Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBridger Management, Llc
Latest Disclosed Ownership112,293 shares
Latest Disclosed Value $ 18,480,059
Bridger Management, Llc reports 17.85% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Bridger Management, Llc filed a 13F-HR form disclosing ownership of 112,293 shares of Morgan Stanley (US:MS) valued at $18,480,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 136,693 shares of Morgan Stanley. This represents a change in shares of -17.85% during the quarter. The current value of the position is $23,597,251 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 MORGAN STANLEY COM NEW 617446448 112,293 -24,400 -17.85 18,480 -23.85 14.4408
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 136,693 -17,000 -11.06 24,267 -0.67 15.6013
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 153,693 0 0.00 24,431 12.85 13.1601
2025-08-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 153,693 -34,021 -18.12 21,649 -1.15 12.7681
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 187,714 0 0.00 21,901 -7.20 10.8875
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 187,714 0 0.00 23,599 20.61 12.6796
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 187,714 0 0.00 19,567 7.26 9.7876
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 187,714 0 0.00 18,244 3.21 9.3876
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 187,714 5,800 3.19 17,675 4.20 7.9677
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 181,914 0 0.00 16,963 14.18 6.5358
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 181,914 0 0.00 14,857 -4.37 5.4643
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 181,914 -62,400 -25.54 15,535 -27.58 5.1736
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 244,314 -97,900 -28.61 21,451 -26.28 8.0032
2023-02-15 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 342,214 0 0.00 29,095 7.61 11.7994
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 342,214 0 0.00 27,038 3.88 8.2024
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 342,214 -32,378 -8.64 26,029 -20.50 5.8674
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 374,592 -41,800 -10.04 32,739 -19.90 5.3694
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 416,392 0 0.00 40,873 0.87 5.2858
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 416,392 -167,700 -28.71 40,519 -24.34 4.7409
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 584,092 0 0.00 53,555 18.06 4.9981
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 584,092 -69,438 -10.63 45,361 1.28 4.2360
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 653,530 -163,500 -20.01 44,786 13.37 3.4159
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 817,030 0 0.00 39,503 0.10 3.1587
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 817,030 -156,431 -16.07 39,463 19.23 3.6545
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 973,461 0 0.00 33,098 -33.49 3.8300
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 973,461 -291,027 -23.02 49,763 -7.77 3.5896
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 1,264,488 0 0.00 53,956 -2.60 4.4582
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 1,264,488 0 0.00 55,397 3.82 4.3481
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 1,264,488 -98,819 -7.25 53,361 -1.28 4.2236
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 1,363,307 220,198 19.26 54,055 1.54 4.5061
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 1,143,109 0 0.00 53,235 -1.75 3.0796
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 1,143,109 66,300 6.16 54,183 -6.75 2.9351
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 1,076,809 -133,550 -11.03 58,105 -8.51 3.5241
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 1,210,359 0 0.00 63,508 8.93 4.1917
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 1,210,359 0 0.00 58,303 8.10 3.4913
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 1,210,359 300,000 32.95 53,934 38.29 3.0777
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 910,359 910,359 39,000 2.2251
2015-08-14 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -2,000,000 -100.00 0 -100.00
2015-05-15 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 2,000,000 0 0.00 71,380 -8.02 4.7711
2015-02-17 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 2,000,000 0 0.00 77,600 12.24 4.8854
2014-11-14 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 2,000,000 0 0.00 69,140 6.93 4.7113
2014-08-14 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 2,000,000 -310,500 -13.44 64,660 -10.22 4.5501
2014-05-15 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 2,310,500 0 0.00 72,018 -0.61 4.8092
2014-02-14 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 2,310,500 -139,500 -5.69 72,457 9.74 5.0658
2013-11-14 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 2,450,000 0 0.00 66,028 10.32 4.7266
2013-08-14 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 2,450,000 2,450,000 59,854 4.4007
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.