Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership2,383,354 shares
Latest Disclosed Value $ 392,370,490
Neuberger Berman Group LLC reports 4.73% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 2,383,354 shares of Morgan Stanley (US:MS) valued at $392,228,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,275,708 shares of Morgan Stanley. This represents a change in shares of 4.73% during the quarter. The current value of the position is $505,104,213 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 Common 617446448 2,383,354 107,646 4.73 392,370 -2.88 0.1526
2026-02-13 2025-12-31 13F MORGAN STANLEY Common 617446448 2,275,708 -81,886 -3.47 404,006 7.80 0.3007
2025-11-12 2025-09-30 13F MORGAN STANLEY Common 617446448 2,357,594 64,260 2.80 374,763 16.01 0.2739
2025-08-25 2025-06-30 13F/A-1 MORGAN STANLEY Common 617446448 2,293,334 287,671 14.34 323,039 38.05 0.2486
2025-08-13 2025-06-30 13F MORGAN STANLEY Common 617446448 2,293,334 287,671 323,039 0.1286
2025-05-13 2025-03-31 13F MORGAN STANLEY Common 617446448 2,005,663 -156,477 -7.24 234,001 -13.91 0.1960
2025-02-13 2024-12-31 13F MORGAN STANLEY Common 617446448 2,162,140 78,609 3.77 271,824 25.16 0.2158
2024-11-14 2024-09-30 13F MORGAN STANLEY Common 617446448 2,083,531 309,834 17.47 217,187 25.99 0.1695
2024-11-14 2024-06-30 13F/A-1 MORGAN STANLEY Common 617446448 1,773,697 -225,263 -11.27 172,386 -8.41 0.1415
2024-08-13 2024-06-30 13F MORGAN STANLEY Common 617446448 1,773,697 -225,263 172,386 0.1415
2024-11-14 2024-03-31 13F/A-1 MORGAN STANLEY Common 617446448 1,998,960 696,052 53.42 188,222 54.92 0.1556
2024-05-13 2024-03-31 13F MORGAN STANLEY Common 617446448 1,998,960 696,052 188,222 0.1556
2024-11-14 2023-12-31 13F/A-2 MORGAN STANLEY Common 617446448 1,302,908 -285,812 -17.99 121,496 -6.36 0.1059
2024-02-09 2023-12-31 13F MORGAN STANLEY Common 617446448 1,302,908 -285,812 121,496 0.1059
2023-11-14 2023-09-30 13F MORGAN STANLEY Common 617446448 1,588,720 14,059 0.89 129,751 -3.51 0.1182
2023-08-11 2023-06-30 13F MORGAN STANLEY Common 617446448 1,574,661 -506,163 -24.33 134,476 -26.38 0.1202
2023-05-12 2023-03-31 13F MORGAN STANLEY Common 617446448 2,080,824 -1,557,900 -42.81 182,651 -40.96 0.1694
2023-02-13 2022-12-31 13F MORGAN STANLEY Common 617446448 3,638,724 455,603 14.31 309,371 22.99 0.3033
2022-11-15 2022-09-30 13F MORGAN STANLEY Common 617446448 3,183,121 1,757,682 123.31 251,546 131.93 0.2626
2022-08-15 2022-06-30 13F MORGAN STANLEY Common 617446448 1,425,439 -415,568 -22.57 108,456 -32.61 0.1090
2022-05-23 2022-03-31 13F/A-1 MORGAN STANLEY Common 617446448 1,841,007 -84,543 -4.39 160,929 -13.28 0.1363
2022-05-13 2022-03-31 13F MORGAN STANLEY Common 617446448 1,841,007 -84,543 158,291 0.0706
2022-02-11 2021-12-31 13F MORGAN STANLEY Common 617446448 1,925,550 92,933 5.07 185,569 5.61 0.1456
2021-11-12 2021-09-30 13F MORGAN STANLEY Common 617446448 1,832,617 -22,930 -1.24 175,712 4.28 0.1536
2021-08-13 2021-06-30 13F MORGAN STANLEY Common 617446448 1,855,547 409,104 28.28 168,507 50.86 0.1471
2021-05-13 2021-03-31 13F MORGAN STANLEY Common 617446448 1,446,443 11,629 0.81 111,695 13.82 0.1067
2021-02-10 2020-12-31 13F MORGAN STANLEY Common 617446448 1,434,814 433,895 43.35 98,136 103.17 0.1018
2020-11-12 2020-09-30 13F MORGAN STANLEY Common 617446448 1,000,919 -197,886 -16.51 48,303 -16.53 0.0573
