Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionAMF Pensionsforsakring AB
Latest Disclosed Ownership348,619 shares
Latest Disclosed Value $ 57,372,229
AMF Pensionsforsakring AB reports 0.23% decrease in ownership of MS / Morgan Stanley

On May 4, 2026 - AMF Pensionsforsakring AB filed a 13F-HR form disclosing ownership of 348,619 shares of Morgan Stanley (CH:MS) valued at $57,372,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 349,419 shares of Morgan Stanley. This represents a change in shares of -0.23% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 348,619 -800 -0.23 57,372 -7.51 0.3804
2026-02-06 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 349,419 -59,652 -14.58 62,032 -4.60 0.3844
2025-11-14 2025-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 409,071 0 0.00 65,026 12.80 0.4121
2025-10-31 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 187,056 -222,015 29,734 0.3210
2025-07-22 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 409,071 196,836 92.74 57,648 132.57 0.3836
2025-05-12 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 212,235 0 0.00 24,787 -7.19 0.1830
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 212,235 -44,125 -17.21 26,708 -0.18 0.1898
2024-10-28 2024-09-30 13F/A-24 MORGAN STANLEY COM NEW 617446448 256,360 25,179 10.89 26,755 18.90 0.1913
2024-10-03 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 256,360 25,179 26,755 0.1913
2024-07-10 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 231,181 -454,928 -66.31 22,504 -65.19 0.1678
2024-04-16 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 686,109 -36,639 -5.07 64,643 -4.14 0.4898
2024-01-30 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 722,748 321,273 80.02 67,435 105.67 0.5761
2023-10-26 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 401,475 -337,634 -45.68 32,788 -48.08 0.3187
2023-07-05 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 739,109 -40,270 -5.17 63,156 -7.77 0.5813
2023-04-24 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 779,379 -40,729 -4.97 68,479 -1.98 0.7008
2023-01-26 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 820,108 -1,174,800 -58.89 69,864 -55.72 0.8000
2022-10-26 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,994,908 -436,909 -17.97 157,779 -14.77 1.8667
2022-07-26 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 2,431,817 405,096 19.99 185,117 4.41 1.8171
2022-05-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 2,026,721 -397,858 -16.41 177,291 -25.56 1.3112
2022-02-08 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 2,424,579 1,713 0.07 238,156 0.94 1.6289
2021-11-03 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 2,422,866 268,302 12.45 235,949 19.44 1.7126
2021-08-11 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 2,154,564 2,154,564 197,552 1.3633
2016-02-16 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -20,300 -100.00 0 -100.00
2015-11-12 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 20,300 0 0.00 639 -18.81 0.0097
2015-08-13 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 20,300 -35,000 -63.29 787 -60.13 0.0109
2015-05-13 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 55,300 -99,800 -64.35 1,974 -67.20 0.0248
2015-02-13 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 155,100 155,100 6,018 0.0759
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.