Morgan Stanley shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 232k | 158.96 |
| 2025-06-30 | $35M | 246k | 140.86 |
| 2025-03-31 | $29M | 252k | 116.67 |
| 2024-12-31 | $32M | 258k | 125.72 |
| 2024-09-30 | $27M | 261k | 104.24 |
| 2024-06-30 | $26M | 267k | 97.19 |
| 2024-03-31 | $25M | 270k | 94.16 |
| 2023-12-31 | $25M | 266k | 93.25 |
| 2023-09-30 | $21M | 258k | 81.67 |
| 2023-06-30 | $22M | 256k | 85.40 |
| 2023-03-31 | $22M | 252k | 87.80 |
| 2022-12-31 | $21M | 252k | 85.02 |
| 2022-09-30 | $20M | 250k | 79.01 |
| 2022-06-30 | $19M | 253k | 76.06 |
| 2022-03-31 | $21M | 245k | 87.40 |
| 2021-12-31 | $24M | 243k | 98.16 |
| 2021-09-30 | $24M | 245k | 97.31 |
| 2021-06-30 | $23M | 254k | 91.69 |
| 2021-03-31 | $20M | 260k | 77.66 |
| 2020-12-31 | $18M | 269k | 68.53 |
| 2020-09-30 | $13M | 262k | 48.35 |
| 2020-06-30 | $13M | 260k | 48.30 |
| 2020-03-31 | $8.8M | 258k | 34.00 |
| 2019-12-31 | $13M | 260k | 51.12 |
| 2019-09-30 | $11M | 261k | 42.67 |
| 2019-06-30 | $11M | 253k | 43.81 |
| 2019-03-31 | $10M | 246k | 42.20 |
| 2018-12-31 | $9.7M | 244k | 39.65 |
| 2018-09-30 | $11M | 237k | 46.57 |
| 2018-06-30 | $9.8M | 207k | 47.40 |
| 2018-03-31 | $11M | 204k | 53.96 |
| 2017-12-31 | $11M | 205k | 52.47 |
| 2017-09-30 | $10M | 209k | 48.17 |
| 2017-06-30 | $9.4M | 211k | 44.56 |
| 2017-03-31 | $9.1M | 212k | 42.84 |
| 2016-12-31 | $9.4M | 222k | 42.25 |
| 2016-09-30 | $7.5M | 233k | 32.06 |
| 2016-06-30 | $6.2M | 237k | 25.98 |
| 2016-03-31 | $5.8M | 232k | 25.01 |
| 2015-12-31 | $7.2M | 227k | 31.81 |
| 2015-09-30 | $7.2M | 230k | 31.50 |
| 2015-06-30 | $8.6M | 221k | 38.79 |
| 2015-03-31 | $8.0M | 224k | 35.69 |
| 2014-12-31 | $8.9M | 229k | 38.80 |
| 2014-09-30 | $8.1M | 233k | 34.57 |
| 2014-06-30 | $7.6M | 234k | 32.33 |
| 2014-03-31 | $7.3M | 234k | 31.17 |
| 2013-12-31 | $7.4M | 236k | 31.36 |
| 2013-09-30 | $6.4M | 239k | 26.95 |
| 2013-06-30 | $6.0M | 244k | 24.43 |
| 2013-03-31 | $5.2M | 238k | 21.98 |
| 2012-12-31 | $4.5M | 233k | 19.12 |
| 2012-09-30 | $4.1M | 244k | 16.74 |
| 2012-06-30 | $3.5M | 241k | 14.59 |
| 2012-03-31 | $4.4M | 224k | 19.64 |
| 2011-12-31 | $3.1M | 202k | 15.13 |
| 2011-09-30 | $3.0M | 220k | 13.51 |
| 2011-06-30 | $4.5M | 195k | 23.01 |
| 2011-03-31 | $4.9M | 179k | 27.32 |
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