2020-08-13 2020-06-30 13F MORGAN STANLEY Common 617446448 1,198,805 -73,399 -5.77 57,867 33.78 0.0719
2020-05-14 2020-03-31 13F MORGAN STANLEY Common 617446448 1,272,204 178,153 16.28 43,255 -22.66 0.0659
2020-02-12 2019-12-31 13F MORGAN STANLEY Common 617446448 1,094,051 204,224 22.95 55,928 47.30 0.0653
2019-11-13 2019-09-30 13F MORGAN STANLEY Common 617446448 889,827 -344,996 -27.94 37,969 -29.81 0.0464
2019-08-13 2019-06-30 13F MORGAN STANLEY Common 617446448 1,234,823 264,696 27.28 54,098 32.14 0.0647
2019-05-13 2019-03-31 13F MORGAN STANLEY Common 617446448 970,127 363,854 60.01 40,939 70.30 0.0502
2019-02-12 2018-12-31 13F MORGAN STANLEY Common 617446448 606,273 -479,157 -44.14 24,039 -52.44 0.0335
2018-11-16 2018-09-30 13F/A-1 MORGAN STANLEY Common 617446448 1,085,430 -116,047 -9.66 50,548 -11.24 0.0573
2018-11-13 2018-09-30 13F MORGAN STANLEY Common 617446448 1,085,430 -116,047 50,548
2018-08-13 2018-06-30 13F MORGAN STANLEY Common 617446448 1,201,477 491,326 69.19 56,950 48.62 0.0629
2018-05-08 2018-03-31 13F MORGAN STANLEY Common 617446448 710,151 264,624 59.40 38,319 63.92 0.0438
2018-02-14 2017-12-31 13F MORGAN STANLEY Common 617446448 445,527 362,626 437.42 23,377 485.45 0.0269
2017-11-15 2017-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 82,901 -16,758 -16.82 3,993 -10.09 0.0050
2017-08-08 2017-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 99,659 -17,521 -14.95 4,441 -11.53 0.0057
2017-05-10 2017-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 117,180 -273,090 -69.97 5,020 -69.56 0.0065
2017-02-06 2016-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 390,270 31,216 8.69 16,489 43.25 0.0221
2016-11-02 2016-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 359,054 10,953 3.15 11,511 27.28 0.0156
2016-08-05 2016-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 348,101 -449,114 -56.34 9,044 -54.64 0.0125
2016-05-06 2016-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 797,215 -280,927 -26.06 19,938 -41.86 0.0274
2016-01-28 2015-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,078,142 161,920 17.67 34,296 18.83 0.0449
2015-11-10 2015-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 916,222 57,505 6.70 28,861 -13.36 0.0372
2015-07-31 2015-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 858,717 -167,229 -16.30 33,310 -9.03 0.0370
2015-05-06 2015-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,025,946 1,025,946 0.00 36,616 0.0391
2015-02-05 2014-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 0 -491,219 -100.00 0 -100.00
2014-11-04 2014-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 491,219 15,254 3.20 16,981 10.35 0.0174
2014-08-05 2014-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 475,965 214,772 82.23 15,388 89.02 0.0150
2014-05-05 2014-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 261,193 -685,005 -72.40 8,141 -72.56 0.0083
2014-02-11 2013-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 946,198 -208,970 -18.09 29,673 -4.69 0.0305
2013-10-29 2013-09-30 13F/A-1 MORGAN STANLEY COMMON STOCK 617446448 1,155,168 -101,555 -8.08 31,132 1.40 0.0346
2013-10-29 2013-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,466,797 28,808
2013-08-13 2013-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,256,723 1,256,723 30,702 0.0365
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.