Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership20,852 shares
Latest Disclosed Value $ 3,431,614
Sumitomo Life Insurance Co reports 2.58% increase in ownership of MS / Morgan Stanley

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 20,852 shares of Morgan Stanley (CH:MS) valued at $3,431,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,327 shares of Morgan Stanley. This represents a change in shares of 2.58% 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 Common 617446448 20,852 525 2.58 3,432 -4.91 0.0807
2026-02-13 2025-12-31 13F MORGAN STANLEY COM Common 617446448 20,327 176 0.87 3,609 12.64 0.0988
2025-11-12 2025-09-30 13F MORGAN STANLEY COM Common 617446448 20,151 -652 -3.13 3,203 9.32 0.0995
2025-08-05 2025-06-30 13F MORGAN STANLEY COM Common 617446448 20,803 -1,294 -5.86 2,930 13.65 0.1988
2025-05-02 2025-03-31 13F MORGAN STANLEY COM Common 617446448 22,097 -319 -1.42 2,578 -8.52 0.0922
2025-01-23 2024-12-31 13F MORGAN STANLEY COM Common 617446448 22,416 5,780 34.74 2,818 62.51 0.0532
2024-10-16 2024-09-30 13F MORGAN STANLEY COM Common 617446448 16,636 429 2.65 1,734 10.10 0.0340
2024-07-19 2024-06-30 13F MORGAN STANLEY COM Common 617446448 16,207 -2,094 -11.44 1,575 -8.59 0.0364
2024-04-26 2024-03-31 13F MORGAN STANLEY COM Common 617446448 18,301 -720 -3.79 1,723 -2.82 0.0447
2024-01-30 2023-12-31 13F MORGAN STANLEY COM Common 617446448 19,021 -968 -4.84 1,774 8.64 0.0551
2023-10-23 2023-09-30 13F MORGAN STANLEY COM Common 617446448 19,989 -259 -1.28 1,633 -5.61 0.0460
2023-07-20 2023-06-30 13F MORGAN STANLEY COM Common 617446448 20,248 -1,722 -7.84 1,729 172,800.00 0.0761
2023-04-27 2023-03-31 13F MORGAN STANLEY COM Common 617446448 21,970 -164 -0.74 2 0.00 0.1623
2023-01-18 2022-12-31 13F MORGAN STANLEY COM Common 617446448 22,134 -447 -1.98 2 -99.94 0.1388
2022-10-31 2022-09-30 13F MORGAN STANLEY COM Common 617446448 22,581 -2,723 -10.76 1,784 -7.32 0.0756
2022-07-22 2022-06-30 13F MORGAN STANLEY COM Common 617446448 25,304 464 1.87 1,925 -11.33 0.0539
2022-04-27 2022-03-31 13F MORGAN STANLEY COM Common 617446448 24,840 -397 -1.57 2,171 -12.35 0.0537
2022-02-04 2021-12-31 13F MORGAN STANLEY COM Common 617446448 25,237 -744 -2.86 2,477 -2.02 0.0589
2021-10-25 2021-09-30 13F MORGAN STANLEY COM Common 617446448 25,981 -1,098 -4.05 2,528 1.81 0.0676
2021-07-20 2021-06-30 13F MORGAN STANLEY COM Common 617446448 27,079 -4,215 -13.47 2,483 2.18 0.0790
2021-04-27 2021-03-31 13F MORGAN STANLEY COM Common 617446448 31,294 -1,293 -3.97 2,430 8.82 0.0978
2021-02-05 2020-12-31 13F MORGAN STANLEY COM Common 617446448 32,587 -3,872 -10.62 2,233 26.66 0.0943
2020-10-29 2020-09-30 13F MORGAN STANLEY COM Common 617446448 36,459 -1,904 -4.96 1,763 -4.86 0.0820
2020-07-22 2020-06-30 13F MORGAN STANLEY COM Common 617446448 38,363 -3,280 -7.88 1,853 30.86 0.0993
