Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBessemer Group Inc
Latest Disclosed Ownership737,832 shares
Latest Disclosed Value $ 121,426
Bessemer Group Inc reports 46.05% decrease in ownership of MS / Morgan Stanley

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 737,832 shares of Morgan Stanley (US:MS) valued at $121,425,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,367,726 shares of Morgan Stanley. This represents a change in shares of -46.05% during the quarter. The current value of the position is $155,048,016 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)
2026-05-06 2026-03-31 13F MORGAN STANLEY GRP SC 617446448 737,832 -629,894 -46.05 121 -50.00 0.1909
2026-02-05 2025-12-31 13F MORGAN STANLEY GRP SC 617446448 1,367,726 -51,875 -3.65 243 7.56 0.3728
2025-11-05 2025-09-30 13F MORGAN STANLEY GRP SC 617446448 1,419,601 10,530 0.75 226 13.64 0.3451
2025-08-01 2025-06-30 13F MORGAN STANLEY GRP SC 617446448 1,409,071 -60,522 -4.12 198 15.79 0.3222
2025-04-23 2025-03-31 13F MORGAN STANLEY GRP SC 617446448 1,469,593 -62,905 -4.10 171 -10.94 0.3074
2025-02-13 2024-12-31 13F MORGAN STANLEY GRP SC 617446448 1,532,498 385,820 33.65 193 61.34 0.3145
2024-11-12 2024-09-30 13F MORGAN STANLEY GRP SC 617446448 1,146,678 22,773 2.03 120 9.17 0.1969
2024-08-13 2024-06-30 13F MORGAN STANLEY GRP SC 617446448 1,123,905 344,454 44.19 109 49.32 0.1926
2024-08-13 2024-03-31 13F/A-1 MORGAN STANLEY GRP SC 617446448 779,451 633,319 433.39 73 461.54 0.1326
2024-05-13 2024-03-31 13F MORGAN STANLEY GRP SC 617446448 779,451 633,319 73 0.1326
2024-02-09 2023-12-31 13F MORGAN STANLEY GRP SC 617446448 146,132 -2,027 -1.37 14 8.33 0.0265
2023-11-13 2023-09-30 13F MORGAN STANLEY GRP SC 617446448 148,159 -2,143 -1.43 12 0.00 0.0266
2023-08-10 2023-06-30 13F MORGAN STANLEY GRP SC 617446448 150,302 1,393 0.94 13 -7.69 0.0272
2023-05-10 2023-03-31 13F MORGAN STANLEY GRP SC 617446448 148,909 2,747 1.88 13 8.33 0.0310
2023-02-13 2022-12-31 13F MORGAN STANLEY GRP SC 617446448 146,162 -3,053 -2.05 12 -99.90 0.0303
2022-11-09 2022-09-30 13F MORGAN STANLEY GRP SC 617446448 149,215 -182,075 -54.96 11,789 -53.21 0.0308
2022-08-10 2022-06-30 13F MORGAN STANLEY GRP SC 617446448 331,290 -2,702,878 -89.08 25,198 -90.50 0.0628
2022-05-12 2022-03-31 13F MORGAN STANLEY GRP SC 617446448 3,034,168 2,621,021 634.40 265,186 553.89 0.5563
2022-01-27 2021-12-31 13F MORGAN STANLEY GRP SC 617446448 413,147 113,950 38.09 40,555 39.29 0.0813
2021-11-12 2021-09-30 13F MORGAN STANLEY GRP SC 617446448 299,197 -20,426 -6.39 29,116 -0.65 0.0621
2021-08-06 2021-06-30 13F MORGAN STANLEY GRP SC 617446448 319,623 -17,314 -5.14 29,306 12.00 0.0636
2021-05-13 2021-03-31 13F MORGAN STANLEY GRP SC 617446448 336,937 -117,699 -25.89 26,166 -16.02 0.0627
2021-02-09 2020-12-31 13F MORGAN STANLEY GRP SC 617446448 454,636 104,693 29.92 31,157 84.15 0.0823
2020-11-12 2020-09-30 13F MORGAN STANLEY GRP SC 617446448 349,943 -52,232 -12.99 16,919 -12.90 0.0500
2020-08-05 2020-06-30 13F MORGAN STANLEY GRP SC 617446448 402,175 -33,272 -7.64 19,425 31.20 0.0613
2020-04-30 2020-03-31 13F MORGAN STANLEY GRP SC 617446448 435,447 -135,593 -23.74 14,806 -49.28 0.0596
