Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership7,235,756 shares
Latest Disclosed Value $ 1,190,584,698
Dimensional Fund Advisors Lp reports 0.92% increase in ownership of MS / Morgan Stanley

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 7,235,756 shares of Morgan Stanley (US:MS) valued at $1,190,788,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,170,017 shares of Morgan Stanley. This represents a change in shares of 0.92% during the quarter. The current value of the position is $1,520,521,766 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)
2026-05-07 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 7,235,756 65,739 0.92 1,190,585 -6.47 0.0533
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 7,170,017 -986,600 -12.10 1,272,996 -1.83 0.2670
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 8,156,617 132,784 1.65 1,296,676 14.72 0.2783
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 8,023,833 -13,508 -0.17 1,130,248 20.55 0.2617
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 8,037,341 52,938 0.66 937,580 -6.60 0.2330
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 7,984,403 -117,662 -1.45 1,003,817 18.86 0.2411
2024-11-07 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 8,102,065 -732,307 -8.29 844,554 -1.63 0.2048
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 8,834,372 242,896 2.83 858,573 6.13 0.2243
2024-05-10 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 8,591,476 -92,212 -1.06 808,974 -0.10 0.2190
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 8,683,688 -508,544 -5.53 809,782 7.86 0.2365
2023-11-09 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 9,192,232 -560,887 -5.75 750,792 -9.86 0.2462
2023-08-09 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 9,753,119 -194,357 -1.95 832,936 -4.62 0.2655
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 9,947,476 290,784 3.01 873,306 106,270.89 0.2942
2023-02-09 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 9,656,692 111,008 1.16 821 -99.89 0.2426
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 9,545,684 -547,601 -5.43 754,280 -1.75 0.2896
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 10,093,285 -68,032 -0.67 767,740 -13.57 0.2754
2022-05-13 2022-03-31 13F MORGAN STANLEY COM 617446448 10,161,317 -385,213 -3.65 888,272 -14.20 0.2736
2022-02-09 2021-12-31 13F MORGAN STANLEY COM 617446448 10,546,530 -959,143 -8.34 1,035,269 -7.55 0.3130
2021-11-12 2021-09-30 13F MORGAN STANLEY COM 617446448 11,505,673 -92,970 -0.80 1,119,782 5.30 0.3607
2021-08-12 2021-06-30 13F MORGAN STANLEY COM 617446448 11,598,643 -833,788 -6.71 1,063,388 10.13 0.3367
2021-05-14 2021-03-31 13F MORGAN STANLEY COM 617446448 12,432,431 465,330 3.89 965,612 17.75 0.3194
2021-03-08 2020-12-31 13F/A-2 MORGAN STANLEY COM 617446448 11,967,101 2,098,498 21.26 820,065 71.90 0.2961
2021-02-11 2020-12-31 13F MORGAN STANLEY COM 617446448 11,967,101 2,098,498 820,065 296,163.8892
2020-11-12 2020-09-30 13F MORGAN STANLEY COM 617446448 9,868,603 -403,604 -3.93 477,057 -3.83 0.2023
