Zacks Investment Management »

Morgan Stanley shares owned by Zacks Investment Management

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

Historical chart of Zacks Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Zacks Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 63k 158.96
2025-06-30 $8.4M 60k 140.86
2025-03-31 $6.8M 59k 116.67
2024-12-31 $1.2M 9.7k 125.72
2024-09-30 $685k 6.6k 104.24
2024-06-30 $658k 6.8k 97.19
2022-03-31 $261k 3.0k 87.38
2021-12-31 $213k 2.2k 98.34
2021-09-30 $336k 3.5k 97.33
2017-03-31 $424k 9.9k 42.82
2015-06-30 $440k 11k 38.79