포토트로닉스, Inc.
US ˙ NasdaqGS ˙ US7194051022

SecurityPLAB / Photronics, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,026,036 shares
Latest Disclosed Value $ 41,462,155
Morgan Stanley reports 27.14% decrease in ownership of PLAB / Photronics, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,026,036 shares of Photronics, Inc. (US:PLAB) valued at $41,462,115 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,408,220 shares of Photronics, Inc.. This represents a change in shares of -27.14% during the quarter. The current value of the position is $32,340,655 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)
2026-05-15 2026-03-31 13F PHOTRONICS COM 719405102 1,026,036 -382,184 -27.14 41,462 -7.99 0.0025
2026-05-27 2025-12-31 13F/A-1 PHOTRONICS COM 719405102 1,408,220 140,567 11.09 45,063 54.90 0.0003
2026-02-13 2025-12-31 13F PHOTRONICS COM 719405102 1,408,220 140,567 45,063 0.0027
2026-05-27 2025-09-30 13F/A-1 PHOTRONICS COM 719405102 1,267,653 16,803 1.34 29,093 23.52 0.0018
2025-11-14 2025-09-30 13F PHOTRONICS COM 719405102 1,267,653 16,803 29,093 0.0018
2025-08-15 2025-06-30 13F PHOTRONICS COM 719405102 1,250,850 -21,600 -1.70 23,554 -10.84 0.0015
2025-05-15 2025-03-31 13F PHOTRONICS COM 719405102 1,272,450 55,738 4.58 26,416 -7.85 0.0019
2025-05-15 2024-12-31 13F/A-1 PHOTRONICS COM 719405102 1,216,712 -265,130 -17.89 28,666 -21.87 0.0020
2025-02-14 2024-12-31 13F PHOTRONICS COM 719405102 1,216,712 -265,130 28,666 0.0020
2025-05-14 2024-09-30 13F/A-2 PHOTRONICS COM 719405102 1,481,842 192,694 14.95 36,690 15.37 0.0027
2025-02-14 2024-09-30 13F/A-1 PHOTRONICS COM 719405102 1,481,842 192,694 36,690 0.0027
2024-11-14 2024-09-30 13F PHOTRONICS COM 719405102 1,481,842 192,694 36,690 0.0003
2025-05-14 2024-06-30 13F/A-2 PHOTRONICS COM 719405102 1,289,148 -71,047 -5.22 31,803 -17.44 0.0025
2024-10-17 2024-06-30 13F/A-1 PHOTRONICS COM 719405102 1,289,148 -71,047 31,803 0.0025
2024-08-14 2024-06-30 13F PHOTRONICS COM 719405102 1,289,148 -71,047 31,803 0.0025
2024-10-17 2024-03-31 13F/A-2 PHOTRONICS COM 719405102 1,360,195 -244,179 -15.22 38,521 -23.46 0.0031
2024-08-16 2024-03-31 13F/A-1 PHOTRONICS COM 719405102 1,360,195 -244,179 38,521 0.0031
2024-05-15 2024-03-31 13F PHOTRONICS COM 719405102 1,360,195 -244,179 38,521 0.0031
2024-08-16 2023-12-31 13F/A-1 PHOTRONICS COM 719405102 1,604,374 -119,166 -6.91 50,329 44.49 0.0044
2024-02-13 2023-12-31 13F PHOTRONICS COM 719405102 1,604,374 -119,166 50,329 0.0044
2023-11-15 2023-09-30 13F PHOTRONICS COM 719405102 1,723,540 460,910 36.50 34,833 6.97 0.0035
2023-08-14 2023-06-30 13F PHOTRONICS COM 719405102 1,262,630 32,728 2.66 32,563 59.69 0.0032
2023-05-15 2023-03-31 13F PHOTRONICS COM 719405102 1,229,902 -151,779 -10.99 20,392 -12.31 0.0022
2023-02-14 2022-12-31 13F PHOTRONICS COM 719405102 1,381,681 20,938 1.54 23,254 16.88 0.0026
2022-11-14 2022-09-30 13F PHOTRONICS COM 719405102 1,360,743 -592 -0.04 19,895 -24.98 0.0027
2022-10-27 2022-06-30 13F/A-1 PHOTRONICS COM 719405102 1,361,335 1,057,961 348.73 26,520 415.15 0.0034
2022-08-15 2022-06-30 13F PHOTRONICS COM 719405102 1,361,335 1,057,961 26,520 0.0034
2022-10-27 2022-03-31 13F/A-1 PHOTRONICS COM 719405102 303,374 44,532 17.20 5,148 5.49 0.0007
2022-05-13 2022-03-31 13F PHOTRONICS COM 719405102 303,374 44,532 5,148 0.0007
2022-02-14 2021-12-31 13F PHOTRONICS COM 719405102 258,842 -71,070 -21.54 4,880 8.52 0.0006
2021-11-15 2021-09-30 13F PHOTRONICS COM 719405102 329,912 -76,594 -18.84 4,497 -16.26 0.0006
2021-08-23 2021-06-30 13F/A-1 PHOTRONICS COM 719405102 406,506 193,669 90.99 5,370 96.20 0.0007
2021-08-16 2021-06-30 13F PHOTRONICS COM 719405102 406,506 193,669 5,370 0.0001
