모건스탠리
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionPineBridge Investments, L.P.
Latest Disclosed Ownership354,676 shares
Latest Disclosed Value $ 56,379,297
PineBridge Investments, L.P. reports 61.63% increase in ownership of MS / Morgan Stanley

On November 14, 2025 - PineBridge Investments, L.P. filed a 13F-HR form disclosing ownership of 354,676 shares of Morgan Stanley (US:MS) valued at $56,379,297 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 13, 2025 disclosing 219,440 shares of Morgan Stanley. This represents a change in shares of 61.63% during the quarter. The current value of the position is $75,166,485 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)
2025-11-14 2025-09-30 13F MORGAN STANLEY COM COM 617446448 354,676 135,236 61.63 56,379 82.40 0.4187
2025-08-13 2025-06-30 13F MORGAN STANLEY COM COM 617446448 219,440 -426,030 -66.00 30,910 -58.95 0.2453
2025-05-14 2025-03-31 13F MORGAN STANLEY COM COM 617446448 645,470 64,517 11.11 75,307 3.11 0.5991
2025-02-14 2024-12-31 13F MORGAN STANLEY COM COM 617446448 580,953 336,179 137.34 73,037 186.25 0.5499
2024-11-14 2024-09-30 13F MORGAN STANLEY COM COM 617446448 244,774 242,486 10,598.16 25,516 11,393.24 0.1914
2024-08-14 2024-06-30 13F MORGAN STANLEY COM COM 617446448 2,288 -170 -6.92 222 -3.90 0.0018
2024-05-14 2024-03-31 13F MORGAN STANLEY COM COM 617446448 2,458 -676 -21.57 231 -20.89 0.0018
2024-02-13 2023-12-31 13F MORGAN STANLEY COM COM 617446448 3,134 124 4.12 292 19.18 0.0027
2023-11-14 2023-09-30 13F MORGAN STANLEY COM COM 617446448 3,010 -2,272 -43.01 246 -45.68 0.0027
2023-08-11 2023-06-30 13F MORGAN STANLEY COM COM 617446448 5,282 -868 -14.11 451 -16.33 0.0049
2023-05-12 2023-03-31 13F MORGAN STANLEY COM COM 617446448 6,150 1,433 30.38 540 34.41 0.0061
2023-02-09 2022-12-31 13F MORGAN STANLEY COM COM 617446448 4,717 -1,808 -27.71 401 -22.29 0.0049
2022-11-10 2022-09-30 13F MORGAN STANLEY COM COM 617446448 6,525 -100,878 -93.92 516 -93.68 0.0067
2022-08-05 2022-06-30 13F MORGAN STANLEY COM COM 617446448 107,403 -172,726 -61.66 8,169 -66.63 0.1028
2022-05-12 2022-03-31 13F MORGAN STANLEY COM COM 617446448 280,129 95,441 51.68 24,483 35.05 0.2627
2022-02-10 2021-12-31 13F MORGAN STANLEY COM COM 617446448 184,688 111,723 153.12 18,129 155.34 0.1855
2021-11-09 2021-09-30 13F MORGAN STANLEY COM COM 617446448 72,965 -8,569 -10.51 7,100 -5.03 0.0850
2021-08-13 2021-06-30 13F MORGAN STANLEY COM COM 617446448 81,534 -1,524 -1.83 7,476 15.91 0.0865
2021-05-14 2021-03-31 13F MORGAN STANLEY COM COM 617446448 83,058 -77,105 -48.14 6,450 -41.24 0.0823
2021-02-16 2020-12-31 13F MORGAN STANLEY COM COM 617446448 160,163 -290,079 -64.43 10,976 -49.58 0.1688
2020-11-13 2020-09-30 13F MORGAN STANLEY COM COM 617446448 450,242 185,395 70.00 21,769 70.18 0.3759
