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Morgan Stanley shares owned by Johnson Financial

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

Historical chart of Johnson Financial investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Johnson Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 1.2k 177.53
2021-12-31 $495k 5.0k 98.25
2021-09-30 $666k 6.9k 97.21
2021-06-30 $913k 10k 91.66
2021-03-31 $603k 7.8k 77.61

More positions owned by Johnson Financial

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)

View all positions for Johnson Financial

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley