Capitol Federal Financial, Inc.
US ˙ NasdaqGS ˙ US14057J1016

SecurityCFFN / Capitol Federal Financial, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,880,109 shares
Latest Disclosed Value $ 13,405,183
Morgan Stanley reports 6.75% decrease in ownership of CFFN / Capitol Federal Financial, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,880,109 shares of Capitol Federal Financial, Inc. (US:CFFN) valued at $13,405,177 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,016,223 shares of Capitol Federal Financial, Inc.. This represents a change in shares of -6.75% during the quarter. The current value of the position is $14,702,452 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 CAPITOL FED FINL COM 14057J101 1,880,109 -136,114 -6.75 13,405 -2.37 0.0008
2026-05-27 2025-12-31 13F/A-1 CAPITOL FED FINL COM 14057J101 2,016,223 272,780 15.65 13,730 24.03 0.0008
2026-02-13 2025-12-31 13F CAPITOL FED FINL COM 14057J101 2,016,223 272,780 13,730 0.0008
2026-05-27 2025-09-30 13F/A-1 CAPITOL FED FINL COM 14057J101 1,743,443 -399,342 -18.64 11,071 -15.30 0.0007
2025-11-14 2025-09-30 13F CAPITOL FED FINL COM 14057J101 1,743,443 -399,342 11,071 0.0007
2025-08-15 2025-06-30 13F CAPITOL FED FINL COM 14057J101 2,142,785 -249,024 -10.41 13,071 -2.42 0.0009
2025-05-15 2025-03-31 13F CAPITOL FED FINL COM 14057J101 2,391,809 -114,927 -4.58 13,394 -9.59 0.0010
2025-05-15 2024-12-31 13F/A-1 CAPITOL FED FINL COM 14057J101 2,506,736 -157,711 -5.92 14,815 -4.79 0.0010
2025-02-14 2024-12-31 13F CAPITOL FED FINL COM 14057J101 2,506,736 -157,711 14,815 0.0010
2025-05-14 2024-09-30 13F/A-2 CAPITOL FED FINL COM 14057J101 2,664,447 24,033 0.91 15,560 7.35 0.0011
2025-02-14 2024-09-30 13F/A-1 CAPITOL FED FINL COM 14057J101 2,664,447 24,033 15,560 0.0011
2024-11-14 2024-09-30 13F CAPITOL FED FINL COM 14057J101 2,664,447 24,033 15,560 0.0001
2025-05-14 2024-06-30 13F/A-2 CAPITOL FED FINL COM 14057J101 2,640,414 528,174 25.01 14,496 15.15 0.0011
2024-10-17 2024-06-30 13F/A-1 CAPITOL FED FINL COM 14057J101 2,640,414 528,174 14,496 0.0011
2024-08-14 2024-06-30 13F CAPITOL FED FINL COM 14057J101 2,640,414 528,174 14,496 0.0011
2024-10-17 2024-03-31 13F/A-2 CAPITOL FED FINL COM 14057J101 2,112,240 -206,491 -8.91 12,589 -15.83 0.0010
2024-08-16 2024-03-31 13F/A-1 CAPITOL FED FINL COM 14057J101 2,112,240 -206,491 12,589 0.0001
2024-05-15 2024-03-31 13F CAPITOL FED FINL COM 14057J101 2,112,240 -206,491 12,589 0.0010
2024-08-16 2023-12-31 13F/A-1 CAPITOL FED FINL COM 14057J101 2,318,731 1,398,144 151.88 14,956 240.58 0.0013
2024-02-13 2023-12-31 13F CAPITOL FED FINL COM 14057J101 2,318,731 1,398,144 14,956 0.0013
2023-11-15 2023-09-30 13F CAPITOL FED FINL COM 14057J101 920,587 137,469 17.55 4,391 -9.11 0.0004
2023-08-14 2023-06-30 13F CAPITOL FED FINL COM 14057J101 783,118 -165,979 -17.49 4,832 -24.36 0.0005
2023-05-15 2023-03-31 13F CAPITOL FED FINL COM 14057J101 949,097 323,318 51.67 6,387 18.02 0.0007
2023-02-14 2022-12-31 13F CAPITOL FED FINL COM 14057J101 625,779 7,372 1.19 5,413 5.46 0.0006
2022-11-14 2022-09-30 13F CAPITOL FED FINL COM 14057J101 618,407 -62,021 -9.11 5,132 -17.82 0.0007
2022-10-27 2022-06-30 13F/A-1 CAPITOL FED FINL COM 14057J101 680,428 201,372 42.04 6,245 19.80 0.0008
2022-08-15 2022-06-30 13F CAPITOL FED FINL COM 14057J101 680,428 201,372 6,245 0.0002
2022-10-27 2022-03-31 13F/A-1 CAPITOL FED FINL COM 14057J101 479,056 -460,555 -49.02 5,213 -51.03 0.0007
2022-05-13 2022-03-31 13F CAPITOL FED FINL COM 14057J101 479,056 -460,555 5,213 0.0007
2022-02-14 2021-12-31 13F CAPITOL FED FINL COM 14057J101 939,611 318,532 51.29 10,645 49.15 0.0013
2021-11-15 2021-09-30 13F CAPITOL FED FINL COM 14057J101 621,079 64,481 11.58 7,137 8.85 0.0010
2021-08-23 2021-06-30 13F/A-1 CAPITOL FED FINL COM 14057J101 556,598 56,543 11.31 6,557 -1.01 0.0009
2021-08-16 2021-06-30 13F CAPITOL FED FINL COM 14057J101 556,598 56,543 6,557 0.0002
2021-05-17 2021-03-31 13F CAPITOL FED FINL COM 14057J101 500,055 -20,582 -3.95 6,624 1.80 0.0010
2021-02-16 2020-12-31 13F CAPITOL FED FINL COM 14057J101 520,637 478,206 1,127.02 6,507 1,555.73 0.0010
2020-11-13 2020-09-30 13F CAPITOL FED FINL COM 14057J101 42,431 -19,389 -31.36 393 -42.29 0.0001
2020-08-14 2020-06-30 13F CAPITOL FED FINL COM 14057J101 61,820 34,528 126.51 681 114.83 0.0002
2020-05-26 2020-03-31 13F/A-1 CAPITOL FED FINL COM 14057J101 27,292 -165,647 -85.85 317 -88.03 0.0001
2020-05-15 2020-03-31 13F CAPITOL FED FINL COM 14057J101 27,292 -165,647 317 24.3522
2020-02-14 2019-12-31 13F CAPITOL FED FINL COM 14057J101 192,939 143,118 287.26 2,649 285.59 0.0006
2019-11-14 2019-09-30 13F CAPITOL FED FINL COM 14057J101 49,821 -70,900 -58.73 687 -58.69 0.0002
2019-08-14 2019-06-30 13F CAPITOL FED FINL COM 14057J101 120,721 82,387 214.92 1,663 225.44 0.0004
2019-05-15 2019-03-31 13F CAPITOL FED FINL COM 14057J101 38,334 -176,271 -82.14 511 -81.35 0.0001
2019-02-14 2018-12-31 13F CAPITOL FED FINL COM 14057J101 214,605 -13,980 -6.12 2,740 -5.87 0.0008
2019-04-23 2018-09-30 13F/A-2 CAPITOL FED FINL COM 14057J101 228,585 -66,305 -22.48 2,911 -24.99 0.0007
2018-11-20 2018-09-30 13F/A-1 CAPITOL FED FINL COM 14057J101 228,585 0 2,911 0.0007
2018-11-14 2018-09-30 13F CAPITOL FED FINL COM 14057J101 228,585 -66,305 2,911
2019-04-23 2018-06-30 13F/A-1 CAPITOL FED FINL COM 14057J101 294,890 13,077 4.64 3,881 11.52 0.0010
2018-08-14 2018-06-30 13F CAPITOL FED FINL COM 14057J101 294,890 13,077 3,881
2019-04-23 2018-03-31 13F/A-1 CAPITOL FED FINL COM 14057J101 281,813 9,573 3.52 3,480 -4.68 0.0010
2018-05-14 2018-03-31 13F CAPITOL FED FINL COM 14057J101 281,813 9,573 3,480
2019-04-23 2017-12-31 13F/A-1 CAPITOL FED FINL COM 14057J101 272,240 81,316 42.59 3,651 30.11 0.0010
2018-02-14 2017-12-31 13F CAPITOL FED FINL COM 14057J101 272,240 81,316 3,651
2017-11-14 2017-09-30 13F CAPITOL FED FINL COM 14057J101 190,924 52,773 38.20 2,806 42.87 0.0008
2017-08-11 2017-06-30 13F CAPITOL FED FINL COM 14057J101 138,151 -87,794 -38.86 1,964 -40.57 0.0006
2017-05-22 2017-03-31 13F/A-1 CAPITOL FED FINL COM 14057J101 225,945 -221,226 -49.47 3,305 -55.10 0.0010
2017-05-12 2017-03-31 13F CAPITOL FED FINL COM 14057J101 225,945 3,305
2017-02-22 2016-12-31 13F/A-1 CAPITOL FED FINL COM 14057J101 447,171 337,143 306.42 7,361 375.52 0.0024
2017-02-13 2016-12-31 13F CAPITOL FED FINL COM 14057J101 447,171 7,361
2016-11-10 2016-09-30 13F CAPITOL FED FINL COM 14057J101 110,028 28,860 35.56 1,548 36.75 0.0005
2016-08-12 2016-06-30 13F CAPITOL FED FINL COM 14057J101 81,168 -4,925 -5.72 1,132 -0.88 0.0004
2016-05-12 2016-03-31 13F CAPITOL FED FINL COM 14057J101 86,093 -15,552 -15.30 1,142 -10.50 0.0004
2016-02-09 2015-12-31 13F CAPITOL FED FINL COM 14057J101 101,645 -129,248 -55.98 1,276 -54.40 0.0005
2016-02-08 2015-09-30 13F/A-1 CAPITOL FED FINL COM 14057J101 230,893 21,660 10.35 2,798 11.12 0.0010
2015-11-09 2015-09-30 13F CAPITOL FED FINL COM 14057J101 230,893 2,798
2015-08-12 2015-06-30 13F CAPITOL FED FINL COM 14057J101 209,233 4,222 2.06 2,518 -1.72 0.0009
2015-05-14 2015-03-31 13F CAPITOL FED FINL COM 14057J101 205,011 -7,151 -3.37 2,562 -5.53 0.0009
2015-02-13 2014-12-31 13F CAPITOL FED FINL COM 14057J101 212,162 -10,120 -4.55 2,712 3.24 0.0010
2014-12-16 2014-09-30 13F/A-1 CAPITOL FED FINL COM 14057J101 222,282 -98,819 -30.78 2,627 -32.69 0.0010
2014-11-14 2014-09-30 13F CAPITOL FED FINL COM 14057J101 222,282 2,627
2014-08-12 2014-06-30 13F CAPITOL FED FINL COM 14057J101 321,101 168,539 110.47 3,903 103.71 0.0067
2014-05-13 2014-03-31 13F CAPITOL FED FINL COM 14057J101 152,562 97,978 179.50 1,916 189.43 0.0008
2014-02-13 2013-12-31 13F CAPITOL FED FINL COM 14057J101 54,584 -102,059 -65.15 662 -66.00 0.0003
2013-11-13 2013-09-30 13F CAPITOL FEDERAL FINANCIAL I COM 14057J101 156,643 -87,443 -35.82 1,947 -34.33 0.0009
2013-08-08 2013-06-30 13F CAPITOL FEDERAL FINANCIAL I COM 14057J101 244,086 244,086 2,965 0.0015
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.