NorthAvenue »

Morgan Stanley shares owned by NorthAvenue

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

Historical chart of NorthAvenue investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by NorthAvenue 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 NorthAvenue

Quarter filed Position value Share count Share price at filing
2026-03-31 $988 6 164.67
2025-12-31 $1.1k 6 177.67

More positions owned by NorthAvenue

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for NorthAvenue

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley