MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SMALL MID CAP EQ
Total 13F shares
9,995,642
Share change
+989,073
Total reported value
$465,996,520
Price per share
$46.62
Number of holders
18
Value change
+$46,181,996
Number of buys
13
Number of sells
3

Institutional Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q2 2025

As of 30 Jun 2025, MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,995,642 shares. The largest 10 holders included MORGAN STANLEY, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, COMERICA BANK, UBS Group AG, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., and CWM, LLC. This page lists 18 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
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.