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Morgan Stanley shares owned by Massachusetts Financial Services

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

Historical chart of Massachusetts Financial Services investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Massachusetts Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9B 20M 93.25
2023-09-30 $1.6B 20M 81.67
2023-06-30 $1.7B 20M 85.40
2023-03-31 $1.8B 21M 87.80
2022-12-31 $1.8B 21M 85.02
2022-09-30 $1.7B 21M 79.01
2022-06-30 $1.6B 22M 76.06
2022-03-31 $1.9B 22M 87.40
2021-12-31 $1.9B 20M 98.16
2021-09-30 $1.9B 20M 97.31
2021-06-30 $1.7B 18M 91.69
2021-03-31 $1.0B 13M 77.66
2020-12-31 $295M 4.3M 68.53
2020-09-30 $30M 613k 48.35
2020-06-30 $33M 681k 48.30
2020-03-31 $29M 866k 34.00
2019-12-31 $65M 1.3M 51.12
2019-09-30 $83M 1.9M 42.67
2019-06-30 $118M 2.7M 43.81
2019-03-31 $178M 4.2M 42.20
2018-12-31 $197M 5.0M 39.65
2018-09-30 $235M 5.0M 46.57
2018-06-30 $363M 7.7M 47.40
2018-03-31 $527M 9.8M 53.96
2017-12-31 $514M 9.8M 52.47
2017-09-30 $459M 9.5M 48.17
2017-06-30 $409M 9.2M 44.56
2017-03-31 $478M 11M 42.84
2016-12-31 $287M 6.8M 42.25
2016-09-30 $112M 3.5M 32.06
2016-06-30 $92M 3.5M 25.98
2016-03-31 $80M 3.2M 25.01
2015-12-31 $107M 3.3M 31.81
2015-09-30 $153M 4.9M 31.50
2015-06-30 $292M 7.5M 38.79
2015-03-31 $265M 7.4M 35.69
2014-12-31 $357M 9.2M 38.80
2014-09-30 $307M 8.9M 34.57
2014-06-30 $305M 9.4M 32.33
2014-03-31 $292M 9.4M 31.17
2013-12-31 $260M 8.3M 31.36
2013-09-30 $235M 8.7M 26.95
2013-06-30 $213M 8.7M 24.43