Morgan Stanley shares owned by Orca Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Orca Investment Management
from 13F filings
Historical chart of Orca Investment Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Orca Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Orca Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $838k | 4.7k | 177.53 |
| 2025-09-30 | $762k | 4.8k | 158.96 |
| 2025-06-30 | $675k | 4.8k | 140.86 |
| 2025-03-31 | $560k | 4.8k | 116.67 |
| 2024-12-31 | $603k | 4.8k | 125.72 |
| 2024-09-30 | $569k | 5.5k | 104.24 |
| 2024-06-30 | $587k | 6.0k | 97.19 |
| 2024-03-31 | $571k | 6.1k | 94.16 |
| 2023-12-31 | $646k | 6.9k | 93.25 |
| 2023-09-30 | $565k | 6.9k | 81.67 |
| 2023-06-30 | $591k | 6.9k | 85.40 |
| 2023-03-31 | $608k | 6.9k | 87.80 |
| 2022-12-31 | $589k | 6.9k | 85.02 |
| 2022-09-30 | $546k | 6.9k | 79.06 |
| 2022-06-30 | $545k | 7.2k | 76.12 |
| 2022-03-31 | $626k | 7.2k | 87.43 |
| 2021-12-31 | $703k | 7.2k | 98.18 |
| 2021-09-30 | $731k | 7.5k | 97.29 |
| 2021-06-30 | $785k | 8.6k | 91.64 |
| 2021-03-31 | $801k | 10k | 77.67 |
| 2020-12-31 | $707k | 10k | 68.55 |
| 2019-09-30 | $494k | 12k | 42.63 |
| 2019-06-30 | $508k | 12k | 43.84 |
| 2019-03-31 | $497k | 12k | 42.18 |
| 2018-12-31 | $467k | 12k | 39.64 |
| 2018-09-30 | $549k | 12k | 46.60 |
| 2018-06-30 | $592k | 13k | 47.44 |
| 2018-03-31 | $692k | 13k | 53.99 |
| 2017-12-31 | $1.1M | 21k | 52.46 |
| 2017-09-30 | $986k | 21k | 48.16 |
| 2017-06-30 | $912k | 21k | 44.55 |
| 2017-03-31 | $877k | 21k | 42.84 |
| 2016-12-31 | $865k | 21k | 42.25 |
| 2016-09-30 | $638k | 20k | 32.05 |
| 2016-06-30 | $517k | 20k | 25.97 |
| 2016-03-31 | $508k | 20k | 25.03 |
| 2015-12-31 | $646k | 20k | 31.83 |
| 2015-09-30 | $626k | 20k | 31.51 |
| 2015-06-30 | $771k | 20k | 38.80 |
More positions owned by Orca Investment Management
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