Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFisher Asset Management, LLC
Latest Disclosed Ownership25,600,068 shares
Latest Disclosed Value $ 4,213,003,465
Fisher Asset Management, LLC reports 2.33% increase in ownership of MS / Morgan Stanley

On May 5, 2026 - Fisher Asset Management, LLC filed a 13F-HR form disclosing ownership of 25,600,068 shares of Morgan Stanley (US:MS) valued at $4,213,003,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 25,018,335 shares of Morgan Stanley. This represents a change in shares of 2.33% during the quarter. The current value of the position is $5,425,422,411 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)
2026-05-05 2026-03-31 13F MORGAN STANLEY COM 617446448 25,600,068 581,733 2.33 4,213,003 -5.14 1.4287
2026-02-09 2025-12-31 13F MORGAN STANLEY COM 617446448 25,018,335 524,189 2.14 4,441,505 14.07 1.5159
2025-11-12 2025-09-30 13F MORGAN STANLEY COM 617446448 24,494,146 448,960 1.87 3,893,590 14.96 1.4092
2025-08-13 2025-06-30 13F MORGAN STANLEY COM 617446448 24,045,186 749,150 3.22 3,387,005 24.62 1.3446
2025-05-14 2025-03-31 13F MORGAN STANLEY COM 617446448 23,296,036 462,099 2.02 2,717,949 -5.32 1.1766
2025-02-05 2024-12-31 13F MORGAN STANLEY COM 617446448 22,833,937 428,956 1.91 2,870,683 22.92 1.1422
2024-11-12 2024-09-30 13F MORGAN STANLEY COM 617446448 22,404,981 590,872 2.71 2,335,495 10.16 0.9571
2024-08-14 2024-06-30 13F MORGAN STANLEY COM 617446448 21,814,109 1,031,032 4.96 2,120,113 8.34 0.9224
2024-05-09 2024-03-31 13F MORGAN STANLEY COM 617446448 20,783,077 554,743 2.74 1,956,935 3.75 0.9140
2024-03-05 2023-12-31 13F/A-1 MORGAN STANLEY COM 617446448 20,228,334 495,055 2.51 1,886,292 17.04 0.9974
2024-02-06 2023-12-31 13F MORGAN STANLEY COM 617446448 20,250,725 517,446 1,888,380 0.9298
2023-11-13 2023-09-30 13F MORGAN STANLEY COM 617446448 19,733,279 -182,649 -0.92 1,611,617 -5.24 0.9140
2023-12-12 2023-06-30 13F/A-1 MORGAN STANLEY COM 617446448 19,915,928 592,284 3.07 1,700,820 0.25 0.9403
2023-08-08 2023-06-30 13F MORGAN STANLEY COM 617446448 19,920,050 596,406 1,701 0.9400
2023-12-12 2023-03-31 13F/A-1 MORGAN STANLEY COM 617446448 19,323,644 350,375 1.85 1,696,616 105,083.82 1.0304
2023-05-01 2023-03-31 13F MORGAN STANLEY COM 617446448 19,315,836 342,567 1,696 1.0270
2023-02-03 2022-12-31 13F MORGAN STANLEY COM 617446448 18,973,269 556,833 3.02 1,613 -99.89 1.0905
2022-11-08 2022-09-30 13F MORGAN STANLEY COM 617446448 18,416,436 7,514,505 68.93 1,455,083 75.48 1.0907
2022-08-09 2022-06-30 13F MORGAN STANLEY COM 617446448 10,901,931 132,655 1.23 829,201 -11.90 0.5868
2022-05-05 2022-03-31 13F MORGAN STANLEY COM 617446448 10,769,276 321,207 3.07 941,235 -8.22 0.5553
2022-02-02 2021-12-31 13F MORGAN STANLEY COM 617446448 10,448,069 474,238 4.75 1,025,583 5.67 0.5743
2021-10-26 2021-09-30 13F MORGAN STANLEY COM 617446448 9,973,831 231,534 2.38 970,554 8.65 0.6028
2021-07-27 2021-06-30 13F MORGAN STANLEY COM 617446448 9,742,297 235,518 2.48 893,271 20.99 0.5609
2021-04-27 2021-03-31 13F MORGAN STANLEY COM 617446448 9,506,779 236,496 2.55 738,297 16.21 0.5201
2021-01-29 2020-12-31 13F MORGAN STANLEY COM 617446448 9,270,283 392,165 4.42 635,293 48.00 0.4760
2020-11-12 2020-09-30 13F/A-1 MORGAN STANLEY COM 617446448 8,878,118 415,914 4.91 429,257 5.02 0.3757
