Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionAustralianSuper Pty Ltd
Latest Disclosed Ownership760,386 shares
Latest Disclosed Value $ 125,136,724
AustralianSuper Pty Ltd reports 293.56% increase in ownership of MS / Morgan Stanley

On May 7, 2026 - AustralianSuper Pty Ltd filed a 13F-HR form disclosing ownership of 760,386 shares of Morgan Stanley (CH:MS) valued at $125,136,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 193,205 shares of Morgan Stanley. This represents a change in shares of 293.56% 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)
2026-05-07 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 760,386 567,181 293.56 125,137 264.84 0.6522
2026-02-05 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 193,205 163,487 550.13 34,300 626.21 0.1594
2025-11-12 2025-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 29,718 1,238 4.35 4,724 17.75 0.0223
2025-11-03 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 29,718 1,238 4,724 0.0217
2025-08-01 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 28,480 -17,118 -37.54 4,012 -24.59 0.0203
2025-05-05 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 45,598 -12,249 -21.17 5,320 -26.86 0.0301
2025-01-30 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 57,847 8,245 16.62 7,273 40.66 0.0343
2024-10-28 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 49,602 49,602 5,171 0.0258
2024-04-26 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -441,817 -100.00 0 -100.00
2024-01-16 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 441,817 441,817 41,199 0.2474
2023-10-27 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -4,351 -100.00 0 -100.00
2023-07-28 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 4,351 4,351 372 0.0024
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.