Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership85,059 shares
Latest Disclosed Value $ 13,998,160
Edgestream Partners, L.P. reports 49.21% increase in ownership of MS / Morgan Stanley

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 85,059 shares of Morgan Stanley (US:MS) valued at $13,998,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 57,008 shares of Morgan Stanley. This represents a change in shares of 49.21% during the quarter. The current value of the position is $17,874,298 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-18 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 85,059 28,051 49.21 13,998 38.32 0.4593
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 57,008 54,833 2,521.06 10,121 2,833.33 0.2848
2025-11-12 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 2,175 -72,943 -97.10 346 -96.74 0.0101
2025-08-13 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 75,118 -613 -0.81 10,581 19.76 0.2942
2025-05-02 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 75,731 63,337 511.03 8,836 467.07 0.2998
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 12,394 -21,228 -63.14 1,558 -55.54 0.0664
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 33,622 33,622 3,505 0.1541
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -4,303 -100.00 0 -100.00
2024-05-10 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 4,303 1,580 58.02 405 60.08 0.0202
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 2,723 -13,887 -83.61 254 -81.34 0.0183
2023-11-15 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 16,610 11,794 244.89 1,357 229.93 0.1081
2023-08-10 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 4,816 -16,652 -77.57 411 -78.18 0.0372
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 21,468 12,329 134.91 1,885 142.78 0.2081
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 9,139 -30,044 -76.68 777 -74.94 0.0874
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 39,183 2,451 6.67 3,096 10.81 0.2394
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 36,732 16,224 79.11 2,794 55.92 0.2203
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 20,508 -4,091 -16.63 1,792 -25.80 0.1427
2022-02-15 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 24,599 10,062 69.22 2,415 70.67 0.1505
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 14,537 -5,577 -27.73 1,415 -23.26 0.0875
2021-08-10 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 20,114 -36,648 -64.56 1,844 -58.17 0.1087
2021-05-06 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 56,762 14,949 35.75 4,408 53.86 0.2462
2021-02-11 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 41,813 -39,890 -48.82 2,865 -27.47 0.1439
2020-11-10 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 81,703 81,703 3,950 0.2552
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -36,914 -100.00 0 -100.00
2018-11-07 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 36,914 -12,394 -25.14 1,719 -26.44 0.2927
2018-08-09 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 49,308 18,083 57.91 2,337 38.69 0.4762
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 31,225 31,225 1,685 0.3307
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.