Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SMALL MID CAP EQ
-
Number of holders
-
18
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Total 13F shares, excl. options
-
10M
-
Shares change
-
+989K
-
Total reported value, excl. options
-
$466M
-
Value change
-
+$46.2M
-
Number of buys
-
13
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Number of sells
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-3
-
Price
-
$46.62
Significant Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q2 2025
20 filings reported holding MSSM - MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ as of Q2 2025.
MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10M shares
.
Largest 10 shareholders include MORGAN STANLEY (9.88M shares), JANE STREET GROUP, LLC (51.3K shares), CITADEL ADVISORS LLC (48.1K shares), COMERICA BANK (15.6K shares), UBS Group AG (1.53K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.2K shares), RAYMOND JAMES FINANCIAL INC (221 shares), WELLS FARGO & COMPANY/MN (203 shares), OSAIC HOLDINGS, INC. (74 shares), and CWM, LLC (72 shares).
This table shows the top 18 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.