2020-11-10 2020-09-30 13F MORGAN STANLEY COM 617446448 8,878,118 415,914 429,257 364,513.2284
2020-08-07 2020-06-30 13F MORGAN STANLEY COM 617446448 8,462,204 7,907,255 1,424.86 408,724 2,066.23 0.3989
2020-04-28 2020-03-31 13F MORGAN STANLEY COM 617446448 554,949 -1,165,544 -67.74 18,868 -78.55 0.0234
2020-02-12 2019-12-31 13F MORGAN STANLEY COM 617446448 1,720,493 -66,240 -3.71 87,952 15.36 0.0889
2019-10-29 2019-09-30 13F MORGAN STANLEY COM 617446448 1,786,733 -61,221 -3.31 76,240 -5.83 0.0837
2019-07-30 2019-06-30 13F MORGAN STANLEY COM 617446448 1,847,954 -52,018 -2.74 80,959 0.97 0.0895
2019-04-22 2019-03-31 13F/A-1 MORGAN STANLEY COM 617446448 1,899,972 -42,055 -2.17 80,179 4.13 0.0940
2019-04-22 2019-03-31 13F MORGAN STANLEY COM 617446448 1,942,027 1,905,027 77,001
2019-01-25 2018-12-31 13F MORGAN STANLEY COM 617446448 1,942,027 14,996 0.78 77,001 -14.20 0.1052
2018-10-23 2018-09-30 13F MORGAN STANLEY COM 617446448 1,927,031 -86,366 -4.29 89,742 -5.97 0.1089
2018-07-09 2018-06-30 13F MORGAN STANLEY COM 617446448 2,013,397 -53,842 -2.60 95,435 -14.44 0.1239
2018-05-10 2018-03-31 13F/A-2 MORGAN STANLEY COM 617446448 2,067,239 -51,997 -2.45 111,548 0.32 0.1479
2018-04-20 2018-03-31 13F/A-1 MORGAN STANLEY COM 617446448 2,340,192 272,953 126,277 0.1541
2018-04-19 2018-03-31 13F MORGAN STANLEY COM 617446448 2,340,192 220,956 126,277
2018-01-24 2017-12-31 13F MORGAN STANLEY COM 617446448 2,119,236 -44,243 -2.04 111,196 6.70 0.1452
2017-10-17 2017-09-30 13F MORGAN STANLEY COM 617446448 2,163,479 -26,930 -1.23 104,215 6.77 0.1462
2017-07-12 2017-06-30 13F MORGAN STANLEY COM 617446448 2,190,409 -14,748 -0.67 97,605 3.32 0.1472
2017-04-24 2017-03-31 13F MORGAN STANLEY COM 617446448 2,205,157 -102,994 -4.46 94,469 -3.13 0.1513
2017-01-10 2016-12-31 13F MORGAN STANLEY COM 617446448 2,308,151 -41,884 -1.78 97,519 29.44 0.1698
2016-10-11 2016-09-30 13F MORGAN STANLEY COM 617446448 2,350,035 2,039,560 656.92 75,342 817.13 0.1338
2016-07-12 2016-06-30 13F MORGAN STANLEY COM 617446448 310,475 -54,982 -15.04 8,215 -12.74 0.0152
2016-04-18 2016-03-31 13F MORGAN STANLEY COM 617446448 365,457 9,798 2.75 9,414 -16.79 0.0179
2016-01-14 2015-12-31 13F MORGAN STANLEY COM 617446448 355,659 3,332 0.95 11,314 1.95 0.0218
2015-10-20 2015-09-30 13F MORGAN STANLEY COM 617446448 352,327 2,462 0.70 11,098 -18.22 0.0231
2015-07-17 2015-06-30 13F MORGAN STANLEY COM 617446448 349,865 -159 -0.05 13,571 8.64 0.0264
2015-04-30 2015-03-31 13F MORGAN STANLEY COM 617446448 350,024 350,024 0.00 12,492 0.0250
2015-01-29 2014-12-31 13F MORGAN STANLEY COM 617446448 0 -7,357 -100.00 0 -100.00
2014-10-20 2014-09-30 13F MORGAN STANLEY COM 617446448 7,357 112 1.55 254 8.55 0.0005
2014-07-25 2014-06-30 13F MORGAN STANLEY COM 617446448 7,245 -2,250 -23.70 234 -20.95 0.0005
2014-04-22 2014-03-31 13F MORGAN STANLEY COM 617446448 9,495 1,771 22.93 296 22.31 0.0007
2014-01-16 2013-12-31 13F/A-1 MORGAN STANLEY COM 617446448 7,724 -17 -0.22 242 15.79 0.0005
2014-01-14 2013-12-31 13F MORGAN STANLEY COM 617446448 7,724 242
2013-10-18 2013-09-30 13F MORGAN STANLEY COM 617446448 7,741 -4,519 -36.86 209 -30.33 0.0005
2013-07-16 2013-06-30 13F MORGAN STANLEY COM 617446448 12,260 12,260 300 0.0008
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.