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Morgan Stanley shares owned by Nvest Financial

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

Historical chart of Nvest Financial investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Nvest Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 1.0k 208.96

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

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