Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership208,373 shares
Latest Disclosed Value $ 34,291,945
Daiwa Securities Group Inc. reports 5.06% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 208,373 shares of Morgan Stanley (US:MS) valued at $34,291,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 198,344 shares of Morgan Stanley. This represents a change in shares of 5.06% during the quarter. The current value of the position is $43,787,502 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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 208,373 10,029 5.06 34,292 97,874.29 0.0579
2026-02-10 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 198,344 5,591 2.90 35 16.67 0.1125
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 192,753 5,733 3.07 31 15.38 0.1034
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 187,020 9,714 5.48 26 30.00 0.0972
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 177,306 12,847 7.81 21 0.00 0.0875
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 164,459 -2,617 -1.57 21 17.65 0.0923
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 167,076 26,043 18.47 17 30.77 0.0804
2024-08-07 2024-06-30 13F MORGAN COM NEW 617446448 141,033 15,019 11.92 14 18.18 0.0729
2024-05-02 2024-03-31 13F MORGAN COM NEW 617446448 126,014 -228,409 -64.45 12 0.00 0.0670
2024-01-31 2023-12-31 13F MORGAN COM NEW 617446448 354,423 130,695 58.42 12 22.22 0.0719
2023-11-01 2023-09-30 13F MORGAN COM NEW 617446448 223,728 118,205 112.02 10 0.00 0.0682
2023-07-31 2023-06-30 13F MORGAN COM NEW 617446448 105,523 1,226 1.18 9 0.00 0.0596
2023-05-02 2023-03-31 13F MORGAN COM NEW 617446448 104,297 6,230 6.35 9 12.50 0.0637
2023-02-06 2022-12-31 13F MORGAN COM NEW 617446448 98,067 2,692 2.82 8 -99.89 0.0640
2022-11-02 2022-09-30 13F MORGAN COM NEW 617446448 95,375 2,179 2.34 7,536 0.08 0.0626
2022-08-09 2022-06-30 13F MORGAN COM NEW 617446448 93,196 -346,237 -78.79 7,530 -14.74 0.0575
2022-04-29 2022-03-31 13F MORGAN COM NEW 617446448 439,433 -129,079 -22.70 8,832 -45.94 0.0408
2022-04-29 2022-03-31 13F MORGAN COM NEW 617446448 1,323 1,174
2022-02-03 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 568,512 402,967 243.42 16,337 1.41 0.0961
2021-11-05 2021-09-30 13F MORGAN COM NEW 617446448 165,545 -118,467 -41.71 16,110 21.38 0.1059
2021-08-06 2021-06-30 13F MORGAN COM NEW 617446448 284,012 -7,054 -2.42 13,272 13.51 0.0894
2021-05-03 2021-03-31 13F MORGAN COM NEW 617446448 291,066 67,828 30.38 11,692 -23.58 0.0870
2021-02-04 2020-12-31 13F MORGAN COM NEW 617446448 223,238 143,989 181.69 15,299 299.35 0.1183
2020-11-02 2020-09-30 13F MORGAN COM NEW 617446448 79,249 17,034 27.38 3,831 -57.42 0.0347
2020-08-11 2020-06-30 13F MORGAN COM NEW 617446448 62,215 0 0.00 8,997 325.39 0.1897
2020-05-14 2020-03-31 13F MORGAN COM NEW 617446448 62,215 -5,964 -8.75 2,115 -39.33 0.0219