2020-08-13 2020-06-30 13F MORGAN STANLEY COM COM 617446448 264,847 185,536 233.93 12,792 374.48 0.2451
2020-05-14 2020-03-31 13F MORGAN STANLEY COM COM 617446448 79,311 -124,386 -61.06 2,696 -74.11 0.0632
2020-02-13 2019-12-31 13F MORGAN STANLEY COM COM 617446448 203,697 45,940 29.12 10,413 54.70 0.1601
2019-11-12 2019-09-30 13F MORGAN STANLEY COM COM 617446448 157,757 7,807 5.21 6,731 2.47 0.1091
2019-08-13 2019-06-30 13F MORGAN STANLEY COM COM 617446448 149,950 78,460 109.75 6,569 117.73 0.1067
2019-05-14 2019-03-31 13F MORGAN STANLEY COM COM 617446448 71,490 -23,154 -24.46 3,017 -19.61 0.0612
2019-02-13 2018-12-31 13F MORGAN STANLEY COM COM 617446448 94,644 -94,210 -49.89 3,753 -57.32 0.0837
2018-11-13 2018-09-30 13F MORGAN STANLEY COM COM 617446448 188,854 -69,009 -26.76 8,794 -28.05 0.1664
2018-08-09 2018-06-30 13F MORGAN STANLEY COM COM 617446448 257,863 12,580 5.13 12,222 -7.66 0.3000
2018-05-14 2018-03-31 13F MORGAN STANLEY COM COM 617446448 245,283 -70,315 -22.28 13,236 -20.07 0.3136
2018-02-08 2017-12-31 13F MORGAN STANLEY COM COM 617446448 315,598 -451,880 -58.88 16,560 -55.21 0.4256
2017-11-13 2017-09-30 13F MORGAN STANLEY COM COM 617446448 767,478 5,036 0.66 36,969 8.82 0.8886
2017-08-11 2017-06-30 13F MORGAN STANLEY COM COM 617446448 762,442 -6,801 -0.88 33,974 3.10 0.8851
2017-05-12 2017-03-31 13F MORGAN STANLEY COM COM 617446448 769,243 -14,089 -1.80 32,954 -0.43 0.8665
2017-02-13 2016-12-31 13F MORGAN STANLEY COM COM 617446448 783,332 783,332 33,096 0.9829
2015-05-14 2015-03-31 13F MORGAN STANLEY COM COM 617446448 0 -33,269 -100.00 0 -100.00
2015-02-17 2014-12-31 13F MORGAN STANLEY COM COM 617446448 33,269 0 0.00 1,291 12.26 0.0488
2015-02-24 2014-09-30 13F/A-1 MORGAN STANLEY COM COM 617446448 33,269 -10,619 -24.20 1,150 -18.96 0.0470
2014-11-14 2014-09-30 13F MORGAN STANLEY COM COM 617446448 33,269 1,150
2015-02-24 2014-06-30 13F/A-1 MORGAN STANLEY COM COM 617446448 43,888 -40,169 -47.79 1,419 -45.84 0.0563
2014-08-14 2014-06-30 13F MORGAN STANLEY COM COM 617446448 43,888 1,419
2015-02-24 2014-03-31 13F/A-1 MORGAN STANLEY COM COM 617446448 84,057 0 0.00 2,620 -0.61 0.0863
2014-05-14 2014-03-31 13F MORGAN STANLEY COM COM 617446448 84,057 2,620
2015-02-24 2013-12-31 13F/A-1 MORGAN STANLEY COM COM 617446448 84,057 -23,704 -22.00 2,636 -9.23 0.0785
2014-02-13 2013-12-31 13F MORGAN STANLEY COM COM 617446448 84,057 2,636
2015-02-24 2013-09-30 13F/A-1 MORGAN STANLEY COM COM 617446448 107,761 -2,705 -2.45 2,904 7.64 0.0900
2013-11-12 2013-09-30 13F MORGAN STANLEY COM COM 617446448 107,761 2,904
2013-08-14 2013-06-30 13F MORGAN STANLEY COM COM 617446448 110,466 110,466 2,698 0.0856
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.