2020-02-04 2019-12-31 13F MORGAN STANLEY GRP SC 617446448 571,040 15,044 2.71 29,192 23.04 0.0945
2019-11-07 2019-09-30 13F MORGAN STANLEY GRP SC 617446448 555,996 -4,864,457 -89.74 23,725 -90.01 0.0847
2019-07-19 2019-06-30 13F MORGAN STANLEY GRP SC 617446448 5,420,453 220,220 4.23 237,470 8.21 0.8000
2019-05-13 2019-03-31 13F MORGAN STANLEY GRP SC 617446448 5,200,233 140,819 2.78 219,450 9.39 0.8426
2019-05-21 2018-12-31 13F/A-1 MORGAN STANLEY GRP SC 617446448 5,059,414 -246,159 -4.64 200,605 -18.81 0.8738
2019-02-12 2018-12-31 13F MORGAN STANLEY GRP SC 617446448 5,059,414 -246,159 200,605 0.8734
2018-11-06 2018-09-30 13F MORGAN STANLEY GRP SC 617446448 5,305,573 36,736 0.70 247,083 -1.07 0.9199
2018-07-25 2018-06-30 13F MORGAN STANLEY GRP SC 617446448 5,268,837 18,663 0.36 249,743 -11.85 0.9687
2018-05-10 2018-03-31 13F MORGAN STANLEY GRP SC 617446448 5,250,174 63,185 1.22 283,300 4.09 1.1021
2018-01-30 2017-12-31 13F MORGAN STANLEY GRP SC 617446448 5,186,989 660,646 14.60 272,163 24.83 1.0562
2017-11-03 2017-09-30 13F MORGAN STANLEY GRP SC 617446448 4,526,343 -118,637 -2.55 218,035 5.34 0.8699
2017-07-27 2017-06-30 13F MORGAN STANLEY GRP SC 617446448 4,644,980 -22,103 -0.47 206,981 3.52 0.8340
2017-05-12 2017-03-31 13F MORGAN STANLEY GRP SC 617446448 4,667,083 23,309 0.50 199,937 1.91 0.8338
2017-02-07 2016-12-31 13F MORGAN STANLEY GRP SC 617446448 4,643,774 35,403 0.77 196,199 32.79 0.9038
2016-11-10 2016-09-30 13F MORGAN STANLEY GRP SC 617446448 4,608,371 1,119,114 32.07 147,746 62.98 0.7431
2016-08-11 2016-06-30 13F MORGAN STANLEY GRP SC 617446448 3,489,257 560,105 19.12 90,651 23.74 0.4971
2016-05-11 2016-03-31 13F MORGAN STANLEY GRP SC 617446448 2,929,152 73,422 2.57 73,257 -19.36 0.4135
2016-02-12 2015-12-31 13F MORGAN STANLEY GRP SC 617446448 2,855,730 113,826 4.15 90,842 5.18 0.5059
2015-11-16 2015-09-30 13F MORGAN STANLEY GRP SC 617446448 2,741,904 1,215,784 79.67 86,369 45.89 0.4936
2015-08-14 2015-06-30 13F MORGAN STANLEY GRP SC 617446448 1,526,120 -8,740 -0.57 59,200 8.07 0.3092
2015-06-18 2015-03-31 13F/A-1 MORGAN STANLEY GRP SC 617446448 1,534,860 -1,425,622 -48.16 54,779 -52.31 0.2778
2015-06-18 2015-03-31 13F/A-1 MORGAN STANLEY SPI 61760E663 480 -2,960,002 7 0.0000
2015-05-14 2015-03-31 13F MORGAN STANLEY GRP SC 617446448 1,534,860 54,779
2015-05-14 2015-03-31 13F MORGAN STANLEY SPI 61760E663 480 7
2015-02-17 2014-12-31 13F MORGAN STANLEY GRP SC 617446448 2,960,482 18,673 0.63 114,867 12.95 0.6186
2014-12-11 2014-09-30 13F/A-1 MORGAN STANLEY GRP SC 617446448 2,941,809 34,620 1.19 101,698 8.20 0.5769
2014-11-13 2014-09-30 13F MORGAN STANLEY GRP SC 617446448 2,941,809 34,620 101,698 0.6432
2014-08-13 2014-06-30 13F MORGAN STANLEY GRP SC 617446448 2,907,189 1,221,144 72.43 93,990 78.82 0.5776
2014-05-14 2014-03-31 13F MORGAN STANLEY GRP SC 617446448 1,686,045 86,641 5.42 52,560 4.82 0.3544
2014-02-18 2013-12-31 13F MORGAN STANLEY GRP SC 617446448 1,599,404 1,100,453 220.55 50,142 272.86 0.3592
2013-11-08 2013-09-30 13F MORGAN STANLEY GRP SC 617446448 498,951 -300,000 -37.55 13,448 -31.10 0.1091
2013-08-14 2013-06-30 13F MORGAN STANLEY GRP SC 617446448 798,951 798,951 19,518 0.1750
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.