Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership237,672 shares
Latest Disclosed Value $ 39,113,681
Lazard Asset Management Llc reports 48.46% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 237,672 shares of Morgan Stanley (CH:MS) valued at $39,113,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 160,093 shares of Morgan Stanley. This represents a change in shares of 48.46% 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 237,672 77,579 48.46 39,114 37.62 0.0335
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 160,093 -11,464 -6.68 28,421 4.22 0.0482
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 171,557 27,980 19.49 27,271 136,250.00 0.0367
2025-08-14 2025-06-30 13F MORGAN STANLEY Common Stock 617446448 143,577 -189,403 -56.88 20 -47.37 0.0278
2025-05-15 2025-03-31 13F MORGAN STANLEY Common Stock 617446448 332,980 61,288 22.56 39 11.76 0.0596
2025-02-14 2024-12-31 13F MORGAN STANLEY Common Stock 617446448 271,692 159,388 141.93 34 209.09 0.0500
2024-11-14 2024-09-30 13F MORGAN STANLEY Common Stock 617446448 112,304 -99,673 -47.02 12 -45.00 0.0157
2024-08-14 2024-06-30 13F MORGAN STANLEY Common Stock 617446448 211,977 174,847 470.90 21 566.67 0.0258
2024-07-09 2024-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 37,130 -4,265 -10.30 3 0.00 0.0042
2024-05-14 2024-03-31 13F MORGAN STANLEY Common Stock 617446448 37,130 -4,265 3 0.0042
2024-02-14 2023-12-31 13F MORGAN STANLEY Common Stock 617446448 41,395 477 1.17 4 0.00 0.0049
2023-11-14 2023-09-30 13F MORGAN STANLEY Common Stock 617446448 40,918 -1,286 -3.05 3 0.00 0.0045
2023-08-15 2023-06-30 13F MORGAN STANLEY Common Stock 617446448 42,204 -26,452 -38.53 4 -50.00 0.0044
2023-05-15 2023-03-31 13F MORGAN STANLEY Common Stock 617446448 68,656 38,364 126.65 6 -99.77 0.0079
2023-02-15 2022-12-31 13F MORGAN STANLEY Common Stock 617446448 30,292 13,174 76.96 2,575 90.60 0.0035
2022-11-14 2022-09-30 13F MORGAN STANLEY Common Stock 617446448 17,118 -3,062 -15.17 1,351 -11.93 0.0020
2022-08-09 2022-06-30 13F MORGAN STANLEY Common Stock 617446448 20,180 1,148 6.03 1,534 -7.76 0.0021
2022-05-13 2022-03-31 13F MORGAN STANLEY Common Stock 617446448 19,032 -2,813 -12.88 1,663 -22.43 0.0019
2022-02-09 2021-12-31 13F MORGAN STANLEY Common Stock 617446448 21,845 -677 -3.01 2,144 -2.15 0.0023
2021-11-15 2021-09-30 13F MORGAN STANLEY Common Stock 617446448 22,522 -14,363 -38.94 2,191 -35.20 0.0025
2021-08-12 2021-06-30 13F MORGAN STANLEY Common Stock 617446448 36,885 -7,707 -17.28 3,381 -2.34 0.0038
2021-05-14 2021-03-31 13F MORGAN STANLEY Common Stock 617446448 44,592 -157,570 -77.94 3,462 -75.01 0.0042
2021-02-11 2020-12-31 13F MORGAN STANLEY Common Stock 617446448 202,162 156,308 340.88 13,853 525.14 0.0175
2020-11-13 2020-09-30 13F MORGAN STANLEY Common Stock 617446448 45,854 19,194 72.00 2,216 72.18 0.0031
2020-08-13 2020-06-30 13F MORGAN STANLEY Common Stock 617446448 26,660 -868,229 -97.02 1,287 -95.77 0.0020
2020-05-14 2020-03-31 13F MORGAN STANLEY Common Stock 617446448 894,889 418 0.05 30,425 -33.46 0.0557
2020-02-13 2019-12-31 13F MORGAN STANLEY Common Stock 617446448 894,471 -66,172 -6.89 45,724 11.55 0.0653
2019-11-14 2019-09-30 13F MORGAN STANLEY Common Stock 617446448 960,643 27,846 2.99 40,989 0.30 0.0674
2019-08-14 2019-06-30 13F MORGAN STANLEY Common Stock 617446448 932,797 205,479 28.25 40,865 33.15 0.0663
2019-08-28 2019-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 727,318 -362,986 -33.29 30,692 -29.00 0.0502
2019-05-13 2019-03-31 13F MORGAN STANLEY Common Stock 617446448 727,318 -365,248 30,692
2019-08-28 2018-12-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 1,090,304 61,182 5.95 43,229 -9.80 0.0796
2019-02-13 2018-12-31 13F MORGAN STANLEY Common Stock 617446448 1,092,566 61,914 43,319
2019-08-30 2018-09-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 1,029,122 -149,581 -12.69 47,925 -14.22 0.0775
2018-11-13 2018-09-30 13F MORGAN STANLEY Common Stock 617446448 1,030,652 -148,051 47,997
