Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership97,464 shares
Latest Disclosed Value $ 16,039,623
Blue Chip Partners, Inc. reports 5.19% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 97,464 shares of Morgan Stanley (US:MS) valued at $16,039,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 102,798 shares of Morgan Stanley. This represents a change in shares of -5.19% during the quarter. The current value of the position is $20,481,085 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 97,464 -5,334 -5.19 16,040 -12.11 1.1547
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 102,798 -160,191 -60.91 18,250 -56.35 1.3235
2025-11-17 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 262,989 -5,870 -2.18 41,805 10.39 3.1263
2025-08-15 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 268,859 -8,375 -3.02 37,871 17.09 3.0853
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 277,234 -1,874 -0.67 32,345 -7.82 2.7892
2025-01-31 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 279,108 -6,513 -2.28 35,090 17.86 3.0171
2024-11-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 285,621 345 0.12 29,773 7.39 2.5863
2024-07-29 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 285,276 8,297 3.00 27,726 6.31 2.5615
2024-04-25 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 276,979 4,514 1.66 26,080 2.65 2.5325
2024-02-05 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 272,465 4,819 1.80 25,407 16.24 2.6501
2023-10-30 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 267,646 2,489 0.94 21,859 -3.47 2.6049
2023-08-02 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 265,157 1,254 0.48 22,644 -2.27 2.5735
2023-05-01 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 263,903 350 0.13 23,171 3.41 2.7485
2023-02-01 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 263,553 218 0.08 22,407 7.69 2.7882
2022-10-27 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 263,335 6,598 2.57 20,806 6.55 2.8514
2022-08-01 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 256,737 7,031 2.82 19,527 -10.53 2.4893
2022-05-04 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 249,706 4,787 1.95 21,824 -9.22 2.7128
2022-02-08 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 244,919 4,028 1.67 24,041 2.56 3.0168
2021-11-02 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 240,891 2,614 1.10 23,441 7.29 3.2927
2021-08-03 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 238,277 1,517 0.64 21,848 18.82 3.1189
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 236,760 2,891 1.24 18,387 14.73 2.8238
2021-02-05 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 233,869 216,956 1,282.78 16,027 1,859.29 2.5092
2020-10-27 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 16,913 -3,947 -18.92 818 -18.85 0.1456
2020-07-30 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 20,860 -2,176 -9.45 1,008 28.74 0.1975
2020-05-08 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 23,036 19,493 550.18 783 332.60 0.1946
2020-02-11 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 3,543 3,543 181 0.0344
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.