2020-08-13 2020-06-30 13F MORGAN STANLEY COM 617446448 10,272,207 -69,528 -0.67 496,073 41.07 0.2180
2020-05-14 2020-03-31 13F MORGAN STANLEY COM 617446448 10,341,735 -540,228 -4.96 351,658 -36.78 0.1832
2020-02-14 2019-12-31 13F MORGAN STANLEY COM 617446448 10,881,963 -81,130 -0.74 556,276 18.91 0.2027
2019-11-12 2019-09-30 13F MORGAN STANLEY COM 617446448 10,963,093 -85,630 -0.78 467,813 -3.35 0.1818
2019-08-13 2019-06-30 13F MORGAN STANLEY COM 617446448 11,048,723 -710,190 -6.04 484,033 -2.46 0.1879
2019-08-12 2019-03-31 13F/A-2 MORGAN STANLEY COM 617446448 11,758,913 -27,724 -0.24 496,220 6.18 0.1976
2019-05-10 2019-03-31 13F MORGAN STANLEY COM 617446448 11,758,913 -27,724 496,220
2019-02-26 2018-12-31 13F/A-1 MORGAN STANLEY COM 617446448 11,786,637 154,165 1.33 467,344 -13.74 0.2117
2019-02-13 2018-12-31 13F MORGAN STANLEY COM 617446448 11,786,637 154,165 467,344
2018-11-13 2018-09-30 13F MORGAN STANLEY COM 617446448 11,632,472 -121,781 -1.04 541,802 -2.77 0.2062
2018-08-10 2018-06-30 13F MORGAN STANLEY COM 617446448 11,754,253 213,537 1.85 557,223 -10.52 0.2221
2018-05-11 2018-03-31 13F MORGAN STANLEY COM 617446448 11,540,716 110,602 0.97 622,737 3.83 0.2595
2018-02-12 2017-12-31 13F MORGAN STANLEY COM 617446448 11,430,114 -386,654 -3.27 599,766 5.37 0.2486
2017-11-13 2017-09-30 13F MORGAN STANLEY COM 617446448 11,816,768 1,828,697 18.31 569,213 27.89 0.2487
2017-08-11 2017-06-30 13F MORGAN STANLEY COM 617446448 9,988,071 310,430 3.21 445,088 7.35 0.2055
2017-05-12 2017-03-31 13F MORGAN STANLEY COM 617446448 9,677,641 395,010 4.26 414,612 5.72 0.1982
2017-02-09 2016-12-31 13F MORGAN STANLEY COM 617446448 9,282,631 974,920 11.74 392,193 47.28 0.1959
2016-11-10 2016-09-30 13F MORGAN STANLEY COM 617446448 8,307,711 105,515 1.29 266,295 24.99 0.1439
2016-08-09 2016-06-30 13F MORGAN STANLEY COM 617446448 8,202,196 -129,352 -1.55 213,059 2.25 0.1226
2016-05-13 2016-03-31 13F MORGAN STANLEY COM 617446448 8,331,548 -336,369 -3.88 208,373 -24.43 0.1247
2016-02-10 2015-12-31 13F MORGAN STANLEY COM 617446448 8,667,917 -184,324 -2.08 275,747 -1.11 0.1719
2015-11-13 2015-09-30 13F MORGAN STANLEY COM 617446448 8,852,241 16,663 0.19 278,844 -18.64 0.1830
2015-08-14 2015-06-30 13F MORGAN STANLEY COM 617446448 8,835,578 -248,687 -2.74 342,724 5.70 0.2099
2015-05-14 2015-03-31 13F MORGAN STANLEY COM 617446448 9,084,265 -670,370 -6.87 324,233 -14.34 0.2047
2015-02-06 2014-12-31 13F MORGAN STANLEY COM 617446448 9,754,635 -306,757 -3.05 378,511 8.82 0.2486
2014-11-13 2014-09-30 13F MORGAN STANLEY COM 617446448 10,061,392 -1,105,347 -9.90 347,827 -3.63 0.2465
2014-08-08 2014-06-30 13F MORGAN STANLEY COM 617446448 11,166,739 -1,873,835 -14.37 360,931 -11.20 0.2509
2014-05-14 2014-03-31 13F MORGAN STANLEY COM 617446448 13,040,574 -710,782 -5.17 406,460 -5.74 0.3037
2014-02-12 2013-12-31 13F MORGAN STANLEY COM 617446448 13,751,356 1,227,823 9.80 431,191 27.77 0.3360
2013-11-13 2013-09-30 13F MORGAN STANLEY COM 617446448 12,523,533 473,477 3.93 337,487 14.62 0.2921
2013-08-15 2013-06-30 13F MORGAN STANLEY COM 617446448 12,050,056 12,050,056 294,449 0.2773
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.