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Morgan Stanley shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 2.0k 164.57

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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