Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEnsign Peak Advisors, Inc
Latest Disclosed Ownership1,850,620 shares
Latest Disclosed Value $ 304,556,533
Ensign Peak Advisors, Inc reports 7.88% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - Ensign Peak Advisors, Inc filed a 13F-HR form disclosing ownership of 1,850,620 shares of Morgan Stanley (US:MS) valued at $304,556,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,715,426 shares of Morgan Stanley. This represents a change in shares of 7.88% during the quarter. The current value of the position is $392,201,897 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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 1,850,620 135,194 7.88 304,557 0.01 0.5675
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,715,426 -259,970 -13.16 304,540 -3.02 0.5379
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,975,396 -20,239 -1.01 314,009 11.70 0.5152
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 1,995,635 -440,871 -18.09 281,105 -1.11 0.4812
2025-05-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 2,436,506 -2,860 -0.12 284,267 -7.31 0.5438
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 2,439,366 257,901 11.82 306,677 34.87 0.5451
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 2,181,465 117,758 5.71 227,396 13.37 0.3999
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 2,063,707 -212,331 -9.33 200,572 -6.41 0.3665
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 2,276,038 15,980 0.71 214,312 1.69 0.3914
2024-02-14 2023-12-31 13F MORGAN STANLEY COM 617446448 2,260,058 671,543 42.27 210,750 62.45 0.4172
2023-11-13 2023-09-30 13F MORGAN STANLEY COM 617446448 1,588,515 68,275 4.49 129,734 -0.07 0.2770
2023-08-14 2023-06-30 13F MORGAN STANLEY COM 617446448 1,520,240 -427,680 -21.96 129,828 -24.09 0.2632
2023-05-15 2023-03-31 13F MORGAN STANLEY COM 617446448 1,947,920 -113,174 -5.49 171,027 -2.40 0.3700
2023-02-13 2022-12-31 13F Morgan Stanley COM 617446448 2,061,094 111,776 5.73 175,234 13.78 0.3947
2022-11-14 2022-09-30 13F Morgan Stanley COM 617446448 1,949,318 68,985 3.67 154,015 7.69 0.3826
2022-08-12 2022-06-30 13F Morgan Stanley COM 617446448 1,880,333 130,060 7.43 143,016 -6.51 0.3399
2022-05-16 2022-03-31 13F Morgan Stanley COM 617446448 1,750,273 -403,318 -18.73 152,975 -27.64 0.3109
2022-02-11 2021-12-31 13F Morgan Stanley COM 617446448 2,153,591 230,765 12.00 211,397 12.98 0.4041
2021-11-12 2021-09-30 13F Morgan Stanley COM 617446448 1,922,826 -171,197 -8.18 187,109 -2.55 0.3900
2021-08-13 2021-06-30 13F Morgan Stanley COM 617446448 2,094,023 -261,868 -11.12 192,002 4.94 0.3873
2021-05-12 2021-03-31 13F Morgan Stanley COM 617446448 2,355,891 116,379 5.20 182,960 19.21 0.3933
2021-02-12 2020-12-31 13F Morgan Stanley COM 617446448 2,239,512 504,029 29.04 153,475 82.90 0.3481
2020-11-12 2020-09-30 13F Morgan Stanley COM 617446448 1,735,483 469,807 37.12 83,912 37.26 0.2120
2020-08-12 2020-06-30 13F Morgan Stanley NEW 617446448 1,265,676 723,355 133.38 61,133 231.56 0.1661
2020-05-11 2020-03-31 13F Morgan Stanley COM 617446448 542,321 -330,660 -37.88 18,438 -58.68 0.0617
2020-02-14 2019-12-31 13F Morgan Stanley COM 617446448 872,981 872,981 44,627 0.1179
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.