Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership14,762 shares
Latest Disclosed Value $ 2,429,382
Bridgewater Associates, LP reports 11.13% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 14,762 shares of Morgan Stanley (US:MS) valued at $2,429,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,283 shares of Morgan Stanley. This represents a change in shares of 11.13% during the quarter. The current value of the position is $3,222,102 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 14,762 1,479 11.13 2,429 3.01 0.0108
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 13,283 13,283 2,358 0.0086
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -169,357 -100.00 0 -100.00
2024-11-13 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 169,357 167,064 7,285.83 17,654 7,851.80 0.1000
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 2,293 -553 -19.43 223 -16.85 0.0012
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 2,846 -1,637 -36.52 268 -36.12 0.0014
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 4,483 1,280 39.96 418 60.15 0.0023
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 3,203 3,203 262 0.0016
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -62,501 -100.00 0 -100.00
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 62,501 62,501 5,314 0.0290
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -365,090 -100.00 0 -100.00
2022-08-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 365,090 50,488 16.05 27,769 0.99 0.1177
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 314,602 -4,832 -1.51 27,496 -12.31 0.1108
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 319,434 -431,488 -57.46 31,356 -57.09 0.1823
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 750,922 157,563 26.55 73,072 34.31 0.4001
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 593,359 60,812 11.42 54,405 31.55 0.3490
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 532,547 243,001 83.92 41,358 108.43 0.3647
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 289,546 289,546 19,843 0.1717
2020-05-14 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -335,701 -100.00 0 -100.00
2020-02-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 335,701 335,701 17,161 0.1752
2019-05-14 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -225,598 -100.00 0 -100.00
2019-02-13 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 225,598 225,598 8,945 0.0819
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -68,423 -100.00 0 -100.00
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 68,423 68,423 3,243 0.0324
2017-08-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -69,834 -100.00 0 -100.00
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 69,834 -81,566 -53.87 2,992 -53.23 0.0339
2017-02-10 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 151,400 65,900 77.08 6,397 133.38 0.0608
2016-11-09 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 85,500 85,500 0.00 2,741 0.0270
2016-02-11 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 0 0 0 0.0000
2015-11-12 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -80,255 -100.00 0 -100.00
2015-08-11 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 80,255 64,500 409.39 3,113 534.01 0.0287
2014-05-14 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 15,755 -80,100 -83.56 491 -79.04 0.0040
2013-08-13 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 95,855 95,855 2,342 0.0205
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.