Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPrudential Plc
Latest Disclosed Ownership132,850 shares
Latest Disclosed Value $ 21,863,125
Prudential Plc reports 12.97% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Prudential Plc filed a 13F-HR form disclosing ownership of 132,850 shares of Morgan Stanley (US:MS) valued at $21,863,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 117,598 shares of Morgan Stanley. This represents a change in shares of 12.97% during the quarter. The current value of the position is $27,917,099 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 132,850 15,252 12.97 21,863 4.72 0.0943
2026-02-11 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 117,598 -6,756 -5.43 20,877 5.62 0.1655
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 124,354 -19,691 -13.67 19,767 -2.58 0.1453
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 144,045 15,856 12.37 20,290 35.67 0.1223
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 128,189 -27,748 -17.79 14,956 -23.71 0.0749
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 155,937 -3,765 -2.36 19,604 17.76 0.0986
2024-11-13 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 159,702 6,433 4.20 16,647 11.75 0.0836
2024-08-07 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 153,269 -1,172 -0.76 14,896 2.43 0.1005
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 154,441 69,808 82.48 14,542 84.26 0.1108
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 84,633 181 0.21 7,892 14.43 0.0801
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 84,452 -4,894 -5.48 6,897 -9.61 0.0767
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 89,346 -806 -0.89 7,630 -3.60 0.0892
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 90,152 -761 -0.84 7,915 2.41 0.0929
2023-02-09 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 90,913 29,928 49.07 7,729 60.42 0.0970
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 60,985 1,996 3.38 4,818 7.38 0.0762
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 58,989 -11,297 -16.07 4,487 -26.96 0.0812
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 70,286 34,166 94.59 6,143 73.24 0.0888
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 36,120 36,120 3,546 0.0485
2021-11-10 2021-09-30 13F Morgan Stanley Morgan Stanley 617446448 0 -281,721 -100.00 0 -100.00
2021-08-13 2021-06-30 13F Morgan Stanley Morgan Stanley 617446448 281,721 -713,954 -71.71 25,831 -66.59 0.2394
2021-05-14 2021-03-31 13F Morgan Stanley Morgan Stanley 617446448 995,675 -19,875 -1.96 77,324 11.10 0.5357
2021-02-10 2020-12-31 13F/A-1 Morgan Stanley Morgan Stanley 617446448 1,015,550 -312,839 -23.55 69,596 8.36 0.3696
2021-02-08 2020-12-31 13F Morgan Stanley Morgan Stanley 617446448 1,015,550 -312,839 69,596 158,354.9795
2020-10-30 2020-09-30 13F Morgan Stanley Morgan Stanley 617446448 1,328,389 5,189 0.39 64,228 0.50 0.3198
2020-07-31 2020-06-30 13F Morgan Stanley Morgan Stanley 617446448 1,323,200 -995,950 -42.94 63,911 -18.95 0.3078
2020-05-01 2020-03-31 13F Morgan Stanley Morgan Stanley 617446448 2,319,150 -1,225,520 -34.57 78,851 -56.48 0.4204
2020-02-13 2019-12-31 13F Morgan Stanley Morgan Stanley 617446448 3,544,670 -157,292 -4.25 181,204 14.71 0.7638
2019-11-12 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 3,701,962 11,558 0.31 157,965 -2.30 0.4646
2019-10-04 2019-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 3,690,404 -55,150 -1.47 161,677 2.29 0.4942
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 3,690,404 -55,150 161,677
2019-10-04 2019-03-31 13F/A-1 Morgan Stanley Group Morgan Stanley 617446448 3,745,554 8,555 0.23 158,062 6.67 0.5691
2019-05-13 2019-03-31 13F Morgan Stanley Group Morgan Stanley 617446448 3,745,554 8,555 158,062
2019-10-04 2018-12-31 13F/A-1 MORGAN STANLEY Morgan Stanley 617446448 3,736,999 -69,688 -1.83 148,172 -16.42 0.5967
2019-02-13 2018-12-31 13F MORGAN STANLEY Morgan Stanley 617446448 3,736,999 -69,688 148,172
2019-10-03 2018-09-30 13F/A-1 MORGAN STANLEY Morgan Stanley 617446448 3,806,687 -263,850 -6.48 177,277 -8.12 0.5722
2018-11-14 2018-09-30 13F MORGAN STANLEY Morgan Stanley 617446448 3,806,687 -263,850 177,277
2018-08-14 2018-06-30 13F MORGAN STANLEY Morgan Stanley 617446448 4,070,537 -105,547 -2.53 192,944 -14.38 0.6038
2018-05-15 2018-03-31 13F Morgan Stanley Group Morgan Stanley 617446448 4,176,084 -72,332 -1.70 225,342 1.09 0.7035
2018-02-14 2017-12-31 13F Morgan Stanley Group Morgan Stanley 617446448 4,248,416 -311,996 -6.84 222,915 1.47 0.6789
2017-11-14 2017-09-30 13F Morgan Stanley Group Morgan Stanley 617446448 4,560,412 -119,103 -2.55 219,675 5.35 0.6931
2017-08-14 2017-06-30 13F Morgan Stanley Group Morgan Stanley 617446448 4,679,515 74,797 1.62 208,519 5.71 0.6833
2017-05-15 2017-03-31 13F Morgan Stanley Group Morgan Stanley 617446448 4,604,718 87,333 1.93 197,265 3.36 0.6612
2017-02-09 2016-12-31 13F Morgan Stanley Group Morgan Stanley 617446448 4,517,385 -851,695 -15.86 190,860 10.88 0.6710
2016-11-14 2016-09-30 13F Morgan Stanley Group Morgan Stanley 617446448 5,369,080 -1,191,633 -18.16 172,132 0.99 0.6496
2016-08-09 2016-06-30 13F Morgan Stanley Group Morgan Stanley 617446448 6,560,713 392,233 6.36 170,447 10.48 0.6689
2016-05-13 2016-03-31 13F Morgan Stanley Group Morgan Stanley 617446448 6,168,480 751,211 13.87 154,274 -10.47 0.6258
2016-02-12 2015-12-31 13F Morgan Stanley Group Morgan Stanley 617446448 5,417,269 279,307 5.44 172,324 6.47 0.7001
2015-11-13 2015-09-30 13F Morgan Stanley Group Morgan Stanley 617446448 5,137,962 256,639 5.26 161,846 -14.52 0.6917
2015-08-14 2015-06-30 13F MORGAN STANLEY Morgan Stanley 617446448 4,881,323 63,964 1.33 189,347 10.13 0.7229
2015-05-15 2015-03-31 13F MORGAN STANLEY Morgan Stanley 617446448 4,817,359 -48,972 -1.01 171,932 -8.94 0.7584
2015-02-13 2014-12-31 13F MORGAN STANLEY Morgan Stanley 617446448 4,866,331 -376,410 -7.18 188,814 4.18 0.8001
2014-11-14 2014-09-30 13F MORGAN STANLEY Morgan Stanley 617446448 5,242,741 -1,111,713 -17.50 181,241 -11.78 0.7498
2014-08-14 2014-06-30 13F MORGAN STANLEY Morgan Stanley 617446448 6,354,454 383,302 6.42 205,439 10.38 0.8567
2014-05-15 2014-03-31 13F MORGAN STANLEY Morgan Stanley 617446448 5,971,152 43,889 0.74 186,121 0.13 0.8277
2014-02-14 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 5,927,263 241,425 4.25 185,879 21.30 0.7963
2013-12-18 2013-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 5,685,838 -248,671 -4.19 153,233 5.69 0.7809
2013-11-15 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 5,685,838 153,233
2013-08-15 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 5,934,509 5,934,509 144,980 0.7842
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.