Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionJupiter Asset Management Ltd
Latest Disclosed Ownership88,413 shares
Latest Disclosed Value $ 14,550,127
Jupiter Asset Management Ltd reports 61.28% decrease in ownership of MS / Morgan Stanley

On May 12, 2026 - Jupiter Asset Management Ltd filed a 13F-HR form disclosing ownership of 88,413 shares of Morgan Stanley (US:MS) valued at $14,550,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 228,351 shares of Morgan Stanley. This represents a change in shares of -61.28% during the quarter. The current value of the position is $18,579,108 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM NEW* 617446448 88,413 -139,938 -61.28 14,550 -64.11 0.0613
2026-02-10 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 228,351 37,913 19.91 40,539 33.92 0.3245
2025-11-10 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 190,438 99,328 109.02 30,272 135.89 0.2599
2025-08-08 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 91,110 20,177 28.45 12,834 55.08 0.1071
2025-05-09 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 70,933 25,705 56.83 8,276 45.53 0.0793
2025-02-10 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 45,228 45,228 5,686 0.0555
2022-11-10 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -5,200 -100.00 0 -100.00
2022-08-10 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 5,200 -148,000 -96.61 396 -97.04 0.0056
2022-05-11 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 153,200 -170,242 -52.63 13,396 -58.08 0.1589
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 323,442 8,367 2.66 31,953 4.25 0.3506
2021-11-10 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 315,075 52,537 20.01 30,650 27.37 0.3472
2021-08-10 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 262,538 -661,379 -71.58 24,064 33,792.96 0.2479
2021-05-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 923,917 445,257 93.02 72 121.88 0.7057
2021-02-10 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 478,660 -914,463 -65.64 33 -52.24 0.3305
2020-11-10 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,393,123 1,393,123 191.05 67 109.38 0.7098
2018-11-09 2018-09-30 13F MORGAN STANLEY COM 617446448 0 -118,357 -100.00 0 -100.00
2018-08-13 2018-06-30 13F/A-1 MORGAN STANLEY COM 617446448 118,357 -766,673 -86.63 5,610 -88.25 0.1642
2018-08-10 2018-06-30 13F MORGAN STANLEY COM 617446448 118,357 -766,673 5,610
2018-05-11 2018-03-31 13F MORGAN STANLEY COM 617446448 885,030 46,565 5.55 47,756 8.55 1.4527
2018-02-12 2017-12-31 13F MORGAN STANLEY COM 617446448 838,465 261,737 45.38 43,994 58.36 1.2660
2017-11-13 2017-09-30 13F MORGAN STANLEY COM 617446448 576,728 121,500 26.69 27,781 36.95 0.9468
2017-08-11 2017-06-30 13F MORGAN STANLEY COM 617446448 455,228 -96,900 -17.55 20,285 -14.24 0.7036
2017-05-11 2017-03-31 13F MORGAN STANLEY COM 617446448 552,128 73,528 15.36 23,653 16.97 0.8638
2017-02-10 2016-12-31 13F MORGAN STANLEY COM 617446448 478,600 357,900 296.52 20,221 422.51 0.7551
2016-11-14 2016-09-30 13F MORGAN STANLEY COM 617446448 120,700 120,700 -74.78 3,870 -80.86 0.1462
2016-05-11 2016-03-31 13F MORGAN STANLEY COM 617446448 0 -127,800 -100.00 0 -100.00
2016-02-12 2015-12-31 13F MORGAN STANLEY COM 617446448 127,800 127,800 0.00 4,065 0.1490
2015-11-12 2015-09-30 13F MORGAN STANLEY COM 617446448 0 -230,253 -100.00 0 -100.00
2015-11-06 2015-06-30 13F/A-1 MORGAN STANLEY COM 617446448 230,253 108,200 88.65 8,932 105.05 0.3134
2015-08-10 2015-06-30 13F MORGAN STANLEY COM 617446448 230,253 8,932
2015-05-14 2015-03-31 13F MORGAN STANLEY COM 617446448 122,053 -125,800 -50.76 4,356 -54.70 0.1518
2015-02-09 2014-12-31 13F MORGAN STANLEY COM 617446448 247,853 -43,268 -14.86 9,617 -4.45 0.3115
2014-11-07 2014-09-30 13F MORGAN STANLEY COM 617446448 291,121 45,500 18.52 10,064 26.75 0.3363
2014-08-11 2014-06-30 13F MORGAN STANLEY COM 617446448 245,621 -169,800 -40.87 7,941 -38.68 0.2517
2014-04-03 2014-03-31 13F MORGAN STANLEY COM 617446448 415,421 -142,409 -25.53 12,949 -25.98 0.4170
2014-01-07 2013-12-31 13F MORGAN STANLEY COM 617446448 557,830 -949,681 -63.00 17,494 -56.94 0.6791
2013-10-09 2013-09-30 13F MORGAN STANLEY COM 617446448 1,507,511 -1,349,998 -47.24 40,627 -41.80 1.7876
2013-07-25 2013-06-30 13F MORGAN STANLEY COM 617446448 2,857,509 2,857,509 69,809 3.1173
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.