Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionJunto Capital Management LP
Latest Disclosed Ownership565,255 shares
Latest Disclosed Value $ 93,024,015
Junto Capital Management LP reports 43.12% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Junto Capital Management LP filed a 13F-HR form disclosing ownership of 565,255 shares of Morgan Stanley (US:MS) valued at $93,024,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 993,799 shares of Morgan Stanley. This represents a change in shares of -43.12% during the quarter. The current value of the position is $119,794,492 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 565,255 -428,544 -43.12 93,024 -47.27 1.9608
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 993,799 -75,884 -7.09 176,429 3.76 3.8864
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,069,683 1,069,683 170,037 3.4824
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -1,094,015 -100.00 0 -100.00
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,094,015 624,469 132.99 86,438 142.03 2.4022
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 469,546 -112,008 -19.26 35,714 -29.74 1.0589
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 581,554 -515,515 -46.99 50,828 -52.80 1.3972
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 1,097,069 382,903 53.62 107,688 54.96 2.7676
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 714,166 -602,439 -45.76 69,495 -42.43 2.1909
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,316,605 281,636 27.21 120,720 50.19 3.8492
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,034,969 -302,381 -22.61 80,376 -12.30 2.8907
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 1,337,350 -15,333 -1.13 91,649 40.13 2.9841
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,352,683 -497,687 -26.90 65,402 -26.82 2.3746
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 1,850,370 466,499 33.71 89,373 89.95 3.8213
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 1,383,871 33,629 2.49 47,052 -31.83 3.3984
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 1,350,242 1,350,242 69,024 3.2565
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -2,074,042 -100.00 0 -100.00
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 2,074,042 655,046 46.16 90,864 51.74 5.2427
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 1,418,996 1,418,996 59,882 3.4426
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -493,234 -100.00 0 -100.00
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 493,234 -515,551 -51.11 23,379 -57.05 1.6350
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 1,008,785 -182,724 -15.34 54,434 -12.93 4.1071
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 1,191,509 318,909 36.55 62,518 48.74 4.7771
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 872,600 180,200 26.03 42,033 36.24 3.4459
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 692,400 193,413 38.76 30,853 44.33 2.7157
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 498,987 -483,800 -49.23 21,377 -48.52 2.0225
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 982,787 127,400 14.89 41,523 51.41 4.5347
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 855,387 855,387 0.00 27,424 3.6016
2015-11-16 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -282,500 -100.00 0 -100.00
2015-08-14 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 282,500 -121,500 -30.07 10,958 -24.00 2.5342
2015-05-15 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 404,000 404,000 14,419 4.0894
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.