Morgan Stanley shares owned by Wellington Management Company
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0B | 19M | 158.96 |
| 2025-06-30 | $2.7B | 19M | 140.86 |
| 2025-03-31 | $2.3B | 19M | 116.67 |
| 2024-12-31 | $2.6B | 21M | 125.72 |
| 2024-09-30 | $3.2B | 31M | 104.24 |
| 2024-06-30 | $3.7B | 39M | 97.19 |
| 2024-03-31 | $4.0B | 43M | 94.16 |
| 2023-12-31 | $3.6B | 39M | 93.25 |
| 2023-09-30 | $2.7B | 33M | 81.67 |
| 2023-06-30 | $3.1B | 36M | 85.40 |
| 2023-03-31 | $4.1B | 47M | 87.80 |
| 2022-12-31 | $3.9B | 46M | 85.02 |
| 2022-03-31 | $3.3B | 38M | 87.40 |
| 2021-12-31 | $4.1B | 42M | 98.16 |
| 2021-09-30 | $4.2B | 43M | 97.31 |
| 2021-06-30 | $3.5B | 38M | 91.69 |
| 2021-03-31 | $2.6B | 34M | 77.66 |
| 2020-12-31 | $2.1B | 30M | 68.53 |
| 2020-09-30 | $337M | 7.0M | 48.35 |
| 2020-06-30 | $160M | 3.3M | 48.30 |
| 2020-03-31 | $42M | 1.2M | 34.00 |
| 2019-12-31 | $95M | 1.9M | 51.12 |
| 2019-09-30 | $101M | 2.4M | 42.67 |
| 2019-06-30 | $119M | 2.7M | 43.81 |
| 2019-03-31 | $113M | 2.7M | 42.20 |
| 2018-12-31 | $85M | 2.1M | 39.65 |
| 2018-09-30 | $84M | 1.8M | 46.57 |
| 2018-06-30 | $50M | 1.1M | 47.40 |
| 2018-03-31 | $166M | 3.1M | 53.96 |
| 2017-12-31 | $88M | 1.7M | 52.47 |
| 2017-09-30 | $18M | 378k | 48.17 |
| 2017-06-30 | $23M | 511k | 44.56 |
| 2017-03-31 | $85M | 2.0M | 42.84 |
| 2016-12-31 | $78M | 1.9M | 42.25 |
| 2016-09-30 | $1.7M | 53k | 32.06 |
| 2016-03-31 | $345k | 14k | 25.02 |
| 2015-12-31 | $220k | 7.0k | 31.44 |
| 2015-09-30 | $13M | 396k | 31.50 |
| 2015-06-30 | $2.0M | 52k | 38.78 |
| 2015-03-31 | $892k | 25k | 35.70 |
| 2014-12-31 | $2.0M | 52k | 38.79 |
| 2014-06-30 | $7.9M | 245k | 32.33 |
| 2014-03-31 | $125M | 4.0M | 31.17 |
| 2013-09-30 | $295M | 11M | 26.95 |
| 2013-06-30 | $437M | 18M | 24.43 |
| 2013-03-31 | $322M | 15M | 21.98 |
| 2012-12-31 | $11M | 573k | 19.12 |
| 2012-09-30 | $487k | 29k | 16.75 |
| 2012-06-30 | $16M | 1.1M | 14.59 |
| 2012-03-31 | $705k | 36k | 19.66 |
| 2011-12-31 | $115M | 7.6M | 15.13 |
| 2011-09-30 | $75M | 5.6M | 13.50 |
| 2011-06-30 | $158M | 6.9M | 23.01 |
| 2010-12-31 | $172M | 6.3M | 27.21 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company