Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionSavant Capital, LLC
Latest Disclosed Ownership44,108 shares
Latest Disclosed Value $ 7,258,911
Savant Capital, LLC reports 20.05% increase in ownership of MS / Morgan Stanley

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 44,108 shares of Morgan Stanley (CH:MS) valued at $7,258,911 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 36,740 shares of Morgan Stanley. This represents a change in shares of 20.05% 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)
2026-05-04 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 44,108 7,368 20.05 7,259 11.28 0.0351
2026-02-10 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 36,740 -229 -0.62 6,522 10.99 0.0371
2026-03-04 2025-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 36,969 1,482 4.18 5,877 17.57 0.0357
2025-11-05 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 44,747 645 7,113 0.0376
2026-03-04 2025-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 35,487 4,416 14.21 4,999 37.88 0.0359
2025-08-06 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 44,102 4,771 6,212 0.0385
2026-03-04 2025-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 31,071 -6,333 -16.93 3,625 -22.91 0.0307
2025-05-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 39,331 1,927 4,589 0.0333
2025-01-29 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 37,404 -228 -0.61 4,702 19.89 0.0370
2024-11-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 37,632 5,287 16.35 3,923 24.79 0.0326
2024-08-05 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 32,345 357 1.12 3,144 4.38 0.0315
2024-05-06 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 31,988 1,681 5.55 3,012 6.55 0.0346
2024-02-05 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 30,307 2,756 10.00 2,826 25.60 0.0364
2023-11-07 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 27,551 1,080 4.08 2,250 -0.44 0.0336
2023-08-04 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 26,471 2,436 10.14 2,261 7.11 0.0354
2023-05-03 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 24,035 2,208 10.12 2,110 13.99 0.0393
2023-02-13 2022-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 21,827 672 3.18 1,851 10.77 0.0452
2023-02-07 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 21,827 672 1,851 0.0452
2022-10-31 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 21,155 -568 -2.61 1,671 1.15 0.0521
2022-07-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 21,723 -253 -1.15 1,652 -13.96 0.0501
2022-05-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 21,976 673 3.16 1,920 -8.18 0.0629
2022-02-08 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 21,303 1,437 7.23 2,091 8.17 0.0676
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 19,866 894 4.71 1,933 11.09 0.0705
2021-08-04 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 18,972 19 0.10 1,740 18.21 0.0702
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 18,953 1,455 8.32 1,472 22.77 0.0789
2021-02-03 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 17,498 3,781 27.56 1,199 80.84 0.0698
2020-11-04 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 13,717 574 4.37 663 4.41 0.0453
2020-08-11 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 13,143 1,510 12.98 635 60.35 0.0481
2020-04-30 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 11,633 1,318 12.78 396 -24.86 0.0376
2020-01-31 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 10,315 560 5.74 527 26.68 0.0646
2019-11-12 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 9,755 170 1.77 416 -0.95 0.0578
2019-08-06 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 9,585 222 2.37 420 6.33 0.0592
2019-05-02 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 9,363 -291 -3.01 395 3.13 0.0742
2019-02-05 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 9,654 -283 -2.85 383 -17.28 0.0802
2018-10-22 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 9,937 87 0.88 463 -0.86 0.0831
2018-08-07 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 9,850 -103 -1.03 467 -13.04 0.0997
2018-04-27 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 9,953 -145 -1.44 537 1.32 0.1133
2018-01-30 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 10,098 145 1.46 530 10.65 0.1115
2017-10-31 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 9,953 90 0.91 479 9.11 0.1074
2017-08-03 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 9,863 186 1.92 439 5.78 0.1037
2017-05-09 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 9,677 77 0.80 415 2.22 0.1026
2017-01-11 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 9,600 -926 -8.80 406 20.47 0.1090
2016-10-28 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 10,526 150 1.45 337 24.81 0.0926
2016-07-28 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 10,376 266 2.63 270 6.72 0.0772
2016-05-11 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 10,110 -767 -7.05 253 -26.88 0.0768
2016-02-02 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 10,877 270 2.55 346 3.59 0.1079
2015-11-06 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 10,607 100 0.95 334 -18.14 0.1196
2015-08-11 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 10,507 240 2.34 408 11.48 0.1373
2015-05-13 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 10,267 -98 -0.95 366 -8.96 0.1296
2015-02-09 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 10,365 550 5.60 402 18.58 0.1523
2014-10-28 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 9,815 0 0.00 339 6.94 0.1441
2014-08-05 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 9,815 -90 -0.91 317 2.59 0.1371
2014-05-13 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 9,905 289 3.01 309 2.32 0.1431
2014-01-28 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 9,616 30 0.31 302 17.05 0.1480
2013-11-01 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 9,586 -210 -2.14 258 7.95 0.1405
2013-07-29 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 9,796 9,796 239 0.1387
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.