2020-05-01 2020-03-31 13F MORGAN STANLEY COM Common 617446448 41,643 -28,585 -40.70 1,416 -60.56 0.1008
2020-01-24 2019-12-31 13F MORGAN STANLEY COM Common 617446448 70,228 3,484 5.22 3,590 26.05 0.4068
2019-10-24 2019-09-30 13F MORGAN STANLEY COM Common 617446448 66,744 -8,564 -11.37 2,848 -13.67 0.3705
2019-07-26 2019-06-30 13F MORGAN STANLEY COM Common 617446448 75,308 3,938 5.52 3,299 9.53 0.3894
2019-04-17 2019-03-31 13F MORGAN STANLEY COM Common 617446448 71,370 -7,311 -9.29 3,012 -3.46 0.4049
2019-01-24 2018-12-31 13F MORGAN STANLEY COM Common 617446448 78,681 -7,965 -9.19 3,120 -24.03 0.4324
2018-07-23 2018-06-30 13F MORGAN STANLEY COM Common 617446448 86,646 6,199 7.71 4,107 -5.39 0.5037
2018-04-27 2018-03-31 13F MORGAN STANLEY COM Common 617446448 80,447 -3,586 -4.27 4,341 -1.54 0.5739
2018-02-01 2017-12-31 13F MORGAN STANLEY COM Common 617446448 84,033 -3,397 -3.89 4,409 4.68 0.5532
2017-10-17 2017-09-30 13F MORGAN STANLEY COM Common 617446448 87,430 -1,950 -2.18 4,212 5.75 0.5365
2017-07-27 2017-06-30 13F MORGAN STANLEY COM Common 617446448 89,380 8,795 10.91 3,983 15.38 0.5195
2017-04-26 2017-03-31 13F MORGAN STANLEY COM Common 617446448 80,585 3,918 5.11 3,452 6.58 0.4879
2017-01-27 2016-12-31 13F MORGAN STANLEY COM Common 617446448 76,667 16,701 27.85 3,239 68.43 0.4618
2016-10-25 2016-09-30 13F MORGAN STANLEY COM Common 617446448 59,966 -7,200 -10.72 1,923 10.20 0.2853
2016-07-15 2016-06-30 13F MORGAN STANLEY COM Common 617446448 67,166 -2,364 -3.40 1,745 0.35 0.2391
2016-04-26 2016-03-31 13F MORGAN STANLEY COM Common 617446448 69,530 -2,104 -2.94 1,739 -23.69 0.2262
2016-01-21 2015-12-31 13F MORGAN STANLEY COM Common 617446448 71,634 -1,689 -2.30 2,279 -1.34 0.2876
2015-10-22 2015-09-30 13F MORGAN STANLEY COM Common 617446448 73,323 -1,868 -2.48 2,310 -20.81 0.3065
2015-07-29 2015-06-30 13F MORGAN STANLEY COM Common 617446448 75,191 -9,303 -11.01 2,917 -3.28 0.3554
2015-04-30 2015-03-31 13F MORGAN STANLEY COM Common 617446448 84,494 84,494 0.00 3,016 0.3327
2015-02-04 2014-12-31 13F MORGAN STANLEY COM Common 617446448 0 -98,607 -100.00 0 -100.00
2014-11-04 2014-09-30 13F MORGAN STANLEY COM Common 617446448 98,607 -2,701 -2.67 3,409 4.09 0.3333
2014-07-30 2014-06-30 13F MORGAN STANLEY COM Common 617446448 101,308 -19,610 -16.22 3,275 -13.11 0.3131
2014-05-02 2014-03-31 13F MORGAN STANLEY COM Common 617446448 120,918 -9,165 -7.05 3,769 -7.60 0.3659
2014-02-07 2013-12-31 13F MORGAN STANLEY COM Common 617446448 130,083 -37,424 -22.34 4,079 -9.64 0.3671
2013-11-13 2013-09-30 13F MORGAN STANLEY COM Common 617446448 167,507 -8,947 -5.07 4,514 4.71 0.4207
2013-08-08 2013-06-30 13F MORGAN STANLEY COM Common 061744644 176,454 176,454 4,311 0.4128
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.