MTM Investment Management »

Morgan Stanley shares owned by MTM Investment Management

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

Historical chart of MTM Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by MTM Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $126k 790 158.91
2025-06-30 $111k 786 140.82

More positions owned by MTM Investment Management

Apple (AAPL)
Lowe's Companies (LOW)
T Rowe Price Etf Inc Capital Appreciation Equity Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
McKesson Corporation (MCK)
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)
Kinder Morgan (KMI)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Unit (SPY)
Chevron Corporation (CVX)
Commerce Bancshares (CBSH)
Southern Company (SO)

View all positions for MTM Investment Management

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley