Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / SMALL MID CAP EQ
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Number of holders
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17
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Total 13F shares, excl. options
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9.85M
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Shares change
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-145K
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Total reported value, excl. options
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$501M
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Value change
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-$7.39M
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Number of buys
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5
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Number of sells
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-13
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Price
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$50.83
Significant Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q3 2025
23 filings reported holding MSSM - MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ as of Q3 2025.
MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.85M shares
.
Largest 10 shareholders include MORGAN STANLEY (9.8M shares), COMERICA BANK (15.4K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (14.9K shares), JANE STREET GROUP, LLC (11.2K shares), CITADEL ADVISORS LLC (7.87K shares), UBS Group AG (666 shares), ROYAL BANK OF CANADA (300 shares), WELLS FARGO & COMPANY/MN (179 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (94 shares), and Beaird Harris Wealth Management, LLC (82 shares).
This table shows the top 17 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.