Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership68,648 shares
Latest Disclosed Value $ 11,297,401
Empirical Finance, LLC reports 3.35% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 68,648 shares of Morgan Stanley (CH:MS) valued at $11,297,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 66,424 shares of Morgan Stanley. This represents a change in shares of 3.35% 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/A-1 MORGAN STANLEY COM NEW 617446448 68,648 2,224 3.35 11,297 -4.20 0.5308
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 68,648 2,224 11,297 0.5308
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 66,424 4,205 6.76 11,792 19.23 0.5625
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 62,219 17,097 37.89 9,890 55.63 0.4709
2025-08-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 45,122 275 0.61 6,356 21.46 0.3327
2025-05-07 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 44,847 562 1.27 5,232 -6.02 0.3160
2025-01-28 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 44,285 -670 -1.49 5,568 18.80 0.3221
2024-11-06 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 44,955 805 1.82 4,686 9.23 0.2732
2024-07-30 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 44,150 -4,221 -8.73 4,291 -5.80 0.2681
2024-05-06 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 48,371 1,531 3.27 4,555 4.28 0.2795
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 46,840 -19 -0.04 4,368 14.14 0.3046
2023-11-02 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 46,859 3,947 9.20 3,827 4.42 0.2811
2023-07-27 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 42,912 4,344 11.26 3,665 8.21 0.2838
2023-04-05 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 38,568 1,313 3.52 3,386 6.92 0.3172
2023-02-21 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 37,255 2,582 7.45 3,167 15.58 0.3279
2023-01-24 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 37,255 2,582 3 0.3279
2022-11-04 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 34,673 5,385 18.39 2,740 22.98 0.3250
2022-08-01 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 29,288 1,530 5.51 2,228 -8.16 0.2840
2022-04-21 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 27,758 2,863 11.50 2,426 -0.74 0.2717
2022-02-04 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 24,895 6,532 35.57 2,444 36.77 0.2886
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 18,363 1,014 5.84 1,787 12.32 0.2694
2021-08-10 2021-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 17,349 2,840 19.57 1,591 60.06 0.2594
2021-08-04 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 14,509 0 994 0.1748
2021-05-13 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 14,509 0 0.00 994 0.00 0.1748
2021-02-02 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 14,509 4,156 40.14 994 98.40 0.1748
2020-10-28 2020-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 10,353 1,978 23.62 501 23.70 0.1074
2020-07-20 2020-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 8,375 943 12.69 405 60.08 0.1036
2020-07-20 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 3,426 405
2020-04-16 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 7,432 2,516 51.18 253 0.80 0.0786
2020-01-27 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,916 4,916 251 0.0610
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -869 -100.00 0 -100.00
2017-02-13 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 869 869 37 0.0250
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.