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Morgan Stanley shares owned by LSV Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LSV Asset Management from 13F filings

Historical chart of LSV Asset Management investment in Morgan Stanley

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All positions including Morgan Stanley held by LSV Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by LSV Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $128M 1.4M 93.25
2023-09-30 $116M 1.4M 81.67
2023-06-30 $219M 2.6M 85.40
2023-03-31 $256M 2.9M 87.80
2022-12-31 $337M 4.0M 85.02
2022-09-30 $331M 4.3M 76.06
2022-06-30 $331M 4.3M 76.06
2022-03-31 $403M 4.6M 87.40
2021-12-31 $460M 4.7M 98.16
2021-09-30 $477M 4.9M 97.31
2021-06-30 $473M 5.2M 91.69
2021-03-31 $422M 5.4M 77.66
2020-12-31 $399M 5.8M 68.53
2020-09-30 $296M 6.1M 48.35
2020-06-30 $297M 6.1M 48.30
2020-03-31 $218M 6.4M 34.00
2019-12-31 $340M 6.7M 51.12
2019-09-30 $260M 6.1M 42.67
2019-06-30 $271M 6.4M 42.20
2019-03-31 $271M 6.4M 42.20
2018-12-31 $258M 6.5M 39.65
2018-09-30 $305M 6.6M 46.57
2018-06-30 $303M 6.4M 47.40
2018-03-31 $337M 6.2M 53.96
2017-12-31 $321M 6.1M 52.47
2017-09-30 $286M 5.9M 48.17
2017-06-30 $256M 5.7M 44.56
2017-03-31 $247M 5.8M 42.84
2016-12-31 $253M 6.0M 42.25
2016-09-30 $164M 5.1M 32.06
2016-06-30 $95M 3.6M 25.98
2016-03-31 $94M 3.8M 25.01
2015-12-31 $119M 3.7M 31.81
2015-09-30 $119M 3.8M 31.50
2015-06-30 $145M 3.7M 38.79
2015-03-31 $121M 3.4M 35.69
2014-12-31 $135M 3.5M 38.80
2014-09-30 $119M 3.4M 34.57
2014-06-30 $100M 3.1M 32.33
2014-03-31 $84M 2.7M 31.17
2013-12-31 $86M 2.7M 31.36
2013-09-30 $76M 2.8M 26.95
2013-06-30 $69M 2.8M 24.43
2013-03-31 $63M 2.9M 21.98