2019-08-30 2018-06-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 1,178,703 -3,199,666 -73.08 55,869 -76.35 0.0971
2018-08-13 2018-06-30 13F MORGAN STANLEY Common Stock 617446448 1,171,802 -3,206,567 55,542
2019-08-28 2018-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 4,378,369 -562,890 -11.39 236,255 -8.88 0.4032
2018-05-14 2018-03-31 13F MORGAN STANLEY Common Stock 617446448 4,341,209 -560,260 234,251
2019-08-28 2017-12-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 4,941,259 -887,989 -15.23 259,266 -7.67 0.4437
2018-02-13 2017-12-31 13F MORGAN STANLEY Common Stock 617446448 4,901,469 -927,779 257,178
2019-08-19 2017-09-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 5,829,248 506,447 9.51 280,794 18.39 0.5080
2017-11-13 2017-09-30 13F MORGAN STANLEY Common Stock 617446448 5,844,658 523,331 281,537
2019-08-19 2017-06-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 5,322,801 4,733,372 803.04 237,183 839.30 0.4461
2017-08-11 2017-06-30 13F MORGAN STANLEY Common Stock 617446448 5,321,327 4,731,898 237,117
2019-08-13 2017-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 589,429 356,585 153.14 25,251 156.72 0.0477
2017-05-12 2017-03-31 13F MORGAN STANLEY Common Stock 617446448 590,623 357,779 25,301
2019-07-30 2016-12-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 232,844 9,104 4.07 9,836 37.13 0.0201
2017-02-13 2016-12-31 13F MORGAN STANLEY Common Stock 617446448 232,844 9,145 9,836
2019-08-07 2016-09-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 223,740 -7,772 -3.36 7,173 19.29 0.0143
2016-11-14 2016-09-30 13F MORGAN STANLEY Common Stock 617446448 223,699 -7,813 7,171
2019-07-29 2016-06-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 231,512 -108,555 -31.92 6,013 -29.29 0.0127
2016-08-15 2016-06-30 13F MORGAN STANLEY Common Stock 617446448 231,512 -108,555 6,013
2019-07-25 2016-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 340,067 -52,495 -13.37 8,504 -31.89 0.0185
2016-05-12 2016-03-31 13F MORGAN STANLEY Common Stock 617446448 340,067 -52,495 8,504
2019-07-24 2015-12-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 392,562 -24,921 -5.97 12,486 -5.05 0.0286
2016-02-12 2015-12-31 13F MORGAN STANLEY Common Stock 617446448 392,562 -24,921 12,486
2019-07-15 2015-09-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 417,483 -2,971,592 -87.68 13,150 -90.00 0.0314
2015-11-13 2015-09-30 13F MORGAN STANLEY Common Stock 617446448 417,483 -2,971,592 13,150
2019-07-08 2015-06-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 3,389,075 -159,914 -4.51 131,460 3.79 0.2756
2015-08-13 2015-06-30 13F MORGAN STANLEY Common Stock 617446448 3,345,096 -203,893 129,755
2015-06-09 2015-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 3,548,989 -1,154,086 -24.54 126,662 -30.59 0.2730
2015-05-15 2015-03-31 13F MORGAN STANLEY Common Stock 617446448 7,097,978 253,326
2019-08-29 2014-12-31 13F/A-3 MORGAN STANLEY Common Stock 617446448 4,703,075 -144,747 -2.99 182,478 8.88 0.3897
2015-05-20 2014-12-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 9,267,632 4,564,557 359,583 0.6924
2015-06-09 2014-12-31 13F/A-2 MORGAN STANLEY Common Stock 617446448 4,634,931 -4,632,701 179,835 0.4104
2015-02-12 2014-12-31 13F MORGAN STANLEY Common Stock 617446448 4,703,075 182,479
2014-11-07 2014-09-30 13F MORGAN STANLEY Common Stock 617446448 4,847,822 -1,758,086 -26.61 167,588 -21.53 0.3598
2014-08-12 2014-06-30 13F MORGAN STANLEY Common Stock 617446448 6,605,908 1,125,471 20.54 213,568 25.02 0.4464
2014-05-12 2014-03-31 13F MORGAN STANLEY Common Stock 617446448 5,480,437 1,861,628 51.44 170,825 50.53 0.3816
2014-02-14 2013-12-31 13F MORGAN STANLEY Common Stock 617446448 3,618,809 -23,407 -0.64 113,485 15.62 0.2519
2014-01-13 2013-09-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 3,642,216 -5,858,468 -61.66 98,156 -57.71 0.2329
2013-11-13 2013-09-30 13F MORGAN STANLEY Common Stock 617446448 3,645,871 98,255
2013-08-13 2013-06-30 13F MORGAN STANLEY Common Stock 617446448 9,500,684 9,500,684 232,100 0.5501
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.