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Morgan Stanley shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 34 177.56
2025-09-30 $5.4k 34 158.97

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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Breakwater Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley