Morgan Stanley (MS)

Historical Portfolio Holders from 2014 to 2024

All holders as of
Q1 2024
Type / Class
Equity / COM NEW
Shares, Excl. Options Q1 2024
$1.32B
Holdings value Q1 2024
$124B
Value change Q1 2024
-$3.03B
Grand Portfolio weight change Q1 2024
-0.006%
Number of holders
1808
Number of Buys Q1 2024
795
Number of Sells Q1 2024
-762
Average Buys Q1 2024 %
+0.096%
Average Sells Q1 2024 %
-0.008%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Filings
Period Shares, Excl. Options Value, Excl. Options Change Price Filings
2024 Q1 1.32B $124B -$3.03B $94.16 1,810
2023 Q4 1.37B $128B +$431M $93.25 1,810
2023 Q3 1.37B $112B -$757M $81.67 1,714
2023 Q2 1.37B $117B -$1.63B $85.40 1,719
2023 Q1 1.38B $121B +$81.5M $87.80 1,692
2022 Q4 1.39B $118B -$504M $85.02 1,708
2022 Q3 1.32B $105B -$90.4M $79.01 1,601
2022 Q2 1.33B $101B -$1.69B $76.06 1,625
2022 Q1 1.34B $117B +$418M $87.40 1,685
2021 Q4 1.34B $131B -$2.38B $98.16 1,738
2021 Q3 1.48B $144B -$2.87B $97.31 1,618
2021 Q2 1.52B $139B -$1.13B $91.69 1,563
2021 Q1 1.58B $123B +$1.97B $77.66 1,534
2020 Q4 1.55B $106B +$12.1B $68.53 1,392
2020 Q3 1.39B $66.9B -$321M $48.35 1,168
2020 Q2 1.4B $67.8B +$2.38B $48.30 1,123
2020 Q1 1.35B $45.9B +$1.38B $34.00 1,044
2019 Q4 1.35B $68.9B -$684M $51.12 1,125
2019 Q3 1.37B $58.3B -$798M $42.67 1,049
2019 Q2 1.38B $60.6B +$339M $43.81 1,049
2019 Q1 1.42B $60B -$653M $42.20 1,074
2018 Q4 1.44B $57.2B -$1B $39.65 1,077
2018 Q3 1.46B $68.1B -$111M $46.57 1,085
2018 Q2 1.49B $70.6B -$553M $47.40 1,084
2018 Q1 1.52B $82.1B -$736M $53.96 1,090
2017 Q4 1.54B $80.9B -$440M $52.47 1,097
2017 Q3 1.56B $74.9B -$709M $48.17 976
2017 Q2 1.57B $70.1B +$526M $44.56 968
2017 Q1 1.58B $67.8B +$4.01B $42.84 967
2016 Q4 1.6B $67.6B +$734M $42.25 933
2016 Q3 1.59B $51.1B -$294M $32.06 838
2016 Q2 1.61B $41.7B +$1.33B $25.98 791
2016 Q1 1.54B $38.6B +$1.21B $25.01 798
2015 Q4 1.53B $48.8B +$78.8M $31.81 852
2015 Q3 1.53B $48.2B +$213M $31.50 825
2015 Q2 1.54B $59.8B +$31.4M $38.79 847
2015 Q1 1.57B $56.1B -$2.1B $35.69 824
2014 Q4 1.58B $61.4B +$1.49B $38.80 829
2014 Q3 1.54B $53.3B +$165M $34.57 767
2014 Q2 1.54B $49.9B +$1.37B $32.33 772
2014 Q1 1.51B $46.9B +$525M $31.17 769