Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership224,241 shares
Latest Disclosed Value $ 36,903,267
Mercer Global Advisors Inc /adv reports 11.49% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 224,241 shares of Morgan Stanley (CH:MS) valued at $36,903,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 201,137 shares of Morgan Stanley. This represents a change in shares of 11.49% 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 224,241 23,104 11.49 36,903 1.45 0.0546
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 201,137 10,765 5.65 36,376 20.21 0.0555
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 190,372 11,349 6.34 30,262 20.00 0.0505
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 179,023 5,168 2.97 25,217 24.33 0.0514
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 173,855 8,274 5.00 20,284 -2.56 0.0465
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 165,581 -16,222 -8.92 20,817 9.66 0.0508
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 181,803 11,670 6.86 18,983 14.91 0.0444
2024-08-12 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 170,133 10,082 6.30 16,520 110,033.33 0.0450
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 160,051 -4,869 -2.95 15 0.00 0.0428
2024-02-15 2023-12-31 13F MORGAN STANLEY COM 617446448 164,920 2,790 1.72 15 15.38 0.0463
2023-11-15 2023-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 162,130 2,216 1.39 13 0.00 0.0503
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 162,130 2,216 13 0.0503
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 159,914 24,148 17.79 14 18.18 0.0542
2023-05-16 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 135,766 -1,305 -0.95 12 0.00 0.0541
2023-02-09 2022-12-31 13F MORGAN STANLEY COM 617446448 137,071 5,326 4.04 12 -99.89 0.0584
2022-11-15 2022-09-30 13F MORGAN STANLEY COM 617446448 131,745 -31,819 -19.45 10,409 -16.33 0.0618
2022-08-10 2022-06-30 13F MORGAN STANLEY COM 617446448 163,564 -17,289 -9.56 12,441 -21.29 0.0761
2022-05-10 2022-03-31 13F MORGAN STANLEY COM 617446448 180,853 -21,107 -10.45 15,807 -20.26 0.0931
2022-02-04 2021-12-31 13F MORGAN STANLEY COM 617446448 201,960 11,059 5.79 19,824 6.71 0.1224
2021-11-10 2021-09-30 13F MORGAN STANLEY COM 617446448 190,901 1,158 0.61 18,577 6.78 0.1298
2021-08-10 2021-06-30 13F MORGAN STANLEY COM 617446448 189,743 17,488 10.15 17,398 30.06 0.1338
2021-08-10 2021-03-31 13F/A-1 MORGAN STANLEY COM 617446448 172,255 22,080 14.70 13,377 29.97 0.1217
2021-05-11 2021-03-31 13F MORGAN STANLEY COM 617446448 158,236 8,061 12,289 0.1177
2021-02-12 2020-12-31 13F MORGAN STANLEY COM 617446448 150,175 10,514 7.53 10,292 52.41 0.1285
2020-12-10 2020-09-30 13F MORGAN STANLEY COM COM 617446448 139,661 4,924 3.65 6,753 3.76 0.1016
2020-08-10 2020-06-30 13F MORGAN STANLEY COM 617446448 134,737 23,133 20.73 6,508 71.49 0.1182
2020-05-18 2020-03-31 13F MORGAN STANLEY COM 617446448 111,604 49,041 78.39 3,795 18.67 0.0835
2020-02-13 2019-12-31 13F MORGAN STANLEY COM COM 617446448 62,563 6,890 12.38 3,198 34.65 0.0639
2019-11-12 2019-09-30 13F MORGAN STANLEY COM COM 617446448 55,673 -858 -1.52 2,375 -4.12 0.0559
2019-08-14 2019-06-30 13F MORGAN STANLEY COM COM 617446448 56,531 3,014 5.63 2,477 9.70 0.0657
2019-04-23 2019-03-31 13F/A-1 MORGAN STANLEY COM COM 617446448 53,517 53,517 2,258 0.0812
2019-04-12 2019-03-31 13F MORGAN STANLEY COM COM 617446448 60,011 2,379 0.1268
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.