Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionEdgar Lomax Co/va
Latest Disclosed Ownership125,975 shares
Latest Disclosed Value $ 20,731,706
Edgar Lomax Co/va reports 53.74% decrease in ownership of MS / Morgan Stanley

On May 12, 2026 - Edgar Lomax Co/va filed a 13F-HR form disclosing ownership of 125,975 shares of Morgan Stanley (CH:MS) valued at $20,731,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 272,310 shares of Morgan Stanley. This represents a change in shares of -53.74% 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM 617446448 125,975 -146,335 -53.74 20,732 -57.12 1.4789
2026-02-13 2025-12-31 13F MORGAN STANLEY COM 617446448 272,310 -6,200 -2.23 48,343 9.20 3.6723
2025-11-12 2025-09-30 13F MORGAN STANLEY COM 617446448 278,510 -81,165 -22.57 44,272 -12.62 3.4670
2025-08-12 2025-06-30 13F MORGAN STANLEY COM 617446448 359,675 -5,750 -1.57 50,664 18.83 3.2046
2025-05-14 2025-03-31 13F MORGAN STANLEY COM 617446448 365,425 -1,285 -0.35 42,634 -7.52 2.6662
2025-02-13 2024-12-31 13F MORGAN STANLEY COM 617446448 366,710 197,165 116.29 46,103 160.86 2.9715
2024-11-14 2024-09-30 13F MORGAN STANLEY COM 617446448 169,545 -2,695 -1.56 17,673 5.57 1.0789
2024-08-13 2024-06-30 13F MORGAN STANLEY COM 617446448 172,240 -3,015 -1.72 16,740 1.44 1.0846
2024-05-14 2024-03-31 13F MORGAN STANLEY COM 617446448 175,255 5,580 3.29 16,502 4.30 1.0200
2024-02-09 2023-12-31 13F MORGAN STANLEY COM 617446448 169,675 -6,925 -3.92 15,822 9.71 1.0343
2023-11-14 2023-09-30 13F MORGAN STANLEY COM 617446448 176,600 -2,915 -1.62 14,423 -5.92 0.9820
2023-08-11 2023-06-30 13F MORGAN STANLEY COM 617446448 179,515 -2,460 -1.35 15,331 -4.05 1.0096
2023-05-15 2023-03-31 13F MORGAN STANLEY COM 617446448 181,975 -205,090 -52.99 15,977 -51.45 1.0276
2023-02-13 2022-12-31 13F MORGAN STANLEY COM 617446448 387,065 -3,035 -0.78 32,908 6.77 1.9972
2022-11-14 2022-09-30 13F MORGAN STANLEY COM 617446448 390,100 -4,330 -1.10 30,822 2.74 2.1305
2022-08-10 2022-06-30 13F MORGAN STANLEY COM 617446448 394,430 10,765 2.81 30,000 -10.53 1.8788
2022-05-13 2022-03-31 13F MORGAN STANLEY COM 617446448 383,665 217,635 131.08 33,532 105.74 1.9673
2022-02-11 2021-12-31 13F MORGAN STANLEY COM 617446448 166,030 -1,615 -0.96 16,298 -0.10 0.9755
2021-11-12 2021-09-30 13F MORGAN STANLEY COM 617446448 167,645 -3,230 -1.89 16,314 4.12 1.0466
2021-08-09 2021-06-30 13F MORGAN STANLEY COM 617446448 170,875 -6,600 -3.72 15,668 13.68 0.9734
2021-05-14 2021-03-31 13F MORGAN STANLEY COM 617446448 177,475 57,495 47.92 13,783 67.64 0.8592
2021-02-11 2020-12-31 13F MORGAN STANLEY COM 617446448 119,980 -2,050 -1.68 8,222 39.36 0.5587
2020-11-13 2020-09-30 13F MORGAN STANLEY COM 617446448 122,030 5,100 4.36 5,900 4.46 0.4547
2020-08-12 2020-06-30 13F MORGAN STANLEY COM 617446448 116,930 2,455 2.14 5,648 45.12 0.4515
2020-05-14 2020-03-31 13F MORGAN STANLEY COM 617446448 114,475 114,475 3,892 0.3458
2019-05-15 2019-03-31 13F MORGAN STANLEY COM 617446448 0 -390,420 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MORGAN STANLEY COM 617446448 390,420 -11,420 -2.84 15,480 -17.28 1.1758
2018-11-13 2018-09-30 13F MORGAN STANLEY COM 617446448 401,840 -14,000 -3.37 18,714 -5.06 1.2562
2018-08-14 2018-06-30 13F MORGAN STANLEY COM 617446448 415,840 3,250 0.79 19,711 -11.46 1.3846
2018-05-14 2018-03-31 13F MORGAN STANLEY COM 617446448 412,590 176,950 75.09 22,263 80.06 1.5999
2018-02-13 2017-12-31 13F MORGAN STANLEY COM 617446448 235,640 -7,215 -2.97 12,364 5.69 0.8443
2017-11-13 2017-09-30 13F MORGAN STANLEY COM 617446448 242,855 -20,705 -7.86 11,698 -0.39 0.8258
2017-08-11 2017-06-30 13F MORGAN STANLEY COM 617446448 263,560 -7,575 -2.79 11,744 1.11 0.8025
2017-05-12 2017-03-31 13F MORGAN STANLEY COM 617446448 271,135 271,135 11,615 0.7777
2016-05-16 2016-03-31 13F MORGAN STANLEY COM 617446448 0 -25,280 -100.00 0 -100.00
2016-02-12 2015-12-31 13F MORGAN STANLEY COM 617446448 25,280 -571,140 -95.76 804 -95.72 0.0590
2015-11-13 2015-09-30 13F MORGAN STANLEY COM 617446448 596,420 -20,900 -3.39 18,787 -21.54 1.4266
2015-08-10 2015-06-30 13F MORGAN STANLEY Com 617446448 617,320 -7,925 -1.27 23,946 7.31 1.6061
2015-05-14 2015-03-31 13F MORGAN STANLEY Com 617446448 625,245 -42,250 -6.33 22,315 -13.84 1.4567
2015-02-11 2014-12-31 13F MORGAN STANLEY Com 617446448 667,495 312,920 88.25 25,899 111.28 1.6195
2014-11-13 2014-09-30 13F MORGAN STANLEY Com 617446448 354,575 8,800 2.55 12,258 9.65 0.8310
2014-08-13 2014-06-30 13F MORGAN STANLEY Com 617446448 345,775 600 0.17 11,179 3.90 0.7903
2014-05-15 2014-03-31 13F MORGAN STANLEY Com 617446448 345,175 229,575 198.59 10,759 196.80 0.7936
2014-02-13 2013-12-31 13F MORGAN STANLEY Com 617446448 115,600 115,600 3,625 0.2740
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.