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Morgan Stanley shares owned by HFM Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HFM Investment Advisors from 13F filings

Historical chart of HFM Investment Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by HFM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by HFM Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2k 20 158.95
2025-06-30 $2.7k 19 140.84
2025-03-31 $700 6 116.83

More positions owned by HFM Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Ishares Tr Core 60/40 Balan (AOR)
Cisco Systems (CSCO)
Ge Aerospace Com New (GE)
Rockwell Automation (ROK)

View all positions for HFM Investment Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
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FMR
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Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
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Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley