Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionCwm, Llc
Latest Disclosed Ownership213,933 shares
Latest Disclosed Value $ 35,207,001
Cwm, Llc reports 55.38% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 213,933 shares of Morgan Stanley (US:MS) valued at $35,206,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 137,688 shares of Morgan Stanley. This represents a change in shares of 55.38% during the quarter. The current value of the position is $44,955,881 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 213,933 76,245 55.38 35,207 146,595.83 0.0925
2026-01-26 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 137,688 9,961 7.80 24 20.00 0.0662
2025-10-15 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 127,727 9,199 7.76 20 25.00 0.0611
2025-07-25 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 118,528 1,228 1.05 17 23.08 0.0589
2025-05-01 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 117,300 -28,918 -19.78 14 -27.78 0.0546
2025-02-04 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 146,218 8,978 6.54 18 28.57 0.0763
2024-10-08 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 137,240 6,202 4.73 14 16.67 0.0615
2024-07-10 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 131,038 5,840 4.66 13 9.09 0.0600
2024-04-05 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 125,198 4,582 3.80 12 0.00 0.0573
2024-02-01 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 120,616 7,997 7.10 11 22.22 0.0605
2023-10-11 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 112,619 11,519 11.39 9 12.50 0.0564
2023-08-03 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 101,100 11,530 12.87 9 14.29 0.0534
2023-05-01 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 89,570 15,054 20.20 8 16.67 0.0531
2023-02-01 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 74,516 8,242 12.44 6 -99.89 0.0467
2022-10-27 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 66,274 370 0.56 5,236 4.45 0.0416
2022-07-28 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 65,904 22,506 51.86 5,013 32.16 0.0388
2022-04-21 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 43,398 -5,494 -11.24 3,793 -20.96 0.0269
2022-01-31 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 48,892 2,561 5.53 4,799 12.97 0.0338
2021-09-15 2021-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2021-07-29 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 46,331 0 4,248 0.0339
2021-09-15 2021-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2021-04-27 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 64,807 18,476 5,033 0.0443
2021-09-15 2020-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2021-01-27 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 70,895 24,564 4,858 0.0455
2021-09-15 2020-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2020-10-19 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 97,490 51,159 4,714 0.0524
2021-09-15 2020-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2020-07-22 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 115,575 69,244 5,582 0.0662
2021-09-15 2020-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2020-04-28 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 4,352 -41,979 148 0.0022
2021-09-14 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2020-01-27 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,182 -42,149 214 0.0027
2021-09-14 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2019-10-22 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 3,178 -43,153 136 0.0020
2021-09-14 2019-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 0 0.00 4,248 0.00 0.0339
2019-07-31 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 3,426 -42,905 150 0.0025
2021-09-02 2019-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 46,331 45,532 5,698.62 4,248 13,175.00 0.0339
2019-04-22 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 1,450 651 61 0.0012
2019-01-25 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 799 336 72.57 32 45.45 0.0008
2018-10-29 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 463 209 82.28 22 83.33 0.0006
2018-07-31 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 254 45 21.53 12 9.09 0.0004
2018-04-26 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 209 -27 -11.44 11 -8.33 0.0004
2018-01-16 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 236 -20 -7.81 12 0.00 0.0005
2017-10-16 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 256 256 12 0.0006
2017-07-17 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -1,200 -100.00 0 -100.00
2017-04-17 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 1,200 1,100 1,100.00 51 1,175.00 0.0029
2017-01-19 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 100 100 4 0.0002
2016-04-18 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -29 -100.00 0 -100.00
2016-02-01 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 29 29 1 0.0001
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.