Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership249,367 shares
Latest Disclosed Value $ 41,038,327
Moody Lynn & Lieberson, Llc reports 4.93% decrease in ownership of MS / Morgan Stanley

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 249,367 shares of Morgan Stanley (CH:MS) valued at $41,038,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 262,305 shares of Morgan Stanley. This represents a change in shares of -4.93% 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)
2026-04-13 2026-03-31 13F MORGAN STANLEY COM 617446448 249,367 -12,938 -4.93 41,038 -11.87 2.3033
2026-01-15 2025-12-31 13F MORGAN STANLEY COM 617446448 262,305 733 0.28 46,567 12.00 2.4680
2025-10-20 2025-09-30 13F MORGAN STANLEY COM 617446448 261,572 8,696 3.44 41,579 16.73 2.2381
2025-07-17 2025-06-30 13F MORGAN STANLEY COM 617446448 252,876 6,102 2.47 35,620 23.72 2.0557
2025-04-28 2025-03-31 13F MORGAN STANLEY COM 617446448 246,774 1,958 0.80 28,791 -6.46 1.8476
2025-01-21 2024-12-31 13F MORGAN STANLEY COM 617446448 244,816 33,336 15.76 30,778 39.62 1.8859
2024-10-23 2024-09-30 13F MORGAN STANLEY COM 617446448 211,480 -1,649 -0.77 22,045 6.42 1.3586
2024-07-25 2024-06-30 13F MORGAN STANLEY COM 617446448 213,129 2,498 1.19 20,714 4.44 1.3561
2024-04-23 2024-03-31 13F MORGAN STANLEY COM 617446448 210,631 -8,356 -3.82 19,833 -2.87 1.3335
2024-01-24 2023-12-31 13F MORGAN STANLEY COM 617446448 218,987 -65,414 -23.00 20,421 -12.09 1.5539
2023-10-24 2023-09-30 13F MORGAN STANLEY COM 617446448 284,401 174 0.06 23,227 -4.31 1.9908
2023-07-27 2023-06-30 13F MORGAN STANLEY COM 617446448 284,227 363 0.13 24,273 -2.61 1.9595
2023-05-02 2023-03-31 13F MORGAN STANLEY COM 617446448 283,864 -16,532 -5.50 24,923 99,592.00 2.2413
2023-02-01 2022-12-31 13F MORGAN STANLEY COM 617446448 300,396 -6,262 -2.04 26 -99.90 2.3375
2022-10-26 2022-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 306,658 39,144 14.63 24,229 19.08 2.3383
2022-07-28 2022-06-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 267,514 31,111 13.16 20,347 -1.52 1.8314
2022-04-27 2022-03-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 236,403 -76,859 -24.54 20,662 -32.81 1.5127
2022-01-26 2021-12-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 313,262 4,269 1.38 30,750 2.27 2.0630
2021-10-26 2021-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 308,993 6,251 2.06 30,068 8.32 2.2537
2021-07-28 2021-06-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 302,742 8,683 2.95 27,758 21.55 2.0914
2021-04-23 2021-03-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 294,059 30,852 11.72 22,837 26.60 1.8974
2021-01-26 2020-12-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 263,207 263,207 18,038 1.5481
2020-10-28 2020-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 0 -13,640 -100.00 0 -100.00
2020-07-24 2020-06-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 13,640 13,640 659 0.0716
2018-10-29 2018-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 0 -50,876 -100.00 0 -100.00
2018-07-24 2018-06-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 50,876 -73,950 -59.24 2,412 -64.19 0.2848
2018-04-27 2018-03-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 124,826 -634 -0.51 6,736 -5.14 0.8137
2018-02-02 2017-12-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 125,460 125,460 7,101 0.7579
2015-10-28 2015-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 0 -41,060 -100.00 0 -100.00
2015-08-25 2015-06-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 41,060 -88,320 -68.26 1,593 -65.50 0.2535
2015-04-29 2015-03-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 129,380 129,380 4,618 0.7366
2015-01-28 2014-12-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 0 -136,376 -100.00 0 -100.00
2014-10-28 2014-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 136,376 -162,095 -54.31 4,715 -49.63 0.7020
2014-02-10 2013-12-31 13F MORGAN STANLEY DEAN WITTER COM 617446448 298,471 202,131 209.81 9,360 260.55 1.2751
2013-10-29 2013-09-30 13F MORGAN STANLEY DEAN WITTER COM 617446448 96,340 96,340 2,596 0.4013
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.