DNOW Inc.
MX ˙ BMV ˙ US67011P1003
SecurityMX:DNOW / DNOW Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,846,426 shares
Latest Disclosed Value $ 21,990,940
Morgan Stanley reports 3.84% decrease in ownership of DNOW / DNOW Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,846,426 shares of DNOW Inc. (MX:DNOW) valued at $21,990,940 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,920,148 shares of DNOW Inc.. This represents a change in shares of -3.84% during the quarter.

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 DNOW COM 67011P100 1,846,426 -73,722 -3.84 21,991 -13.56 0.0013
2026-05-27 2025-12-31 13F/A-1 DNOW COM 67011P100 1,920,148 954,998 98.95 25,442 72.86 0.0015
2026-02-13 2025-12-31 13F DNOW COM 67011P100 1,920,148 954,998 25,442 0.0015
2026-05-27 2025-09-30 13F/A-1 DNOW COM 67011P100 965,150 -286,219 -22.87 14,719 -20.69 0.0009
2025-11-14 2025-09-30 13F DNOW COM 67011P100 965,150 -286,219 14,719 0.0009
2025-08-15 2025-06-30 13F DNOW COM 67011P100 1,251,369 -215,177 -14.67 18,558 -25.91 0.0012
2025-05-15 2025-03-31 13F DNOW COM 67011P100 1,466,546 166,335 12.79 25,049 48.08 0.0018
2025-05-15 2024-12-31 13F/A-1 DNOW COM 67011P100 1,300,211 56,226 4.52 16,916 5.17 0.0012
2025-02-14 2024-12-31 13F DNOW COM 67011P100 1,300,211 56,226 16,916 0.0012
2025-05-14 2024-09-30 13F/A-2 DNOW COM 67011P100 1,243,985 192,930 18.36 16,085 11.46 0.0012
2025-02-14 2024-09-30 13F/A-1 DNOW COM 67011P100 1,243,985 192,930 16,085 0.0012
2024-11-14 2024-09-30 13F DNOW COM 67011P100 1,243,985 192,930 16,085 0.0012
2025-05-14 2024-06-30 13F/A-2 DNOW COM 67011P100 1,051,055 -422,064 -28.65 14,431 -35.55 0.0011
2024-10-17 2024-06-30 13F/A-1 DNOW COM 67011P100 1,051,055 -422,064 14,431 0.0011
2024-08-14 2024-06-30 13F DNOW COM 67011P100 1,051,055 -422,064 14,431 0.0011
2024-10-17 2024-03-31 13F/A-2 DNOW COM 67011P100 1,473,119 42,158 2.95 22,391 38.23 0.0018
2024-08-16 2024-03-31 13F/A-1 DNOW COM 67011P100 1,473,119 42,158 22,391 0.0002
2024-05-15 2024-03-31 13F DNOW COM 67011P100 1,473,119 42,158 22,391 0.0018
2024-08-16 2023-12-31 13F/A-1 NOW COM 67011P100 1,430,961 622,114 76.91 16,198 68.71 0.0014
2024-02-13 2023-12-31 13F NOW COM 67011P100 1,430,961 622,114 16,198 0.0014
2023-11-15 2023-09-30 13F NOW COM 67011P100 808,847 32,193 4.15 9,601 19.33 0.0010
2023-08-14 2023-06-30 13F NOW COM 67011P100 776,654 -261,725 -25.21 8,046 -30.50 0.0008
2023-05-15 2023-03-31 13F NOW COM 67011P100 1,038,379 67,123 6.91 11,578 -6.14 0.0012
2023-02-14 2022-12-31 13F NOW COM 67011P100 971,256 -196,934 -16.86 12,335 5.07 0.0014
2022-11-14 2022-09-30 13F NOW COM 67011P100 1,168,190 -267,746 -18.65 11,739 -16.42 0.0016
2022-10-27 2022-06-30 13F/A-1 NOW COM 67011P100 1,435,936 270,573 23.22 14,045 9.27 0.0018
2022-08-15 2022-06-30 13F NOW COM 67011P100 1,435,936 270,573 14,045 0.0004
2022-10-27 2022-03-31 13F/A-1 NOW COM 67011P100 1,165,363 -3,756 -0.32 12,854 28.75 0.0017
2022-05-13 2022-03-31 13F NOW COM 67011P100 1,165,363 -3,756 12,854 0.0017
2022-02-14 2021-12-31 13F NOW COM 67011P100 1,169,119 197,138 20.28 9,984 34.27 0.0012
2021-11-15 2021-09-30 13F NOW COM 67011P100 971,981 47,423 5.13 7,436 -15.25 0.0010
2021-08-23 2021-06-30 13F/A-1 NOW COM 67011P100 924,558 585,412 172.61 8,774 156.40 0.0012
2021-08-16 2021-06-30 13F NOW COM 67011P100 924,558 585,412 8,774 0.0002
2021-05-17 2021-03-31 13F NOW COM 67011P100 339,146 -675,949 -66.59 3,422 -53.05 0.0005
2021-02-16 2020-12-31 13F NOW COM 67011P100 1,015,095 671,673 195.58 7,289 367.54 0.0011
2020-11-13 2020-09-30 13F NOW COM 67011P100 343,422 2,069 0.61 1,559 -47.08 0.0003
2020-08-14 2020-06-30 13F NOW COM 67011P100 341,353 30,915 9.96 2,946 83.78 0.0007
2020-05-26 2020-03-31 13F/A-1 NOW COM 67011P100 310,438 -73,072 -19.05 1,603 -62.81 0.0004
2020-05-15 2020-03-31 13F NOW COM 67011P100 310,438 -73,072 1,603 123.1438
2020-02-14 2019-12-31 13F NOW COM 67011P100 383,510 179,689 88.16 4,310 84.35 0.0010
2019-11-14 2019-09-30 13F NOW COM 67011P100 203,821 37,828 22.79 2,338 -4.57 0.0006
2019-08-14 2019-06-30 13F NOW COM 67011P100 165,993 2,195 1.34 2,450 7.17 0.0007
2019-05-15 2019-03-31 13F NOW COM 67011P100 163,798 -153,324 -48.35 2,286 -38.07 0.0006
2019-02-14 2018-12-31 13F NOW COM 67011P100 317,122 -72,221 -18.55 3,691 -42.72 0.0011
2019-04-23 2018-09-30 13F/A-2 NOW COM 67011P100 389,343 -45,964 -10.56 6,444 11.07 0.0016
2018-11-20 2018-09-30 13F/A-1 NOW COM 67011P100 389,343 0 6,444 0.0016
2018-11-14 2018-09-30 13F NOW COM 67011P100 389,343 -45,964 6,444
2019-04-23 2018-06-30 13F/A-1 NOW COM 67011P100 435,307 -90,892 -17.27 5,802 7.86 0.0016
2018-08-14 2018-06-30 13F NOW COM 67011P100 435,307 -90,892 5,802
2019-04-23 2018-03-31 13F/A-1 NOW COM 67011P100 526,199 49,366 10.35 5,379 2.28 0.0015
2018-05-14 2018-03-31 13F NOW COM 67011P100 526,199 49,366 5,379
2019-04-23 2017-12-31 13F/A-1 NOW COM 67011P100 476,833 -4,457 -0.93 5,259 -20.88 0.0014
2018-02-14 2017-12-31 13F NOW COM 67011P100 476,833 -4,457 5,259
2017-11-14 2017-09-30 13F NOW COM 67011P100 481,290 203,956 73.54 6,647 49.04 0.0020
2017-08-11 2017-06-30 13F NOW COM 67011P100 277,334 -278,556 -50.11 4,460 -52.70 0.0013
2017-05-22 2017-03-31 13F/A-1 NOW COM 67011P100 555,890 -743,420 -57.22 9,429 -64.55 0.0029
2017-05-12 2017-03-31 13F NOW COM 67011P100 555,890 9,429
2017-02-22 2016-12-31 13F/A-1 NOW COM 67011P100 1,299,310 838,182 181.77 26,596 169.19 0.0087
2017-02-13 2016-12-31 13F NOW COM 67011P100 1,299,310 26,596
2016-11-10 2016-09-30 13F NOW COM 67011P100 461,128 347,403 305.48 9,880 378.68 0.0034
2016-08-12 2016-06-30 13F NOW COM 67011P100 113,725 -16,120 -12.41 2,064 -10.26 0.0007
2016-05-12 2016-03-31 13F NOW COM 67011P100 129,845 25,145 24.02 2,300 38.81 0.0009
2016-02-09 2015-12-31 13F NOW COM 67011P100 104,700 -30,774 -22.72 1,657 -17.44 0.0006
2016-02-08 2015-09-30 13F/A-1 NOW COM 67011P100 135,474 -284,844 -67.77 2,007 -76.02 0.0007
2015-11-09 2015-09-30 13F NOW COM 67011P100 135,474 2,007
2015-08-12 2015-06-30 13F NOW COM 67011P100 420,318 193,776 85.54 8,368 70.67 0.0029
2015-05-14 2015-03-31 13F NOW COM 67011P100 226,542 -360,181 -61.39 4,903 -67.52 0.0018
2015-02-13 2014-12-31 13F NOW COM 67011P100 586,723 22,017 3.90 15,097 -12.08 0.0055
2014-12-16 2014-09-30 13F/A-1 NOW COM 67011P100 564,706 564,706 17,172 0.0066
2014-11-14 2014-09-30 13F NOW COM 67011P100 564,706 17,172 0.0066
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.