Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SMALL MID CAP EQ
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Number of holders
-
13
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Total 13F shares, excl. options
-
9.01M
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Shares change
-
+504K
-
Total reported value, excl. options
-
$389M
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Value change
-
+$21.6M
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Number of buys
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10
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Number of sells
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-8
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Price
-
$43.16
Significant Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q1 2025
19 filings reported holding MSSM - MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ as of Q1 2025.
MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.01M shares
.
Largest 10 shareholders include MORGAN STANLEY (8.97M shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (20.7K shares), JANE STREET GROUP, LLC (10.6K shares), COMERICA BANK (4.52K shares), UBS Group AG (269 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (67 shares), WELLS FARGO & COMPANY/MN (60 shares), IFP Advisors, Inc (58 shares), ASSETMARK, INC (52 shares), and BANK OF AMERICA CORP /DE/ (48 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.