Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership3,100,379 shares
Latest Disclosed Value $ 510,229,362
Envestnet Asset Management Inc reports 10.36% increase in ownership of MS / Morgan Stanley

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 3,100,379 shares of Morgan Stanley (US:MS) valued at $510,229,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,809,232 shares of Morgan Stanley. This represents a change in shares of 10.36% during the quarter. The current value of the position is $657,063,321 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)
2026-05-04 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 3,100,379 291,147 10.36 510,229 2.31 0.1366
2026-02-10 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 2,809,232 -111,745 -3.83 498,723 7.41 0.1479
2025-11-05 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 2,920,977 -127,480 -4.18 464,318 8.13 0.1336
2025-08-01 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 3,048,457 101,773 3.45 429,398 24.90 0.1253
2025-04-29 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 2,946,684 466,012 18.79 343,790 10.23 0.1108
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 2,480,672 -46,252 -1.83 311,870 18.40 0.1001
2024-11-07 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 2,526,924 14,482 0.58 263,407 7.87 0.0850
2024-08-08 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 2,512,442 99,480 4.12 244,184 7.47 0.0851
2024-05-13 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 2,412,962 489,635 25.46 227,204 26.68 0.0848
2024-02-13 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 1,923,327 81,267 4.41 179,350 19.22 0.0742
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 1,842,060 390,406 26.89 150,441 21.35 0.0688
2023-08-04 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 1,451,654 15,128 1.05 123,971 1.48 0.0549
2023-05-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 1,436,526 71,173 5.21 122,165 5.24 0.0587
2023-02-07 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 1,365,353 15,042 1.11 116,082 8.81 0.0601
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,350,311 -7,505 -0.55 106,688 3.30 0.0609
2022-08-03 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 1,357,816 -604,861 -30.82 103,275 -39.79 0.0577
2022-05-04 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 1,962,677 14,380 0.74 171,538 -10.30 0.0863
2022-02-04 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 1,948,297 66,371 3.53 191,245 4.43 0.0946
2021-10-07 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,881,926 564,729 42.87 183,130 51.63 0.1006
2021-08-04 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,317,197 -61,582 -4.47 120,774 12.79 0.0686
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,378,779 -43,620 -3.07 107,076 9.85 0.0696
2021-02-02 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 1,422,399 -18,379 -1.28 97,477 39.93 0.0736
2020-10-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,440,778 2,953 0.21 69,662 0.31 0.0617
2020-07-08 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 1,437,825 391,451 37.41 69,444 95.19 0.0679
2020-04-23 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 1,046,374 280,571 36.64 35,577 -9.12 0.0422
2020-02-11 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 765,803 86,014 12.65 39,148 34.96 0.0413
2019-10-17 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 679,789 33,498 5.18 29,007 2.45 0.0317
2019-08-02 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 646,291 -6,930 -1.06 28,314 2.71 0.0357
2019-05-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 653,221 -344,648 -34.54 27,566 -30.33 0.0378
2019-02-12 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 997,869 954,196 2,184.86 39,566 1,845.23 0.0612
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 43,673 -31,555 -41.95 2,034 -42.93 0.0035
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 75,228 13,343 21.56 3,564 10.51 0.0081
2018-05-09 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 61,885 -250,748 -80.21 3,225 -80.34 0.0091
2018-02-20 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 312,633 39,696 14.54 16,404 24.77 0.0365
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 272,937 17,371 6.80 13,147 15.49 0.0315
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 255,566 47,260 22.69 11,384 27.61 0.0315
2017-05-09 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 208,306 33,417 19.11 8,921 20.75 0.0286
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 174,889 12,201 7.50 7,388 41.64 0.0268
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 162,688 -14,543 -8.21 5,216 13.29 0.0202
2016-08-15 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 177,231 8,013 4.74 4,604 8.79 0.0184
2016-05-16 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 169,218 -18,118 -9.67 4,232 -28.98 0.0182
2016-02-16 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 187,336 2,038 1.10 5,959 2.09 0.0271
2015-11-13 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 185,298 30,870 19.99 5,837 -2.55 0.0290
2015-08-13 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 154,428 7,841 5.35 5,990 14.49 0.0285
2015-05-15 2015-03-31 13F MORGAN STANLEY COM 617446448 146,587 141,012 2,529.36 5,232 2,322.22 0.0271
2015-02-12 2014-12-31 13F Morgan Stanley COM 617446448 5,575 -3,161 -36.18 216 -28.48 0.0022
2014-11-13 2014-09-30 13F Morgan Stanley COM 617446448 8,736 4,234 94.05 302 106.85 0.0030
2014-08-14 2014-06-30 13F * MORGAN STANLEY COM NEW 617446448 4,502 -1,956 -30.29 146 -27.36 0.0015
2014-05-12 2014-03-31 13F Morgan Stanley COM 617446448 6,458 961 17.48 201 16.86 0.0022
2014-02-12 2013-12-31 13F Morgan Stanley COM 617446448 5,497 4,283 352.80 172 421.21 0.0020
2013-11-12 2013-09-30 13F Morgan Stanley COM 617446448 1,214 -923 -43.19 33 -36.54 0.0004
2013-08-09 2013-06-30 13F Morgan Stanley COM 617446448 2,137 2,137 52 0.0007
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.