Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionCohen & Steers, Inc.
Latest Disclosed Ownership3,900 shares
Latest Disclosed Value $ 642
Cohen & Steers, Inc. reports 14.71% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - Cohen & Steers, Inc. filed a 13F-HR form disclosing ownership of 3,900 shares of Morgan Stanley (US:MS) valued at $641,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,400 shares of Morgan Stanley. The current value of the position is $819,546 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 617446448 3,900 500 14.71 1 0.0011
2026-02-13 2025-12-31 13F Morgan Stanley COM 617446448 3,400 0 0.00 1 0.0011
2025-11-14 2025-09-30 13F Morgan Stanley COM 617446448 3,400 0 0.00 1 0.0010
2025-08-14 2025-06-30 13F Morgan Stanley COM 617446448 3,400 0 0.00 0 0.0009
2025-05-15 2025-03-31 13F Morgan Stanley COM 617446448 3,400 395 13.14 0 0.0007
2025-02-13 2024-12-31 13F Morgan Stanley COM 617446448 3,005 152 5.33 0 0.0007
2024-11-14 2024-09-30 13F Morgan Stanley COM 617446448 2,853 -633 -18.16 0 0.0005
2024-08-13 2024-06-30 13F Morgan Stanley COM 617446448 3,486 -67 -1.89 0 0.0007
2024-05-15 2024-03-31 13F Morgan Stanley COM 617446448 3,553 0 0.00 0 0.0007
2024-02-14 2023-12-31 13F Morgan Stanley COM 617446448 3,553 0 0.00 0 0.0007
2023-11-14 2023-09-30 13F Morgan Stanley COM 617446448 3,553 0 0.00 0 0.0007
2023-08-14 2023-06-30 13F Morgan Stanley COM 617446448 3,553 0 0.00 0 0.0006
2023-05-15 2023-03-31 13F Morgan Stanley COM 617446448 3,553 0 0.00 0 -100.00 0.0007
2023-02-14 2022-12-31 13F Morgan Stanley COM 617446448 3,553 0 0.00 302 7.47 0.0007
2022-11-14 2022-09-30 13F Morgan Stanley COM 617446448 3,553 0 0.00 281 4.07 0.0006
2022-08-15 2022-06-30 13F Morgan Stanley COM 617446448 3,553 92 2.66 270 -10.60 0.0005
2022-05-16 2022-03-31 13F Morgan Stanley COM 617446448 3,461 -306 -8.12 302 -18.38 0.0005
2022-02-14 2021-12-31 13F Morgan Stanley COM 617446448 3,767 0 0.00 370 0.82 0.0006
2021-11-15 2021-09-30 13F Morgan Stanley COM 617446448 3,767 0 0.00 367 6.38 0.0007
2021-08-16 2021-06-30 13F Morgan Stanley COM 617446448 3,767 -861 -18.60 345 -3.90 0.0007
2021-05-17 2021-03-31 13F Morgan Stanley COM 617446448 4,628 -231 -4.75 359 7.81 0.0008
2021-02-16 2020-12-31 13F Morgan Stanley COM 617446448 4,859 562 13.08 333 60.10 0.0008
2020-11-16 2020-09-30 13F Morgan Stanley COM 617446448 4,297 0 0.00 208 0.00 0.0006
2020-08-14 2020-06-30 13F Morgan Stanley COM 617446448 4,297 1,521 54.79 208 121.28 0.0006
2020-05-15 2020-03-31 13F Morgan Stanley COM 617446448 2,776 -3,928 -58.59 94 -72.59 0.0003
2020-02-14 2019-12-31 13F Morgan Stanley COM 617446448 6,704 -44,657 -86.95 343 -84.35 0.0009
2019-11-14 2019-09-30 13F Morgan Stanley COM 617446448 51,361 -22,729 -30.68 2,192 -32.47 0.0055
2019-08-14 2019-06-30 13F Morgan Stanley COM 617446448 74,090 -50,636 -40.60 3,246 -38.32 0.0090
2019-05-15 2019-03-31 13F Morgan Stanley COM 617446448 124,726 -41,760 -25.08 5,263 -20.27 0.0146
2019-02-14 2018-12-31 13F Morgan Stanley COM 617446448 166,486 -2,370 -1.40 6,601 -16.06 0.0210
2018-11-16 2018-09-30 13F/A-1 Morgan Stanley COM 617446448 168,856 -75,213 -30.82 7,864 -32.03 0.0229
2018-11-14 2018-09-30 13F Morgan Stanley COM 617446448 168,856 -75,213 7,864
2018-08-14 2018-06-30 13F Morgan Stanley COM 617446448 244,069 9,303 3.96 11,569 -8.68 0.0331
2018-05-14 2018-03-31 13F Morgan Stanley COM 617446448 234,766 -34,097 -12.68 12,668 -10.20 0.0387
2018-02-14 2017-12-31 13F Morgan Stanley COM 617446448 268,863 -60,620 -18.40 14,107 -11.11 0.0390
2017-11-14 2017-09-30 13F Morgan Stanley COM 617446448 329,483 -96,800 -22.71 15,871 -16.45 0.0433
2017-08-14 2017-06-30 13F Morgan Stanley COM 617446448 426,283 0 0.00 18,995 4.01 0.0504
2017-05-15 2017-03-31 13F Morgan Stanley COM 617446448 426,283 426,283 18,262 0.0489
2016-08-18 2016-06-30 13F/A-1 Morgan Stanley COM 617446448 0 -203,500 -100.00 0 -100.00
2016-05-16 2016-03-31 13F Morgan Stanley COM 617446448 203,500 -17,000 -7.71 5,090 -27.43 0.0141
2016-02-16 2015-12-31 13F Morgan Stanley COM 617446448 220,500 -7,000 -3.08 7,014 -2.12 0.0202
2015-11-16 2015-09-30 13F Morgan Stanley COM 617446448 227,500 -55,000 -19.47 7,166 -34.60 0.0217
2015-08-14 2015-06-30 13F Morgan Stanley COM 617446448 282,500 92,200 48.45 10,958 61.34 0.0332
2015-05-15 2015-03-31 13F Morgan Stanley COM 617446448 190,300 190,300 0.00 6,792 0.0184
2015-02-17 2014-12-31 13F Morgan Stanley COM 617446448 0 -378,051 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Morgan Stanley COM 617446448 378,051 -245,949 -39.41 13,069 -35.22 0.0395
2014-08-14 2014-06-30 13F Morgan Stanley COM 617446448 624,000 -173,600 -21.77 20,174 -18.85 0.0578
2014-05-15 2014-03-31 13F Morgan Stanley COM 617446448 797,600 -52,800 -6.21 24,861 -6.78 0.0752
2014-02-14 2013-12-31 13F Morgan Stanley COM 617446448 850,400 850,400 26,669 0.0871
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.