2021-05-17 2021-03-31 13F PHOTRONICS COM 719405102 212,837 5,931 2.87 2,737 18.54 0.0004
2021-02-16 2020-12-31 13F PHOTRONICS COM 719405102 206,906 23,870 13.04 2,309 26.66 0.0004
2020-11-13 2020-09-30 13F PHOTRONICS COM 719405102 183,036 3,622 2.02 1,823 -8.67 0.0004
2020-08-14 2020-06-30 13F PHOTRONICS COM 719405102 179,414 -359,180 -66.69 1,996 -63.87 0.0004
2020-05-26 2020-03-31 13F/A-1 PHOTRONICS COM 719405102 538,594 207,805 62.82 5,525 6.01 0.0015
2020-05-15 2020-03-31 13F PHOTRONICS COM 719405102 538,594 207,805 5,525 424.4352
2020-02-14 2019-12-31 13F PHOTRONICS COM 719405102 330,789 75,287 29.47 5,212 87.55 0.0012
2019-11-14 2019-09-30 13F PHOTRONICS COM 719405102 255,502 -140,941 -35.55 2,779 -14.54 0.0007
2019-08-14 2019-06-30 13F PHOTRONICS COM 719405102 396,443 373,780 1,649.30 3,252 1,419.63 0.0009
2019-05-15 2019-03-31 13F PHOTRONICS COM 719405102 22,663 -723,823 -96.96 214 -97.04 0.0001
2019-02-14 2018-12-31 13F PHOTRONICS COM 719405102 746,486 292,461 64.42 7,226 61.58 0.0022
2019-04-23 2018-09-30 13F/A-2 PHOTRONICS COM 719405102 454,025 182,405 67.15 4,472 106.46 0.0011
2018-11-20 2018-09-30 13F/A-1 PHOTRONICS COM 719405102 454,025 0 4,472 0.0011
2018-11-14 2018-09-30 13F PHOTRONICS COM 719405102 454,025 182,405 4,472
2019-04-23 2018-06-30 13F/A-1 PHOTRONICS COM 719405102 271,620 126,969 87.78 2,166 81.56 0.0006
2018-08-14 2018-06-30 13F PHOTRONICS COM 719405102 271,620 126,969 2,166
2019-04-23 2018-03-31 13F/A-1 PHOTRONICS COM 719405102 144,651 -11,524 -7.38 1,193 -10.37 0.0003
2018-05-14 2018-03-31 13F PHOTRONICS COM 719405102 144,651 -11,524 1,193
2019-04-23 2017-12-31 13F/A-1 PHOTRONICS COM 719405102 156,175 -10,923 -6.54 1,331 -10.01 0.0004
2018-02-14 2017-12-31 13F PHOTRONICS COM 719405102 156,175 -10,923 1,331
2017-11-14 2017-09-30 13F PHOTRONICS COM 719405102 167,098 -81,672 -32.83 1,479 -36.71 0.0004
2017-08-11 2017-06-30 13F PHOTRONICS COM 719405102 248,770 -36,298 -12.73 2,337 -23.38 0.0007
2017-05-22 2017-03-31 13F/A-1 PHOTRONICS COM 719405102 285,068 -122,029 -29.98 3,050 -33.68 0.0009
2017-05-12 2017-03-31 13F PHOTRONICS COM 719405102 285,068 3,050
2017-02-22 2016-12-31 13F/A-1 PHOTRONICS COM 719405102 407,097 241,974 146.54 4,599 170.05 0.0015
2017-02-13 2016-12-31 13F PHOTRONICS COM 719405102 407,097 4,599
2016-11-10 2016-09-30 13F PHOTRONICS COM 719405102 165,123 -159,605 -49.15 1,703 -41.13 0.0006
2016-08-12 2016-06-30 13F PHOTRONICS COM 719405102 324,728 117,118 56.41 2,893 33.81 0.0010
2016-05-12 2016-03-31 13F PHOTRONICS COM 719405102 207,610 -509,036 -71.03 2,162 -75.77 0.0008
2016-02-09 2015-12-31 13F PHOTRONICS COM 719405102 716,646 603,244 531.95 8,921 768.65 0.0032
2016-02-08 2015-09-30 13F/A-1 PHOTRONICS COM 719405102 113,402 -51,691 -31.31 1,027 -34.59 0.0004
2015-11-09 2015-09-30 13F PHOTRONICS COM 719405102 113,402 1,027
2015-08-12 2015-06-30 13F PHOTRONICS COM 719405102 165,093 148,041 868.17 1,570 982.76 0.0005
2015-05-14 2015-03-31 13F PHOTRONICS COM 719405102 17,052 -72,389 -80.93 145 -80.48 0.0001
2015-02-13 2014-12-31 13F PHOTRONICS COM 719405102 89,441 26,598 42.32 743 46.55 0.0003
2014-12-16 2014-09-30 13F/A-1 PHOTRONICS COM 719405102 62,843 -15,128 -19.40 507 -23.87 0.0002
2014-11-14 2014-09-30 13F PHOTRONICS COM 719405102 62,843 507
2014-05-13 2014-03-31 13F PHOTRONICS COM 719405102 77,971 -44,505 -36.34 666 -39.73 0.0003
2014-02-13 2013-12-31 13F PHOTRONICS COM 719405102 122,476 107,100 696.54 1,105 820.83 0.0005
2013-11-13 2013-09-30 13F PHOTRONICS INC COM ST COM 719405102 15,376 2,955 23.79 120 20.00 0.0001
2013-08-08 2013-06-30 13F PHOTRONICS INC COM ST COM 719405102 12,421 12,421 100 0.0001
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.