Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPrudential Financial Inc
Latest Disclosed Ownership1,815,816 shares
Latest Disclosed Value $ 298,828,839
Prudential Financial Inc reports 4.40% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 1,815,816 shares of Morgan Stanley (US:MS) valued at $298,828,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,739,300 shares of Morgan Stanley. This represents a change in shares of 4.40% during the quarter. The current value of the position is $381,575,574 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 1,815,816 76,516 4.40 298,829 -3.22 0.2069
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,739,300 199,376 12.95 308,778 26.14 0.3729
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,539,924 458,379 42.38 244,786 60.68 0.2909
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 1,081,545 -531,474 -32.95 152,346 -19.05 0.1968
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 1,613,019 122,461 8.22 188,191 0.43 0.2681
2025-02-11 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 1,490,558 65,456 4.59 187,393 26.15 0.2569
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 1,425,102 -46,956 -3.19 148,553 3.83 0.2093
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 1,472,058 538,691 57.71 143,069 62.79 0.2148
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 933,367 -640,737 -40.70 87,886 -38.79 0.1237
2024-02-13 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 1,574,104 172,176 12.28 143,592 25.41 0.2169
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 1,401,928 58,214 4.33 114,495 -0.22 0.1797
2023-08-11 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 1,343,714 -463,608 -25.65 114,753 -27.68 0.1671
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 1,807,322 29,743 1.67 158,683 5.00 0.2484
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 1,777,579 -19,214 -1.07 151,130 6.43 0.2547
2022-11-04 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,796,793 -681,066 -27.49 141,993 -24.69 0.2407
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 2,477,859 116,763 4.95 188,534 -8.64 0.2991
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 2,361,096 -573,909 -19.55 206,360 -28.38 0.2743
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 2,935,005 1,334,658 83.40 288,126 84.93 0.3580
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,600,347 -1,905,797 -54.36 155,799 -51.54 0.2175
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 3,506,144 1,185,221 51.07 321,478 78.36 0.4423
2021-05-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 2,320,923 -664,112 -22.25 180,244 -11.89 0.2700
2021-08-16 2020-12-31 13F/A-1 MORGAN STANLEY COM NEW 0068 617446448 2,985,035 2,969,965 19,707.80 204,565 27,961.04 0.3439
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 2,985,035 2,969,965 204,564 0.3439
2021-08-05 2020-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 15,070 2,815 22.97 729 23.14 0.1054
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,514,915 1,502,660 73,246 0.1382
2021-08-05 2020-06-30 13F/A-1 MORGAN STANLEY COM NEW 0048 617446448 12,255 7,770 173.24 592 289.47 0.1096
2020-08-12 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 1,962,978 1,958,493 94,812 0.1826
2021-08-05 2020-03-31 13F/A-1 MORGAN STANLEY COM NEW 0034 617446448 4,485 237 5.58 152 -29.95 0.0395
2020-05-12 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 4,583,912 4,579,664 155,853 0.3452
2021-08-05 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 0051 617446448 4,248 772 22.21 217 46.62 0.0566
2020-02-11 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 5,639,189 5,635,713 288,275 0.4271
2021-08-05 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 0042 617446448 3,476 -1,399 -28.70 148 -30.84 0.0483
2019-11-13 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 5,637,977 5,633,102 240,573 0.3816
2021-08-05 2019-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 4,875 -1,131 -18.83 214 -15.42 0.0743
2019-08-08 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 5,692,329 5,686,323 249,381 0.3886
2021-08-05 2019-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,006 250 4.34 253 10.96 0.1074
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 5,063,764 5,058,008 213,691 0.3559
2021-08-05 2018-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 5,756 2,810 95.38 228 66.42 0.1847
2019-02-07 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 5,453,354 3,150,224 216,226 0.3798
2021-09-01 2018-09-30 13F/A-1 MORGAN STANLEY COM NEW 0046 617446448 2,946 2,189 289.17 137 280.56 0.2203
2018-11-07 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 2,303,130 2,302,373 107,256 0.1580
2021-09-01 2018-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 757 630 496.06 36 414.29 0.1291
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 2,274,800 2,274,673 107,826 0.1612
2021-09-01 2018-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 127 -3,290,542 -100.00 7 -100.00 0.0912
2018-05-04 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 2,728,920 -561,749 147,253 0.2243
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 3,290,669 -13,280 -0.40 172,661 8.49 0.2352
2017-11-02 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 3,303,949 -279,060 -7.79 159,152 -0.32 0.2632
2017-08-07 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 3,583,009 78,160 2.23 159,658 6.33 0.2375
2017-05-10 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 3,504,849 -96,550 -2.68 150,148 -1.32 0.2341
2017-02-07 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 3,601,399 -611,830 -14.52 152,159 12.65 0.2447
2016-11-04 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 4,213,229 -189,203 -4.30 135,076 18.10 0.2231
2016-08-09 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 4,402,432 30,536 0.70 114,375 4.60 0.1924
2016-05-09 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 4,371,896 1,418,410 48.02 109,341 16.38 0.1956
2016-02-12 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 2,953,486 -1,589,339 -34.99 93,951 -34.35 0.1701
2015-11-10 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 4,542,825 2,215,789 95.22 143,099 58.53 0.2823
2015-08-06 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 2,327,036 17,760 0.77 90,266 9.52 0.1603
2015-05-01 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 2,309,276 -6,800 -0.29 82,418 -8.28 0.1428
2015-02-06 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 2,316,076 -29,100 -1.24 89,863 10.84 0.1629
2014-11-12 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 2,345,176 -109,676 -4.47 81,073 2.15 0.1526
2014-08-13 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 2,454,852 -139,626 -5.38 79,366 -1.86 0.1400
2014-05-14 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 2,594,478 27,310 1.06 80,870 0.45 0.1505
2014-02-11 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 2,567,168 -1,572,000 -37.98 80,507 -27.83 0.1598
2013-11-07 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 4,139,168 1,094,665 35.96 111,551 49.98 0.2371
2013-08-07 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 3,044,503 3,044,503 74,377 0.1648
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.