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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

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All positions including Morgan Stanley held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wellington Management Company

Quarter filed Position value Share count Share price at filing
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