Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionLegal & General Group Plc
Latest Disclosed Ownership8,295,263 shares
Latest Disclosed Value $ 1,365,151,439
Legal & General Group Plc reports 0.41% increase in ownership of MS / Morgan Stanley

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 8,295,263 shares of Morgan Stanley (CH:MS) valued at $1,365,151,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 8,261,749 shares of Morgan Stanley. This represents a change in shares of 0.41% 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)
2026-05-08 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 8,295,263 33,514 0.41 1,365,151 -6.92 0.1692
2026-02-09 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 8,261,749 -149,586 -1.78 1,466,708 9.70 0.3253
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 8,411,335 274,934 3.38 1,337,066 16.66 0.3000
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 8,136,401 -75,162 -0.92 1,146,093 19.63 0.2845
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 8,211,563 171,399 2.13 958,043 -5.22 0.2609
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 8,040,164 -209,212 -2.54 1,010,809 17.55 0.2675
2025-02-28 2024-09-30 13F/A-2 MORGAN STANLEY COM NEW 617446448 8,249,376 45,977 0.56 859,916 7.86 0.2262
2024-11-14 2024-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 10,450,703 -146,790 1,089,382 0.2270
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 10,450,703 -146,790 1,089,382 0.1146
2025-05-29 2024-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 8,203,399 -116,956 -1.41 797,288 1.77 0.2252
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 10,597,493 212,551 1,029,970 0.2306
2025-05-29 2024-03-31 13F/A-2 MORGAN STANLEY COM NEW 617446448 8,320,355 -78,335 -0.93 783,443 0.03 0.2256
2024-07-01 2024-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 10,384,942 -93,253 977,845 0.2283
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,315,117 -163,078 971,270 0.1168
2025-05-29 2023-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 8,398,690 -66,157 -0.78 783,180 13.29 0.2433
2024-02-15 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 10,478,195 2,013,348 977,093 0.2507
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 8,464,847 -373,726 -4.23 691,326 -8.41 0.2412
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 8,838,573 150,747 1.74 754,814 -1.05 0.2455
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 8,687,826 -23,201 -0.27 762,789 2.99 0.2728
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 8,711,027 -639,288 -6.84 740,611 0.25 0.2843
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 9,350,315 -605,194 -6.08 738,769 -2.44 0.2886
2022-08-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 9,955,509 166,221 1.70 757,219 -11.50 0.2680
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 9,789,288 462,516 4.96 855,585 -6.55 0.2602
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 9,326,772 -315,816 -3.28 915,515 -2.43 0.2769
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 9,642,588 204,126 2.16 938,320 8.42 0.3050
2021-08-12 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 9,438,462 190,657 2.06 865,412 20.50 0.2894
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 9,247,805 234,876 2.61 718,186 16.28 0.2676
2021-02-12 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 9,012,929 1,110,125 14.05 617,655 61.65 0.2419
2020-11-13 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 7,902,804 124,071 1.60 382,099 1.71 0.1708
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 7,778,733 304,079 4.07 375,683 47.47 0.1815
2020-05-14 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 7,474,654 1,067 0.01 254,748 -33.32 0.1490
2020-02-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 7,473,587 11,216 0.15 382,044 16.85 0.1820
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 7,462,371 -273,622 -3.54 326,941 0.15 0.1759
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 7,735,993 1,505,575 24.16 326,455 32.15 0.1864
2019-02-15 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 6,230,418 401,519 6.89 247,025 -9.01 0.1914
2018-11-20 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 5,828,899 90,065 1.57 271,474 -0.21 0.1943
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 5,738,834 -248,610 -4.15 272,052 -15.78 0.2099
2018-05-17 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 5,987,444 -452,877 -7.03 323,039 -4.41 0.2465
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 6,440,321 -360,395 -5.30 337,930 3.15 0.2445
2017-11-09 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 6,800,716 116,997 1.75 327,595 9.99 0.2464
2017-08-03 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 6,683,719 204,509 3.16 297,843 7.31 0.2406
2017-05-12 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 6,479,210 102,272 1.60 277,562 3.02 0.2355
2017-02-13 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 6,376,938 -209,358 -3.18 269,421 27.62 0.2513
2016-10-12 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 6,586,296 60,054 0.92 211,113 24.54 0.2139
2016-08-16 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 6,526,242 316,683 5.10 169,514 9.14 0.1786
2016-05-16 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 6,209,559 234,207 3.92 155,316 -18.29 0.1720
2016-02-16 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 5,975,352 -18,783 -0.31 190,092 0.67 0.2148
2015-11-13 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 5,994,135 96,110 1.63 188,818 -17.47 0.2302
2015-07-31 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 5,898,025 144,220 2.51 228,774 11.39 0.2687
2015-05-14 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 5,753,805 -123,254 -2.10 205,375 -9.94 0.2455
2015-02-20 2014-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 5,877,059 -194,438 -3.20 228,033 8.65 0.2682
2015-02-17 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 5,877,059 -194,438 228,033 0.2809
2014-11-14 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 6,071,497 -117,393 -1.90 209,879 4.89 0.2517
2014-08-13 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 6,188,890 -110,091 -1.75 200,087 1.91 0.2331
2014-05-14 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 6,298,981 -162,460 -2.51 196,339 -3.11 0.2384
2014-02-07 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 6,461,441 -305,399 -4.51 202,631 11.11 0.2452
2013-11-12 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 6,766,840 217,826 3.33 182,366 13.98 0.2402
2013-08-01 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 6,549,014 6,549,014 159,992 0.2210
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.