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Morgan Stanley shares owned by Sumitomo Mitsui Financial

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

Historical chart of Sumitomo Mitsui Financial investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Sumitomo Mitsui Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $180k 1.0k 179.94
2025-06-30 $28k 200 140.69
2022-03-31 $812k 9.0k 90.22
2021-12-31 $938k 9.5k 98.74
2021-09-30 $879k 8.8k 99.60
2021-03-31 $690k 8.7k 79.08
2020-06-30 $9.0k 200 45.00
2019-12-31 $766k 15k 51.07
2019-09-30 $36k 838 42.96
2019-03-31 $32k 755 42.38
2018-09-30 $41k 848 48.35
2018-06-30 $422k 8.7k 48.34
2017-09-30 $603k 13k 48.13