Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionWright Investors Service Inc
Latest Disclosed Ownership3,514 shares
Latest Disclosed Value $ 578,299
Wright Investors Service Inc reports 0.40% increase in ownership of MS / Morgan Stanley

On April 29, 2026 - Wright Investors Service Inc filed a 13F-HR form disclosing ownership of 3,514 shares of Morgan Stanley (CH:MS) valued at $578,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,500 shares of Morgan Stanley. This represents a change in shares of 0.40% 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)
2026-04-29 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 3,514 14 0.40 578 -6.92 0.1820
2026-01-26 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 3,500 -105 -2.91 621 8.38 0.1865
2025-10-28 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 3,605 -207 -5.43 573 6.90 0.1659
2025-07-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 3,812 156 4.27 537 25.82 0.1621
2025-04-09 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 3,656 -363 -9.03 427 -15.64 0.1410
2025-01-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 4,019 -8,519 -67.95 505 -61.33 0.1641
2024-10-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 12,538 -5,030 -28.63 1,307 -23.49 0.3421
2024-07-26 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 17,568 -5,390 -23.48 1,707 -21.01 0.4497
2024-05-02 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 22,958 610 2.73 2,162 3.74 0.5479
2024-01-31 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 22,348 -4,164 -15.71 2,084 -3.79 0.5870
2023-10-31 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 26,512 -8,739 -24.79 2,165 -28.07 0.6279
2023-07-27 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 35,251 -3,216 -8.36 3,010 -10.87 0.8487
2023-04-26 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 38,467 -8,688 -18.42 3,377 -15.76 0.9600
2023-01-27 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 47,155 178 0.38 4,009 8.00 1.1493
2022-11-01 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 46,977 -2,164 -4.40 3,712 -0.70 1.1667
2022-08-02 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 49,141 29,439 149.42 3,738 117.07 1.0679
2022-04-22 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 19,702 2,476 14.37 1,722 1.83 0.4280
2022-01-27 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 17,226 -6,164 -26.35 1,691 -25.70 0.4277
2021-11-01 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 23,390 -80 -0.34 2,276 5.76 0.6468
2021-08-03 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 23,470 4,530 23.92 2,152 46.30 0.5838
2021-04-29 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 18,940 136 0.72 1,471 14.12 0.4455
2021-02-02 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 18,804 -18,735 -49.91 1,289 -28.98 0.4425
2020-11-06 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 37,539 0 0.00 1,815 0.11 0.6458
2020-07-23 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 37,539 -205 -0.54 1,813 41.31 0.6958
2020-04-30 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 37,744 13,041 52.79 1,283 1.58 0.5527
2020-01-28 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 24,703 17,644 249.95 1,263 319.60 0.4324
2019-11-01 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 7,059 -43 -0.61 301 -3.22 0.1081
2019-08-01 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 7,102 -23 -0.32 311 3.67 0.1185
2019-04-24 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 7,125 -7,055 -49.75 300 -46.62 0.1212
2019-02-01 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 14,180 290 2.09 562 -13.14 0.2408
2018-10-25 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 13,890 123 0.89 647 -0.92 0.2367
2018-08-02 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 13,767 -70 -0.51 653 -12.58 0.2594
2018-04-25 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 13,837 64 0.46 747 3.32 0.2569
2018-01-30 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 13,773 -4 -0.03 723 9.05 0.2420
2017-10-30 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 13,777 262 1.94 663 10.13 0.2412
2017-07-21 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 13,515 6,320 87.84 602 95.45 0.2275
2017-04-28 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 7,195 715 11.03 308 12.41 0.1247
2017-01-27 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 6,480 6,480 274 0.1187
2016-08-01 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -14,565 -100.00 0 -100.00
2016-04-25 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 14,565 -2,800 -16.12 364 -34.06 0.1441
2016-01-27 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 17,365 5,965 52.32 552 53.76 0.2038
2015-10-27 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 11,400 0 0.00 359 -18.78 0.1623
2015-07-28 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 11,400 -19 -0.17 442 8.33 0.2108
2015-04-24 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 11,419 11,419 408 0.1961
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.