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Morgan Stanley shares owned by Johnson Financial Group

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

Historical chart of Johnson Financial Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Johnson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 3.7k 158.96
2025-06-30 $453k 3.2k 140.86
2025-03-31 $207k 1.8k 116.67
2024-12-31 $267k 1.9k 139.36
2024-09-30 $141k 1.3k 104.24
2024-06-30 $74k 757 97.19
2024-03-31 $58k 620 94.16
2023-12-31 $229k 2.5k 93.25
2023-09-30 $93k 1.1k 81.67
2023-06-30 $185k 2.2k 85.40
2023-03-31 $211k 2.4k 87.80
2022-12-31 $199k 2.3k 85.02
2022-09-30 $219k 2.7k 82.33
2022-06-30 $703k 9.3k 75.56
2022-03-31 $815k 9.3k 87.36
2021-12-31 $855k 8.7k 98.16
2021-09-30 $838k 8.6k 97.31
2021-06-30 $831k 9.1k 91.66
2021-03-31 $716k 9.2k 77.63
2020-12-31 $742k 11k 68.55
2020-09-30 $56k 1.1k 48.68
2020-06-30 $56k 1.1k 48.68
2020-03-31 $223k 6.6k 33.58
2019-12-31 $337k 6.6k 50.79
2019-09-30 $118k 2.8k 42.48
2019-06-30 $90k 2.1k 43.69
2019-03-31 $86k 2.1k 42.07
2018-12-31 $94k 2.4k 39.74
2018-09-30 $118k 2.5k 46.50
2018-06-30 $121k 2.5k 47.35
2018-03-31 $137k 2.5k 53.75
2017-12-31 $133k 2.5k 52.47
2017-09-30 $112k 2.3k 48.17
2017-06-30 $71k 1.6k 44.60
2017-03-31 $85k 2.0k 42.71
2016-12-31 $91k 2.2k 42.09
2016-09-30 $1.5M 47k 32.35
2016-06-30 $1.2M 47k 25.88
2016-03-31 $922k 37k 25.00
2015-12-31 $895k 28k 31.67
2015-09-30 $1.2M 37k 31.96
2015-06-30 $1.4M 35k 39.86
2015-03-31 $1.3M 35k 36.23
2014-12-31 $46k 1.2k 39.22
2014-09-30 $40k 1.2k 33.87
2014-06-30 $20k 620 32.26
2014-03-31 $19k 620 30.65
2013-12-31 $159k 5.1k 31.27
2013-09-30 $137k 5.1k 26.94
2013-06-30 $78k 3.2k 24.40
2011-03-31 $35k 1.3k 27.45