Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPrudent Man Advisors, LLC
Latest Disclosed Ownership18,625 shares
Latest Disclosed Value $ 3,065,116
Prudent Man Advisors, LLC reports 55.44% increase in ownership of MS / Morgan Stanley

On May 8, 2026 - Prudent Man Advisors, LLC filed a 13F-HR form disclosing ownership of 18,625 shares of Morgan Stanley (US:MS) valued at $3,065,116 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,982 shares of Morgan Stanley. This represents a change in shares of 55.44% during the quarter. The current value of the position is $3,947,196 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)
2026-05-08 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 18,625 6,643 55.44 3,065 44.10 0.9179
2026-02-11 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 11,982 -98 -0.81 2,127 10.78 0.7744
2026-02-11 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 11,982 2,127
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 12,080 -4,564 -27.42 1,920 -18.09 0.7074
2025-07-31 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 16,644 1,489 9.83 2,344 32.58 0.7446
2025-05-01 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 15,155 136 0.91 1,768 -6.36 0.6420
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 15,019 -4,165 -21.71 1,888 -5.55 0.6860
2024-11-07 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 19,184 -2,749 -12.53 2,000 -6.19 0.6672
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 21,933 930 4.43 2,132 7.79 0.7536
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 21,003 -1,098 -4.97 1,978 -4.03 0.7418
2024-02-13 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 22,101 2,086 10.42 2,061 26.07 0.7691
2023-11-09 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 20,015 -2,746 -12.06 1,635 163,300.00 0.6485
2023-08-10 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 22,761 -419 -1.81 2 -50.00 0.7308
2023-05-05 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 23,180 -353 -1.50 2 0.00 0.7954
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 23,533 2,445 11.59 2 -99.88 0.8087
2022-11-09 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 21,088 765 3.76 1,666 7.76 0.7890
2022-08-05 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 20,323 -105 -0.51 1,546 -13.39 0.7215
2022-05-09 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 20,428 -1,469 -6.71 1,785 -16.94 0.7235
2022-02-10 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 21,897 -3,029 -12.15 2,149 -11.42 0.8177
2021-11-10 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 24,926 -319 -1.26 2,426 4.79 0.9178
2021-08-03 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 25,245 -2,270 -8.25 2,315 8.33 0.8935
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 27,515 952 3.58 2,137 17.42 0.8978
2021-02-11 2020-12-31 13F MORGAN STANLEY Common Stock 617446448 26,563 18 0.07 1,820 41.86 0.7625
2020-11-16 2020-09-30 13F/A-1 MORGAN STANLEY COM Common Stock 617446448 26,545 2,972 12.61 1,283 12.64 0.6802
2020-11-12 2020-09-30 13F MORGAN STANLEY COM 617446448 23,573 0 1,139 960,905.7317
2020-08-12 2020-06-30 13F MORGAN STANLEY COM 617446448 23,573 23,573 1,139 1.0107
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.