Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership208,721 shares
Latest Disclosed Value $ 34,349,215
Boston Trust Walden Corp reports 3.53% decrease in ownership of MS / Morgan Stanley

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 208,721 shares of Morgan Stanley (US:MS) valued at $34,349,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 216,353 shares of Morgan Stanley. This represents a change in shares of -3.53% during the quarter. The current value of the position is $43,860,631 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)
2026-04-24 2026-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 208,721 -7,632 -3.53 34,349 -10.57 0.1689
2026-01-28 2025-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 216,353 37,355 20.87 38,409 34.99 0.2899
2025-10-17 2025-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 178,998 30,765 20.75 28,454 36.27 0.2088
2025-07-28 2025-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 148,233 145,810 6,017.75 20,880 7,304.26 0.1489
2025-04-21 2025-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 283 -7.24 0.0021
2025-01-24 2024-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 305 20.63 0.0021
2024-10-24 2024-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 253 7.23 0.0018
2024-07-19 2024-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 235 3.07 0.0017
2024-04-22 2024-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 228 1.33 0.0016
2024-01-24 2023-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 2,423 226 0.0017
2023-10-18 2023-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 0 -2,423 -100.00 0 -100.00
2023-07-24 2023-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 207 -2.83 0.0017
2023-04-19 2023-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 213 2.91 0.0018
2023-01-20 2022-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 2,423 206 0.0018
2022-07-22 2022-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 0 -2,423 -100.00 0 -100.00
2022-04-20 2022-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 212 -10.92 0.0018
2022-01-21 2021-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 238 0.85 0.0019
2021-10-25 2021-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 0 0.00 236 6.31 0.0021
2021-07-22 2021-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,423 2,423 222 0.0020
2020-04-24 2020-03-31 13F/A-1 MORGAN STANLEY COMMON STOCK 617446448 0 -5,199 -100.00 0 -100.00
2020-01-10 2019-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,199 116 2.28 266 22.58 0.0031
2019-10-21 2019-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,083 0 0.00 217 -2.69 0.0027
2019-07-25 2019-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,083 0 0.00 223 3.72 0.0029
2019-04-16 2019-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,083 -200 -3.79 215 2.87 0.0029
2019-01-17 2018-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,283 0 0.00 209 -15.04 0.0033
2018-10-23 2018-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,283 0 0.00 246 -1.60 0.0034
2018-07-25 2018-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,283 0 0.00 250 -12.28 0.0037
2018-04-13 2018-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,283 5,283 285 0.0043
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.