Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership311,463 shares
Latest Disclosed Value $ 51,257,545
Baird Financial Group, Inc. reports 0.59% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 311,463 shares of Morgan Stanley (CH:MS) valued at $51,257,545 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 309,646 shares of Morgan Stanley. This represents a change in shares of 0.59% 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 311,463 1,817 0.59 51,258 -6.76 0.0431
2026-02-13 2025-12-31 13F MORGAN STANLEY COM COMMON 617446448 309,646 2,842 0.93 54,971 12.72 0.0857
2025-11-13 2025-09-30 13F MORGAN STANLEY COMMON 617446448 306,804 -680 -0.22 48,770 12.60 0.0784
2025-08-13 2025-06-30 13F MORGAN STANLEY COM COMMON 617446448 307,484 9,827 3.30 43,312 24.72 0.0759
2025-05-15 2025-03-31 13F MORGAN STANLEY COM COMMON 617446448 297,657 7,219 2.49 34,728 -4.89 0.0669
2025-02-14 2024-12-31 13F MORGAN STANLEY COMMON 617446448 290,438 -1,727 -0.59 36,514 19.89 0.0698
2024-11-14 2024-09-30 13F MORGAN STANLEY COMMON 617446448 292,165 12,040 4.30 30,455 11.86 0.0591
2024-08-14 2024-06-30 13F MORGAN STANLEY COMMON 617446448 280,125 48,564 20.97 27,225 24.87 0.0565
2024-05-14 2024-03-31 13F MORGAN STANLEY COMMON 617446448 231,561 15,159 7.01 21,804 8.05 0.0457
2024-02-14 2023-12-31 13F MORGAN STANLEY COMMON 617446448 216,402 -32,768 -13.15 20,179 -0.84 0.0460
2023-11-13 2023-09-30 13F MORGAN STANLEY COMMON 617446448 249,170 57,292 29.86 20,350 24.19 0.0555
2023-08-11 2023-06-30 13F MORGAN STANLEY COMMON 617446448 191,878 2,270 1.20 16,386 -1.57 0.0432
2023-05-15 2023-03-31 13F MORGAN STANLEY COMMON 617446448 189,608 14,110 8.04 16,648 118,807.14 0.0411
2023-02-13 2022-12-31 13F MORGAN STANLEY COMMON 617446448 175,498 -49,935 -22.15 15 -99.92 0.0393
2022-11-15 2022-09-30 13F MORGAN STANLEY COMMON 617446448 225,433 -20,710 -8.41 17,811 -4.87 0.0525
2022-08-08 2022-06-30 13F MORGAN STANLEY DEAN WITTER DIS COMMON 617446448 246,143 -60,494 -19.73 18,722 -30.14 0.0520
2022-05-13 2022-03-31 13F MORGAN STANLEY DEAN WITTER DIS COMMON 617446448 306,637 22,095 7.77 26,801 -4.04 0.0662
2022-02-09 2021-12-31 13F MORGAN STANLEY COM COMMON 617446448 284,542 162,978 134.07 27,930 136.11 0.0653
2021-11-12 2021-09-30 13F MORGAN STANLEY COM COMMON 617446448 121,564 77,954 178.75 11,829 195.80 0.0303
2021-08-11 2021-06-30 13F MORGAN STANLEY COM COMMON 617446448 43,610 4,168 10.57 3,999 30.56 0.0104
2021-05-13 2021-03-31 13F MORGAN STANLEY COM COMMON 617446448 39,442 3,593 10.02 3,063 24.71 0.0086
2021-02-11 2020-12-31 13F MORGAN STANLEY COM COMMON 617446448 35,849 5,951 19.90 2,456 69.97 0.0073
2020-11-12 2020-09-30 13F MORGAN STANLEY COM COMMON 617446448 29,898 -14,422 -32.54 1,445 -32.48 0.0050
2020-10-22 2020-06-30 13F/A-1 MORGAN STANLEY COM COMMON 617446448 44,320 17,308 64.08 2,140 132.86 0.0081
2020-08-14 2020-06-30 13F MORGAN STANLEY COM COMMON 617446448 43,848 16,836 2,194 4,348.0095
2020-05-14 2020-03-31 13F MORGAN STANLEY COM COMMON 617446448 27,012 -936 -3.35 919 -35.69 0.0042
2020-02-14 2019-12-31 13F MORGAN STANLEY COM COMMON 617446448 27,948 -3,753 -11.84 1,429 5.62 0.0051
2019-11-14 2019-09-30 13F MORGAN STANLEY Common 617446448 31,701 2,425 8.28 1,353 5.54 0.0053
2019-08-14 2019-06-30 13F MORGAN STANLEY COMMON 617446448 29,276 8,396 40.21 1,282 45.52 0.0050
2019-05-14 2019-03-31 13F MORGAN STANLEY COMMON 617446448 20,880 -374,128 -94.71 881 -94.37 0.0052
2019-02-14 2018-12-31 13F Morgan Stanley COMMON 617446448 395,008 380,689 2,658.63 15,662 2,244.61 0.1063
2018-11-13 2018-09-30 13F Morgan Stanley COMMON 617446448 14,319 2,495 21.10 668 19.29 0.0042
2018-08-13 2018-06-30 13F Morgan Stanley COMMON 617446448 11,824 744 6.71 560 -6.35 0.0038
2018-05-14 2018-03-31 13F MORGAN STANLEY COMMON 617446448 11,080 1,831 19.80 598 23.30 0.0042
2018-02-09 2017-12-31 13F MORGAN STANLEY COMMON 617446448 9,249 381 4.30 485 13.58 0.0034
2017-11-14 2017-09-30 13F MORGAN STANLEY COMMON 617446448 8,868 -1,038 -10.48 427 -3.17 0.0032
2017-08-14 2017-06-30 13F MORGAN STANLEY COMMON 617446448 9,906 1,499 17.83 441 22.50 0.0035
2017-06-19 2017-03-31 13F/A-1 MORGAN STANLEY COMMON 617446448 8,407 2,467 41.53 360 43.43 0.0029
2017-05-09 2017-03-31 13F MORGAN STANLEY COMMON 617446448 8,407 360
2017-02-10 2016-12-31 13F MORGAN STANLEY COMMON 617446448 5,940 5,940 251 0.0022
2016-02-11 2015-12-31 13F MORGAN STANLEY COMMON 617446448 0 -6,391 -100.00 0 -100.00
2015-11-12 2015-09-30 13F MORGAN STANLEY COMMON 617446448 6,391 -26 -0.41 201 -19.28 0.0021
2015-08-14 2015-06-30 13F MORGAN STANLEY COMMON 617446448 6,417 6,417 249 0.0025
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.