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Morgan Stanley shares owned by Financial Management Professionals

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

Historical chart of Financial Management Professionals investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 8.0k 158.96
2025-06-30 $1.1M 7.8k 140.86
2025-03-31 $974k 8.3k 116.67
2024-12-31 $1.0M 8.3k 125.72
2024-09-30 $791k 7.6k 104.27
2024-06-30 $754k 7.8k 97.20
2024-03-31 $747k 7.9k 94.12
2023-12-31 $684k 7.3k 93.21
2023-09-30 $591k 7.2k 81.64
2023-06-30 $649k 7.6k 85.41
2023-03-31 $647k 7.4k 87.82
2022-12-31 $552k 6.5k 85.07
2022-09-30 $424k 5.4k 79.00
2022-06-30 $385k 5.1k 76.04
2022-03-31 $394k 4.5k 87.32
2021-12-31 $378k 3.8k 98.21
2021-09-30 $276k 2.8k 97.39
2021-06-30 $245k 2.7k 91.55
2021-03-31 $187k 2.4k 77.63
2020-12-31 $101k 1.5k 68.80
2020-09-30 $66k 1.4k 48.53
2020-06-30 $65k 1.4k 47.97
2020-03-31 $8.0k 225 35.56
2019-12-31 $12k 225 53.33
2019-09-30 $10k 225 44.44
2019-06-30 $10k 225 44.44
2019-03-31 $9.0k 225 40.00
2018-12-31 $9.0k 225 40.00
2018-09-30 $10k 225 44.44
2018-06-30 $11k 225 48.89
2018-03-31 $12k 225 53.33
2014-06-30 $6.0k 200 30.00
2014-03-31 $6.0k 200 30.00
2013-12-31 $6.0k 200 30.00
2013-09-30 $5.0k 200 25.00
2013-06-30 $5.0k 200 25.00

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Schwab US Large Cap Growth ETF Etf (SCHG)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Total Bond Market ETF Etf (BND)
Vanguard Value ETF Stock (VTV)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley