NIKE, Inc.
MX ˙ BMV ˙ US6541061031
SecurityMX:NKE / NIKE, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership22,037,703 shares
Latest Disclosed Value $ 1,164,031,694
Morgan Stanley reports 13.60% increase in ownership of NKE / NIKE, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 22,037,703 shares of NIKE, Inc. (MX:NKE) valued at $1,164,031,694 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 19,399,560 shares of NIKE, Inc.. This represents a change in shares of 13.60% during the quarter.

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)
2026-05-15 2026-03-31 13F NIKE CL B 654106103 22,037,703 2,638,143 13.60 1,164,032 -5.82 0.0701
2026-05-27 2025-12-31 13F/A-1 NIKE CL B 654106103 19,399,560 -728,882 -3.62 1,235,946 -11.94 0.0738
2026-02-13 2025-12-31 13F NIKE CL B 654106103 19,399,560 -728,882 1,235,946 0.0738
2026-05-27 2025-09-30 13F/A-1 NIKE CL B 654106103 20,128,442 -3,353,931 -14.28 1,403,557 -15.86 0.0850
2025-11-14 2025-09-30 13F NIKE CL B 654106103 20,128,442 -3,353,931 1,403,557 0.0850
2025-08-15 2025-06-30 13F NIKE CL B 654106103 23,482,373 3,647,049 18.39 1,668,188 32.49 0.1087
2025-05-15 2025-03-31 13F NIKE CL B 654106103 19,835,324 -860,473 -4.16 1,259,147 -19.60 0.0900
2025-05-15 2024-12-31 13F/A-1 NIKE CL B 654106103 20,695,797 909,652 4.60 1,566,051 -10.47 0.1097
2025-02-14 2024-12-31 13F NIKE CL B 654106103 20,695,797 909,652 1,566,051 0.1097
2025-05-14 2024-09-30 13F/A-2 NIKE CL B 654106103 19,786,145 -2,590,828 -11.58 1,749,096 3.71 0.1268
2025-02-14 2024-09-30 13F/A-1 NIKE CL B 654106103 19,786,145 -2,590,828 1,749,096 0.1268
2024-11-14 2024-09-30 13F NIKE CL B 654106103 19,786,145 -2,590,828 1,749,096 0.1268
2025-05-14 2024-06-30 13F/A-2 NIKE CL B 654106103 22,376,973 -195,526 -0.87 1,686,553 -20.50 0.1305
2024-10-17 2024-06-30 13F/A-1 NIKE CL B 654106103 22,376,973 -195,526 1,686,553 0.1305
2024-08-14 2024-06-30 13F NIKE CL B 654106103 22,376,973 -195,526 1,686,553 0.1305
2024-10-17 2024-03-31 13F/A-2 NIKE CL B 654106103 22,572,499 -2,615,821 -10.39 2,121,364 -22.43 0.1702
2024-08-16 2024-03-31 13F/A-1 NIKE CL B 654106103 22,572,499 -2,615,821 2,121,364 0.0199
2024-05-15 2024-03-31 13F NIKE CL B 654106103 22,572,499 -2,615,821 2,121,364 0.1702
2024-08-16 2023-12-31 13F/A-1 NIKE CL B 654106103 25,188,320 -1,348,357 -5.08 2,734,696 7.77 0.2410
2024-02-13 2023-12-31 13F NIKE CL B 654106103 25,188,320 -1,348,357 2,734,696 0.2410
2023-11-15 2023-09-30 13F NIKE CL B 654106103 26,536,677 -2,726,097 -9.32 2,537,437 -21.44 0.2580
2023-08-14 2023-06-30 13F NIKE CL B 654106103 29,262,774 731 0.00 3,229,733 -10.00 0.3183
2023-05-15 2023-03-31 13F NIKE CL B 654106103 29,262,043 -1,458,076 -4.75 3,588,697 -0.16 0.3848
2023-02-14 2022-12-31 13F NIKE CL B 654106103 30,720,119 6,410,744 26.37 3,594,561 77.90 0.4083
2022-11-14 2022-09-30 13F NIKE CL B 654106103 24,309,375 774,250 3.29 2,020,597 -15.99 0.2754
2022-10-27 2022-06-30 13F/A-1 NIKE CL B 654106103 23,535,125 4,966,516 26.75 2,405,288 -3.73 0.3122
2022-08-15 2022-06-30 13F NIKE CL B 654106103 23,535,125 4,966,516 2,405,288 0.0630
2022-10-27 2022-03-31 13F/A-1 NIKE CL B 654106103 18,568,609 2,843,657 18.08 2,498,595 -4.67 0.3370
2022-05-13 2022-03-31 13F NIKE CL B 654106103 18,568,609 2,843,657 2,498,595 0.3370
2022-02-14 2021-12-31 13F NIKE CL B 654106103 15,724,952 -133,906 -0.84 2,620,878 13.79 0.3236
2021-11-15 2021-09-30 13F NIKE CL B 654106103 15,858,858 -1,481,526 -8.54 2,303,181 -14.03 0.3102
2021-08-23 2021-06-30 13F/A-1 NIKE CL B 654106103 17,340,384 543,451 3.24 2,678,912 20.02 0.3534
2021-08-16 2021-06-30 13F NIKE CL B 654106103 17,340,384 543,451 2,678,912 0.0735
2021-05-17 2021-03-31 13F NIKE CL B 654106103 16,796,933 -2,699,454 -13.85 2,232,146 -19.07 0.3279
