0001340040
12 Parametric Sas 028-15873 0001599632
13 Morgan Stanley Wealth Management Australia Pty Ltd 028-19344 0001767825
14 Morgan Stanley Bank Asia Ltd 028-17710 0001697376
15 MS Credit Partners Holdings Inc. 028-25325 0001790614
16 Morgan Stanley Bank, N.A. 028-22054 0001871769
17 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558 0000932859
18 EATON VANCE MANAGEMENT 028-04139 0001076598
19 Calvert Research & Management 028-23036 0001717509
20 ATLANTA CAPITAL MANAGEMENT CO L L C 028-05936 0001027817
21 BOSTON MANAGEMENT & RESEARCH 028-23040 0000910820
22 Eaton Vance Advisers International Ltd 028-23139 0001966572
23 MS Capital Partners Adviser Inc 028-15520 0001535639
24 Eaton Vance Trust Co 028-23757 0002011230

FAQ

What did Morgan Stanley (MS) change in this 13F amendment?

Morgan Stanley removed an erroneously included holding in CUSIP 64119N608. The amendment restates the prior 13F and otherwise leaves positions unchanged, per the authorized signatory's statement dated 05-27-2026.

Does the amendment change Morgan Stanley's other reported holdings?

No. The filing explicitly states there are no other changes to the positions reported aside from the removal of the holding in CUSIP 64119N608. The restated 13F otherwise reflects the prior reported positions.

How large is the Form 13F report Morgan Stanley filed?

The Form 13F Information Table shows 45,419 entries with a total value of $1,674,971,377,331. The report lists 24 other included managers associated with this filing.

Who signed the amendment and when was it signed?

Claire Gordon, Authorized Signatory, signed the amendment in Glasgow on 05-27-2026. The filing includes a certification that the signer is authorized and that the information is true, correct, and complete.

Why was Morgan Stanley's 13F restated?

The filing states the restatement was made to correct the erroneous inclusion of a holding identified by CUSIP 64119N608. No additional corrections to positions are reported in the amendment.