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Morgan Stanley shares owned by Family Firm

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Family Firm consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Family Firm

Quarter filed Position value Share count Share price at filing
2024-12-31 $254k 2.0k 125.75
2024-09-30 $209k 2.0k 104.22
2024-06-30 $193k 2.0k 97.20

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Ishares Core S&p 500 Etf Etf (IVV)
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Ishares Tips Bond Etf Etf (TIP)
Apple Stock (AAPL)
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Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley