Morgan Stanley shares owned by Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $907k | 5.7k | 158.96 |
| 2025-06-30 | $804k | 5.7k | 140.86 |
| 2025-03-31 | $639k | 5.5k | 116.67 |
| 2024-12-31 | $689k | 5.5k | 125.72 |
| 2024-09-30 | $571k | 5.5k | 104.24 |
| 2024-06-30 | $532k | 5.5k | 97.19 |
| 2024-03-31 | $516k | 5.5k | 94.16 |
| 2023-12-31 | $511k | 5.5k | 93.25 |
| 2023-09-30 | $448k | 5.5k | 81.67 |
| 2023-06-30 | $468k | 5.5k | 85.40 |
| 2023-03-31 | $491k | 5.6k | 87.80 |
| 2022-12-31 | $475k | 5.6k | 85.02 |
| 2022-09-30 | $428k | 5.6k | 76.57 |
| 2022-06-30 | $425k | 5.6k | 76.03 |
| 2022-03-31 | $489k | 5.6k | 87.48 |
| 2021-12-31 | $549k | 5.6k | 98.21 |
| 2021-09-30 | $544k | 5.6k | 97.32 |
| 2021-06-30 | $513k | 5.6k | 91.77 |
| 2021-03-31 | $391k | 5.0k | 77.58 |