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Morgan Stanley shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 2.0k 158.96
2025-06-30 $275k 2.0k 140.86
2025-03-31 $239k 2.1k 116.67
2024-12-31 $245k 2.0k 125.72
2024-09-30 $203k 2.0k 104.24
2023-06-30 $256k 3.0k 85.40
2020-12-31 $688k 10k 68.18
2014-06-30 $583k 18k 32.34
2014-03-31 $420k 14k 31.17