Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionNational Pension Service
Latest Disclosed Ownership2,952,417 shares
Latest Disclosed Value $ 485,879,266
National Pension Service reports 4.35% increase in ownership of MS / Morgan Stanley

On May 12, 2026 - National Pension Service filed a 13F-HR form disclosing ownership of 2,952,417 shares of Morgan Stanley (CH:MS) valued at $485,879,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,829,303 shares of Morgan Stanley. This represents a change in shares of 4.35% 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 2,952,417 123,114 4.35 485,879 -3.27 0.3690
2026-02-10 2025-12-31 13F MORGAN STANLEY MORGAN STANLEY 617446448 2,829,303 163,227 6.12 502,286 18.52 0.3719
2025-11-04 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 2,666,076 73,390 2.83 423,799 16.04 0.3291
2025-08-08 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 2,592,686 192,702 8.03 365,206 30.43 0.3153
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 2,399,984 86,056 3.72 280,006 -3.75 0.2691
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 2,313,928 -57,121 -2.41 290,907 17.70 0.2753
2024-10-30 2024-09-30 13F MORGANSTANLEY COMNEW 617446448 2,371,049 296,536 14.29 247,158 22.59 0.2384
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 2,074,513 18,952 0.92 201,622 4.17 0.2317
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 2,055,561 33,526 1.66 193,552 2.65 0.2323
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 2,022,035 40,583 2.05 188,555 15.81 0.2626
2023-11-15 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 1,981,452 36,081 1.85 162,816 -1.81 0.2605
2023-08-16 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 1,945,371 -730 -0.04 165,823 -1.05 0.2675
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 1,946,101 95,195 5.14 167,579 6.49 0.3051
2023-02-24 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 1,850,906 -36,978 -1.96 157,364 4.38 0.3095
2023-02-21 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 1,850,906 -36,978 157 0.3095
2023-02-24 2022-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 1,887,884 30,990 1.67 150,766 6.75 0.3146
2022-11-18 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 1,887,884 30,990 150,766 0.3146
2022-08-17 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 1,856,894 117,596 6.76 141,235 -7.09 0.2911
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 1,739,298 -143,081 -7.60 152,015 -17.73 0.2775
2022-02-15 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 1,882,379 -41,903 -2.18 184,774 -1.32 0.3224
2021-11-18 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,924,282 -6,704 -0.35 187,252 5.76 0.3566
2021-08-17 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,930,986 27,326 1.44 177,052 19.76 0.3363
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,903,660 148,689 8.47 147,838 22.92 0.3093
2021-02-19 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 1,754,971 158,441 9.92 120,268 55.71 0.2742
2020-11-13 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 1,596,530 0 0.00 77,240 0.17 0.2029
2020-08-11 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 1,596,530 -20,956 -1.30 77,112 40.22 0.2203
2020-05-27 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 1,617,486 19,163 1.20 54,995 -32.69 0.1861
2020-02-21 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 1,598,323 62,117 4.04 81,706 24.65 0.2242
2019-11-15 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 1,536,206 73,030 4.99 65,550 2.26 0.2074
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 1,463,176 55,600 3.95 64,102 7.92 0.2142
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 1,407,576 51,364 3.79 59,400 7.56 0.2285
2019-02-15 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 1,356,212 79,064 6.19 55,225 -7.15 0.2278
2018-11-15 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 1,277,148 32,339 2.60 59,477 -1.06 0.2421
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 1,244,809 92,559 8.03 60,112 -3.32 0.2720
2018-04-13 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 1,152,250 -16,590 -1.42 62,175 1.38 0.3082
2018-01-17 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 1,168,840 3,070 0.26 61,329 9.26 0.3062
2017-10-16 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 1,165,770 47,058 4.21 56,132 12.12 0.3089
2017-07-13 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 1,118,712 65,755 6.24 50,062 9.47 0.2982
2017-04-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 1,052,957 -46,837 -4.26 45,730 -1.58 0.3061
2017-01-18 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 1,099,794 93,380 9.28 46,466 44.01 0.3179
2016-10-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 1,006,414 79,668 8.60 32,266 34.01 0.2586
2016-08-11 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 926,746 117,997 14.59 24,077 19.03 0.2137
2016-05-16 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 808,749 32,430 4.18 20,227 -18.09 0.2026
2016-02-12 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 776,319 47,220 6.48 24,695 7.52 0.2594
2015-10-15 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 729,099 103,042 16.46 22,967 -5.42 0.2904
2015-07-15 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 626,057 87,302 16.20 24,284 26.29 0.3150
2015-04-15 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 538,755 79,458 17.30 19,228 7.90 0.2778
2015-01-13 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 459,297 -48,659 -9.58 17,821 1.49 0.3008
2014-11-07 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 507,956 507,956 17,560 0.2788
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.