Morgan Stanley shares owned by Hotchkis and Wiley Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Hotchkis and Wiley Capital Management
from 13F filings
Historical chart of Hotchkis and Wiley Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Hotchkis and Wiley Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 3.1k | 158.96 |
| 2025-06-30 | $437k | 3.1k | 140.86 |
| 2025-03-31 | $384k | 3.3k | 116.67 |
| 2024-12-31 | $449k | 3.6k | 125.72 |
| 2024-09-30 | $461k | 4.4k | 104.24 |
| 2024-03-31 | $9.0M | 96k | 94.16 |
| 2023-12-31 | $7.7M | 83k | 93.25 |
| 2023-09-30 | $245k | 3.0k | 81.67 |
| 2023-06-30 | $273k | 3.2k | 85.40 |
| 2023-03-31 | $281k | 3.2k | 87.80 |
| 2022-12-31 | $272k | 3.2k | 85.02 |
| 2022-09-30 | $277k | 3.5k | 79.14 |
| 2022-06-30 | $289k | 3.8k | 76.05 |
| 2022-03-31 | $280k | 3.2k | 87.50 |
| 2021-12-31 | $226k | 2.3k | 98.26 |
| 2020-12-31 | $114M | 1.7M | 68.53 |
| 2020-09-30 | $88M | 1.8M | 48.35 |
| 2020-06-30 | $102M | 2.1M | 48.30 |
| 2020-03-31 | $117M | 3.4M | 34.00 |
| 2019-12-31 | $172M | 3.4M | 51.12 |
| 2019-09-30 | $128M | 3.0M | 42.67 |
| 2019-06-30 | $132M | 3.0M | 43.81 |
| 2019-03-31 | $129M | 3.1M | 42.20 |
| 2018-12-31 | $59M | 1.5M | 39.65 |
| 2018-09-30 | $50M | 1.1M | 46.57 |
| 2018-06-30 | $50M | 1.1M | 47.40 |
| 2018-03-31 | $58M | 1.1M | 53.96 |
| 2017-12-31 | $58M | 1.1M | 52.47 |
| 2017-09-30 | $84M | 1.7M | 48.17 |
| 2017-06-30 | $112M | 2.5M | 44.56 |
| 2017-03-31 | $150M | 3.5M | 42.84 |
| 2016-12-31 | $185M | 4.4M | 42.25 |
| 2016-09-30 | $202M | 6.3M | 32.06 |
| 2016-06-30 | $195M | 7.5M | 25.98 |
| 2016-03-31 | $178M | 7.1M | 25.01 |
| 2015-12-31 | $109M | 3.4M | 31.81 |
| 2015-09-30 | $51M | 1.6M | 31.50 |
| 2015-06-30 | $65M | 1.7M | 38.79 |
| 2015-03-31 | $61M | 1.7M | 35.69 |
| 2014-12-31 | $66M | 1.7M | 38.80 |
| 2014-09-30 | $91M | 2.6M | 34.57 |
| 2014-06-30 | $89M | 2.8M | 32.33 |
| 2014-03-31 | $86M | 2.8M | 31.17 |
| 2013-12-31 | $72M | 2.3M | 31.36 |
| 2013-09-30 | $63M | 2.3M | 26.95 |
| 2013-06-30 | $64M | 2.6M | 24.43 |
| 2013-03-31 | $78M | 3.6M | 21.98 |
| 2012-12-31 | $81M | 4.2M | 19.12 |
| 2012-09-30 | $88M | 5.3M | 16.74 |
| 2012-03-31 | $65M | 3.3M | 19.64 |
| 2011-12-31 | $52M | 3.4M | 15.13 |
| 2011-09-30 | $47M | 3.5M | 13.50 |
More positions owned by Hotchkis and Wiley Capital Management
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