Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBoston Partners
Latest Disclosed Ownership4,429,180 shares
Latest Disclosed Value $ 729,303,785
Boston Partners reports 16.34% increase in ownership of MS / Morgan Stanley

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 4,429,180 shares of Morgan Stanley (US:MS) valued at $728,910,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,807,048 shares of Morgan Stanley. This represents a change in shares of 16.34% during the quarter. The current value of the position is $930,747,885 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)
2026-05-11 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 4,429,180 622,132 16.34 729,304 7.74 0.3264
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 3,807,048 -223,919 -5.55 676,936 5.75 0.7009
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 4,030,967 163,808 4.24 640,105 17.53 0.6572
2025-08-12 2025-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 3,867,159 11,861 0.31 544,651 21.41 0.6048
2025-08-07 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 3,859,190 3,892 543,528 0.2496
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 3,855,298 -105,680 -2.67 448,591 -10.30 0.5425
2025-02-11 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 3,960,978 -2,218,533 -35.90 500,082 -22.88 0.6083
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 6,179,511 -974,004 -13.62 648,418 -7.04 0.7653
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 7,153,515 2,023 0.03 697,498 3.65 0.8665
2024-05-28 2024-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 7,151,492 57,104 0.80 672,969 2.08 0.8016
2024-05-13 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 7,151,492 57,104 672,969 0.3330
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 7,094,388 1,195,258 20.26 659,251 37.99 0.8731
2023-11-08 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 5,899,130 5,899,130 477,765 0.6614
2023-05-09 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -13,890 -100.00 0 -100.00
2023-02-08 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 13,890 322 2.37 1,181 10.07 0.0016
2022-11-09 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 13,568 271 2.04 1,072 6.03 0.0016
2022-08-10 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 13,297 0 0.00 1,011 -12.99 0.0014
2022-05-10 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 13,297 -1,261 -8.66 1,162 -18.68 0.0014
2022-02-04 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 14,558 -2,367 -13.99 1,429 -13.24 0.0017
2021-11-05 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 16,925 -3,382 -16.65 1,647 -11.55 0.0021
2021-08-12 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 20,307 -609 -2.91 1,862 14.66 0.0024
2021-05-10 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 20,916 -13,288 -38.85 1,624 -30.72 0.0022
2021-02-10 2020-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 34,204 -9,179 -21.16 2,344 11.73 0.0036
2021-02-04 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 34,204 -9,179 2,344 1,406.2607
2020-11-13 2020-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 43,383 1,367 3.25 2,098 3.40 0.0038
2020-11-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 42,016 0 2,029 1,489.5277
2020-08-12 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 42,016 -14,430 -25.56 2,029 5.73 0.0037
2020-05-13 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 56,446 -22,275 -28.30 1,919 -52.31 0.0038
2020-02-06 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 78,721 -16,408 -17.25 4,024 -0.86 0.0053
2020-02-05 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 78,721 -16,408 4,024 2,262.4103
2019-11-20 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 95,129 -198,892 -67.65 4,059 -68.49 0.0055
2019-11-08 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 294,021 0 12,881 0.0170
2019-08-26 2019-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 294,021 -140,428 -32.32 12,881 -29.74 0.0169
2019-08-09 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 294,021 -140,428 12,881
2019-05-13 2019-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 434,449 -64,612 -12.95 18,334 -7.35 0.0243
2019-05-03 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 434,449 -64,612 18,334
2019-02-07 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 499,061 -2,222,856 -81.67 19,788 -84.39 0.0284
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 2,721,917 55,900 2.10 126,760 0.31 0.1473
2018-08-03 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 2,666,017 545,059 25.70 126,369 10.42 0.1515
2018-05-04 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 2,120,958 1,752,824 476.14 114,447 492.50 0.1380
2018-02-14 2017-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 368,134 -43,750 -10.62 19,316 -2.64 0.0228
2018-02-01 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 368,134 -43,750 19,316
2017-11-02 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 411,884 18 0.00 19,840 8.10 0.0245
2017-08-02 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 411,866 -47,123 -10.27 18,353 -6.66 0.0233
2017-05-03 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 458,989 -200,439 -30.40 19,663 -29.42 0.0251
2017-02-06 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 659,428 198 0.03 27,861 31.82 0.0366
2016-11-09 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 659,230 -14,451 -2.15 21,135 20.76 0.0296
2016-08-05 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 673,681 -58,096 -7.94 17,502 -4.37 0.0253
2016-05-12 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 731,777 -172,939 -19.12 18,302 -36.41 0.0270
2016-02-08 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 904,716 -45 -0.00 28,779 0.98 0.0412
2015-11-10 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 904,761 904,761 0.00 28,500 0.0434
2015-02-09 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -409,352 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 409,352 129,955 46.51 14,151 56.66 0.0230
2014-08-08 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 279,397 83,138 42.36 9,033 47.67 0.0151
2014-05-07 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 196,259 41,747 27.02 6,117 26.25 0.0112
2014-02-06 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 154,512 -46,731 -23.22 4,845 -10.66 0.0099
2013-11-12 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 201,243 -132,770 -39.75 5,423 -33.54 0.0131
2013-08-01 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 334,013 334,013 8,160 0.0225
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.