2021-02-16 2020-12-31 13F NIKE CL B 654106103 19,496,387 4,643,842 31.27 2,758,153 47.92 0.4260
2020-11-13 2020-09-30 13F NIKE CL B 654106103 14,852,545 -663,526 -4.28 1,864,591 22.56 0.3607
2020-08-14 2020-06-30 13F NIKE CL B 654106103 15,516,071 -5,012,479 -24.42 1,521,348 -10.43 0.3367
2020-05-26 2020-03-31 13F/A-1 NIKE CL B 654106103 20,528,550 5,256,195 34.42 1,698,534 9.78 0.4616
2020-05-15 2020-03-31 13F NIKE CL B 654106103 20,528,550 5,256,195 1,698,534 130,482.8196
2020-02-14 2019-12-31 13F NIKE CL B 654106103 15,272,355 1,680,145 12.36 1,547,242 21.20 0.3598
2019-11-14 2019-09-30 13F NIKE CL B 654106103 13,592,210 311,313 2.34 1,276,581 14.50 0.3379
2019-08-14 2019-06-30 13F NIKE CL B 654106103 13,280,897 780,269 6.24 1,114,930 5.91 0.2967
2019-05-15 2019-03-31 13F NIKE CL B 654106103 12,500,628 -79,102 -0.63 1,052,680 12.87 0.2980
2019-02-14 2018-12-31 13F NIKE CL B 654106103 12,579,730 882,801 7.55 932,660 -5.88 0.2791
2019-04-23 2018-09-30 13F/A-2 NIKE CL B 654106103 11,696,929 -4,597,876 -28.22 990,962 -23.68 0.2480
2018-11-20 2018-09-30 13F/A-1 NIKE CL B 654106103 11,696,929 0 990,962 0.2480
2018-11-14 2018-09-30 13F NIKE CL B 654106103 11,696,929 -4,597,876 990,962
2019-04-23 2018-06-30 13F/A-1 NIKE CL B 654106103 16,294,805 -4,957,897 -23.33 1,298,372 -8.05 0.3508
2018-08-14 2018-06-30 13F NIKE CL B 654106103 16,294,805 -4,957,897 1,298,372
2019-04-23 2018-03-31 13F/A-1 NIKE CL B 654106103 21,252,702 -3,717,016 -14.89 1,412,028 -9.59 0.3919
2018-05-14 2018-03-31 13F NIKE CL B 654106103 21,252,702 -3,717,016 1,412,028
2019-04-23 2017-12-31 13F/A-1 NIKE CL B 654106103 24,969,718 427,541 1.74 1,561,855 22.74 0.4275
2018-02-14 2017-12-31 13F NIKE CL B 654106103 24,969,718 427,541 1,561,855
2017-11-14 2017-09-30 13F NIKE CL B 654106103 24,542,177 1,054,966 4.49 1,272,512 -8.17 0.3812
2017-08-11 2017-06-30 13F NIKE CL B 654106103 23,487,211 -1,917,667 -7.55 1,385,748 -2.12 0.4186
2017-05-22 2017-03-31 13F/A-1 NIKE CL B 654106103 25,404,878 1,490,943 6.23 1,415,816 16.48 0.4351
2017-05-12 2017-03-31 13F NIKE CL B 654106103 25,404,878 1,415,816
2017-02-22 2016-12-31 13F/A-1 NIKE CL B 654106103 23,913,935 1,149,129 5.05 1,215,546 1.42 0.3978
2017-02-13 2016-12-31 13F NIKE CL B 654106103 23,913,935 1,215,546
2016-11-10 2016-09-30 13F NIKE CL B 654106103 22,764,806 2,090,700 10.11 1,198,567 5.03 0.4094
2016-08-12 2016-06-30 13F NIKE CL B 654106103 20,674,106 3,571,669 20.88 1,141,209 8.55 0.4122
2016-05-12 2016-03-31 13F NIKE CL B 654106103 17,102,437 3,017,708 21.43 1,051,287 19.42 0.4046
2016-02-09 2015-12-31 13F NIKE CL B 654106103 14,084,729 6,806,994 93.53 880,297 -1.64 0.3187
2016-02-08 2015-09-30 13F/A-1 NIKE CL B 654106103 7,277,735 -314,723 -4.15 894,943 9.12 0.3307
2015-11-09 2015-09-30 13F NIKE CL B 654106103 7,277,735 894,943
2015-08-12 2015-06-30 13F NIKE CL B 654106103 7,592,458 -22,569 -0.30 820,138 7.35 0.2843
2015-05-14 2015-03-31 13F NIKE CL B 654106103 7,615,027 42,347 0.56 764,018 4.93 0.2814
2015-02-13 2014-12-31 13F NIKE CL B 654106103 7,572,680 502,450 7.11 728,113 15.45 0.2662
2014-12-16 2014-09-30 13F/A-1 NIKE CL B 654106103 7,070,230 428,900 6.46 630,665 28.57 0.2425
2014-11-14 2014-09-30 13F NIKE CL B 654106103 7,070,230 630,665
2014-05-13 2014-03-31 13F NIKE CL B 654106103 6,641,330 275,386 4.33 490,529 -2.02 0.2054
2014-02-13 2013-12-31 13F NIKE CL B 654106103 6,365,944 -1,027,251 -13.89 500,618 -6.78 0.2129
2013-11-13 2013-09-30 13F NIKE INC CL B COM STK COM 654106103 7,393,195 2,064,808 38.75 537,042 58.28 0.2539
2013-08-08 2013-06-30 13F NIKE INC CL B COM STK COM 654106103 5,328,387 5,328,387 339,309 0.1712
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.