Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionJustInvest LLC
Latest Disclosed Ownership204,202 shares
Latest Disclosed Value $ 33,605,523
JustInvest LLC reports 3.45% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 204,202 shares of Morgan Stanley (US:MS) valued at $33,605,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 197,398 shares of Morgan Stanley. This represents a change in shares of 3.45% during the quarter. The current value of the position is $43,276,530 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 204,202 6,804 3.45 33,606 -4.11 0.3298
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 197,398 11,064 5.94 35,044 18.28 0.3419
2025-10-31 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 186,334 1,898 1.03 29,629 14.01 0.3035
2025-07-25 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 184,436 44,161 31.48 25,988 58.80 0.2933
2025-05-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 140,275 8,058 6.09 16,366 -1.55 0.2413
2025-02-10 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 132,217 7,677 6.16 16,622 28.04 0.2511
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 124,540 10,538 9.24 12,982 19.30 0.2091
2024-08-12 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 114,002 19,125 20.16 10,882 21.82 0.2072
2024-05-09 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 94,877 17,784 23.07 8,934 24.28 0.1917
2024-02-08 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 77,093 -28,759 -27.17 7,189 -16.84 0.1865
2023-11-08 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 105,852 3,556 3.48 8,645 -1.05 0.2584
2023-07-28 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 102,296 4,282 4.37 8,736 1.55 0.2676
2023-05-10 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 98,014 10,511 12.01 8,604 15.65 0.2988
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 87,503 -11,882 -11.96 7,440 -5.26 0.3070
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 99,385 23,194 30.44 7,852 35.50 0.3551
2022-08-12 2022-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 76,191 26,548 53.48 5,795 33.59 0.2684
2022-08-09 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 76,191 26,548 5,795 0.2684
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 49,643 6,455 14.95 4,338 2.34 0.2100
2022-02-23 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 43,188 14,747 51.85 4,239 53.14 0.2498
2021-11-09 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 28,441 4,077 16.73 2,768 23.90 0.2487
2021-08-11 2021-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 24,364 5,137 26.72 2,234 49.63 0.2339
2021-07-21 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 19,227 0 1,493 0.2272
2021-04-28 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 19,227 6,032 45.71 1,493 65.15 0.2260
2021-01-20 2020-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 13,195 2,391 22.13 904 73.18 0.1966
2021-01-19 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 13,195 2,391 5 14,596.8354
2020-10-26 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 10,804 3,024 38.87 522 38.83 0.1465
2020-07-27 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 7,780 7,780 376 0.1705
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.