陶氏公司
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership13,976,737 shares
Latest Disclosed Value $ 582,131,243
Morgan Stanley reports 20.19% decrease in ownership of DOW1 / Dow Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 13,976,737 shares of Dow Inc. (MX:DOW1) valued at $582,131,243 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 17,511,885 shares of Dow Inc.. This represents a change in shares of -20.19% during the quarter.

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 DOW HLDGS COM 260557103 13,976,737 -3,535,148 -20.19 582,131 42.18 0.0351
2026-05-27 2025-12-31 13F/A-1 DOW COM 260557103 17,511,885 3,469,757 24.71 409,428 27.16 0.0244
2026-02-13 2025-12-31 13F DOW COM 260557103 17,511,885 3,469,757 409,428 0.0244
2026-05-27 2025-09-30 13F/A-1 DOW COM 260557103 14,042,128 -289,990 -2.02 321,986 -15.16 0.0195
2025-11-14 2025-09-30 13F DOW COM 260557103 14,042,128 -289,990 321,986 0.0195
2025-08-15 2025-06-30 13F DOW COM 260557103 14,332,118 1,594,548 12.52 379,515 -14.68 0.0247
2025-05-15 2025-03-31 13F DOW COM 260557103 12,737,570 -3,741 -0.03 444,796 -13.01 0.0318
2025-05-15 2024-12-31 13F/A-1 DOW COM 260557103 12,741,311 -1,690,476 -11.71 511,309 -35.15 0.0358
2025-02-14 2024-12-31 13F DOW COM 260557103 12,741,311 -1,690,476 511,309 0.0358
2025-05-14 2024-09-30 13F/A-2 DOW COM 260557103 14,431,787 -38,600 -0.27 788,409 2.70 0.0572
2025-02-14 2024-09-30 13F/A-1 DOW COM 260557103 14,431,787 -38,600 788,409 0.0572
2024-11-14 2024-09-30 13F DOW COM 260557103 14,431,787 -38,600 788,409 0.0572
2025-05-14 2024-06-30 13F/A-2 DOW COM 260557103 14,470,387 -126,345 -0.87 767,654 -9.22 0.0594
2024-10-17 2024-06-30 13F/A-1 DOW COM 260557103 14,470,387 -126,345 767,654 0.0594
2024-08-14 2024-06-30 13F DOW COM 260557103 14,470,387 -126,345 767,654 0.0594
2024-10-17 2024-03-31 13F/A-2 DOW COM 260557103 14,596,732 -91,449 -0.62 845,589 4.98 0.0678
2024-08-16 2024-03-31 13F/A-1 DOW COM 260557103 14,596,732 -91,449 845,589 0.0679
2024-05-15 2024-03-31 13F DOW COM 260557103 14,596,732 -91,449 845,589 0.0679
2024-08-16 2023-12-31 13F/A-1 DOW COM 260557103 14,688,181 -2,088 -0.01 805,500 6.35 0.0710
2024-02-13 2023-12-31 13F DOW COM 260557103 14,688,181 -2,088 805,500 0.0710
2023-11-15 2023-09-30 13F DOW COM 260557103 14,690,269 -504,183 -3.32 757,430 -6.40 0.0770
2023-08-14 2023-06-30 13F DOW COM 260557103 15,194,452 710,667 4.91 809,257 1.92 0.0798
2023-05-15 2023-03-31 13F DOW COM 260557103 14,483,785 -943,028 -6.11 794,001 2.14 0.0851
2023-02-14 2022-12-31 13F DOW COM 260557103 15,426,813 291,755 1.93 777,357 16.92 0.0883
2022-11-14 2022-09-30 13F DOW COM 260557103 15,135,058 922,033 6.49 664,884 -9.36 0.0906
2022-10-27 2022-06-30 13F/A-1 DOW COM 260557103 14,213,025 3,047,649 27.30 733,534 3.10 0.0952
2022-08-15 2022-06-30 13F DOW COM 260557103 14,213,025 733,534
2022-10-27 2022-03-31 13F/A-1 DOW COM 260557103 11,165,376 1,423,561 14.61 711,458 28.76 0.0960
2022-05-13 2022-03-31 13F DOW COM 260557103 11,165,376 711,458
2022-02-14 2021-12-31 13F DOW COM 260557103 9,741,815 681,147 7.52 552,555 5.95 0.0682
2021-11-15 2021-09-30 13F DOW COM 260557103 9,060,668 -156,494 -1.70 521,533 -10.58 0.0702
2021-08-23 2021-06-30 13F/A-1 DOW COM 260557103 9,217,162 -647,424 -6.56 583,263 -7.53 0.0769
2021-08-16 2021-06-30 13F DOW COM 260557103 9,217,162 5,385,909 583,263 0.0768
2021-05-17 2021-03-31 13F DOW COM 260557103 9,864,586 1,241,292 14.39 630,741 31.79 0.0927
2021-02-16 2020-12-31 13F DOW COM 260557103 8,623,294 1,248,697 16.93 478,593 37.93 0.0739
2020-11-13 2020-09-30 13F DOW COM 260557103 7,374,597 -335,867 -4.36 346,975 10.40 0.0671
2020-08-14 2020-06-30 13F DOW COM 260557103 7,710,464 -344,796 -4.28 314,279 33.43 0.0696
2020-05-26 2020-03-31 13F/A-1 DOW COM 260557103 8,055,260 -2,399,970 -22.95 235,536 -58.84 0.0640
2020-05-15 2020-03-31 13F DOW COM 260557103 8,055,260 -2,399,970 235,536 18,094.0749
2020-02-14 2019-12-31 13F DOW COM 260557103 10,455,230 1,058,671 11.27 572,213 27.80 0.1331
2019-11-14 2019-09-30 13F DOW COM 260557103 9,396,559 -89,101 -0.94 447,746 -4.27 0.1185
2019-08-14 2019-06-30 13F DOW COM 260557103 9,485,660 -9,970,005 -51.24 467,738 -54.90 0.1245
2019-05-15 2019-03-31 13F DOWDUPONT COM 26078J100 19,455,665 582,770 3.09 1,037,181 2.76 0.2936
2019-05-15 2019-03-31 13F DOW COM 260557103 77,969 -18,794,926 4,025 0.0011
2019-02-14 2018-12-31 13F DOWDUPONT COM 26078J100 18,872,895 -2,469,205 -11.57 1,009,321 -26.46 0.3020
2019-04-23 2018-09-30 13F/A-2 DOWDUPONT COM 26078J100 21,342,100 1,511,435 7.62 1,372,513 4.99 0.3435
2018-11-20 2018-09-30 13F/A-1 DOWDUPONT COM 26078J100 21,342,100 0 1,372,513 0.3435
2018-11-14 2018-09-30 13F DOWDUPONT COM 26078J100 21,342,100 1,511,435 1,372,513
2019-04-23 2018-06-30 13F/A-1 DOWDUPONT COM 26078J100 19,830,665 -1,170,825 -5.57 1,307,237 -2.30 0.3532
2018-08-14 2018-06-30 13F DOWDUPONT COM 26078J100 19,830,665 -1,170,825 1,307,237
2019-04-23 2018-03-31 13F/A-1 DOWDUPONT COM 26078J100 21,001,490 4,604,560 28.08 1,338,005 14.58 0.3714
2018-05-14 2018-03-31 13F DOWDUPONT COM 26078J100 21,001,490 4,604,560 1,338,005
2019-04-23 2017-12-31 13F/A-1 DOWDUPONT COM 26078J100 16,396,930 4,117,271 33.53 1,167,789 37.37 0.3196
2018-02-14 2017-12-31 13F DOWDUPONT COM 26078J100 16,396,930 4,117,271 1,167,789
2017-11-14 2017-09-30 13F DOWDUPONT COM 26078J100 12,279,659 12,279,659 850,120 0.2546
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.