Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionChilton Capital Management Llc
Latest Disclosed Ownership283,087 shares
Latest Disclosed Value $ 46,587,678
Chilton Capital Management Llc reports 0.82% increase in ownership of MS / Morgan Stanley

On May 11, 2026 - Chilton Capital Management Llc filed a 13F-HR form disclosing ownership of 283,087 shares of Morgan Stanley (US:MS) valued at $46,587,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 280,790 shares of Morgan Stanley. This represents a change in shares of 0.82% during the quarter. The current value of the position is $59,994,628 USD.

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)
2026-05-11 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 283,087 2,297 0.82 46,588 -6.54 1.6218
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 280,790 -11,388 -3.90 49,849 7.33 1.7148
2025-10-31 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 292,178 -171,630 -37.00 46,445 -28.91 1.5612
2025-08-01 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 463,808 116,157 33.41 65,332 61.07 2.3859
2025-04-29 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 347,651 33,884 10.80 40,560 2.82 1.7499
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 313,767 680 0.22 39,447 20.87 1.6568
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 313,087 8,207 2.69 32,636 10.14 1.3539
2024-08-01 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 304,880 -26,620 -8.03 29,631 -5.07 1.3258
2024-05-07 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 331,500 23,792 7.73 31,214 8.79 1.4755
2024-01-18 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 307,708 -1,953 -0.63 28,694 13.46 1.4565
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 309,661 261 0.08 25,290 -4.28 1.4188
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 309,400 6,392 2.11 26,423 -0.68 1.4474
2023-05-16 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 303,008 6,843 2.31 26,604 5.66 1.5327
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 296,165 -4,487 -1.49 25,180 5.99 1.5661
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 300,652 3,514 1.18 23,755 5.11 1.5773
2022-08-16 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 297,138 18,724 6.73 22,600 -7.12 1.3756
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 278,414 -17,636 -5.96 24,333 -16.27 1.2736
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 296,050 5,602 1.93 29,061 2.82 1.4736
2021-11-04 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 290,448 -4,555 -1.54 28,263 4.49 1.5865
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 295,003 15,362 5.49 27,049 24.55 1.5545
2021-05-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 279,641 -1,877 -0.67 21,717 12.57 1.4450
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 281,518 -2,414 -0.85 19,292 40.53 1.3808
2020-11-13 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 283,932 21,174 8.06 13,728 8.17 1.0679
2020-08-11 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 262,758 262,758 12,691 1.0845
2015-01-28 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -6,400 -100.00 0 -100.00
2014-11-12 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 6,400 0 0.00 221 6.76 0.0235
2014-07-31 2014-06-30 13F Morgan Stanley COM 617446448 6,400 -12 -0.19 207 4.02 0.0202
2014-05-12 2014-03-31 13F Morgan Stanley com 617446448 6,412 -1,100 -14.64 200 -15.32 0.0204
2014-02-14 2013-12-31 13F Morgan Stanley com 617446448 7,512 -4,000 -34.75 236 -99.92 0.0254
2013-11-13 2013-09-30 13F Morgan Stanley com 617446448 11,512 -275 -2.33 310,248 107,625.00 0.0355
2013-08-14 2013-06-30 13F Morgan Stanley com 617446448 11,787 11,787 288 0.0359
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.