2020-01-31 2019-12-31 13F MORGAN COM NEW 617446448 68,179 -500 -0.73 3,486 18.98 0.0288
2019-11-04 2019-09-30 13F MORGAN COM NEW 617446448 68,679 -24,240 -26.09 2,930 -28.03 0.0248
2019-07-24 2019-06-30 13F MORGAN COM NEW 617446448 92,919 26,400 39.69 4,071 44.98 0.0360
2019-04-26 2019-03-31 13F MORGAN COM NEW 617446448 66,519 -9,146 -12.09 2,808 -6.43 0.0245
2019-02-05 2018-12-31 13F MORGAN COM NEW 617446448 75,665 14,000 22.70 3,001 -10.71 0.0288
2018-11-01 2018-09-30 13F MORGAN COM NEW 617446448 61,665 -5,635 -8.37 3,361 5.36 0.0281
2018-07-30 2018-06-30 13F MORGAN COM NEW 617446448 67,300 5,313 8.57 3,190 -4.63 0.0251
2018-05-02 2018-03-31 13F MORGAN COM NEW 617446448 61,987 4,940 8.66 3,345 11.76 0.0268
2018-02-06 2017-12-31 13F MORGAN COM NEW 617446448 57,047 -4,708 -7.62 2,993 0.64 0.0212
2017-11-02 2017-09-30 13F MORGAN COM NEW 617446448 61,755 -21,332 -25.67 2,974 -19.67 0.0204
2017-07-28 2017-06-30 13F MORGAN COM NEW 617446448 83,087 14,500 21.14 3,702 26.00 0.0239
2017-05-02 2017-03-31 13F MORGAN COM NEW 617446448 68,587 -18,263 -21.03 2,938 -19.92 0.0185
2017-02-01 2016-12-31 13F MORGAN COM NEW 617446448 86,850 51,250 143.96 3,669 221.56 0.0235
2017-01-10 2016-09-30 13F/A-1 MORGAN COM NEW 617446448 35,600 700 2.01 1,141 25.80 0.0068
2016-11-04 2016-09-30 13F MORGAN COM NEW 617446448 35,600 1,141
2016-07-25 2016-06-30 13F MORGAN COM NEW 617446448 34,900 900 2.65 907 6.71 0.0054
2016-05-12 2016-03-31 13F MORGAN COM NEW 617446448 34,000 0 0.00 850 -21.44 0.0054
2016-02-04 2015-12-31 13F MORGAN COM NEW 617446448 34,000 -145,400 -81.05 1,082 -80.85 0.0072
2015-11-10 2015-09-30 13F MORGAN COM NEW 617446448 179,400 20,000 12.55 5,651 -8.60 0.0402
2015-08-05 2015-06-30 13F MORGAN COM NEW 617446448 159,400 123,500 344.01 6,183 382.67 0.0439
2015-05-12 2015-03-31 13F MORGAN COM NEW 617446448 35,900 -7,400 -17.09 1,281 -23.75 0.0086
2015-02-13 2014-12-31 13F MORGAN COM NEW 617446448 43,300 -2,870 -6.22 1,680 5.26 0.0119
2014-11-12 2014-09-30 13F MORGAN COM NEW 617446448 46,170 -3,600 -7.23 1,596 -0.81 0.0121
2014-08-13 2014-06-30 13F/A-1 MORGAN COM NEW 617446448 49,770 700 1.43 1,609 5.23 0.0120
2014-08-13 2014-06-30 13F MORGAN COM NEW 617446448 49,770 1,609
2014-05-14 2014-03-31 13F/A-1 MORGAN COM NEW 617446448 49,070 -1,200 1,529 0.0120
2014-05-15 2014-03-31 13F/A-2 MORGAN COM NEW 617446448 49,070 -1,200 -2.39 1,529 -2.98 0.0120
2014-05-13 2014-03-31 13F MORGAN COM NEW 617446448 49,070 1,529
2014-02-13 2013-12-31 13F MORGAN COM NEW 617446448 50,270 6,370 14.51 1,576 33.22 0.0134
2013-11-14 2013-09-30 13F MORGAN COM NEW 617446448 43,900 -1,200 -2.66 1,183 7.35 0.0094
2013-08-16 2013-06-30 13F/A-1 MORGAN COM NEW 617446448 45,100 45,100 1,102 0.0084
2013-08-13 2013-06-30 13F MORGAN COM NEW 617446448 45,100 1,102
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.